Summary
Work History
Education
Skills
Additional Information
Timeline
Generic

Joseph Meisner

Summary

Seasoned Outside/Inside sales specialist with strength in negotiations, e-commerce and customer service. Excellent interpersonal and time management skills.

In search of an Consultant/Analyst/Customer Service/Sales Position within a team environment with the opportunity to review and research specific issues and concerns to determine and develop corrective course of actions. To manage a pipeline of work from assignment to completion.

Work History

Outside Sales Representative

Liberty Lock and Security
2021 - 2023
  • Conducted cold calls in person and by phone.
  • Personally followed up on all cold calls and leads.
  • Worked closely with estimators in preparing and submitting project quotes.
  • Maintained customer relations after the sale.
  • Reported all sales activity to General Manager.
  • Assisted Customer Service team with inbound customer phone calls and emails by creating and scheduling dispatches for service calls as needed.
  • Conducted follow up by phone and in person on recent service calls.

Estimator, Project Manager

Liberty Lock And Security
2018 - 2023
  • Conducted onsite surveys to repair or replace doors, frames, and all associated door hardware, CCTV systems, access control systems, and rekey projects.
  • Prepared and submitted final quotes to customers.
  • Managed all projects from estimation to completion.
  • Managed Cases, tracking timelines and actions throughout the remediation process.
  • Worked closely with business owners and Relationship Managers.
  • Completed DR Requirements in accordance with Customer Due Diligence (CDD) standards and procedures.
  • Conducted initial case review, verifying that customer information is accurately completed to meet CDD standards and identifying and entering missing customer information.
  • Updated case status, notes and documentation in the workflow tool or other source systems as required.

Customer Care Representative /Business Banking Specialist

Wells Fargo Wholesale Lending
Frederick , MD
2017 - 2018
  • Managed Cases, tracking timelines and actions throughout the remediation process. Worked closely with business owners and Relationship Managers. Completed DR Requirements in accordance with Customer Due Diligence (CDD) standards and procedures.

    * Conducted initial case review, verifying that customer information is accurately completed to meet CDD standards and identifying and entering missing customer information.

    * Updated case status, notes and documentation in the workflow tool or other source systems as required.

Bankruptcy Specialist 3

Bankruptcy Case Monitoring Department
2014 - 2017
  • Managed a pipeline of Chapter 13, 11 and 7 bankruptcy files on a daily basis.
  • Collaborated with assigned attorney firms to assist in preparing Motion for Relief packages.
  • Managed the process from MFR to 'filing' with the courts.
  • Researched and provided attorneys with necessary documents such as BPOs, payment histories, and affidavit figures that were needed to file Motion for Relief.

Loan Verification Analyst 2 - Reviewer Signer

Foreclosure Document Execution Department
2012 - 2014
  • Performed affiant duties as a vice President Loan Documentation on New York State OCA Statements.
  • Researched, reviewed, and verified Florida and New York State legal documents such as the Notice of Pendency along with the Summons and Complaint and Liz Pendence for accuracy of chain of title, dates, and fees.
  • Verified documents against Wells Fargo system of records such as the Mortgage, Note, Deed, Assignment of Mortgage, Loan Modifications, and consolidation Agreements (CEMA).

Realtor

Century 21 Village Realty
2003 - 2011
  • Conducted Real Estate transactions for buyers and sellers.
  • Top producer 2004.
  • Ruby Masters club 2004.
  • Gold Club Member 2005.

Home Preservation Specialist

Wells Fargo Asset Management
2010 - 2011
  • Inbound phone representative - Assisted borrowers as a single point of contact in applying for home retention options such as loan modification.
  • Confirmed that all documents for on file and up to date.
  • Counseled and educated borrowers on liquidation options when home retention was not an option.

Sales Producer

James Wolf Insurance / CBIZ
2007 - 2010
  • Performed daily cold calls by phone and email to Bed and Breakfasts' and Country Inns to gather information to estimate, prepare and present proposals for Property and Casualty Insurance.

Outside Sales Representative

Coverall Cleaning Concepts
2006 - 2007
  • Set appointments through cold calls.
  • Conducted on-site surveys.
  • Estimated, prepared, and presented proposals for commercial janitorial services.

Senior Account Representative

National Mailing Systems
2000 - 2003
  • Assisted in developing new sales territories through cold calling, mailings, Association meetings, and general advertising.
  • Demonstrated office equipment in house and on site.
  • Prepared, presented, and followed up on all proposals.

Physical Security Specialist

Safemasters Inc.
1979 - 2000
  • Generated new accounts through cold calling, trade shows, and organizational meetings for both the commercial and residential markets.
  • Managed an existing client base with assigned territory.
  • Estimated proposal opportunities, generated, and presented all proposals.
  • Managed all projects from start to completion.

Education

Associate of Arts - Hospitality Administration And Management

Montgomery College
Rockville, MD
1983

Skills

  • Prospecting and Cultivating
  • National Account Management
  • Client Needs Assessment
  • Sales Proposal Creation
  • Superior Organizational Skills
  • Relationship Building
  • Sales Cycle Management
  • Opportunity Identification
  • Canvassing
  • Positive Outlook
  • Territory Management
  • Motivated Team Player

Additional Information

Community Service

2011-2022 Church Board / Outreach Lead / Frederick First Church of the Nazarene / Frederick Md.

1996-1997 Community Service Committee / Property Management Association of Washington DC.

1996 – Leadership Board / Young Life / Upper Montgomery County.

Timeline

Outside Sales Representative

Liberty Lock and Security
2021 - 2023

Estimator, Project Manager

Liberty Lock And Security
2018 - 2023

Customer Care Representative /Business Banking Specialist

Wells Fargo Wholesale Lending
2017 - 2018

Bankruptcy Specialist 3

Bankruptcy Case Monitoring Department
2014 - 2017

Loan Verification Analyst 2 - Reviewer Signer

Foreclosure Document Execution Department
2012 - 2014

Home Preservation Specialist

Wells Fargo Asset Management
2010 - 2011

Sales Producer

James Wolf Insurance / CBIZ
2007 - 2010

Outside Sales Representative

Coverall Cleaning Concepts
2006 - 2007

Realtor

Century 21 Village Realty
2003 - 2011

Senior Account Representative

National Mailing Systems
2000 - 2003

Physical Security Specialist

Safemasters Inc.
1979 - 2000

Associate of Arts - Hospitality Administration And Management

Montgomery College

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Joseph Meisner