Cindy Poljacik
Hoover,AL
Overview
13
13
years of professional experience
Work History
Executive Assistant/Senior Commercial Banking Associate
CB&S Bank
Tuscaloosa, Alabama, United States
02.2025 - Current
- Provide a full range of administrative support to the Branch City President and the Senior Vice President, including managing calendars, scheduling meetings, preparing correspondence, and maintaining confidential files.
- Provide sales and administrative support to Commercial Relationship Managers.
- Prepare and submit expense reports for City President, Retail Branch Manager, Senior VP Relationship Manager and Senior Lending Officer.
- Manage and execute catered quarterly board meetings as well as submit payment for board member participation.
- Collaborates across departments to facilitate information flow and maintain effective relationships with internal and external contacts.
- Manage day-to-day office functions including scheduling, correspondence, document preparation and coordination of branch activities and events.
- Oversee office operations, including supplies, equipment, process branch invoices and maintain relationship with vendors.
- Compile, prepare and input complete commercial loan packages into our credit risk management system for all Commercial Relationship Managers.
- Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting.
- Follow loans to ensure that covenants are met, and required financial documents are received as required.
- Process construction loan draw, request appraisals, inspections and title work.
- Collaborate with Commercial Relationship Manager in processing loans and corresponding with Underwriting, Loan Processing, Loan Services, Loan Booking and Loan Documentation.
- Coordinate loan closings with the lending officer, borrower, loan processing, and outside counsel.
- Full-time
- On-site
Sales Counselor
Town Villages Vestavia Hills
Vestavia Hills, Alabama, United States
06.2022 - 02.2025
- Build and maintain relationships with potential residents and their families, ensuring five-star customer service is always being displayed.
- Validated sales success, in the local market and specific to senior living, multi-unit complexes, and/or hospitality.
- Assists with maintaining a motivational atmosphere throughout the community.
- Assists in the creation of sales and marketing reports, as well as captivating newsletters and social media updates.
- Completes community tours in a manner that meets company expectations.
- Plan and manage all aspects of community sales & marketing events, including budgeting, event flyer, venue selection, vendor management, speakers, catering and logistics.
- Meets or exceeds the sales activity standards as determined by the Regional Director of Sales & Marketing.
- Sales activity standards include quotas for daily telephone lead base follow-up calls, appointments, on-site and off-site sales related performance metrics.
- Daily engagement in external business development such as sales calls, networking, attending events, hosting events, and attending outside meetings/seminars.
- Full-time
- On-site
Sales Counselor
Five Star Senior Living
Pompano Beach, Florida, United States
07.2020 - 06.2022
- Build and maintain relationships with potential residents and their families, ensuring five-star customer service is always being displayed.
- Validated sales success, in the local market and specific to senior living, multi-unit complexes, and/or hospitality.
- Assists with maintaining a motivational atmosphere throughout the community.
- Assists in the creation of sales and marketing reports, as well as captivating newsletters and social media updates.
- Completes community tours in a manner that meets company expectations.
- Plan and manage all aspects of community sales & marketing events, including budgeting, event flyer, venue selection, vendor management, speakers, catering and logistics.
- Meets or exceeds the sales activity standards as determined by the Regional Director of Sales & Marketing.
- Sales activity standards include quotas for daily telephone lead base follow-up calls, appointments, on-site and off-site sales related performance metrics.
- Daily engagement in external business development such as sales calls, networking, attending events, hosting events, and attending outside meetings/seminars.
- Full-time
- On-site
Client Relations Specialist
Wholesale Carrier Services, Inc.
Coral Springs, FL
08.2016 - 07.2020
- Secured renewal contracts with key clients in the United States and Canada, maintained continuous services, and supported Marketing, Sales, and Sales Support teams on a portfolio valued at $1.2M.
- Collaborated with Enterprise Account Executives, Project Manager, and Engineering team members to establish client relationships, ensure contract requirements, and deliver quality services.
- Collected and analyzed client data to support annual customer account review with Enterprise Account Executives and Project Managers.
- Consulted on business processes and strategic planning across all company departments.
- Designated as customer advocate to resolve client issues and drive client engagement for 180 customers.
- Compiled client information, updated Dynamics CRM tool daily, and delivered account and customer information at monthly Account Executive reviews.
- Full-time
- On-site
Executive Assistant/Marketing Associate
American Fidelity Title
Fort Lauderdale, Florida, United States
01.2013 - 07.2016
- Created sales, promotions, and marketing campaigns for potential and existing clients.
- Directed logistics and execution of fundraising events, trade shows, and client appreciation events.
- Collected and delivered documents and resources for meetings, training sessions, and registered participants.
- Handled room reservation, set up and arranged catering.
- Created, maintained, and updated a business development database of clients and prospects.
- Proficient in Microsoft Office, Sales Force, Vitals and Sherpa.
- Created monthly newsletter, developed relationships with mortgage lenders and real estate agents to encourage partnership with AFT for closings.
- Interviewed clients, established goals, and built sales programs to increase local market share.
- Full-time
- On-site
Education
Bachelor of Arts - Graphic Design
University of Alabama
Tuscaloosa, ALTimeline
Executive Assistant/Senior Commercial Banking Associate
CB&S Bank
02.2025 - Current
Sales Counselor
Town Villages Vestavia Hills
06.2022 - 02.2025
Sales Counselor
Five Star Senior Living
07.2020 - 06.2022
Client Relations Specialist
Wholesale Carrier Services, Inc.
08.2016 - 07.2020
Executive Assistant/Marketing Associate
American Fidelity Title
01.2013 - 07.2016
Bachelor of Arts - Graphic Design
University of Alabama