Experienced Professional with polished communication and strong interpersonal skills. Confident in conducting presentations and public speaking. Proven ability to handle difficult situations. Advanced in Microsoft Word, Excel, PowerPoint, Salesforce, SAP, Oracle. Quick study in computer programming.
Overview
22
22
years of professional experience
Work History
Senior Sales Enablement Analyst
Philips-Image Guided Therapy Devices (IGTD)
06.2022 - Current
Support IGTD sales reps in the field covering 4-6 teams(100-200 sales reps) depending on staffing needs throughout the US
Providing sales reps with trunk stock items for products for Peripheral, Lead Management, Coronary, and ICE catheter teams
Processing Sales, Samples, Rep to Account/Account to Rep Exchanges, Rep to Rep Exchanges, Demos, and Returns in the ERP systems of Oracle and SAP
Work with Field Inventory Management (FIM) to reconcile and clear trunk stock audits
Primary point of contact for sales reps to work through issues with Complaints, Pricing, Consignment, Contracts, Accounts Receivable, Order Management, Field Inventory, and Finance
Working with Regional Sales Manager (RSM) and sales reps to ensure all policies and procedures are followed
Consignment set up and maintenance of consignment accounts par tables, inventory, returns, replacements, reductions, and terminations along with sales rep assistance
Dispute Management for entire Sales team relating to trunk stock
Sales/transactions disputed by accounts correcting pricing or human error mistakes, supporting sales as is with documentation, or issuing credits as warranted by research and approval from Finance team
Training of new staff, providing in person one on one and remote training(6-8weeks) and 1-3 hours a day after that as needed until new staff can operate on their own
Helped grow the ICE team from one RSM and 10 sales reps to 3 RSMs and 50 sales reps
Problem solving system/process issues in a fast paced ever changing policy and process environment
Providing support and solution ideas on best practices to efficiently time manage a complex and demanding position
Work in a team environment that requires teamwork and assistance of others as every day brings new and unique challenges in a ever changing environment
Customer Service Representative- Mortgage Origination
Leidos
03.2022 - 06.2022
Provide customer service to consumers and lending industry on FHA guidelines and procedures
Provide direction to HUD approved housing Counseling Agencies
Escalate calls to Home Ownership Centers (HOC) for additional questions or clarification on FHA guidelines
Provide assistance to the public on HUD owned properties, how to make an offer on a HUD home and HUD maintenance conplaints
Provide assistance to renters looking for housing assistance through HUD and Public and Indian Housing(PIH)
Provide direction and assistance to the public for disasters relief/recovery
Provide assistance to consumers struggling to make mortgage payments with loss mitigation programs to avoid foreclosure
Research and Remediation Specialist
Randstad/ Wells Fargo
Shoreview, MN
11.2020 - 03.2022
Research and remediate Small business complaints
Research small business complaints accessing all systems and resources involved in the complaint, working as a customer advocate to find resolution communicated to the customer by telephone or letter
Provide customer with financial remediation when case warrants such as waived fees or other financial remediation, re-look for declined accounts, reopening closed accounts, escalating complaints to fraud or legal departments when needed
Partnering with will all team managers within Small Business to further research and resolve customer issues and provide guidance to avoid future complaints
Sales Executive
DC Group
Minneapolis, MN
03.2017 - 10.2019
Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close
Technical sales -100% cold calling and emailing client and prospects
Setting up demos and on site visits with technicians
Contract negotiations/RFPs/RFQs, renewals and current customer management
Consultative sales approach- 100% outbound calling emailing to current clients and prospects
Partnering with publishers and distributors for the best price
Setting up demos and trials, marketing email campaigns
Home Mortgage Consultant
Wells Fargo Home Mortgage
Minneapolis, MN
03.2008 - 03.2016
Home Mortgage sales over the phone and in person
Sold loans for Subprime, FHA, VA, conventional, conventional non-conforming loans and renovation loans through the FHA program
Specialized in VA loans certified to work with DEPT of VA- Military approved loan officer
Conventional and conventional non conforming loans for Refinance and purchase loans, streamlined refinance for FHA, and VA loans, FHA and VA refinance and purchase loans, HARP loans Fannie and Freddie and DU eligible, Renovation for refinance and purchase loans
Expert knowledge of guidelines for FHA, VA, Conventional loans including TILA-RESPA guidelines
Customers included, relocation, employee loans, for primary homes, 2nd homes, and investment properties
Have used multiple application systems as Wells Fargo changed their systems a couple of times depending on which department you were in
Responsible for the entire sale from application to closing
Client Services Representative
Wells Fargo Home Mortgage
Minneapolis, MN
03.2006 - 03.2008
Corporate Relocation
Gather loan applications from local loan officers and provided them with corporate relocation pricing and quotes
Provided clients with information about the relocation client benefits or relocation package
Loan processor
Wells Fargo Home Mortgage
Minneapolis, MN
01.2003 - 03.2006
Mortgage loan processing of subprime loans
Managed a pipeline of 50-60 loans closing 25-35 a month
Responsible for ordering and clearing title, ordering appraisal, clearing all credit variances, ordering payoffs for mortgage, tax lien payoffs or lien release, and gathering any and all required documentation needed to close the loan, pay stubs, tax returns, LOX for gift funds or anything the underwriters requested to close the loan
Subprime loans closing time frame was 3-9months depending on credit requirements
Purchase, refinance, relocation, and employee loans
Education
Bachelor's - Business Computer Information Systems
St. Cloud State University
St. Cloud, MN
Skills
Microsoft Word, PowerPoint, Excel
Salesforce/CRM
SAP and Oracle ERP systems
Adaptive to Changing Technologies
Contract negotiation
Technical Sales
Research and remediation
Training new staff
Audit Support
Root Cause Analysis
Information Gathering
Report Preparation
Documentation And Reporting
Policy improvements
Deadline Adherence
Account Reconciliation
Analytical Thinking
Accomplishments
Achieved Sales conference attendance for top sales at Wells Fargo Home Mortgage.
Timeline
Senior Sales Enablement Analyst
Philips-Image Guided Therapy Devices (IGTD)
06.2022 - Current
Customer Service Representative- Mortgage Origination
Leidos
03.2022 - 06.2022
Research and Remediation Specialist
Randstad/ Wells Fargo
11.2020 - 03.2022
Sales Executive
DC Group
03.2017 - 10.2019
Account Executive
Productive Corporation
03.2016 - 03.2017
Home Mortgage Consultant
Wells Fargo Home Mortgage
03.2008 - 03.2016
Client Services Representative
Wells Fargo Home Mortgage
03.2006 - 03.2008
Loan processor
Wells Fargo Home Mortgage
01.2003 - 03.2006
Bachelor's - Business Computer Information Systems
St. Cloud State University
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