Mallory Hoag
Bend,OR
Summary
Personable, organized, and results-driven professional with a strong background in sales, executive support, and operational coordination. Proven ability to manage complex workflows, build and maintain strong client relationships, and support high-performing teams in dynamic, fast-paced environments. Skilled in anticipating needs, optimizing processes, and contributing to positive team culture. Passionate about problem-solving and finding solutions that improve both customer and team experiences. Seeking to transition into a Community Manager role where I can leverage my operational skills, people-first mindset, and leadership support experience.
Overview
8
8
years of professional experience
Work History
Account Executive
MarginEdge
Bend, OR
07.2024 - Current
- Built and nurtured long-term client relationships, contributing to high retention and satisfaction.
- Managed complex client pipelines, aligning operations with sales goals and ensuring accuracy across systems.
- Proactively supported leadership by improving communication workflows and handling administrative tasks.
- Utilized tools like Salesforce and Google Workspace to maintain accurate records and optimize processes.
Account Executive
Toast
Grand Rapids, MI
04.2022 - 07.2024
- Exceeded monthly sales quotas while managing high-value accounts across the restaurant industry.
- Collaborated cross-functionally with internal growth teams to implement upselling strategies.
- Fostered local business relationships and coordinated product education efforts.
- Maintained strong task management and organization in a high-pressure, fast-paced environment.
Licensed Loan Officer Assistant
Lake Michigan Credit Union Headquarters
Grand Rapids, MI
10.2017 - 10.2022
- Directly supported a President’s Club loan officer handling $5M+ in monthly volume.
- Managed 50+ active loans daily while coordinating with clients, underwriters, and vendors.
- Oversaw calendar scheduling and follow-ups, maintaining efficiency and minimizing delays.
- Provided exceptional customer service and support, ensuring a smooth loan experience for all parties.
Licensed Loan Officer Assistant
Treadstone Funding
Grand Rapids, MI
10.2020 - 04.2022
- Supported daily operations and communication for a high-performing loan officer.
- Assisted in campaign development and marketing coordination for lead generation.
- Handled compliance-heavy portfolios including FHA, VA, and USDA loans.
- Organized documentation processes, leading to faster turnaround times and fewer errors.
Education
High School Diploma -
Forest Hills Central High
Grand Rapids05-2012
Skills
- Client Relationship Management
- Office Operations Support
- Team Coordination & Leadership Support
- Calendar & Task Management
- Event Planning & Community Engagement
- Marketing Support & Campaign Execution
- Conflict Resolution & Communication
- Workflow Optimization & Process Improvement
- CRM & Productivity Tools: Salesforce, Google Workspace, Slack
Timeline
Account Executive
MarginEdge
07.2024 - Current
Account Executive
Toast
04.2022 - 07.2024
Licensed Loan Officer Assistant
Treadstone Funding
10.2020 - 04.2022
Licensed Loan Officer Assistant
Lake Michigan Credit Union Headquarters
10.2017 - 10.2022
High School Diploma -
Forest Hills Central High
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