Jeff Townsend
West Des Moines,IA
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Representative
Thrivent Financial
01.2024 - Current
- Established strong rapport with clients, leading to increased trust and long-term business relationships.
- Conducted regular market research, staying up-to-date on industry trends and incorporating insights into sales strategies.
- Evaluated performance metrics regularly, identifying areas of improvement and implementing necessary changes for optimal results.
- Managed multiple accounts simultaneously while maintaining exceptional organization and attention to detail.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Participated actively in networking events and trade shows, expanding brand awareness and generating leads.
- Collaborated effectively with cross-functional teams to ensure seamless delivery of services to clients.
Account Executive
Innovation Refunds
06.2022 - 11.2023
- Educate our customers about our products and support them through standardized operational processes that ensure they can claim the maximum amount of financial incentives available to them
- Top 10% sales performer by exceeding weekly/monthly key performance indicators (KPIs) by delivering outstanding customer service and evaluating client needs
- Built relationships with hundreds of clients/prospects to understand their needs resulting in 50 million dollars in revenue
- Partner with c-level individuals to analyze account and industry trends to reduce costs and improve efficiencies
- Understands the communication needs of small and mid-sized business customers, and designs solutions to meet those unique business needs
- Developed strategic customized plans and solutions to achieve target goals utilizing data and CRM tools
- Utilize exceptional analytical, organizational and communication abilities to work within a professional, team-oriented environment.
Home Mortgage Consultant
Wells Fargo Home Mortgage
10.2020 - 06.2022
- Licensed mortgage banker with Nationwide Mortgage Licensing System & Registry (NMLS # 2063275)
- Guided borrowers in completing the loan application process, gathering the appropriate and necessary paperwork including bank statements, tax returns and pay stubs to expedite the loan process
- Maintained consistent communication flows throughout the loan process, with all involved parties to ensure timely appraisals, credit decisions, funding and to expeditiously resolve all issues and questions
- Guided borrowers in completing the loan application process, gathering the appropriate and necessary paperwork including bank statements, tax returns and pay stubs to expedite the loan process
- Originated high-quality loans which meet Conventional and Government guidelines while providing excellent customer service for clients throughout the United States
- Handled customer complaints and took appropriate action to resolve them.
Front Line Supervisor
The Community Sports Network
03.2020 - 10.2020
- Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems
- Responsible for conducting interviews, analyzing documentation, scheduling and providing resources for those seeking assistance
- Analyze statistical data and reports to identify and determine causes of personnel problems and develop recommendations for improvement of organization's personnel policies and practices
- Performing needs and comprehensive assessments; develop or update care plans, service plans, and/or treatment plans with clients or consumers to address their needs and to facilitate referral to appropriate treatment or service providers or facilities; engage clients and families in the development of service implementation plans
- Advocate on behalf of clients and families for services, basic needs, and other related issues
- Conducted home and community visits related to client needs as required for the area of assignment
- Prepare and follow budgets for personnel operations.
Customer Support
Scheels Sporting Goods
11.2019 - 02.2020
- Manages the order fulfillment process, including order entry and shipping
- Assist in inventory cycle checks and counts
- Answer customer inquiries and concerns in a professional manner
- Navigate fulfillment software effectively.
- Managed daily workflow of the customer support team, ensuring timely response and resolution of customer inquiries.
Greater Des Moines Softball Facilities Manager
Iowa Sports Turf
03.2018 - 02.2020
- Adhere to Iowa Sports Turf Management annual budget and financial goals
- Coordinate schedules and events with the city of Des Moines Parks and Recreation division
- Responsible for the recruitment and hiring of knowledgeable and professional employees that properly represent Iowa Turf Management
- Ensure the proper turfgrass cultural maintenance is environmentally and aesthetically sound
- Conduct periodic safety workshops for the benefit of employees.
- Supervised staff of in day-to-day activities.
Education
Athletic Field and Turfgrass Management -
Kirkwood Community College
Cedar Rapids, IA01.2009
Associate of Arts in Business Management -
Kirkwood Community College
Iowa City, IA01.2007
Skills
- Computer Proficient (Word, Excel, Outlook, HubSpot, CORE, Horizon, Salesforce, Therap, WorkForce etc)
- Excellent Written and Verbal Communication
- Client Relationship Building
- CRM software proficiency
- Customer Service
- Cold-calling
- Sales expertise
- Quick learner with strong attention to detail
- Strong time management with an emphasis on meeting deadlines, scheduling, allocating resources, and coordinating workloads
- 2021 Leaders Club Sales Conference Attendee (Platinum performer 2021 Q2, Q3 & Q4) Top 10% of all WFHM Consumer Direct sales
Personal Information
Title: ACCOUNT EXECUTIVE
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Insurance Licenses, Life, Health, and Annuities – Iowa Department of Insurance.
Timeline
Associate Representative
Thrivent Financial
01.2024 - Current
Account Executive
Innovation Refunds
06.2022 - 11.2023
Home Mortgage Consultant
Wells Fargo Home Mortgage
10.2020 - 06.2022
Front Line Supervisor
The Community Sports Network
03.2020 - 10.2020
Customer Support
Scheels Sporting Goods
11.2019 - 02.2020
Greater Des Moines Softball Facilities Manager
Iowa Sports Turf
03.2018 - 02.2020
Athletic Field and Turfgrass Management -
Kirkwood Community College
Associate of Arts in Business Management -
Kirkwood Community College
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Insurance Licenses, Life, Health, and Annuities – Iowa Department of Insurance.
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