Dedicated professional with extensive experience in business development, sales, and account management within financial services. Proven ability to deliver high-quality work and exceptional customer service. Strong interpersonal communication skills foster collaboration within diverse teams.
Overview
15
15
years of professional experience
Work History
Senior Account Manager
LendKey Financing
Denver, CO
05.2024 - Current
Engaged network of over 50 previous clients, achieving 35% application approval rate with LendKey.
Secured 10 approved contractors through submission of more than 25 applications at LendKey.
Outperformed peers during rigorous contractor vetting process, ensuring successful onboarding.
Senior Account Manager
Renovate America / Finance of America Home Improvement
Denver, CO
09.2019 - 10.2023
Systemized in-person training sessions for clients, emphasizing financing strategies that boosted average ticket sales, resulting in a 27% revenue increase.
Spearheaded training for Quality First Home Improvement in California, boosting monthly production by $150K through targeted strategies.
Achieved an annual average of $1.325 million in sales from 2019-2022, ranked in top 20% and exceeded goals 80% of the time.
Managed training for over 200 contractors in the loan process, achieving a client retention rate of 96%-top in the company.
Cultivated task management and real-time reporting by delivering Salesforce/CRM and Tableau training, achieving 96% client retention-top in the company.
Buyer's Representative
Keller Williams
San Diego, CA
05.2017 - 09.2019
Facilitated a collaborative team environment as a buyer's representative, submitting 21 mortgage applications, contributing to $3M in approved loans.
Closed 15 deals, contributing to over $20 million in home sales for the team.
Contractor Acquisition - Account Manager
Renovate America
San Diego, CA
02.2014 - 05.2017
Ranked in top 25% by achieving 30% increase in new account registrations through targeted outreach strategies.
Empowered sales team by scheduling over 50 appointments and delivering impactful online presentations.
Delivered targeted product training and hands-on support to contractor sales representatives and customers.
Achieved 20% enhancement in satisfaction with remarkable conversion rate of 90%.
Attained 25% upsell rate, contributing to significant sales growth and earning promotion for exceptional engagement.
Senior Account Manager
Einstein Industries
San Diego, CA
01.2011 - 02.2014
Acquired 11 clients in 3 months, surpassing goals by 25%.