Summary
Overview
Work History
Education
Skills
Accomplishments
Community Involvement
Timeline
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Payton Knipp

Payton Knipp

Phoenix,AZ

Summary

Dynamic professional skilled in quickly building rapport, negotiating effectively, and meeting company objectives. Proactive and capable of working independently or as part of a team. Efficient at multitasking, learning quickly, and solving problems. Maintains a positive attitude, fosters strong relationships, and consistently drives results with dedication and innovation.

Overview

9
9
years of professional experience

Work History

Home Lending Advisor

Chase
06.2021 - Current
  • Provide pre-approvals and facilitate purchase and refinance loans for new and existing customers
  • Actively pursuing new business opportunities to bring additional funds to Chase (RPP & NNM)
  • Navigate complex computer systems efficiently to support the home lending process, with proficiency in HLCC (Salesforce), Customer Assist, MPX, MAX, and Microsoft Office
  • Ensure precision in every aspect of client interactions, from satisfaction to compliance with relevant regulations and procedures
  • Maintain composure and effectiveness in a high-volume, fast-paced environment, including handling loan escalations
  • Mentor new hires through hands-on 'side-by-side' training, providing real-time guidance and feedback to ensure successful onboarding and skill development.
  • Evaluate customer's financial information including credit reports and tax returns

Small Business Sales

American Express
10.2019 - 05.2021
  • Generated new business by conducting 100 proactive cold calls daily, illustrating persistence and a strategic approach in driving client acquisition and increasing sales opportunities
  • Demonstrated a consistent commitment to adhering to rigorous compliance standards.
  • Assessed eligibility for the Financial Relief Program using the Credit Servicing Platform (CSP)
  • Processed card member enrollments and communicated necessary disclosures
  • Submitted credit applications for new business charge card accounts
  • Served as a secondary point of contact for customers, addressing inquiries and resolving concerns on behalf of peers to maintain a high level of customer satisfaction
  • Conducted needs analysis to determine customer requirements and expectations to recommend specific products and solutions

Inside Sales Executive

Waste Management
03.2018 - 09.2019
  • Communicated with customers about services, pricing, terms, and conditions
  • Collaborated with operations to ensure effective customer service and support
  • Utilized a consultative sales approach to align services with customer needs
  • Managed existing accounts to foster opportunities for future sales
  • Maintained customer loyalty by offering additional products and following up proactively
  • Conducted 'side-by-side' sessions with senior leaders across various departments to demonstrate and understand day-to-day operations

Internet Sales

Pinnacle Nissan
07.2015 - 02.2018
  • Established trust and built strong rapport with customers
  • Sold vehicles from inventory, focusing on delivering value beyond pricing
  • Utilized CRM software to manage and update customer information and notes
  • Prepared preliminary paperwork, completed credit applications, and ensured confidentiality of customer data
  • Negotiated terms with customers to secure commitments
  • Followed up to ensure customer satisfaction and achieved perfect survey ratings

Education

High School Diploma -

Paradise Valley High School
05.2015

Skills

  • Negotiation Skills
  • Organizational Skills
  • Implementing Sales Strategies
  • Resilience and Persistence
  • Attention to Detail
  • Relationship building and management
  • Adaptability and Flexibility

Accomplishments

Chase

  • Mentor after 6 months of tenure
  • Maintain an average customer satisfaction rating above 90%

American Express

  • Mentor after 4 months of tenure
  • Maintained an average of 167% to goal

Waste Management

  • Maintained an average of 220.55% to goal
  • Emerald Circle Top 5 Performer

Pinnacle Nissan

  • Top 1% of Titan Sales Professionals in the Nation
  • Nissan Award of Excellence

Community Involvement

  • Volunteer at Puppy Luv Animal Rescue- Fostered puppies and managed adoption events, facilitating successful animal placements and engaging with potential adopters
  • Volunteer at Puppy Luv Thrift Shop- Managed operations as a volunteer, overseeing daily activities, coordinating staff, and ensuring efficient store management
  • Volunteer at Stepping Stones of Hope- Supported children through their grief journey by providing compassionate care and guidance

Timeline

Home Lending Advisor

Chase
06.2021 - Current

Small Business Sales

American Express
10.2019 - 05.2021

Inside Sales Executive

Waste Management
03.2018 - 09.2019

Internet Sales

Pinnacle Nissan
07.2015 - 02.2018

High School Diploma -

Paradise Valley High School

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Payton Knipp