Julia Finley
Encinitas,CA
Summary
Agile professional with 7 years of experience, adept at project management, presenting product lines, and negotiating sales. Proven success at collaborating with internal teams, capturing critical client information, and providing exceptional service. Proactive colleague who works quickly to problem solve and make an impact. Eagerly seeking to leverage my skills, experiences, and accomplishments in a new role at a fast-growing, forward thinking startup.
Overview
7
7
years of professional experience
Work History
Client Service Associate
First Republic Bank now part of J.P. Morgan Chase
2022.07 - 2023.08
- Streamlined the onboarding process for new client relationships through meticulous completion and submission of required paperwork for trusts, retirement plans, and household accounts.
- Collaborated with investment advisors to develop customized investment proposals and performance reports using Addepar and eMoney, resulting in an enhanced understanding of investment strategies.
- Executed money movements via wire, ACH, check, and internal journal entry for diverse client base with ~$950MM AUM, ensuring accurate and timely transactions.
- Served as a pivotal liaison between clients and investment advisor, successfully managing a large volume of inbound calls and emails, resulting in enhanced client satisfaction.
Operations Associate
First Republic Bank now part of J.P. Morgan Chase
2021.01 - 2022.06
- Earned a promotion within the first year of joining the firm, showing outstanding performance and dedication to the role.
- Demonstrated exceptional service delivery to external stakeholders, resulting in a smooth closing process and high NPS from clients.
- Closed 75+ loans monthly while fulfilling rush requests and maintaining strong attention to detail.
- Displayed commitment to company values by proactively taking responsibility and swiftly resolving any issues, contributing to a culture of accountability and effective solutions within the team.
Closing Associate
Better.com - Online Mortgage Lender
2020.07 - 2020.10
- Consistently met or exceeded loan closing targets by handling 80+ loan closures per month.
- Routinely produced Closing Disclosures in compliance with Federal mortgage guidelines.
- Acted as the primary point of contact for borrowers to facilitate a seamless closing with set timeline.
- Partnered with internal teams and third parties to ensure a smooth, efficient and positive borrower experience.
Outbound Sales Associate
BentoBox - Restaurant Website Design
2019.06 - 2019.11
- Developed and delivered persuasive product presentations, leading to a 30% increase in sales.
- Exceeded sales targets by 98% in the first two months, leading to recognition with the company's sales award.
- Successfully conducted an average of 80+ cold calls per day, leading to a 40% increase in scheduled appointments with potential clients.
Sales & Digital Marketing Representative
CLVMarketing - Hospitality Manufacturers Representative
2017.06 - 2019.05
- Delivered impactful presentations on 20 tabletop lines at the Steelite New York Showroom, stimulating a notable increase in customer engagement and product demand.
- Played key role in promoting our line of manufacturers at local and national trade shows, leading to rise in brand visibility and market penetration.
- Effectively communicated new products, promotions, and events for all 15 manufacturers to distributors, leading to substantial growth in product adoption and distributor engagement.
- Led a successful marketing materials distribution initiative, which significantly improved stakeholder participation and brand visibility.
Catering/Event Sales Coordinator - Hotel Monaco
Kimpton Hotels & Restaurants
2016.06 - 2017.05
- Coordinated with venue's operational departments to ensure flawless execution of Banquet Event Orders.
- Managed payment processing for events exceeding $60,000 in revenue, ensuring timely collections and reducing outstanding balances.
- Prospected potential clients for future catering business opportunities and updated data for catering department.
Education
Bachelor of Science - Hospitality Administration And Management
Pennsylvania State University
University Park, PA05.2016
Skills
- Excellent Verbal and Written Communication
- Strong Emotional Intelligence
- Organizational Skills
- High Attention to Detail
- Product Knowledge
- Dedicated to Process Improvement
- Microsoft Office Suite
- Customer Support
- Proficiency in Salesforce
Accomplishments
- Awarded First Republic Colleague of the Month
- Accepted into First Republic Mentorship Program
- Holds FINRA SIE Certification
- Honored Penn State Dean's List
Timeline
Client Service Associate
First Republic Bank now part of J.P. Morgan Chase
2022.07 - 2023.08
Operations Associate
First Republic Bank now part of J.P. Morgan Chase
2021.01 - 2022.06
Closing Associate
Better.com - Online Mortgage Lender
2020.07 - 2020.10
Outbound Sales Associate
BentoBox - Restaurant Website Design
2019.06 - 2019.11
Sales & Digital Marketing Representative
CLVMarketing - Hospitality Manufacturers Representative
2017.06 - 2019.05
Catering/Event Sales Coordinator - Hotel Monaco
Kimpton Hotels & Restaurants
2016.06 - 2017.05
Bachelor of Science - Hospitality Administration And Management
Pennsylvania State University
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