Karen Wesley
Grand Prairie,TX
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
26
26
years of professional experience
Work History
Sales & Project Manager
DFW Restorations Enterprise
01.2025 - Current
- Reviewed project scope, required materials and labor pricing to develop competitive bids.
- Scheduled workforce needs with superintendents and allocated company resources to meet project requirements.
- Consulted with clients to define objectives and develop scopes.
- Communicated daily with vendors to keep project fully operational.
- Verified completed projects met approved time, quality, and cost estimates.
Client Success Manager
CoreLogic
01.2022 - 01.2024
- Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
- Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
- Maintained high level of understanding regarding industry trends, legislation, compliance, and competitor activity.
- supporting Client Directors.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Collaborated with sales and product teams to address customer success objectives.
Account Executive
CoreLogic
05.2021 - 01.2022
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated advertising brochure for vendor use.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Kept detailed records of daily activities through online customer database.
- Set and achieved company defined sales goals.
Life Insurance Advisor
McIntire & Associates
05.2019 - 12.2021
- Analyzed customer needs to provide customized insurance solutions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
Life Insurance Sales Advisor
New York Life
10.2019 - 12.2020
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Conducted annual reviews of existing policies to update information.
Office Manager
ICan Financial
11.2018 - 04.2019
- Maximized performance by monitoring daily activities and mentoring team members.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Provided coverage option information to assist clients in protecting assets.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Regional Housing Manager
Irvine Company
03.2015 - 12.2017
- Generated professional networks by engaging in professional, industry and government organizations.
- Implemented and enforced policies and procedures to maintain properties to highest standards.
- Monitored performance of individual leasing agents and coached on successful strategies.
- Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
- Managed daily and weekly marketing and leasing plans.
Account Executive
CORT, A Berkshire Hathaway Company
04.2014 - 02.2015
- Distributed marketing materials to existing and prospective clients to promote products and services.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Serviced accounts and proposed new products and services to maximize revenue.
- Created and executed account strategies to translate organizational goals into client activities.
- Leveraged marketing channels and sales strategies to develop pipeline and increase profitability.
- Attended networking events to build relationships and identify sales opportunities.
Sr Leasing Manager
Essex Property Trust/BRE Properties Inc.
03.2000 - 08.2014
- Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
- Created, coordinated, and engaged in marketing campaigns.
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Introduced and monitored effective lease renewal programs to maintain high occupancy rates.
- Maximized rental income while minimizing expenses through effective planning and control.
- Monitored performance of individual leasing agents and coached on successful strategies.
- Trained leasing professionals on regulatory requirements, company policies, and office procedures.
Skills
- Client engagement strategies
- Targeted communication strategies
- Client relationship management
- Coaching and guidance
- Sales performance optimization
- Revenue increase strategies
- Effective sales techniques
- Lead tracking management
- Customer relationship management
- Project deliverable tracking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sales & Project Manager
DFW Restorations Enterprise
01.2025 - Current
Client Success Manager
CoreLogic
01.2022 - 01.2024
Account Executive
CoreLogic
05.2021 - 01.2022
Life Insurance Sales Advisor
New York Life
10.2019 - 12.2020
Life Insurance Advisor
McIntire & Associates
05.2019 - 12.2021
Office Manager
ICan Financial
11.2018 - 04.2019
Regional Housing Manager
Irvine Company
03.2015 - 12.2017
Account Executive
CORT, A Berkshire Hathaway Company
04.2014 - 02.2015
Sr Leasing Manager
Essex Property Trust/BRE Properties Inc.
03.2000 - 08.2014
Political Science
Palomar College
Education
Political Science
Palomar College
San Marcos, CA