Natalie Giglio
Potsdam,NY
Summary
Detail-oriented Account Executive bringing valuable experience in managing and growing key accounts, consistently meeting sales goals, and fostering client relationships. Strong communication, negotiation, and problem-solving skills paired with ability to develop strategic business plans. Demonstrated success in driving revenue growth and improving customer satisfaction rates in previous roles.
Overview
5
5
years of professional experience
Work History
Account Executive
BHG Financial
Davie, Florida
03.2021 - Current
- Developed and maintained relationships with key clients to ensure customer satisfaction.
- Developed and implemented a comprehensive sales plan to increase performance month over month
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Processed loan applications, including reviewing financial information and determining eligibility.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
- Provided customer service support throughout the entire process from application through closing.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
Capital Office Assistant
New York State Parks & Recreation
Alexandria Bay, NY
09.2020 - 03.2021
- Tracked all capital expenditures for region, filed all project documents and transactions related to specific project and reconciled cost centers
- Prepared meeting agendas, attended meetings and recorded and transcribed minutes.
- Monitored office expenses and submitted purchase requests.
- Facilitated communication within the office and with external partners.
- Greeted visitors, determined their needs and directed them to the appropriate personnel.
- Maintained filing systems, both electronic and physical, for easy document retrieval.
- Utilized office equipment such as printers, copiers, and fax machines efficiently.
- Answered phone calls and directed them to appropriate personnel.
Park Supervisor
New York State Parks & Recreation
Eel Weir State Park, NY
05.2020 - 09.2020
- Organized and filed customer information into the NYS Park System, assisted in the hiring process, created bi-weekly schedule for twelve employees, assigned daily tasks, completed weekly reports and complied with capacity statistics for COVID-19
- Taught landscaping crew members proper techniques for new plantings and ongoing maintenance.
- Defined and monitored personnel and project schedules to ensure on-time project completion.
- Responded to emergency situations involving guests or employees while in the parks premises.
- Reviewed applications submitted by vendors seeking permission to operate concessions stands within the parks boundaries.
- Ensured proper maintenance of playgrounds, restrooms and other public areas within the parks boundaries.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Education
Finance - Finance, Risk Management & Insurance
SUNY Oswego
Oswego, NY05.2020
High School Diploma -
Northwood School
Lake Placid, NY05.2016
Skills
- Strategic selling
- Interpersonal skills
- Written and verbal communication
- Managing client relationships
- Goals and performance
- Pipeline management
- CRM software expertise
- Goal oriented
- Team player
- Data-driven decision making
- Cold calling
- Analytical thinking
- Problem-solving abilities
Professional References
- Anthony Felder, Operations Manager Thousand Islands Region NYS Parks, 315-778-1490, anthony.felder@parks.ny.gov
- Ashley Lamanna, Sales Manager at BHG Financial (current), alamanna@bhg-inc.com
Software experience
- Microsoft office suite
- Salesforce
- Workday
- Calendly
- Docusign
Timeline
Account Executive
BHG Financial
03.2021 - Current
Capital Office Assistant
New York State Parks & Recreation
09.2020 - 03.2021
Park Supervisor
New York State Parks & Recreation
05.2020 - 09.2020
Finance - Finance, Risk Management & Insurance
SUNY Oswego
High School Diploma -
Northwood School