Summary
Overview
Work History
Education
Skills
Timeline
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Megan Singh

Vista,CA

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.

Overview

14
14
years of professional experience

Work History

Executive Mortgage Sales Representative

Rocket Mortgage
09.2021 - Current
  • Boosted revenue from existing accounts by reaching out regularly to check on needs and promote new offerings
  • Overcame potential objections of prospective customers using expert product knowledge and persuasive communication skills
  • Created sales proposals and delivered presentations to high-level decision-makers
  • Achieved sales targets by prospecting, qualifying, and converting leads
  • Progressed sales through to completion by working closely with customer relations, production team, and marketing
  • LOC award winner for Customer satisfaction and conversion metrics
  • Managed CRM pipeline of 50+ opportunities
  • Closed 155% of Quota in Q1, 2023

Customer Service Sales Representative, •Sales

Wells Fargo
08.2017 - 01.2021
  • Followed up with customers after completing sales to assess satisfaction and resolve technical or service concerns.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Delivered superior customer service to retain existing customers and attract future customers.
  • Handled customer inquiries and high-volume calls to solve billing and ordering problems, independently resolving 99% of issues

Collector

Wells Fargo
03.2016 - 08.2017
  • Contacted customers to discuss payment schedules and set up or immediately process payments.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Achieved performance goals on consistent basis.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.

Personal Banker

Wells Fargo
03.2013 - 12.2015
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Teller

Arrowhead Credit Union
12.2009 - 04.2011
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Managed over 100 customers per day

Education

Communication & Marketing - Communication & Marketing

Riverside Community College
Norco, CA
06.2012

Skills

  • Operational Processes
  • Executive Leadership
  • Personnel Management
  • Customer Preferences
  • Sales Management

Timeline

Executive Mortgage Sales Representative

Rocket Mortgage
09.2021 - Current

Customer Service Sales Representative, •Sales

Wells Fargo
08.2017 - 01.2021

Collector

Wells Fargo
03.2016 - 08.2017

Personal Banker

Wells Fargo
03.2013 - 12.2015

Teller

Arrowhead Credit Union
12.2009 - 04.2011

Communication & Marketing - Communication & Marketing

Riverside Community College

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Megan Singh