Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Kristie Albert

Summary

Sales executive for the great state of Texas and surrounding states. Emphasis on account management, retaining current clients and new business opportunities. Dynamically focused on customer's needs within the mortgage industry. Championing the grass roots of account foundations for optimal success. Accredited to instruct Continuing Education classes to Texas realtors on behalf of our wonderful lenders.

Overview

18
18
years of professional experience

Work History

Sales Director

Advantage Credit Inc
07.2014 - Current
  • Collaborate with our Corporate Account Managers regarding their book of business, upsell opportunities, key performance indicator expectations, and troubleshoot issues that arise within our platform or services.
  • Organize monthly calls with department heads, integration specialists specific to loan origination systems, subject matter experts, and sales representatives to ensure a successful meeting and educational advancement of our team.
  • Work closely with our Solutions division to assess integration enhancements and product rollouts to our sales team.
  • My portfolio of clients and account retention has been a primary focus, in addition to management responsibilities.
  • Lead conversations with top lending executives, as well as identifying new business opportunities specific to credit reporting. In addition, I'm responsible for upselling ancillary services, such as flood certifications, fraud services, verification of employment services, and verification of deposit services.
  • Specializing in identifying differentiators with competition to gain traction in client conversations, providing value within our platform, los/pos integrations, as well as customer service teams.
  • Instructed 2-hour continued education classes on credit reporting myths and coding algorithms to strengthen our relationship with our lenders and their realtor partners, as well as advocating on their behalf.
  • Drafted and reviewed business summaries specific to customer activity, training needs, customization opportunities, cost savers, and additional service opportunities.
  • Attend conferences for specific clients, loan origination systems, and state membership opportunities.
  • I've specialized in report layout customization during my time with Advantage to reduce resistance from new clients.
  • Advanced knowledge of our MeridianLink platform and Salesforce (Lightning) CRM.
  • Meet weekly with managers from our technical support team to ensure optimum success between sales and technical support
  • Prior to my position as Sales Director, and my previous position as Corporate Account Manager, I managed our internal technical support team, providing a wealth of knowledge on our Meridian Link system and collaboration efforts in assisting clients.

Mortgage Specialist

First Financial
06.2013 - 06.2014
  • Mortgage Specialist with a focus on secondary market loans.
  • Verified employment, tax transcript, tax return information, verification of mortgage or rent, and disclosures necessary to lock rates and qualify borrowers.
  • Worked closely with title companies in scheduling and troubleshooting needs.
  • Loan Origination System during my time at First Financial Bank was Encompass (ICE).

Manager

Emerald Point Apartments
02.2007 - 06.2013
  • Managed a one-man office consisting of 120 units.
  • Reported payroll for staff (cleaning crew, maintenance, and security guards).
  • Posted rent payments and utilities within RealPage.
  • Remote deposits for operating and security accounts.
  • Ran credit, criminal, rental, and employment history on all residents.
  • Finalized move-out statements and refunded security deposits.
  • Transferred previous delinquent residents to collections.
  • Completed leases for all residents and followed the eviction process when necessary.

Education

Bachelor of Arts - Advertising, Marketing, Public Relations, Business

Angelo State University
08-2005

Skills

  • Key account development
  • 10 years utilizing all MeridianLink services including account setup/customization as well as report layout customization
  • Vendor relationship building
  • Collaborate with internal technical team for client trainings, MeridianLink benefits and company differentiators affecting our industry
  • Sales Presentations
  • Strategic approach and analysis
  • Business development and planning
  • Staff Management: Corporate Account Managers currently and Client Care Tech Support previously
  • Advertising and promotions
  • Database Management

Timeline

Sales Director

Advantage Credit Inc
07.2014 - Current

Mortgage Specialist

First Financial
06.2013 - 06.2014

Manager

Emerald Point Apartments
02.2007 - 06.2013

Bachelor of Arts - Advertising, Marketing, Public Relations, Business

Angelo State University

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Kristie Albert