Summary
Overview
Work History
Education
Skills
TECHNOLOGY
Accomplishments
Additional Information
Timeline
Generic

Jascha I. Rickards

Howell Township,NJ

Summary

SALES EXECUTIVE, ACCOUNT MANAGER

Dynamic and analytical professional with extensive experience driving business development through account management, competitor analysis, and lead generation.

Natural talent for leading inbound sales , analyzing customer credit reports, handling financial products, and collecting business metrics. Tenacious negotiator, conveying benefits of products/services and generating customer interest. Impactful leader, delivering business solutions, leveraging diverse methodologies, and focusing on sales cycle to streamline corporate operations.

Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.

Overview

9
9
years of professional experience

Work History

Account Manager

Choice Home Warranty
01.2023 - Current
  • Make outbound old and warm lead call to prospective customer to sell home warranty plans.
  • Utilize straight line sales method.
  • Make 400 and more dials daily to prospects.
  • Calls current customers to up sell multi-year policies.
  • Daily customer service management of account sold.
  • Answer inbound transfers from customer service representatives with prospective customers.
  • Achieved Salesman of the day award.
  • Quota of 22 properties per week consistently attained.

Producing Team Lead

JASCHA I, RICKARDS
01.2016 - 01.2022
  • Provided servant leadership while assisting team in preparing files, aiding underwriter operations, and optimizing overall performance.
  • Drove increased revenue output from teams by emphasizing coaching and skill development activities
  • Directed loan procedures by leveraging pitching and pricing operations in line with business strategy.
  • Administered over three direct reports, including various loan advisors to gather and evaluate business metrics for informed decision-making.
  • Played vital role in business development, including managing financial products and reviewing competitors for market gap analysis.
  • Bolstered three team members in achieving application/closing/Gate goals while finalizing financial details.
  • Coached team members in techniques necessary to complete job tasks.
  • Worked effectively in fast-paced environments.

Sr. Loan Advisor / Loan Advisor

Freedom Mortgage
01.2015 - 01.2022
  • Evaluated payment plans while answering inbound/outbound calls, collating financial information/personal documents, and collaborating with two underwriters regarding borrower loan applications.
  • Adhered to state/federal law regarding mortgage transactions and conveyed suspected issues and mortgage fraud to relevant authorities.
  • Generated $50M in loans in single year and recognized as company's #1 Salesman and Loan Officer.
  • Collaborated with Senior Loan Officer to develop entire sales vertical (Portfolio Gold) and convince customers to perform transactions.
  • Revitalized customer experience by supporting loan closing and received High Flyer Award 2018.
  • Achieved second highest closings in 2017 and nominated as Winner's Circle 2018.
  • Impacted organization's financial viability by administering mortgage loans pipeline of $12M+ each month and attaining 100% of quota consecutively for six years.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Aided organization in pre-qualifying prospective, including instantly reviewing customer credit reports utilizing soft pull tool.
  • Examined 30 state licenses yearly based upon continuing education and background checks.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.

SDR – Sales Development Representative

Optimere
07.2022 - 01.2023
  • Carried out market research to generate leads and identify trends in industries and competitors.
  • Qualified 12 potential customers based upon company and organizational standards
  • Coordinated with decision makers for refining sales structures.
  • Conducted 40+ cold calls to government agencies per day and facilitated Account Executive in performing discovery calls with prospects.
  • Set appointments and supported selling public record software for social media by responding to approximately 28 cold emails
  • Improved sales and seller competency by directing consumer-to-consumer and B2B sales.
  • Excellent verbal and written communication skills.

Education

Bachelor of Arts - Sociology

Montclair State University
Montclair, NJ

Associates of Arts - Liberal Arts

Ocean County College
Toms River

Skills

  • Sales Solutions
  • Sales Scripting
  • Account Verification
  • Issue Resolutions
  • Metrics Evaluation
  • Lead Generation
  • Portfolio Administration
  • Process Improvement
  • Brand Development
  • Customer Satisfaction
  • Issue Resolution

TECHNOLOGY

  • SalesForce Lead Management
  • Optimum Blue Mortgage Pricing
  • IBM SPSS
  • Chili Piper
  • Yes Ware
  • Google Suite
  • Microsoft Office

Accomplishments

  • REVENUE GENERATION - Produced over $50M in loans in a single year, recognized as the company #1 Salesman and Loan Officer
  • MORTGAGE LOANS - Influenced organization's financial viability by leading mortgage loans pipeline of $12M+ each month - Attained 100% of quota, six years consecutively

Additional Information

  • Presidents Club – Top 1-10, Freedom Mortgage Winners Circle – Top 11-20, Freedom Mortgage

Timeline

Account Manager

Choice Home Warranty
01.2023 - Current

SDR – Sales Development Representative

Optimere
07.2022 - 01.2023

Producing Team Lead

JASCHA I, RICKARDS
01.2016 - 01.2022

Sr. Loan Advisor / Loan Advisor

Freedom Mortgage
01.2015 - 01.2022

Bachelor of Arts - Sociology

Montclair State University

Associates of Arts - Liberal Arts

Ocean County College

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Jascha I. Rickards