Jillian Ricketts
Murrieta,CA
Summary
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. I am an organized and dependable candidate, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Account Manager
Growth Capital Consulting
01.2014 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Recorded accurate and efficient records in customer database.
Mortgage Loan Officer
CashCall Mortgage
12.2020 - 09.2023
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Explained different types of loans pertaining to client situations.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Monitored pipelines to track and log status of loans.
- Developed and maintained relationships with customers, lenders and other third parties.
Auto Insurance Agent- Assistant Office Manager
Titan Auto Insurance
05.2005 - 05.2013
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
Assistant Retail Store Manager
See's Candies
11.2003 - 05.2013
- Assisted store manager in meeting standards for customer service and quality.
- Completed routine store inventories.
- Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Trained and managed associates in customer service and sales techniques.
Assistant Store Manager
Hollywood Video
02.2003 - 07.2005
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Rotated merchandise and displays to feature new products and promotions.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Processed payments for credit and debit cards and returned proper change for cash transactions.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
Education
Associate of Arts - Health And Wellness
Ashford University
San Diego, CA06.2016
Skills
- Loan Application Management
- Production Leadership
- Invoice Preparation
- Collections Proficiency
- Analytical and Critical Thinking
- Client Interviews
- Scheduling Oversight
- Client Account Management
- Payment Collection
- Customer Proposals
- Customer Transactions
- Time Management
- Support Services
- Verbal and Written Communication
- Email Correspondence
- Team Collaboration
- Documentation and Filing
Certification
- CNP - Certified Notary Public
- Licensed Mortgage Loan Officer in 16 states
Timeline
Mortgage Loan Officer
CashCall Mortgage
12.2020 - 09.2023
Account Manager
Growth Capital Consulting
01.2014 - Current
Auto Insurance Agent- Assistant Office Manager
Titan Auto Insurance
05.2005 - 05.2013
Assistant Retail Store Manager
See's Candies
11.2003 - 05.2013
Assistant Store Manager
Hollywood Video
02.2003 - 07.2005
Associate of Arts - Health And Wellness
Ashford University
- CNP - Certified Notary Public
- Licensed Mortgage Loan Officer in 16 states
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