Julie Jones

Maintained the team's current book of business with regular meetings and phone calls. Attempted to bring new business to the team with new client meetings and events.

• Achieved regional sales objectives by coordinating sales team, developing successful strategies and servicing accounts to strengthen business relationships.
• Made onsite sales calls to prospective customers to help sales representatives close lucrative deals.
• Finalized sales contracts with high-value customers.
• Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.

• Submitted loan applications to underwriter for verification and recommendations.
• Originated, reviewed, processed, closed and administered customer loan proposals.
• Recommended loan approvals and denials based on customer loan application reviews.
• Maintained strict confidentiality of bank records and client information.