DANIELA BLISS
Clairton,PA
Summary
Highly-motivated, hardworking employee with desire to take on new challenges. Strong work ethic with exceptional interpersonal skills. Hardworking, reliable with outstanding customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Performance-driven Associate with stellar record of accomplishment in connecting with customers and driving remarkable sales. Proactive, well-organized sales leader successful at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator, and problem-solver.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Specialty Sales Representative
Home Depot
West Mifflin, Pennsylvania
08.2024 - Current
- Detailed latest promotions, sales incentives, and rebates to share with customers, helping clients save on purchases.
- Assisted customers in finding the right appliance for their needs and budget.
- Greeted customers entering appliance showroom proactively and courteously.
- Processed sales, warranties and service agreements quickly and efficiently to respect customer's time and to expedite sales associate's availability to next customer.
- Shared information on product features for various items to help customers make correct buying decisions.
- Encouraged purchase of warranty programs when buying appliances, helping boost overall sales.
- Coordinated schedules with customers for appliance deliveries, and installations.
- Approached customers and asked open-ended questions to better understand buying needs and budgets.
- Discussed customer needs to understand preferences and proceeded to narrow down specific appliance recommendations.
- Exceeded assigned goals for customer experience, service, revenue and productivity through upselling and cross-selling methods.
- Maintained department and showroom with neat and orderly displays.
- Closed sales with ideal balance of tact and assertiveness and followed up proactively through delivery and installation.
Consumer Direct Loan Originator
Mutual Of Omaha
San Diego, California
11.2024 - 08.2025
- Reviewed credit reports, appraisals, title policies, and other related documents for accuracy and completeness.
- Provided detailed information on reverse mortgage products to potential borrowers.
- Collaborated with underwriting team to ensure loan approval according to standards set forth by the Federal Housing Administration.
- Conducted loan origination activities including customer interviews and financial analysis.
- Managed workflow processes throughout the life cycle of a loan application; from initial contact through closing.
- Created presentations outlining features and benefits of reverse mortgages for various audiences.
- Assisted customers in completing their applications accurately and efficiently.
- Provided guidance for borrowers concerning pre-closing requirements such as insurance coverage and home inspections.
- Established relationships with real estate agents, attorneys, accountants, and financial planners who are active in the senior market segment.
- Monitored pipeline loans to ensure that the process was completed in accordance with company guidelines.
- Conducted ongoing customer service by responding to inquiries from clients and lenders in a timely manner.
- Analyzed borrower's financial information to determine if they qualify for a reverse mortgage loan product.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Informed customers of loan application requirements and deadlines.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Pre-Arrangement Advisor
Neptune Society
West Covina, USA
03.2023 - 07.2024
- Provided expert guidance to clients on pre-need cremation services, ensuring personalized consultations.
- Developed strong relationships with clients through effective communication and empathy.
- Conducted thorough needs assessments to tailor services to individual client requirements.
- Utilized Salesforce CRM software to track client interactions, enhancing follow-up and service quality.
- Engaged in community outreach efforts to educate the public about pre-need planning options.
- Facilitated workshops and informational sessions to promote understanding of cremation services.
- Maintained comprehensive knowledge of industry regulations and best practices for service delivery.
- Assisted clients in navigating complex paperwork and documentation with clarity and support.
- Followed up with clients post-service to ensure satisfaction and address any concerns.
Wholesale Account Executive
Sprout Mortgage
Irvine, USA
03.2022 - 07.2022
- Developed and maintained strong relationships with mortgage brokers, ensuring ongoing support and service excellence.
- Educated brokers on Non-QM loan programs, facilitating informed decision-making for their clients.
- Cold called potential mortgage brokers to expand the business network and generate new leads.
- Gathered documentation and qualified borrowers to streamline the loan application process.
- Collaborated with internal teams to ensure seamless loan processing from application to funding.
- Utilized Salesforce to track account activities and enhance customer relationship management.
- Prepared loan quotes and provided accurate pricing scenarios to assist brokers in client negotiations.
- Executed sales strategies to achieve monthly targets and contribute to overall revenue growth.
- Cold called potential customers to follow through on inbound, outbound and company-provided leads.
- Followed-up with existing partners to increase volume of current deals.
- Built and cultivated mutually beneficial relationships by initiating communications and identifying opportunities.
National Wholesale Account Executive
Athas Capital Group
Calabasas, USA
03.2021 - 03.2022
- Top Volume Funder February 2022.
- Educated brokers on various Non-QM loan programs to facilitate informed decision-making for their clients.
- Gathered and organized necessary documentation to streamline the loan application process for clients.
- Collaborated with internal teams to ensure smooth loan processing from application through funding.
- Utilized Salesforce CRM to track account activities and improve customer relationship management.
- Prepared and presented loan quotes, offering accurate pricing scenarios to assist brokers in negotiations.
- Followed up with existing partners to nurture relationships and increase the volume of ongoing deals.
Education
High School -
John Muir High School
Pasadena01.1987
Skills
- Customer relationship management
- Loan origination
- Product knowledge
- Sales strategies
- Upselling techniques
- Financial analysis
- Presentation skills
- Lead generation
- Complex problem solving
- Effective communication
- Active listening
- Relationship building
- Time management
- Negotiation skills
- Sales presentations
- Account relationship management
- Networking skills
- Problem-solving abilities
- Teamwork
- Inside and outside sales
- Sales funnel management
- Closing techniques
- Prepare sales presentations
- Customer service
- Reliability
- Organizational skills
Certification
NMLS ID 246093
Accomplishments
Top Volume Funder 2022
Timeline
Consumer Direct Loan Originator
Mutual Of Omaha
11.2024 - 08.2025
Specialty Sales Representative
Home Depot
08.2024 - Current
Pre-Arrangement Advisor
Neptune Society
03.2023 - 07.2024
Wholesale Account Executive
Sprout Mortgage
03.2022 - 07.2022
National Wholesale Account Executive
Athas Capital Group
03.2021 - 03.2022
High School -
John Muir High School