Natalie Rietz
Phoenix,AZ
Summary
Driven and skilled communications professional with 4 years of sales, marketing, and business development experience across industries including real estate, finance, and nonprofits. Exploring career opportunities within the sales and business development function and open to industry. Comprehensive experience in special events marketing, planning, and execution; proven ability to support sales teams through cold calling, lead generation, and the creation of marketing collateral across various mediums resulting in the increase of product/service exposure, and therefore to an measurable increase in lead generation and referral source capture.
Overview
5
5
years of professional experience
Work History
Mortgage Sales Loan Originator
Nations Lending Corporation
2022.07 - Current
- Develop business through the creation of tailored marketing, special events planning, relationship management ensuring that all referral partners needs are met, resulting in the addition of 20 new reliable referral sources and a builder account
- Excellent account management skills acting as a liaison for referral sources by delivering exceptional customer service and communication through a tailored follow up cadence
- Provide sales support by generating leads monthly through cold calling and lead follow up procedures, resulting in a 35% revenue increase for the team
- Identify and cultivate relationships to build sales funnels
- Create marketing literature, campaigns, videos, and sales tools to support the sales effort
- Effectively manage the team's Facebook, Instagram, and LinkedIn accounts to increase service awareness and promote audience engagement
- Create and maintain successful CRM procedures ensuring all leads are being regularly worked, updated, and consistently followed up
- Work with C-Suite executives and senior leadership across the firm to nurture existing client relationships and mitigate risk to ensure client satisfaction and renewal
- Present at talks, workshops and events as ambassador of the firm to sell the value of our team and company to potential clients.
Sales Assistant
Homeowners Financial Group USA LLC
2020.08 - 2022.07
- Managed a CRM of over 100,000 clients ensuring all leads are regularly touched, notated, and followed up on
- Create marketing collateral highlighting loan procedure provided to clients and referral partners to address expectations at the beginning, middle, and end of the loan process
- Executed sales processes by cold calling and lead follow up procedures which leads to enhanced client acquisition and an up-to-date CRM
- Launched event marketing programs to host workshops to target potential clients
- Supported team lead and 4 team members ensuring that all target dates are met by addressing client, referral partner, and team needs
- Led event planning and execution in line with marketing and sales objectives
- Created presentations for referral partners, prospective clients, and the internal team highlighting market updates and new loan products.
Sales Assistant
Homeowners Financial Group USA LLC
2020.08 - 2021.04
- Provided processing support nationwide through the setup of mortgage loans allowing Loan Processors to increase production by over 80%
- Organized by leading setup for a multi-million dollar Pipeline allowing Loan Originators and Loan Processors to increase client satisfaction and retention by 50%
- Coordinated with outside businesses and consumers through requesting required loan documentation and verifications to ensure loan information is truthful and files stay on track for closing.
Marketing and Communication Intern
Phoenix Children's Hospital Foundation
2019.08 - 2020.03
- Increased fundraising through writing patient stories and acknowledgements, transcribing interviews, and working special events to maintain the foundation's voice
- Provided marketing support by coding emails, creating PowerPoint Presentations, Excel spreadsheets, and analyzing data to increase fundraising
- Excellent communication skills when working with patient families ensuring comfortability in telling their story
- Skilled in working large scale fundraising events ensuring donor, patient, and family needs are met
- Attended and promoted special events through the creation of marketing collateral, regular social media posting, and obtaining content for future marketing.
Education
Bachelor of Science in Communication -
Arizona State University
Tempe, AZ05.2020
Skills
- Sales Generation
- Marketing Campaigns
- Business Development
- Social Media Management
- Special Events Planning & Marketing
- Sales Support
- Canva
- CRM Management
- CRM Software - Boomtown, Real Geeks, Surefire
- Social Media Analytics
- Marketing Collateral
- Relationship Building & Management
- Customer Engagement
- Excellent Communication Skills
- Presentations
- Negotiation & Closing
- Excellent Microsoft Skills
- Cold Calling
- Active Listening
- Problem-solving abilities
- B2B Sales
- Highly Organized
Timeline
Mortgage Sales Loan Originator
Nations Lending Corporation
2022.07 - Current
Sales Assistant
Homeowners Financial Group USA LLC
2020.08 - 2022.07
Sales Assistant
Homeowners Financial Group USA LLC
2020.08 - 2021.04
Marketing and Communication Intern
Phoenix Children's Hospital Foundation
2019.08 - 2020.03
Bachelor of Science in Communication -
Arizona State University
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