Patrice Clark
Sacramento,CA
Summary
Self motivated and reliable worker with a strong work ethic and excellent problem solving skills. Years of experience in customer servicer and business management of many levels.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Account Executive/Instructor
Independent Contractor
Sacramento
09.2018 - Current
- Oversee and manage emergency care training center with American Heart Association, Red Cross, and Health and Safety Institute guidelines
- Deliver emergency care training to customers
- Prospect, develop, and build sales pipelines through customer calls, follow-ups, customer support, and relationship building
- Provide continuous and frequent after-sales support to clients to enhance customer's success
- Build long-term strategic relationships with clients and expand business reach
- Coordinate proposal responses to Request for Proposals (RFPs)
- Lead a team of 10 and support the attainment of goals and quotas.
Consumer Loan Sales Specialist
OneMain Financial
Sacramento
01.2018 - 08.2018
- Deliver results related to individual and branch sales goals as well as customer expectations
- Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
- Present financial solutions, based on customer needs, that meet their goals
- Present customers with optional insurance products
- Educate customers on the terms and conditions of their loan to ensure a clear understanding
- Partner with local businesses to seek out and develop new customers
- Learn how to utilize credit underwriting techniques and sales tools
- Manage the life cycle of the loan, including collections activities, complying with all laws and regulations.
Trainer
Educational Credit Management Cooperation (ECMC)
Mather
10.2001 - 09.2016
- Coordinate and deliver new hire training, refresher training and customer service up-training to build base knowledge and service quality
- Develop training materials for final review and approval; including job aides, reference materials, knowledge tests, quizzes, etc
- Evaluate new hire call performance within 2 weeks of training to determine if additional training or retraining is needed
- Listen to calls and compares call quality based on predetermined scorecard metrics, with emphasis on productivity and quality service
- Monitor and report trainee classroom/lab performance and attendance and report progress to employee's management
- Evaluate and modify department training materials and quality assurance guidelines based on changes to regulatory, business and customer experience requirements
- Monitor calls on an ongoing basis and provide situational feedback on call specifics and navigation to improve service levels, call standards and goals
- Analyze service quality data to identify trends, gaps and opportunities for training.
Education
Bachelors of Science Degree in Business Management -
University of Phoenix
01.2015
Skills
- Workforce Management
- Strategic Planning
- Business Development
- Marketing
- Business Administration
- Contract Management
- Policy Implementation
- Operations Management
- Schedule Preparation
- Complex Problem-Solving
- Staff Training and Development
- Policy Analysis
- Documentation Skills
- Claims Review
- Accuracy and Precision
- New Policies Processing
- Data Entry
- Adaptability
- Account Management Software
- Multitasking
- Problem-Solving Abilities
- Organizing and Prioritizing Work
- Database Management
- Reporting Abilities
- Microsoft
- Google Suite
Certification
- American Heart Association Instructor
- Red Cross - Instructor
- Health and Safety Institute - Instructor
- California Department of Insurance Notary Public of the State of California
- Franklin Covey 7 Habits - Leadership Course
- Toastmasters International
Timeline
Account Executive/Instructor
Independent Contractor
09.2018 - Current
Consumer Loan Sales Specialist
OneMain Financial
01.2018 - 08.2018
Trainer
Educational Credit Management Cooperation (ECMC)
10.2001 - 09.2016
Bachelors of Science Degree in Business Management -
University of Phoenix
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