MARGARET FIGUEROA
San Ramon,Ca
Summary
Professional Sales Assistant Who Helps Busy Commercial Relationship Managers Stay Organized
Overview
15
15
years of professional experience
Work History
COMMERCIAL SALES ASSISTANT
FREMONT BANK
02.2020 - Current
- Provide sales/admin support to team of Commercial Relationship Managers including gathering financials from clients and reviewing for initial credit interest, analyze/size up and price commercial real estate deals, create letters of interest for commercial real estate deals, review loan documents and credit terms for accuracy, maintain sales pipeline reports totaling over $200MM collectively between CRM team in renewals and new money, facilitate weekly pipeline meetings for relationship managers and executive team, assist with client support, submit new referrals for banking products/wealth management services for high net-worth clients, work closely with executive team with process improvements projects including working with VP Team Lead and fellow assistants in restructuring assistant role and responsibilities, worked with VP Commercial Credit to re-structure how sales meetings are ran for more efficiency saving time, review internal processes and submit suggestions on how to improve when dealing with clients and team.
- Maintained relationships with existing customers to optimize service quality, business growth and customer satisfaction
SALES DEVELOPMENT REPRESENTATIVE
BEDROCK ANALYTICS
07.2019 - 11.2019
- Generated new leads using various platforms (Zoominfo, LinkedIn, Hubspot, Lead IQ, Sales Force, etc.), followed-up on warm leads via email outreach and cold calling, booked demos for sales director, first SDR to book demo within 3 weeks with Foster Farms
- Established relationships with prospects and customers to promote product understanding and drive sales growth
- Developed and maintained positive relationships with key decision-makers and influencers
Employment Specialist
EXPRESS EMPLOYMENT PROFESSIONALS
08.2018 - 06.2019
- Interviewed, hired and terminated contracted staff, completed new hire paperwork (I9, W4, disclosures, background authorization), manage/coach associates, generate/ fill job orders, inside/outside sales, marketing/research, payroll, helped boast client count from 3 to 12 within the second month of employment
universal Banker
US BANK
05.2015 - 01.2018
- Achieved Steller Teller Award 2015 & 2016, completed District Leadership Academy 2017, maintained 88.9% in client excellent scores 2017, assisted customer w/ banking needs and made partner referrals (DDA’S, loan and credit lines, debt consolidation, refi’s), consistently met or exceeded sales goals, assisted management with pulling branch reports, audited branch binders
TELLER
JP MORGAN CHASE
04.2014 - 04.2015
- Assisted customer’s w/ banking needs and solved customer issues/complaints, answered phones and made partner referrals to generate sales, assisted management w/ ordering supplies, performed teller functions: deposits, withdrawals, payments
ADMINISTRATIVE ASSISTANT, EXECUTIVE
PEACEFUL JOURNEY
02.2009 - 02.2014
- Answered phones and assisted business clients with needs, operated office equipment (copy, fax, scanner), made schedule for security guards, assisted with payroll, cold calls/warm calls, outside sales, assisted with new hire onboarding (I9, W4)
- Executed record filing system to improve document organization and management
- Scheduled office meetings and client appointments for staff teams
Education
Real Estate License
Departement of Real Estate
JUNE 2022
NOTARY PUBLIC COMMISION -
National Notary Association
APRIL 2022
Certificate of Completion General Education - undefined
DIABLO VALLEY COLLEGE
May 2018
Skills
- Leadership
- Ethical
- Self-starter
- Detail Oriented
- Inbound and Outbound Sales
- Goal Oriented
Timeline
COMMERCIAL SALES ASSISTANT
FREMONT BANK
02.2020 - Current
SALES DEVELOPMENT REPRESENTATIVE
BEDROCK ANALYTICS
07.2019 - 11.2019
Employment Specialist
EXPRESS EMPLOYMENT PROFESSIONALS
08.2018 - 06.2019
universal Banker
US BANK
05.2015 - 01.2018
TELLER
JP MORGAN CHASE
04.2014 - 04.2015
ADMINISTRATIVE ASSISTANT, EXECUTIVE
PEACEFUL JOURNEY
02.2009 - 02.2014
Real Estate License
Departement of Real Estate
NOTARY PUBLIC COMMISION -
National Notary Association
Certificate of Completion General Education - undefined
DIABLO VALLEY COLLEGE
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