Dori Dutton
Outside Sales
Huntington Beach,CA
Summary
Seasoned Account Manager with 15+ years of exceptional sales experience. Decisive team leader and business manager with excellent attention to detail and persuasive communication style.
working directly with clients to service accounts.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Territory Sales Executive
State Farm
Southern California, CA
06.2023 - Current
- Organically grow current commerical book of business.
- Cold called new business opportunities from San Diego to Santa Barbara.
- Provide problem solving and cost saving opportunities.
- Researched competitors' products and services in order to develop competitive pricing models.
- Maintained accurate records of all customer interactions in the CRM system.
- Introduced current customers to use our new web-based interactive web-site.
- Provided technical support/training for industrial and commerical customers.
- Work with current vendor base looking for outside the box opportunities.
Loan Officer / Assistant Vice President
US Bank (formerly Union Bank)
Orange County, 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
01.2014 - 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.
West Coast Corporate Account Rep
Tucker Paint Booth
West Coast, CA
12.2008 - 01.2014
- Identified and qualified customer needs and negotiated and closed profitable project with high success rate.
- Implemented systems and procedures to increase sales.
- Negotiated contracts with suppliers and vendors.
- Demonstrated strong problem solving skills when faced with challenging situations or complex inquiries from customers.
- Conducted research into customer needs and preferences in order to develop solutions that meet their requirements.
Education
Some College (No Degree) -
Orange Coast College
Skills
- Sales Leadership
- Problem-solving abilities
- CRM Software
- Business Development
- Excellent communication skills
- Cold-calling
- Territory Sales Experience
- Team Building
- Vender Management
- Many years of experience in and around the LA/OC markets
Certification
- NMLS License
- Safe Act Certified
- Property and Causality License
Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Work-life balanceCareer advancementHealthcare benefits401k matchWork from home optionTimeline
Territory Sales Executive
State Farm
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
01.2014 - 07.2018
West Coast Corporate Account Rep
Tucker Paint Booth
12.2008 - 01.2014
Some College (No Degree) -
Orange Coast College