Elizabeth White
Montgomery,TX
Summary
Dedicated and results-driven professional with extensive experience in sales, training and consulting. Proven track record of exceptional communication and organizational skills, complemented by strong administrative and executive capabilities. Skilled in loan origination, training and managing sales teams, conducting sales meetings, overseeing territory management, and processing invoices and purchase orders. Proficient in QuickBooks, Microsoft Office, Excel, and Google Workspace, with a focus on enhancing client satisfaction and achieving sales targets.
Overview
21
21
years of professional experience
Work History
Director of Operations
EZ Hauler Products
Montgomery, USA
09.2017 - Current
- Oversee daily operations, ensuring efficient workflow and exceptional service delivery
- Manage client accounts, fostering strong relationships and maintaining high levels of customer satisfaction
- AR/ AP Process invoices and purchase orders, ensuring accuracy and timely fulfillment
- Collaborated with manufacturers on the design and development of new products
Consumer Loan Advisor
Alleviate
09.2021 - 11.2021
- Answered phone calls and followed up internet leads from potential clients
- Provided financial consultations for clients regarding loans and debt relief programs
- Performed application data entry and credit analysis
Senior Debt Consultant
Fast Track & Enrollment Center
11.2009 - 10.2017
- Fielded incoming phone calls and managed internet leads from potential clients looking for financial assistance, effectively assessing their needs and facilitating follow-up actions
- Provided financial consultations for loans and debt relief programs
- Presented customized programs according to the client’s individual needs
- Established and nurtured strong customer relationships through effective communication and proactive follow-up
- Performed application data entry and credit analysis
Office Administrator
Rainmaker Liquidators
Fountain Valley, USA
10.2008 - 10.2009
- Maintained organized records and managed data entry to ensure accuracy
- Assisted in processing invoices and purchase orders, facilitating smooth transaction processes
- Utilized QuickBooks for financial tracking and reporting, and Microsoft Excel for data analysis and reporting
- Utilized QuickBooks for financial tracking and reporting, and Microsoft Excel for data analysis, reporting, document management, and communication
Customer Service/ Facilities Management and Administrative Assistant
Balboa Capital
Fountain Valley, USA
05.2007 - 10.2008
- Organized and developed training material for the director of sales and account executive development programs enhancing the effectiveness of training initiatives
- Supported executive teams with scheduling, correspondence, and administrative tasks
- Collaborated with clients to address and resolve issues related to payments, taxes, insurance, titles, and various aspects of lease and equipment financing
- Provided expert guidance on financing options, ensuring client needs were met efficiently and effectively
- Welcomed new and existing clients, providing exceptional customer service and support
- Screened and responded to incoming phone calls, ensuring timely and accurate communication
- Scanned and organized new client files into computer systems, maintaining efficient record-keeping
Sales Manager and Trainer
Advanced Advertising Concepts
Culver City
01.2004 - 04.2005
- Collaborated with upper management to train new sales staff on product knowledge and sales techniques, including territory management
- Conduct regular sales meetings to review goals, performance, and strategies, enhancing team cohesion and focus
- Developed and maintained customer relationships through effective communication and problem-solving
- Conducted data entry and analysis to track sales performance and identify opportunities for growth
Education
High School Diploma -
Torrance High
Torrance, CA01.1999
Skills
- Sales Team Training and Management
- Strong Communication Skills
- Customer Service Excellence
- Data Entry and Management
- Loan Application Management
- Facilitating Sales Meetings
- Territory Management
- Invoice Processing Expertise
- QuickBooks proficiency
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Google Workspace Proficiency
- CRM Software Proficiency
References
Available upon request.
Timeline
Consumer Loan Advisor
Alleviate
09.2021 - 11.2021
Director of Operations
EZ Hauler Products
09.2017 - Current
Senior Debt Consultant
Fast Track & Enrollment Center
11.2009 - 10.2017
Office Administrator
Rainmaker Liquidators
10.2008 - 10.2009
Customer Service/ Facilities Management and Administrative Assistant
Balboa Capital
05.2007 - 10.2008
Sales Manager and Trainer
Advanced Advertising Concepts
01.2004 - 04.2005
High School Diploma -
Torrance High
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