DEANNA GARCIA
Grant Writer Associate
Denver,CO
Summary
Organized and dependable, successful at managing multiple priorities with a positive attitude. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Insurance Agent
Primerica
Denver, United States
09.2022 - Current
- Obtained underwriting approval by completing application for coverage.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built, train and lead a team of 10 agents.
- Facilitated cold leads into insurance sales.
Credit Repair Specialist
WiseView Credit
Denver, CO
12.2019 - Current
- Develop and maintain relationships with 50+ real estate agents, mortgage lenders & financial planners
- Provide detailed individualized credit report analysis'
- Create personalized credit repair action plans
- Conduct personal credit consultation calls and close sales
- Follow up with all qualified leads in pipeline
- Generate all personal leads
- Manage CRM and built automations for effective flow of business
- Helped 150+ people repair and increase their credit scores 50-200 points
Fundraising Counsel
IMI Marketing
Denver, CO
03.2019 - 11.2020
- Manage and adhere to campaign timelines and budgets by tracking revenue and expenses associated with assigned fundraising campaigns
- Provide input into the development of strategic plans for the fundraising campaign(s), including fundraising goals, volunteer goals and timelines
- Act as an on-site manager during the campaign fundraising event, overseeing activities and staff, to ensure satisfaction of participants, and resolutions of problems
Personal Banker & Loan Officer
US Bank
Aurora, CO
04.2016 - 03.2019
- 2018 customer service score of 95%, 2017 customer service score 92%, 2016 customer service score of 91% satisfaction
- Actively facilitate and close home loans and lines of credit
- Focus on the consultative sales process to proactively identify and meet the financial needs of customers or prospects
- Maintainanin-depthknowledgeofconsumerandsmallbusinessproducts/services and recommend appropriate solutions
Education
Marketing
New Mexico State University
01.2010 - 01.2013
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West Mesa High School
Skills
Leadershipundefined
Certification
John Maxwell Leadership Certified Team Member
CliftonStrengths - Gallup
https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:a7f4ef49-a515-4747-9bd2-ed8af36d4cc6
Timeline
Insurance Agent
Primerica
09.2022 - Current
John Maxwell Leadership Certified Team Member
08-2021
Credit Repair Specialist
WiseView Credit
12.2019 - Current
Fundraising Counsel
IMI Marketing
03.2019 - 11.2020
Personal Banker & Loan Officer
US Bank
04.2016 - 03.2019
Marketing
New Mexico State University
01.2010 - 01.2013
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West Mesa High School
Quote
"Never let success get to your head and never let failure get to your heart."
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