Accomplished Sr. Account Manager with a proven track record at Aztec Financial Services, excelling in partnership development and customer relations. Demonstrated expertise in negotiation and vendor management, achieving sales quotas and fostering key account growth. Mentored junior staff, enhancing operational efficiency and company revenue.
Overview
20
20
years of professional experience
Work History
Sr. Account Manager
Aztec Financial Services
08.2010 - Current
Delivered sales presentations and pitches to clients and junior sales associates for demonstration.
Worked with clients, primarily Franchise Accounts, to develop strong relationships and strategic program offerings to better fit their needs.
Sold new products and services and developed new accounts to maximize revenue potential.
Provided extensive support in sales to key accounts.
Stayed current on company offerings and industry trends.
Achieved or exceeded company-defined sales quotas.
Developed deep knowledge of client businesses and relationship to achieve company objectives.
Negotiated price and terms of financing.
Informed clients of promotions to increase sales productivity and volume.
Served clients with knowledgeable, friendly support at every stage of financing and purchasing.
Gained clients trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Team Lead and mentored junior account management professionals to develop skills and increase company revenue.
Escrow Officer
Cornerstone Title Insurance Agency
10.2008 - 08.2010
Managed real estate closing process in compliance with applicable standards and legal requirements.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Compiled closing packages for drafting and presentation accuracy.
Evaluated loan requests and documents to verify accuracy and completeness.
Explained very technical financial information to applicants in easy to understand language.
Escrow Officer
1st National Title
03.2005 - 09.2008
Assisted customers with completing loan applications and other paperwork.
Processed loan applications and monitored progress from start to finish.
Prepared and delivered projected HUD-1 settlement statements to lender upon request.
Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Checked signatures and legal descriptions for accuracy and integrity.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Communicated requirements and title exception information to clients.
Education
High School Diploma -
Kearns High School
Kearns, UT
01.2001
Skills
Goals and performance
Excellent negotiation skills
Operations
Partnership Development
Customer Relations
Vendor Management
Timeline
Sr. Account Manager
Aztec Financial Services
08.2010 - Current
Escrow Officer
Cornerstone Title Insurance Agency
10.2008 - 08.2010
Escrow Officer
1st National Title
03.2005 - 09.2008
High School Diploma -
Kearns High School
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