Mendy Schlater

Oversees the administrative, financial and operational functions. Ensure smooth day-to-day operations, accurate financial processes, compliance and effective communication across departments. Serve as point of contact for clients, subcontractors and suppliers. Review budgets, invoices, subcontractor payments and project financials. Support project managers with documentation, contracts, scheduling and job set up.

• - Managed and grew a diverse portfolio of commercial and individual accounts, driving revenue growth through strong client relationships and personalized solutions.
• - Consistently exceeded sales targets by 125% or more, achieving 138% of goal in 2019.
• - Developed and maintained strategic partnerships with key referral sources, including realtors, mortgage brokers, and auto dealerships, expanding the client base.
• - Created custom presentations and proposals tailored to client needs, increasing conversion rates and customer satisfaction.
• - Retained key accounts through exceptional service, proactive client engagement, and needs-based selling.
• - Recognized with nine 5-star awards for excellence in customer service and client satisfaction.

• - Played a pivotal role in driving new business and retaining clients through consultative sales and proactive customer service.
• - Supported agency success by contributing to the achievement of The Legion of Honor award, recognizing excellence in sales performance.
• - Educated clients on available solutions, helping them make informed decisions and optimizing long-term retention.