Summary
Overview
Work History
Skills
Websites
Software
Timeline
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Porsha Boyattia

Sales, Underwriting, Team Management
Plano,TX

Summary

Organized team leader dedicated to building positive rapport, inspires trust, and guides teams toward achievement of organizational goals. Excellent trainer and Top-notch Underwriter with 20 years experience in financial services. Financial professional with strong problem-solving and decision-making skills. Self-motivated with excellent understanding of evaluating credit history, financial stability and risks. Diligent individual with strong work ethic.

Overview

14
14
years of professional experience

Work History

Team Lead

Vivid Seats
10.2023 - Current
  • Lead and coach team of 10 direct report customer service agents to deliver VIP service, fostering skill development and career success for team members
  • Innovate strategies for enhancing productivity and customer experience, ensuring timely and courteous responses to all fans
  • Cultivate a positive and motivating team environment, setting clear performance goals and providing ongoing coaching and support for individual growth
  • Monitor and analyze agent performance metrics, identifying trends and areas for improvement, and implementing solutions to maintain quality customer service
  • Oversee staffing levels, agent performance metrics, attendance, and adherence to policies, maintaining a culture of excellence and continuous improvement, reflected in consistently high KPI performance
  • Proactively manage customer inquiries, complaints, and feedback to ensure high customer satisfaction and loyalty
  • Identify customer service trends and leverage insights to develop and implement customer service strategies

Relationship Manager Coach

Capital One
07.2021 - 10.2023
  • Team lead and mentor to team of 10 relationship managers assuring team is well trained
  • Maintained top team in the region for 12 months
  • Responsible for teams, recruiting, interviewing, hiring, onboarding, and development of associate talent
  • Analyze territory production goals for team via Salesforce and Tableau for 11 territories across 15 states
  • Established and grew strong relationships through strategic interactions resulting in top performer in the region month over month
  • Review structure and underwrite auto loans
  • Influenced 60+ dealerships through building positive relationships with General managers, Sales managers, Finance, and Comptroller
  • Guided employee success using a framework that encourages employee contribution, feedback, and growth with weekly training and development conversations
  • Fostered a spirit of teamwork and cohesion aligned with open culture and appreciation of diversity resulting in a higher moral and high performing team

Relationship Manager

Capital One
03.2013 - 07.2021
  • Developed action plan to pursue prospective clients in order to attract new banking relationships
  • Increased market share and contract volume to become #1 producing territory in the RBC and #1 buyer for 5 consecutive years
  • Mined Salesforce, Tableau, and outside databases to keep data current, and to identify and prioritize corporate prospects
  • Maintain up-to-date knowledge of auto industry, in-market competitors, and bank trends in order to sell against the competition to maintain top producing territory
  • Review credit and underwrite loans to comply with all credit requirements and policy matters

Assistant Relationship Manager

Capital One
01.2011 - 03.2013
  • Review, verify, and process loan documentation to assist customers, and provide dealer customers with a brand defining funding experience
  • Work through a blend of Inbound and Outbound phone calls to gather and verify loan information with customers and other business partners in order to process loan funding
  • Educate dealer customers on policies and procedures to ensure a smooth funding process
  • Review documents for risk which resulted in millions of company dollars saved catching fraud rings and misrepresented income
  • Collaborated with job families cross-departmentally to solve problems for dealer partners

Skills

Client Relationships

Strategic selling

Persuasive Communication

Team management

Business relationship cultivation

Staff education and training

Account management

Critical Thinking

Software

Tableau

Salesforce

Timeline

Team Lead

Vivid Seats
10.2023 - Current

Relationship Manager Coach

Capital One
07.2021 - 10.2023

Relationship Manager

Capital One
03.2013 - 07.2021

Assistant Relationship Manager

Capital One
01.2011 - 03.2013

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Porsha BoyattiaSales, Underwriting, Team Management