SAMMIE UTTER
Markering Professional
Tulsa,OK
Summary
Dynamic and empathetic project marketer and event planner with over 10 years of experience in the financial, real estate, and manufacturing sectors. Proven expertise in relationship management, marketing strategy, sales optimization, fundraising initiatives, and employee development. Committed to driving impactful community engagement through innovative events that promote education and foster positive change. Passionate volunteer and non-profit ambassador dedicated to making a meaningful difference in the community.
Overview
20
20
years of professional experience
Work History
Escrow Specialist
BOK Financial
Tulsa
07.2011 - 02.2026
- Reallocated and transferred due to increased business banking needs resulting from the pandemic.
- Performs escrow analysis.
- Verifies disbursements for accuracy, large disbursements and payment changes, including surplus, shortage, and deficiencies
- As required for loan modifications and loans in bankruptcy
- Performs loan level audits with insurance vendors and resolves discrepancies.
- Identifies and implements improvements on established processes.
- Maintains and creates hazard and flood reports. (Daily, Weekly, Monthly, Yearly)
- Meets with insurance vendor regularly to discuss borrower complaints and exceptions. Communicates with investor and vendors regarding problem issues.
- Performs all tasks in compliance with applicable regulatory standards, guidelines, and rules established by the company, investors, state and federal regulatory authorities, and local ordinances. Staying current on industry regulations changes.
- Communicate effectively with others to ensure high quality and timely response and resolution to customers' requests from internal and external customers related to escrow items.
Community and Employee Engagement Specialist
BOK Financial
Tulsa
03.2018 - 08.2020
- Promoted to increase employee engagement to bank-sponsored community volunteer events.
- Execution of corporate-wide community engagement initiatives with a focus on maximizing exposure, marketing and branding associated with events, charitable contributions and use of venues.
- Manage special events using independent authority. Central point of contact and facilitate relationships with vendors and entertainment venues. Negotiate contracts and service agreements, manage expenses and provide financial reporting. Organized and executed United Way Day of Caring for over 300 BOK employees.
- Developed ticket inventory system for suites and events. Research, inform and educate business partners on upcoming event opportunities and sponsorships. Strategically identify event attendees and key event participants, leveraging the knowledge of bank community and customer relationships. Measure event feedback.
- Work with nonprofit organizations to maximize grants. Mitigate potential risk by coordinating tax receipts for IRS reporting. Provide charitable contribution reporting to Executive Leadership, senior management, and market executives.
- In partnership with Marketing, manage external branding for community and employee engagement activities. Coordinate artwork with Marketing and identify unique promotional items to maximize brand. Provide executive- level program recaps for stakeholders. Manage relationships with local venues to produce employee engagement recognition events.
- Write internal content pre and post-event to create awareness, influence participation and showcase results.
Consumer Sales & Lending Specialist
BOK Financial
Tulsa
07.2011 - 03.2018
- Hired by BOK to enhance customer relations by providing financial services for one of the top 25 US-based banks.
- Managed loan pipeline of 100+ applications ($6.3M closed) monthly.
- Developed relationships with new and repeat clients. Sourced business leads through multiple lines of business using a consultative sales approach to meet the client/prospect needs best while identifying opportunities for cross-selling.
- Developed and delivered training materials for departmental and branch employees.
- Gathered necessary information to comply with federal, state, local and bank regulations and requirements including sending all disclosures and compliance documents to clients within mandated timelines.
- Reviewed underwriting decisions for compliance with policy and pricing on consumer loan requests.
- Managed complex customer service issues including negotiating terms and adverse action letters.
- Communicated with clients regarding lending and consumer debt, scheduled loan closing and obtained necessary information.
- Prepared and presented reports for executives, committees and board of directors.
- Sourced business leads through network gatherings, sales groups and other internal departments.
- Analyzed loan applications to assess creditworthiness and compliance with lending policies.
- Facilitated communication between clients and internal departments to streamline loan processing.
- Implemented process improvements that enhanced efficiency in loan approvals and customer satisfaction.
- Supervised junior staff, providing training on lending procedures and best practices.
- Awards: Perfect Circle Recipient 2013. Top 10 Salesperson in region 2011-2013, always achieved 150% of quota including several months at 300% (April 2013, September 2013 and March 2014) FiNAP Certified; Consultative sales award.
