Jason Smith
Lake Forest,CA
Summary
A hardworking young man with eight years of work experience, I have played a number of roles in several companies and I'm eager to continue my professional journey. I'm a sales associate with several years of successful experience in client relations and lead conversion. Recognized consistently for performance excellence and contributions to the success in every company I've worked for. Strengths in customer satisfaction and work ethic.
Overview
8
8
years of professional experience
Work History
Inside Sales Associate
Change Solar LLC
03.2024 - Current
- Managed inbound inquiries, providing tailored solutions to meet client needs.
- Collaborated with management to develop targeted sales campaigns, increasing lead generation.
- Utilized CRM software for tracking sales activities and optimizing follow-up processes.
Credit Manager
Elevate 1 Financial
06.2023 - 02.2024
- Maximized cash flow for employer by consistently performing in the top 10-20% of sales associates at the company.
- Developed strong relationships with clients through personal/professional communication.
- Conducted comprehensive financial analysis to assess creditworthiness for potential clients.
Account Executive
REMN Wholesale
02.2022 - 01.2023
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Mortgage Broker Assistant
Blitz Mortgage
04.2020 - 07.2021
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Developed prospects for new loans by conducting thousands of cold calls weekly.
- Delivered exceptional level of service to each customer by listening to concerns and answering questions.
Project Manager, Client Services, Salesman
Max Energy Solar
08.2017 - 01.2020
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
Education
High School Diploma -
Tesoro High School
Las Flores, CA06.2017
Skills
- Organization and Time management
- Flexible & Adaptable
- Self-motivated & professional
- Teamwork
- Superior client management skills
Timeline
Inside Sales Associate
Change Solar LLC
03.2024 - Current
Credit Manager
Elevate 1 Financial
06.2023 - 02.2024
Account Executive
REMN Wholesale
02.2022 - 01.2023
Mortgage Broker Assistant
Blitz Mortgage
04.2020 - 07.2021
Project Manager, Client Services, Salesman
Max Energy Solar
08.2017 - 01.2020
High School Diploma -
Tesoro High School