
My Goals Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions. Drive business development initiatives to expand the client base and increase revenue. Utilize Salesforce to track sales activities, manage leads, and forecast future opportunities. Lead warm calling campaigns to generate new leads and convert prospects into clients. Collaborate with the sales team to strategize on account management approaches and achieve collective goals
Loan processing
Loan underwriting
Office management
Payroll
Hr
Marketing
Bank Reconciliation
Negotiation
Payroll
B2B Sales
Bookkeeping
Customer service
B2B marketing (2 years)
Accounting
Business development
Account Reconciliation
Merchandising
Financial Statement Preparation
Pricing
Accounts Payable
Executive recruiting (1 year)
Office Management
Management
Leadership
Financial Report Writing (8 years)
Double entry bookkeeping (10 years)
General ledger accounting (10 years)
Balance Sheet Reconciliation
QuickBooks
Budgeting
Loan processing (3 years)
Tax Experience
Microsoft Excel
Event Planning
Retail management
Sage
Sales
Journal Entries
Accounts Receivable
Microsoft Dynamics GP
Analysis skills