Dori Dutton
Huntington Beach,CA
Summary
Hardworking Account Manager with 15 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Territory Account Manager
State Farm Insurance
Huntington Beach, CA
06.2023 - Current
- Achieved sales targets by offering a variety of insurance policies to new and loyal customers.
- Ensured friendly interactions while responding to customer queries about eligibility, coverage, and policy modifications.
- Implemented effective email marketing strategies to drive potential sales growth
- Steadily forged long-term relationships to secure revenue and continued growth.
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Developed strategies to increase revenue from existing accounts.
- Maintained accurate records of all customer interactions in the CRM system.
Loan Officer / Assistant Vice President
US Bank (formerly Union Bank)
Irvine, CA
07.2020 - 03.2023
- Spearheaded end-to-end new business development activities, from setting up appointments to conducting comprehensive client needs assessments and effectively showcasing product features and benefits
- Oversaw entire mortgage process including application, origination, and closing
- Worked closely with processing and underwriting to ensure a smooth transaction from start to finish
- Led weekly marketing meetings, enhancing company exposure and fostering new business connections.
- Collaborated with various community groups and committees to increase the bank's visibility within the local area.
- Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
Senior Lending Officer
Bank of America
Huntington Beach, CA
07.2018 - 07.2020
- Established exceptional client relationships to effectively handle objections and successfully close sales
- Partnered with the sales manager to devise strategies for attaining sales goals, achieving loan quotas, and maximizing conference referrals
- Arranged consultations with home sellers, real estate specialists, legal representatives, and builders to discover potential clientele and offer loan recommendations.
- Evaluated individual client requirements by leveraging knowledge of niche products and delivering practical solutions
- Ensured accurate tracking of leads, sales calls, and pipeline activities by maintaining a dedicated database.
Mortgage Sales Consultant
IMortgage / Loan Depot
Huntington Beach, CA
08.2014 - 07.2018
- Created effective strategies to enhance company sales volume through targeted marketing initiatives
- Managed lunchtime training sessions to drive growth in monthly sales
- Developed long-lasting, reliable partnerships with significant clients throughout a ten-year period.
- Ensuring accurate recordkeeping by regularly utilizing CRM software for maintaining customer contacts, entering sales call activities and completing customer service calls
- Analyzed customer needs and recommended mortgage solutions that best fit their financial goals.
Mortgage Sales Consultant
Wells Fargo Home Mortgage
Huntington Beach, CA
01.2007 - 01.2014
- Achieved continuous growth in sales production by 10% to 20% during a challenging mortgage fallout
- Implemented creative approaches to drive increase in sales using email campaigns and direct outreach
- Achieved growth in monthly sales volume through expert financial advice on mortgage loans
- Boosted company sales portfolio through regular monthly educational workshops.
Education
High School Diploma -
Newport Harbor High School
Newport Beach, CASkills
- Sales Leadership
- Problem-solving abilities
- Client-focused
- Lead Development
- Excellent communication skills
- Goal-Oriented
- Territory Sales Experience
- Business strategies
- Relationship building and management
- Client Development
- Revenue Generation
Affiliations
- Volunteer at the Wetlands Wildlife Care Center, Huntington Beach, CA / A Non-Profit organization that is dedicated to the rehabilitation and release of injured and orphaned native wildlife.
- Volunteer at the Pacific Marine Mammal Center / Laguna Beach, CA / A marine mammal hospital leading in veterinary research, education and ocean conservation efforts.
Certification
- NMLS License
- Safe Act Certified
- Property and Causality License
Timeline
Territory Account Manager
State Farm Insurance
06.2023 - Current
Loan Officer / Assistant Vice President
US Bank (formerly Union Bank)
07.2020 - 03.2023
Senior Lending Officer
Bank of America
07.2018 - 07.2020
Mortgage Sales Consultant
IMortgage / Loan Depot
08.2014 - 07.2018
Mortgage Sales Consultant
Wells Fargo Home Mortgage
01.2007 - 01.2014
High School Diploma -
Newport Harbor High School