Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Niltza Lopez

Tucson,AZ

Summary

Dynamic professional with a proven track record at Best Version Media, excelling in client relationship building and pipeline management. Leveraged CRM software expertise and exceptional interpersonal skills to exceed sales targets and foster customer loyalty. Achieved significant business growth through strategic planning and effective staff management, demonstrating a keen attention to detail and a results-driven approach. Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.

Overview

15
15
years of professional experience

Work History

Account Executive

Best Version Media
11.2023 - 08.2024
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.

Marketing Manager

Crosscountry Mortgage Inc
01.2023 - 11.2023
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
  • Managed social media accounts for optimal audience engagement and increased online presence.
  • Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
  • Collaborated with cross-functional teams to ensure consistent branding across all company touchpoints and communications channels.
  • Organized successful trade show exhibits, showcasing products or services effectively to potential customers or partners.
  • Managed workflow between staff, coordinating documents, planning, and creative material distribution.
  • Improved customer loyalty by implementing effective email marketing campaigns and personalized offers.
  • Managed social media accounts, engaging with followers and creating loyal brand community.

Branch Business Development Coordinator

Nova Home Loans
05.2022 - 01.2023
  • Collaborated with cross-functional teams to develop innovative strategies for business growth.
  • Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
  • Managed a portfolio of existing clients, consistently exceeding sales targets and maintaining high levels of client satisfaction.
  • Coordinated trade show appearances including booth design, staffing, and promotional materials to maximize company exposure and generate leads.
  • Generated new business with marketing initiatives and strategic plans.
  • Conducted comprehensive market research to identify potential clients and establish connections.
  • Organized and participated in networking events, effectively promoting the company''s brand and services.
  • Used SalesForce to handle current portfolio and prospective leads.
  • Engaged with customers to build business relationships.

Mortgage Loan Processor Assistant

Nova Home Loans
02.2021 - 05.2022
  • Contributed to team success by proactively identifying areas of improvement within the mortgage processing workflow.
  • Performed income calculations accurately, enabling timely underwriting decisions based on borrower qualifications.
  • Improved turnaround times by promptly requesting necessary documents from clients and keeping them informed of progress throughout the process.
  • Supported senior Loan Processors by scheduling meetings, organizing paperwork, and tracking deadlines for multiple loans simultaneously.
  • Facilitated clear communication channels among all stakeholders involved in the mortgage lending process.
  • Handled sensitive client information discreetly while adhering to strict privacy protocols.
  • Streamlined mortgage loan processing by effectively managing documents and maintaining accurate records.
  • Assisted in the preparation of loan files for submission to underwriting, improving overall efficiency.
  • Coordinated with appraisers to obtain property valuations, ensuring compliance with lending guidelines and requirements.
  • Managed pipelines consistently, prioritizing tasks efficiently to meet tight deadlines without compromising quality or customer service levels.
  • Served as liaison between borrowers, realtors, and lenders to foster strong relationships and enhance communication.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Handled any conditions sent from underwriting departments.
  • Verified credit histories, personal references and employment backgrounds for each applicant.

Administrative Assistant

Nova Home Loans
10.2020 - 02.2021
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Maintained inventory of office supplies and placed orders.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.

Store Manager

The Children's Place
09.2016 - 08.2020
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
  • Approved regular payroll submissions for employees.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Supervised guests at front counter, answering questions regarding products.

Store Manager

Sally Beauty Supply
05.2009 - 08.2015
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Completed point of sale opening and closing procedures.
  • Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
  • Approved regular payroll submissions for employees.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Optimized labor scheduling according to store needs while adhering to budget constraints, maximizing productivity without compromising service quality.
  • Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
  • Developed a successful employee retention plan, reducing staff turnover rates significantly.
  • Implemented loss prevention strategies, significantly reducing shrinkage.

Education

Associate of Arts - Administration of Justice

Cochise College
Sierra Vista AZ

High School Diploma -

Buena High School
Sierra Vista, AZ
05.2008

Skills

    Client Relationship Building

    Account Management

    Relationship building and management

    Pipeline Management

    Written and verbal communication

    Customer Service

    CRM software expertise

    Customer Relations

    Customer Relationship Management (CRM)

    Business development and planning

    Customer Relationships

    Interpersonal Skills

    Account Servicing

    Business Development

    Staff Management

    Systems and software expertise

    Attention to Detail

    Teamwork and Collaboration

    Organizational Skills

    Multitasking

    Problem-Solving

Languages

Spanish
Native or Bilingual

Timeline

Account Executive

Best Version Media
11.2023 - 08.2024

Marketing Manager

Crosscountry Mortgage Inc
01.2023 - 11.2023

Branch Business Development Coordinator

Nova Home Loans
05.2022 - 01.2023

Mortgage Loan Processor Assistant

Nova Home Loans
02.2021 - 05.2022

Administrative Assistant

Nova Home Loans
10.2020 - 02.2021

Store Manager

The Children's Place
09.2016 - 08.2020

Store Manager

Sally Beauty Supply
05.2009 - 08.2015

Associate of Arts - Administration of Justice

Cochise College

High School Diploma -

Buena High School

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Niltza Lopez