Janie Gonzalez
Matamoras,PA
Summary
Self motivated with multiple years of clerical, analytical, and operational office experience. Any job that comes my way I execute it fully. Throughout the years I've became an expert at multi-tasking and working under pressure to meet deadlines, working with others physically and remotely. Adept at processing, examining, and verifying the completeness and accuracy of data. Adaptable, eager, and willing to learn, with a passion for problem-solving. Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
10
10
years of professional experience
Work History
Account Executive
Care Auto Repair
06.2022 - Current
- Create detailed business plans designed to attain predetermined goals and quotas
- Manage the entire sales cycle from finding a client to securing a deal
- Unearth new sales opportunities through networking and turn them into long-term partnerships
- Present products to prospective clients
- Provide professional after-sales support to maximize customer loyalty
- Remain in regular contact with your clients to understand and meet their needs
- Respond to complaints and resolve issues to the customer's satisfaction and to maintain the company'sreputation
- Negotiate agreements and keep records of sales and data
- Handles telephone calls from both inside and outside Company, making appointments, handling and tracking all mail, filing of all departmental related reports
- Perform general clerical duties as required of the office such as; maintain inventory and ordering supplies and perform all related or less skilled duties as assigned
- Analyze/enter data on the Management System
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
Mortgage Loan Processor
Panorama Mortgage Group,LLC
03.2021 - 07.2022
- Perform a general evaluation of an application (financial documents, mortgage type etc.)
- Help client choose the most appropriate mortgage
- Gather all important data from client (assets, debts etc.)
- Verify information and references by contacting the right sources
- Correct mistakes and investigate inconsistencies
- Submit completed loan files for appraisal
- Act as point of contact between loan officers, underwriters and clients
- Conduct a final review of the file before closing
- Coordinated closing process with attorneys, title companies, and government clerks.
- Prepared file for final clear-to-close by branch management.
Disclosure Specialist
Parkside Lending
09.2019 - 01.2021
- Partnered with others in compliance department and in business units to fix and improve issues.
- Set up loan file with accurate fees according to selected loan program and other loan parameters.
- Maintained knowledge of loan programs offered through bank.
- Prepared loan estimate with new loan application and sent initial disclosures.
- Managed company disclosure timelines to maintain delivery standards and timetables.
- Maintained composure in stressful situations, confrontations, interviews and records searches.
Customer Service Representative
Fleurchem
05.2017 - 08.2019
- Responsible for the typing of letters, notifications and departmental reports and updates as required
- Creates and updates files in all appropriate company systems to ensure proper record keeping andregulatory compliance
- Sending Invoicing to correct Merchants
- Communicating to Purchase manager and paying attention to detail to make sure all pricing is accurateper order
- Perform general clerical duties as required of the office such as; maintain inventory/ordering suppliesand perform all related or less skilled duties as assigned
- Operates and maintains various office machines and equipment, including but not limited to personalcomputers, facsimile machines, copiers, printers, telephones, etc
- Handles telephone calls from both inside and outside Company, making appointments, handling andtracking all mail, filing of all departmental related reports
- Perform all duties in accordance with Company Safety Rules and Regulations and Good Housekeepingpractices
- Executing Multiple orders in a timely fashion, creating labels and working with shipping and receivingto accurately manage time
- Assists in performing routine computations and analysis of department data.
CSR - Customer Service Representative
Spectrum
02.2014 - 05.2017
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Responded to customer requests for products, services, and company information.
Education
High school diploma - undefined
Skills
- Performance Management
- Workforce Management
- Marketing
- Financial Management
- Business Administration
- Business Development
- Lead Generation
- Needs Assessment
- Contract Negotiation
- Data Analysis
- Documentation and Reporting
- Invoicing
Timeline
Account Executive - Care Auto Repair
06.2022 - Current
Mortgage Loan Processor - Panorama Mortgage Group,LLC
03.2021 - 07.2022
Disclosure Specialist - Parkside Lending
09.2019 - 01.2021
Customer Service Representative - Fleurchem
05.2017 - 08.2019
CSR - Customer Service Representative - Spectrum
02.2014 - 05.2017
Middletown High School - High school diploma,