Colin Smith
Kansas City,MO
Summary
Dynamic and results-driven sales professional with a proven track record in generating revenue and fostering relationships across diverse markets. Leveraging over four years of experience in sales, customer success, and CRM management. Expert level rapport building with key decision-makers, understanding client needs, and delivering customized solutions that drive growth.
Overview
4
4
years of professional experience
Work History
Dedicated Loan Specialist
Veterans United Home Loans
10.2024 - Current
- Contact new borrowers primarily via phone, voicemail, and text to educate and assist them on loan process, utilizing strong communication and negotiating skills to overcome objections.
- Converse with borrowers to obtain and verify information and documentation.
- Evaluate borrower credit for pre-approval or denial of loan applications.
- Make initial contact and respond promptly to customer inquiries to collect borrower financial and credit information.
- Process borrower credit information through Encompass online approval system.
- Inform borrowers on future loan documentation requests, including borrowers' income and asset information.
Sales Enablement Specialist - Gulf Region
T3
05.2024 - 10.2024
- Processed payments and orders for new equipment for over 70 accounts across 7 states
- Escalated customer outreach to correct teams when necessary to address concerns in timely manner
- Assisted Account Executive and Sales Engineer during product demonstrations and pricing calls
- Gathered all necessary information for smooth implementation of both hardware and software post close
- Build rapport with current and new clients to ensure healthy business relationships between both parties
- Assisted in revenue growth of Gulf region
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
- Followed all company policies and procedures to deliver quality work.
Business Development Representative
T3
11.2023 - 05.2024
- Successfully researched and targeted vehicle fleets to generate new business opportunities through a minimum of 75 cold calls a day
- Utilized various channels and strategies to generate leads and qualify prospects interested in SaaS solutions for fleet management
- Established strong rapport with key decision-makers within vehicle fleet organizations, fostering trust and credibility
- Demonstrated value of SaaS solutions for fleet optimization
- Utilized CRM tools to track and manage sales activities, ensuring systematic and organized approach to prospecting and deal closure
- Increased client base by identifying potential customers and initiating strategic outreach.
- Consistently met or exceeded sales targets, contributing significantly to team success.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Expanded business through effective network development, identifying new, and prospective clients.
Customer Success Associate
T3
07.2023 - 08.2023
- Managed 55 accounts in the western region of the United States
- Served as first line of IT for T3 platform which clients used to track diagnostics, location, drivers, trips, etc of multimillion dollar heavy equipment construction fleets
- Processed payments and orders for new equipment
- Escalated customer calls to correct teams when necessary to address concerns in timely manner
- Conducted account audits to ensure no financial discrepancies
- Tended to all clients needs to create a seamless user experience
- Enhanced customer retention through personalized follow-up and proactive outreach initiatives.
- Improved customer satisfaction by quickly addressing and resolving concerns with products or services.
- Provided expert advice to customers regarding product features, usage, and best practices, enhancing their overall experience with the company.
- Managed a portfolio of key accounts, ensuring consistent communication and support throughout the customer lifecycle.
Area Sales Representative
Southern Glazer's Wine and Spirits
03.2022 - 03.2023
- Managed 25 wine and spirits accounts through major retailers such as Walmart, Kroger, Schnucks, Target, Dollar General and Walgreens
- Supplied and sold over 148 wine and spirits products, resulting in a 2% increase in total revenue for entire territory over 2021
- Built and maintained relationships with department managers across assigned territory
- Utilized market knowledge and sales data to successfully push new target products every month
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Drove team revenue totals by bringing in top sales numbers.
- Negotiated contracts with clients, ensuring mutually beneficial terms for both parties involved.
Agent Relations Coordinator
Veterans United Realty
01.2021 - 03.2022
- Navigated CRM database of over 8,000 real estate agents to pair them with borrowers in their requested area
- Screened real estate agents based on criteria that ensure candidates are best fit for both borrowers and network
- Updated client and real estate agent profile information in CRM database
- Onboarded agents into network when borrower requested agent in region where company lacked coverage
- Assisted borrowers, agents and brokers via phone by answering questions or directing calls to appropriate contacts at Veterans United Home Loans
- Handled sensitive financial information in order to receive referral payments from real estate agents via phone
- Assisted real estate agent with navigating technical problems encountered within company application AgentDash
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
Education
Bachelor of Science - Exercise Science and Kinesiology
Truman State University
Kirksville, MO05.2020
Google Data Analytics Career Certification -
Google
Skills
- Problem-solving aptitude
- Business Strategy Development
- Customer Relationship Management
- Sales Strategies
- Key Performance Indicators
- Quality Assurance
Timeline
Dedicated Loan Specialist
Veterans United Home Loans
10.2024 - Current
Sales Enablement Specialist - Gulf Region
T3
05.2024 - 10.2024
Business Development Representative
T3
11.2023 - 05.2024
Customer Success Associate
T3
07.2023 - 08.2023
Area Sales Representative
Southern Glazer's Wine and Spirits
03.2022 - 03.2023
Agent Relations Coordinator
Veterans United Realty
01.2021 - 03.2022
Bachelor of Science - Exercise Science and Kinesiology
Truman State University
Google Data Analytics Career Certification -
Google
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