Corsandra Phelps
Financial Services
Red Oak,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
21
21
years of professional experience
4
4
Certification
Work History
Chief Operations Manager
Big Rock's Landscaping & Demolition LLC
Glenn Heights, TX
06.2015 - Current
- Established short- and long-term company goals, policies and procedures, monitoring progress and results.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Formed and sustained strategic relationships with clients.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
Regional Vice President
Primerica
Desoto, TX
04.2003 - 07.2024
- Hired, trained, and mentored staff members to maximize productivity.
- Created program to promote new managers from within, leading to cohesive leadership structure.
- Drove revenue by cultivating successful client relations.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
New Accounts Representative
Bank of America
Arlington, TX
09.1986 - 05.2000
- Delivered exemplary service to customers to drive strong account growth from day one.
- Compiled information regarding new accounts and entered information into computers and file related forms.
- Collected and recorded customer deposit and feeds and issues receipts.
- Identified transaction errors for unbalanced debits and credits.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Maintained and built strong client relationships through quality, personalized interactions.
Education
Some College (No Degree) - Business
North Lake College
Irving, TXSkills
- Data-driven decision-making
- Organizational Development
- Lean Six Sigma
- Facilities Management
- Staff Training and Development
- Business Analysis
Accomplishments
- In Life Insurance led the team month after month in Team Production 5 years
- Was promoted to Regional Vice President in December a typical "do nothing" month
- Qualified for the Green Jacket in Primerica
Certification
- Licensed Life / Health
- Licensed Series 6
- Licensed Series 63
- Licensed Series 24
Timeline
Chief Operations Manager
Big Rock's Landscaping & Demolition LLC
06.2015 - Current
Regional Vice President
Primerica
04.2003 - 07.2024
New Accounts Representative
Bank of America
09.1986 - 05.2000
- Licensed Life / Health
- Licensed Series 6
- Licensed Series 63
- Licensed Series 24
Some College (No Degree) - Business
North Lake College
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