Kristen Bouffard

• Guided clients through mortgage application process, ensuring compliance with regulations and company policies.
• Developed customized loan solutions, addressing individual client needs and financial goals.
• Cultivated relationships with onsite sales agents and real estate agents to generate referrals and enhance business opportunities.
• Analyzed credit reports and financial documents to assess borrower eligibility for various loan products.
• Clearly communicate with customer and realtors throughout each transaction to set timeline and expectations and to provide update on the process.
• President's Club Recipient
• Ranked top 5 loan originator in region

• Promoted from Sales Coordinator to Account Manager managing to grow and retain customers ranging from manufacturers, to property management companies and commercial businesses.
• Manage and maintain 750 commercial and industrial customer accounts with a total yearly revenue in excess of $2.75 Million
• Retain current customers through building trust and strengthening relationships by providing knowledgeable recommendations and ensuring all needs and requests are met
• Grow book of business by bringing on additional customer locations, defending rate adjustments, and increasing current services
• 2015's Q1 & Q3 Winner's Circle Qualifier
• Constantly exceeds performance metrics - Year to date: 328% of growth goal, 107% of price increase goal, and 176% of retention goal

• Awarded the Sales Coordinator position based on customer and business skills.
• Manage relationships, serve as point of contact, and negotiate rates for National and Brokered accounts
• Responsible for new customer support and sales management – specifically the implementation and completion of potential client bids, customer service agreements, and retention plans to assist in the prevention of customer loss
• Manage and maintain daily departmental sales reports – including but not limited to; sales metric reports, and individual performance reports
• Responsible for for database management of new and existing customer information in order to effectively increase sales production and client rapport

• Earned increased responsibility not only in the number of accounts but also in the annual revenue goals.
• Manage and maintain approximately 400 commercial accounts; proactively build relationships by contacting customers to ensure satisfaction of service, resolve billing questions and/or issues, customer retention, and acquiring new service agreements
• Retain residential and commercial customer by negotiating service rates and agreements; consistently maintained a 70%-75% retention rate
• Provide superior customer service to assist customers with any and all inquiries – to include but not limited to; new service for all lines of business, accept payments, answer questions, concerns and complaints
• Work cross-functionally with Operations, Sales, Finance, and Upper Management to ensure customer escalations are addressed and resolved in a timely manner

NMLS#1593079