Julie Davis
Round Rock,TX
Summary
Customer-service driven and detail-oriented sales professional with over 3 years experience in consultative selling in the financial services industry. Solution-focused with a proven track record of exceeding sales targets in a fast-paced and remote work environment. Skilled at building rapport and fostering long-term client relationships. Eager to leverage and develop my skills with a dynamic and collaborative team.
Overview
8
8
years of professional experience
Work History
LOAN CONSULTANT
Amplify Credit Union
Austin, TX
06.2023 - Current
- Consult with potential clients and review financial statements to recommend products based off of client needs and financial status.
- Attend 4-6 marketing events a month to generate new referral business and increase credit union membership.
- Pro-actively develop and maintain customer and partner relationships as a source of new business to meet/exceed quota.
- Maintain accurate and thorough CRM through Salesforce and additional software applications.
- Cross-sell additional financial services if unable to approve through the consumer lending department.
- Recognized by operations team for quality of work which accelerated processing turn-times and decreased operational expenses.
- Selected to work with Product Management team to test and collaborate on product enhancements and new software launches for 2024.
- Act as liaison for all parties in the transaction to met deadlines and ensure client and partner satisfaction.
- Continually adapt to market by pro-actively learning new and complex products to help reach more clients and business partners.
SR SALES CONSULTANT
New American Funding
Austin, TX
12.2020 - 06.2023
- Met or exceeded sales production goals-conducted discovery meetings with 65 new in-bound leads and 5 closings per month in a call center environment.
- Closed 60 deals in first year on sales team.
- Top producer in Austin Market by 4th month on sales floor.
- Maintained a 4.8/5 Star client satisfaction rating by providing exceptional customer service and effectively communicating with all parties.
- Promoted to Sales Manager within 9 months based off individual production, leadership acumen and time management skills.
- Practiced consultative based selling and negotiated pricing with clients to maximize revenue.
- Conducted presentations to current and potential clients to demonstrate product and service capabilities.
- Assisted Management by mentoring new hires, sharing best practices, and collaborating with peers to boost team sales.
SALES MANAGER
New American Funding
Austin, TX
12.2021 - 11.2022
- Collaborated with sales and operations team to resolve file issues, bottlenecks and escalate files to appropriate managers/VP's.
- Acted as SMA and mentor for 8-10 sales team members and assisted with structuring and submitting "clean" file.
- Led weekly team meetings to effectively communicate goals, train on sales tactics and best practices, and present updates on market/industry changes.
- Prioritized and resolved customer service issues quickly to meet deadlines and boost client satisfaction.
- Responsible for onboarding and training new team members in a call center environment and reporting their progress to Regional VP and HR.
- Presented monthly sales training to entire Jr. Sales Division with 75-100 in attendance.
- Drove team production through cross-sales marketing campaigns.
SALES CONSULTANT
Reece Homes
College Station, TX
01.2020 - 09.2020
- Responsible for acquisition of new business in the form of new home purchase contracts.
- Conducted in-person and phone consultations with potential clients to present features, availability, pricing and build value in products and service.
- Responsible for lead creation by building relationships within the community; including realtor presentations, office visits and general brand awareness activities.
- Met weekly with management team, construction contractors and clients to communicate and evaluate construction status.
- Acted as liaison between management, buyers, lenders, and title company from pre-sell through closing to ensure exceptional customer service.
- Collaborated with marketing department to create and execute campaigns to increase brand recognition and drive new sales.
TRANSACTION COORDINATOR
Bell Properties
College Station, TX
08.2018 - 12.2019
- Managed renewal cycle by negotiated and executed tenant/landlord contracts.
- Acted as liaison for property owners and management and resolved or escalated all property and tenant issues promptly to ensure client satisfaction.
- Processed applications and analyzed financial documents, notifying prospects and clients of approval or denials.
- Assisted with bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Monitored market conditions to provide up-to-date information regarding local trends.
OPERATIONS MANAGER
Baylor Scott & White
Round Rock, TX
09.2015 - 09.2017
- Nominated for the inaugural High Potentials Program; a one year program designed to develop emerging leaders. Nominated by supervisor, then selected after an interview panel with directors, physicians and upper-level management.
- Managed operational activities of 4 area branches, ensuring compliance with company policies and procedures.
- Set daily, weekly and monthly performance goals for team, as well as, provided ongoing coaching to increase patient and provider satisfaction.
- Managed operations in an efficient and cost effective manner while ensuring continuity of service and maintaining a 90% patient satisfaction goal.
- Conducted regular meetings with providers and area director to review metrics, discuss issues and concerns and provide feedback.
Education
BBA - Business Administration
Sam Houston State University
05.2015
Skills
- Exceptional Customer Service
- Detail-Oriented
- Sales Management
- Microsoft Office Suite
- Onboarding and Training
- Verbal and Written Communication
- Relationship Building and Management
- Consultative Selling
- Financial Analysis
- Proficient in Salesforce, Tableau
Timeline
LOAN CONSULTANT
Amplify Credit Union
06.2023 - Current
SALES MANAGER
New American Funding
12.2021 - 11.2022
SR SALES CONSULTANT
New American Funding
12.2020 - 06.2023
SALES CONSULTANT
Reece Homes
01.2020 - 09.2020
TRANSACTION COORDINATOR
Bell Properties
08.2018 - 12.2019
OPERATIONS MANAGER
Baylor Scott & White
09.2015 - 09.2017
BBA - Business Administration
Sam Houston State University
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