Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kaitlyn Freitas

Rockford

Summary

I'm a relationship-driven sales and account management professional with a strong track record of helping clients find the right solutions and building connections that last. I thrive in roles where I can truly understand a client's needs, offer thoughtful guidance, and create value that goes beyond just hitting numbers. Whether it's managing key accounts or solving complex problems, I bring a consultative, people-first approach to every conversation. I'm passionate about delivering a great customer experience, exceeding goals, and being the kind of person clients and teams can count on. I'm now looking to bring that same energy and expertise to a company that values authentic relationships and long-term growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Owner/Operator

Your Office Partner LLC
Grand Rapids
04.2025 - Current
  • Managed social media accounts to create content and respond to comments and messages, improving online business presence.
  • Processed invoices, bill payments and receipts to track finances, resulting in accurate financial records.
  • Assisted in the development of marketing materials such as brochures and flyers.
  • Provided administrative support to ensure efficient operation of the office.

SR. SALES ACCOUNT MANAGER

Blue Cross Blue Shield of Michigan
Grand Rapids
01.2024 - 04.2025
  • Client Relationship Management: Managed and grew a diverse portfolio of business accounts, including large employer groups, brokers, and key decision makers.
  • Sales Strategy Development: Developed and implemented tailored sales strategies to drive revenue growth and exceed sales targets in a competitive market.
  • Contract Negotiations: Led contract negotiations, ensuring favorable terms for both the client and the organization, while maintaining long-term business relationships.
  • New Business Development: Worked closely with underwriting, marketing, and service teams to ensure seamless account management and implementation of plan.

Owner/Operator

Wanderlust Rental Management
Grand Rapids
02.2021 - 11.2024
  • Managed daily operations of vacation rental properties across multiple locations.
  • Coordinated property maintenance and repairs with local service providers.
  • Developed marketing strategies to attract guests and increase bookings.
  • Oversaw guest communications to ensure exceptional customer service experience.

MORTGAGE LOAN OFFICER

My City Mortgage
Grand Rapids
03.2018 - 08.2023
  • Loan Origination and Consultation: Assisted clients in identifying the most suitable mortgage loan options based on their financial needs, goals, and qualifications.
  • Client Relationship Building: Established and maintained strong relationships with clients, real estate agents, and other industry professionals to drive referrals and business growth.
  • Application Processing: Managed the end-to-end loan application process, from pre-qualification to loan closing, ensuring timely and accurate submission of all necessary documentation.
  • Financial Analysis and Risk: Evaluated clients' financial health, including credit reports, income statements, and debt-to-income ratios, to assess loan eligibility and mitigate risk.

Education

BUSINESS ADMINISTRATION -

Southern New Hampshire University
04.2016

Skills

  • Sales Strategy
  • Client Relationship
  • Lead Generation
  • Account Management
  • Customer Retention
  • Negotiation
  • Contract Management
  • Financial Analysis
  • Risk Assessment
  • Business development
  • Time management

Certification

  • NMLS Certification, NMLS
  • Health and Life Insurance Certification, Insurance Authority

Timeline

Owner/Operator

Your Office Partner LLC
04.2025 - Current

SR. SALES ACCOUNT MANAGER

Blue Cross Blue Shield of Michigan
01.2024 - 04.2025

Owner/Operator

Wanderlust Rental Management
02.2021 - 11.2024

MORTGAGE LOAN OFFICER

My City Mortgage
03.2018 - 08.2023

BUSINESS ADMINISTRATION -

Southern New Hampshire University