Patricia Whitney
Sarasota,FL
Summary
To leverage my extensive experience in customer service and sales management, along with my strong leadership and communication skills, to contribute effectively to an organization and support its growth and success.
Overview
26
26
years of professional experience
Work History
Marketing, data base management, client contact via phone and email
Joanne Brenenstuhl, Branch Sales Manager
01.2023 - Current
Customer Service/Teller
Wells Fargo
01.2021 - 07.2023
- Handled daily banking transactions, including deposits, withdrawals, and payments
- Provided exceptional customer service, resolving issues, and answering inquiries
- Maintained accurate cash handling and adhered to bank policies and procedures.
Mortgage Loan Officer
Anchor Funding
01.2017 - 12.2018
- Worked with borrowers to facilitate home purchases and refinancing
- Provided expert guidance on mortgage options and application processes
- Achieved and exceeded sales targets in a commission-only environment.
Mortgage Loan Officer
Pure Mortgage
01.2015 - 01.2017
- Partnered with real estate agents and clients to provide tailored mortgage solutions
- Conducted in-depth financial analysis to recommend suitable loan products
- Built strong relationships with clients, resulting in repeat business and referrals.
Mortgage Sales Manager
Choice Lending Corp
02.2013 - 12.2014
- Managed a mortgage loan office, overseeing a team of four professionals
- Developed and implemented sales strategies to drive business growth
- Monitored team performance, providing coaching and support to achieve targets.
Branch Sales Manager
Academy Mortgage Corp
02.2010 - 12.2012
- Successfully launched a new mortgage loan office in a competitive market
- Led a team of five staff members, driving performance and customer satisfaction
- Established strong community relationships to generate new business opportunities.
SVP Sales Manager
Bank of America / Countrywide
01.1999 - 01.2010
- Managed the Riverside County Mortgage Division, overseeing sales and operations
- Led a high-performing team to achieve significant sales growth and market penetration
- Developed and executed strategic initiatives to enhance customer engagement and retention.
Skills
- Big-picture thinker with a strong strategic mindset
- Excellent team collaboration, planning, and prioritizing skills
- Highly detail-oriented with a focus on accuracy and quality
- Flexible and adaptable, able to thrive in dynamic environments
- Creative problem-solver with a track record of successful outcomes
- Considerate and customer-focused, with a passion for delivering exceptional service
References
- Samantha Bligh, 941-220-8077
- Jim Loney, 760-207-2350
Timeline
Marketing, data base management, client contact via phone and email
Joanne Brenenstuhl, Branch Sales Manager
01.2023 - Current
Customer Service/Teller
Wells Fargo
01.2021 - 07.2023
Mortgage Loan Officer
Anchor Funding
01.2017 - 12.2018
Mortgage Loan Officer
Pure Mortgage
01.2015 - 01.2017
Mortgage Sales Manager
Choice Lending Corp
02.2013 - 12.2014
Branch Sales Manager
Academy Mortgage Corp
02.2010 - 12.2012
SVP Sales Manager
Bank of America / Countrywide
01.1999 - 01.2010
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