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
LeadershipUpsellingCross-sellingEmotional IntelligenceTeam PlayerInnovativeHighly DependableEffective CommunicationCustomer Service OrientedCompetitive
Community Outreach
Life insurance
Quotes and sales
Account management
Customer Relations
Documentation and reporting
Complaint resolution
Report preparation
Money handling abilities
Recordkeeping strengths
Professional telephone demeanor
Administrative support
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."