Deanna Tanner
New Plymouth,ID
Summary
Dedicated Account Manager with distinct understanding of factoring services and commitment to increasing sales for maximized company revenue. Knowledgeable about conflict resolution, solutions-oriented problem solving and CRM use. Reliable relationship builder bringing highest quality products to prospective clients, resulting in repeat sales.
Overview
10
10
years of professional experience
Work History
Factoring Account Manager
Truckstop.com
04.2023 - Current
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Educated clients on factoring services while working with continuing education to help carrier grow rev month over month.
- Managed 300+ accounts by reviewing and mitigating discrepancies and collaborating with account holders.
Sales Processing Manager
Truckstop.com
09.2022 - 04.2023
- Created sales processing department to work as assistants to sales and underwriting department, for smoother transitions for better carrier experience and faster close of sales.
- Successfully managed and trained team of four sales processors, while cross training sales team of 25 , providing assistance and answering questions.
- Created solutions to processing pain points to reduce errors on applications submitted from 46% to 11 % within 6 months.
- Collaborated with underwriting management and sales management on process improvement initiatives to attain monthly sales goals.
- Mentored departmental team, boosting efficiency, success and morale among employees.
- Evaluated and assessed employee performance to meet production and data targets.
- Worked with salesforce developers in building reporting dashboard for upper management to reflect current workload while also having metrics to coaching needed to meet goals.
Factoring Account Executive
Truckstop.com
03.2020 - 09.2022
- Prospected new clientele through networking, cold calling, canvassing and referrals.
- Drove new business development through qualifying leads, building relationships and executing strategic sales.
- Managed sales cycle from first contact to established customer sale and maintained solid customer base.
- Used targeted questioning strategies to discover insight on prospect needs while collecting necessary information for securing accounts.
- Developed and deployed onboarding and reference guide to coach 10 new team members along with 3 new managers thru training periods faster while allowing them to be more efficient.
- Trained, coached and mentored new sales associates for maximum performance.
- Balanced traditional and innovative sales tactics to complete sales and trained employees on current sales protocols.
- Collaborated with managers and company trainer to continue ongoing education and training for new and existing team members while maintaining full quota requirements.
- Achieved 126% of quota in 2021 and on pace for 104% of quota in 2022, while also onboarding and training 8 new hires, along with assisting new management with factoring industry knowledge
Financial Services Representative III
First Interstate Bank
03.2018 - 03.2020
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Identified customer financial service needs to prepare proposals and sell services.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
- Observed, coached and developed bankers in support of reaching performance objectives.
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
- Represented bank to community through good customer relations.
- Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Interviewed, hired and trained 4 employees and implemented mentoring program to promote positive feedback and engagement.
Universal Associate III
Umpqua Bank
08.2013 - 09.2015
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Examined customer loan applications for loan approvals and denials
- Originated, reviewed, processed, closed and administered customer loan proposals
Skills
- Account Management
- Customer Service and Assistance
- Sales Strategies Implementation
- Department Development
- Product Recommendations
- Strong Communication and Interpersonal Skills
- Building Customer Relationships and Loyalty
- Teamwork and Collaboration
- Team Leadership
- Sales Contracts
- Orientation and Onboarding
Timeline
Factoring Account Manager
Truckstop.com
04.2023 - Current
Sales Processing Manager
Truckstop.com
09.2022 - 04.2023
Factoring Account Executive
Truckstop.com
03.2020 - 09.2022
Financial Services Representative III
First Interstate Bank
03.2018 - 03.2020
Universal Associate III
Umpqua Bank
08.2013 - 09.2015