Courtney Dodd
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
7
7
years of professional experience
Work History
Account Executive
Sherman Bridge
11.2021 - Current
- Closed $53,168,534 in loans
- Currently sell HML, DSCR, New Construction, portfolio, and Bridge loans
- Top Account Executive on the team
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prospected new clientele through networking, cold calling, canvassing, and referrals.
- Drove new business development through qualifying leads, building relationships, and executing strategic sales.
- Worked with underwriters to fix application problems and resolve issues.
- Trained and supported other Account Executives
- Created training plans and developed materials for training real estate agents
- Executed training programs.
Business Development Manager
AD Precision Health
05.2019 - 11.2021
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Researched and identified opportunities for account growth, account penetration and market expansion.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
Massage Therapist/Owner
Health First
09.2016 - 06.2023
- Performed massages for clients using Swedish, deep tissue, and sports massage methodologies.
- Spoke with clients regarding health history, expectations, services, and procedures for safety and customer satisfaction.
- Advised clients on areas such as posture, at-home exercises, and stretches.
- Assessed guest needs and identified muscle issues, medical conditions, and contraindications before beginning the session.
- Developed and maintained positive relationships with clients through professional communication and follow-up to increase satisfaction and build rapport.
Account Executive
Encompass Medical Partners
09.2016 - 05.2019
- Trained 50 Phlebotomist, handled scheduling and logistics
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prospected new clientele through networking, cold calling, canvassing and referrals.
- Identified client business needs by gaining understanding of goals, objectives and processes.
- Recorded and maintained sales prospect and sales data within customer relationship management system.
- Delivered services to clients to secure additional business and grow revenue streams.
Education
Life Insurance License - Life Insurance
EXAMFX
Online10.2020
Bachelor of Science - Foods, Nutrition, And Wellness Studies
Texas Woman's University
Denton05.2018
Phlebotomy - Phlebotomy
Central Texas Phlebotomy Institute
Waco10.2017
Massage Therapy - Massage Therapy
Holistic Wellness Academy
Niles, MI05.2005
Skills
- Multitasking Strengths
- Strategic Selling
- Goals and Performance
- Verbal and Written Communication
- Marketing Management
- MS Office Expertise
- Loan Product Promotion
- Pipeline Management
- Territory Management
- Account Planning
- Social Perceptiveness
- Mortgage Loan Origination
Additional Information
Experienced in
- Salesforce
- Canva
- Social Media
Timeline
Account Executive
Sherman Bridge
11.2021 - Current
Business Development Manager
AD Precision Health
05.2019 - 11.2021
Account Executive
Encompass Medical Partners
09.2016 - 05.2019
Massage Therapist/Owner
Health First
09.2016 - 06.2023
Life Insurance License - Life Insurance
EXAMFX
Bachelor of Science - Foods, Nutrition, And Wellness Studies
Texas Woman's University
Phlebotomy - Phlebotomy
Central Texas Phlebotomy Institute
Massage Therapy - Massage Therapy
Holistic Wellness Academy
Similar Profiles
Amber OttenAmber Otten
Emergency Dispatcher/ Communications Specialist at City of Richardson, Sherman & City of Richardson, Sherman & Garland Police Dept DeptEmergency Dispatcher/ Communications Specialist at City of Richardson, Sherman & City of Richardson, Sherman & Garland Police Dept Dept
Isabella RuettgersIsabella Ruettgers
Law Firm Receptionist at Sherman, Sherman, Johnnie, & HoytLaw Firm Receptionist at Sherman, Sherman, Johnnie, & Hoyt
Joel OrosJoel Oros
LVN Charge Nurse at Sherman Village Healthcare CenterLVN Charge Nurse at Sherman Village Healthcare Center
EZZAT SOLIMANEZZAT SOLIMAN
ACCOUNT DIRECTOR, Account Manager, Sr Account Executive, Account Executive at VML - Wunderman ThompsonACCOUNT DIRECTOR, Account Manager, Sr Account Executive, Account Executive at VML - Wunderman Thompson
Hassane SoumahoroHassane Soumahoro
Sales Executive (Account Executive & Account Manager) at TripleliftSales Executive (Account Executive & Account Manager) at Triplelift