Inside Sales Representative
Lee C. Moore Woolslayer
Tulsa
01.2010 - 07.2011
- Recruited by LCM to assist with Marketing and Inside sales. Established a data base and tracking system for incoming bid/quote requests.
- Managed customer inquiries and responded with sales quotations.
- Followed up on warm leads and turned them into new business opportunities and sales.
- Created production reports for multiple meetings and various departments.
- Input customer orders and sent confirmations to customers including shipping dates and correct product pricing.
- Maintained customer records to ensure all files were complete according to procedures.
- Developed, built and maintained sales department database to ensured accurate content.
- Partnered with multiple departments to create a database of standard and stocked items.
- Cultivated relationships with clients to enhance customer satisfaction and retention.
- Managed sales pipeline using CRM software to track leads and conversions.
- Streamlined sales processes, resulting in improved efficiency and reduced lead response time.
Marketing Coordinator
Williams & Williams Auctioneers
Tulsa
04.2007 - 01.2009
- Hired by WWA to promote REO properties online. Developed a virtual tour process for marketing properties.
- Developed marketing strategy for each property and determined which would receive additional marketing efforts and materials including the creation of a virtual tour.
- Completed preliminary property research to ensure all information was reported and recorded correctly. Partnered with the necessary people to get the errors corrected.
- Collected comparable data for properties and maintained the database to ensure changes and newly received information was uploaded and associated with the correct properties.
- Uploaded properties and property descriptions into database and company website. Completed various internal reporting including property counts reported to executives, committees, boards of directors and department managers.
- Determined which properties needed a virtual tour created and assigned the job to our vendors. Once completed, reviewed the virtual tours, uploaded links, downloaded photos and added them to our website. Shared results of tours with senior leaders and management.
- Primary contact for the addition and removal of properties from auction and website.
- Recruited, trained and managed all temporary employees averaging 5+ at any given time.
Education
Bachelor of Science - Business Administration, International Business and Marketing, French
Oklahoma State University
Stillwater05.2003
Skills
- Content Marketing
- Financial Banking & Lending
- Social Media Strategy
- Six Sigma Yellow Belt
- Data Analysis & Research
- Project Management
- Recruitment & Retention
- Microsoft Office
- Organizational growth
- Client confidentiality
- Document preparation
- Escrow management
- Legal compliance
- Loan processing
Accomplishments
- Increased overall attendance and participation of internal and external company community events 250% by enhancing traditional and digital marketing/communication outreach initiatives.
- Secured new and existing relationships with vendors, partners, and consumers by enhancing strategic business presence and revamping brand awareness.
- Improved overall workforce engagement 55% by developing department training and recognition programs for employees.
COMMUNITY SERVICE
Angel Tree, John 3:16 Mission, Girl Scouts, United Way, Junior Achievement, Bible Study Fellowship: Children’s Leader, Assistant Children’s Supervisor, Group Leader, Bountiful Baskets: Volunteer Site Coordinator, Christ United Methodist Church: Girls Youth Assistant, Green Country Walk to Emmaus:, Pilgrim Walk 170; General Volunteer Walks: 171, 173; 177, 178; TA Walks: 172, 174; Dining Room Manager Walk 175; Table Leader Walk 176, 180; Walk 184 Conference Room Board Rep, Fourth Day Board Representative 2018, Life.Church: Switch Leader, Marketing Team, Host Team, Operations Team, Southeast Tulsa Jaycees: Vice President of Membership, Vice President of Community Development, Turkey Trot Road race chair: Two record fundraising years, Organized the road race while partnering with the City of Tulsa. Managed press releases, coordinated up to 50 volunteers, requested donations, supervised artwork production, coordinated t-shirts and awards., Yale Avenue Christian Church: Wedding Coordinator, Youth Sponsor, Growth Team, Marketing Team
Timeline
Community and Employee Engagement Specialist
BOK Financial
03.2018 - 08.2020
Escrow Specialist
BOK Financial
07.2011 - 02.2026
Consumer Sales & Lending Specialist
BOK Financial
07.2011 - 03.2018
Inside Sales Representative
Lee C. Moore Woolslayer
01.2010 - 07.2011
Marketing Coordinator
Williams & Williams Auctioneers
04.2007 - 01.2009
Bachelor of Science - Business Administration, International Business and Marketing, French
Oklahoma State University