Renata Mcphaul
Los Angeles,USA
Summary
Hardworking and ambitious Sales Development Representative with 3 years of experience driving growth through lead generation and account management. Experienced Sales Development Representative with a proven track record of success in identifying and developing new business opportunities.
Overview
14
14
years of professional experience
Work History
Compliance Analyst/Customer Service
Trendsource
Los Angeles
01.2021 - Current
- Established relationships with key decision makers through effective communication and strong customer service
- Proficient in data entry and document management systems
- Ensure compliance with data privacy laws and regulations, particularly in handling sensitive customer or employee data
- Maintain detailed records of compliance activities, reports, and audit results
- Keep records of all compliance-related communications and actions.
Mortgage Analyst
Bank of America
Thousand Oaks
04.2013 - 11.2020
- Experienced in analyzing financial statements and credit reports to assess the creditworthiness of loan applicants
- Proficient in using automated underwriting systems (AUS) to determine loan eligibility and eligibility requirements
- Developed an extensive knowledge of the mortgage industry through several years of experience processing loan applications
- Experienced in preparing and presenting loan applications to underwriters for approval.
Financial Representative
Sun America
Woodland Hills
03.2010 - 03.2013
- Conducted financial planning seminars to educate clients on retirement planning, investing, and estate planning
- Built strong relationships with clients by providing tailored advice and services
- Maintained accurate records of customer investments and financial portfolios.
Education
Tech Sales Certificate -
Course Careers
09.2023
Bachelor Political Science -
North Carolina Agricultural and Technical State University
Accounting/Quickbooks -
Los Angeles Pacific College
Skills
- Networking
- Prospecting
- Lead Generation
- Leadership
- Sales Strategies
- Teamwork
- Creativity
Tech Sales Certification
- Course Careers
Timeline
Compliance Analyst/Customer Service
Trendsource
01.2021 - Current
Mortgage Analyst
Bank of America
04.2013 - 11.2020
Financial Representative
Sun America
03.2010 - 03.2013
Tech Sales Certificate -
Course Careers
Bachelor Political Science -
North Carolina Agricultural and Technical State University
Accounting/Quickbooks -
Los Angeles Pacific College
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