Patrick Tromley

Offered corporate support and subject matter expertise to operations managers, employees and Business-to-Business (B2B) customers on issues related to systems, processes and policies.

• Collaborated with operations team to provide excellent customer service and foster positive work environment.
• Contributed to development of comprehensive operational procedures that enhanced productivity and reduced errors.
• Successfully resolved operational bottlenecks by identifying root causes and implementing targeted solutions.
• Spearheaded implementation of new technology tools designed to improve workflow efficiency within department.
• Implemented new software systems for better work management, leading to increased overall productivity.
• Collaborated with cross-functional teams for successful project delivery, ensuring on-time completion and client satisfaction.
• Provided exceptional customer service by addressing issues promptly and offering satisfactory solutions.

• Leveraged strong networking skills to cultivate relationships with industry professionals, expanding referral sources and strengthening the company's presence within local market.
• Provided exceptional customer service in guiding clients through the mortgage loan process which led to an increase in positive client testimonials and repeat business opportunities. This resulted in a 23% increase in referral business
• Boosted customer satisfaction by educating clients on various loan products and in providing them the tools to select the loan product and terms to meet needs and financial goals.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

• Founding member of start-up team of wholesale (Business-to-Business) division of Skyline dba NewLeaf Wholesale. Collaborated with internal teams in design of customer facing software platform, focusing on exceeding the customers expectation.
• Assisted in onboarding process for new clients, ensuring a smooth transition, which contributed to customer retention.
• Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
• Provided support and training to clients on software platform to ensure a positive customer experience
• Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently. Grew business to rank in top 3 wholesale producers in the company.
• Delivered informative presentations to clients, which highlighted the unique value of work with our company and increased customer penetration. This resulted in a 15% increase in adoption of products offered.

• Carried out origination of wholesale (business-to-business) loan business and delivery of service and technical support to mortgage brokers across San Diego market.
• Proactively triaged customer issues and collaborated with internal resources to resolve. This resulted in successfully growing customer base by 15%, bringing back past customers who had left due to previous unresolved issues
• Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
• Trained clients on product features and system updates to secure buy-in.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

• Promoted to Sales Manager of region
• Exceeded quarterly sales targets consistently by leveraging extensive product and system knowledge
• Consistently exceeded annual territory revenue goals by more than 20% by prioritizing high potential accounts and executing customized action plans.
• Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand market share.
• Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams. Consistently increased market share month over month.

• Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner.
• Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
• Resolved issues promptly to drive satisfaction and enhance customer service.
• Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
• Met and exceeded service level goals to achieve standards and expectations.
• Set and achieved company defined sales goals.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
• Coordinated with internal teams to provide prompt support and address client needs efficiently.