Dynamic professional with a proven track record at Right Now Mortgage, excelling in appointment scheduling and strategic communication. Skilled in CRM software and lead generation, I foster strong relationships that drive customer engagement and maximize opportunities. Recognized for enhancing outreach efforts and training new team members to achieve success.
Overview
7
7
years of professional experience
Work History
Appointment Setter
Right Now Mortgage
Houston, Texas
03.2022 - 03.2023
Built and sustained relationships through strategic phone conversations with potential customers.
Optimized schedules using software applications to track progress and maintain client records.
Rescheduled no-shows and cancellations to maximize appointment opportunities.
Fielded emails, calls, and face-to-face inquiries regarding appointments.
Maintained composure in challenging customer situations.
Documented all appointment-setting activities accurately.
Scheduled appointments according to customer availability and needs.
Investigated leads to enhance outreach efforts.
Trained new team members on effective appointment-setting techniques.
Salesperson
Money Merchant/ Direct Tv Sales
Houston, Texas
02.2016 - 01.2019
Engaged customers to promote services and products effectively.
Maintained accurate records of customer interactions and sales activities.
Resolved customer inquiries and issues promptly and professionally.
Utilized CRM software to track leads and manage client relationships.
Developed key customer relationships to increase sales.
Resolved customer complaints promptly and efficiently.
Educated customers about products and services offered by the company.
Advised customers on the latest product features and benefits.
Assisted customers in selecting appropriate products or services for their needs.
Provided personalized service to build relationships with customers.
Placed orders and answered customer questions in-person, through email, and over phone to maximize customer service.
Sparked social conversations with customers to provide friendly atmosphere and smooth shopping experience.
Developed and implemented strategies to meet sales quotas.
Generated new business opportunities through cold calling campaigns.
Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Negotiated deals and handled complaints or objections.
Prepared and delivered appropriate presentations on products and services.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Produced sales documents, finalized deals and filed records.
Increased profitability and revenue by identifying customer needs and determining appropriate offerings.