Marilyn Sanchez
Ladera Ranch,CA
Summary
Versatile Sales Executive offering experience in business development. Expert at driving sales and building relationships. Dedicated to exceeding quotas and expectations. Over 20 years' experience in the medical field with regard to practice management.
Overview
30
30
years of professional experience
Work History
Senior Account Executive
Hometown Equity Mortgage, LLC Dba TheLender
08.2021 - Current
- Developed lending relationships with brokers and other third party loan originators,
- Utilized CRM tools including Encompass, Optimal Blue and Mortgage IQ to effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Responsible for calling 100+ prospects daily as well as expanding on existing client base to increase loan submission volume month over month.
- Worked directly with underwriters, account managers and operations team members to understand and master new loan products to ensure an efficient underwriting experience for my clients.
- Achieved Diamond Club status within the first 90 days of employment, maintaining an average monthly volume of $5 million in funded loans.
Business Development/Client Relations Manager
Ceemi Agency
04.2019 - 08.2021
- Cold Called 50-60 clients daily via physical door knocking throughout Orange and Los Angeles Counties.
- Implemented and responsible for customer onboarding process, ensuring seamless integration for new clients.
- Escalated client complaints and feedback to executive department.
- Conducted regular client feedback sessions, utilizing insights gathered to identify areas for enhancing the overall service experience.
- Assisted in the development of marketing materials targeted at potential clients, showcasing the company's strengths and value proposition.
- Networked with local chamber and community mixers to procure new client relationships.
- Developed and managed client base for emerging website development company.
- Acted as Brand Ambassador and main point of contact for all new and existing clients.
Sr. Finance and Insurance Consulting Executive
Auto Network Consulting, Inc.
06.2018 - 04.2019
- Consulted Auto Dealership owners on profit center opportunities and the F&I departments with regard to selling warranties and after market products.
- Prepared monthly sales reports for dealerships and presented to General Managers and owners for all areas of sales.
- Provided routine consultations and sales training to F&I Managers including regular review of sales transaction videos to critique and identify missed opportunities to upsell and close deals.
- Procured new business via regular cold calling on independent as well as large automotive dealerships. Effectively established long term relationship contracts.
- Assisted with the coordination of F&I training seminars in a classroom setting.
- Boosted team productivity by providing comprehensive training, mentorship, and performance evaluations.
Vice President of Sales
Lejon Of California
04.2014 - 06.2018
- Revived a declining 50 year old family wholesale leather goods manufacturing business to an annual profit of $2.5 million within 24 months from date of hire.
- Cold called and opened 45 of 50 accounts within 6 months of hire date.
- Opened large accounts with coveted clients included Nordstrom, Red Wing Shoes and Shinola.
- Revamped and directed rebranding of company with the implementation of fashion catalogs and modernized website.
- Increased sales revenue by developing and implementing innovative sales strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Secured key accounts with targeted presentations, strengthening brand reputation amongst industry leaders.
- Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
- Managed a team of 10 sales reps.
- Organized and hosted large trade shows to showcase the company brand and procure new clients across the country.
Senior Surgery Scheduler
Tayani Eye Institute
08.2013 - 04.2014
- Supported and worked alongside Chief Medical Surgeon in patient care and surgery scheduling management.
- Coordinated private patient consultations to close and schedule medically necessary and elective surgical procedures.
- Arranged pre-operative and post-operative appointments for surgical patients.
- Expertly managed planning, scheduling, and coordination of outpatient procedures.
- Verified insurance coverage and obtained pre-authorizations.
- Maintained strict confidentiality in handling sensitive patient information, adhering to HIPAA guidelines and clinic policies.
- Took pre-operative orders from surgeons and anesthesiologists for smooth operation planning.
- Demonstrated adaptability in managing last-minute schedule changes while minimizing disruption to overall workflow.
- Organized all necessary documentation for successful completion of medical audits related to surgery scheduling practices.
- Elevated patient experience by providing empathetic support throughout the entire surgical journey-from initial consultation to post-operative follow-up appointments.
- Developed relationships with referring physicians' offices, fostering strong communication channels that benefited both parties in coordinating patient care.
Administrator and Multi Specialty Group Director
Santa Ana Family Medical Center
03.1999 - 05.2012
- Built and launched thriving medical practice and multi-specialty group catering to a primarily indigent hispanic community in Orange County, Ca.
- Networked with physicians and surgeons within the community for a strong cross-referral network.
- Established contracts with IPAs and medical center executives and surgeons to help build a thriving medical practice.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed human resources functions, including hiring, onboarding, and employee evaluations for optimal team performance.
- Conducted regular audits of with large medical governing organizations and review boards.
- Developed comprehensive training programs for new hires, ensuring they were equipped with the necessary skills to succeed in their roles.
- Coordinated patient referral networks with general surgeons, gastroenterologists, and plastic surgeons to build strong medical care coordination.
- Oversaw all marketing for medical center; spearheaded community health fairs and networking opportunities to build company brand and community awareness of services offered.
Asst. to VP of Practice Management
Hoag Hospital Practice Management
03.1994 - 05.1996
- Worked alongside Vice President of Hoag Hospital's Practice Management pilot program which assisted in the development of private physician practices within the Hoag referral network.
- Responsible for coordinating and maintaining records of meetings managing all aspects of the launching of each new physician practice from leasing of office space, to staff hiring, to implementation of software integration and electronic records management systems.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Interfaced with various physicians throughout the Newport Beach and Irvine areas as well as Hoag Hospital Executives.
- Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
- Boosted customer satisfaction by promptly addressing inquiries and resolving issues professionally.
- Demonstrated adaptability by quickly mastering new software applications as needed for various projects..
- Expedited project completion times due to the ability to multitask effectively under tight deadlines.
- Assisted managers in decision-making processes based on thorough research and analysis of available data.
Education
Bachelor of Science - Biochemistry
University of California, Los Angeles (UCLA)
Los Angeles, CA06.1993
Skills
- Business Development
- Strategic selling
- Consultative Sales
- Prospecting and Networking
- Bilingual in Spanish
- Sales expertise
- B2B Sales
- Territory Development
Timeline
Senior Account Executive
Hometown Equity Mortgage, LLC Dba TheLender
08.2021 - Current
Business Development/Client Relations Manager
Ceemi Agency
04.2019 - 08.2021
Sr. Finance and Insurance Consulting Executive
Auto Network Consulting, Inc.
06.2018 - 04.2019
Vice President of Sales
Lejon Of California
04.2014 - 06.2018
Senior Surgery Scheduler
Tayani Eye Institute
08.2013 - 04.2014
Administrator and Multi Specialty Group Director
Santa Ana Family Medical Center
03.1999 - 05.2012
Asst. to VP of Practice Management
Hoag Hospital Practice Management
03.1994 - 05.1996
Bachelor of Science - Biochemistry
University of California, Los Angeles (UCLA)
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