Sangeeta Malhotra
Sales
Springfield,VA
Summary
Highly skilled Self-Motivated IT and sales professional with 20+ years of experience as Business / Sales manager with expertise focused on Human Resources, Customer service in Finance, Food & Hospitality industry. Expert Professional to excel and succeed in diverse environments and can self-start a project with strong determination, dedication, and inclination towards customer satisfaction. Expert in Analytical, Decision Making, Effective Communication, Adaptable, Time Management & Organization skills to meet deadlines and Sales goals for organizational success. Good understanding & HANDS on Experience in Salesforce and Business Development, Project Management with expertise knowledge of different software like Microsoft office, MS Word, Excel, POS, Share Point, Worked and managed multiple projects/contracts aligning stakeholders’ needs with careful analysis & problem solving by working with cross functional team and management. Sales Tracking Business Leadership Portfolio accounts management Great team player with strong analytical, problem solving, time management and strong communication skills to work with stakeholders, management officials on complex issues. Ability to adapt to work in stress to meet deadlines.
Overview
24
24
years of professional experience
Work History
Administrative Assistant
Hilton Washington DC Capitol Hill
05.2024 - Current
- Documenting staff changes, performances and communications
- Participates in Recruitment process, new employee on boarding, background checks and employees files.
- Assisting with marketing, Orientations and job fairs.
- Preparing and updating weekly financial reports and audits under company’s policies and procedures.
- Maintaining vendors accounts, scheduling appointments and updating management during weekly stand-up meetings.
- Assisting with updating, reviewing and finalizing contracts, licensing and permits.
- Maintaining personal files and database of team members.
Business Manager
10.2020 - 08.2023
- Managed and operated a franchise business; regularly interacted with Customers, vendors/distributors and outside stakeholders.
- Analyzed, Identified, understood, and defined problems, evaluated alternatives, set priorities, managed business projects, and implemented high quality solutions to achieve set goals and meet customer’s needs to grow book of business accounts.
- Kept track of sales costs with many venders and marketing on social media.
- Ran the business efficiently and empathetically during the pandemic.
- Managed $800k annual operating budget with 15 teammates.
- Researched public perception of products and services through surveys and social media effectively to guide business development strategy.
- Built a strong clientele through outstanding customer service Management & Networking.
Senior Mortgage Sales Officer
ACFCU
01.2018 - 07.2020
- Managed Branch sales by developing Relationship with members, teammates and Pro actively involved in daily sales operations with a vision as Working together in Teamwork is success.
- Originated conventional and Jumbo loans for Arlington Community
- Held open houses; managed home-buying seminars with stakeholdersrealtors, builders, and prospective home buyers.
- Reviewed Sales/financial contracts under company’s policies and procedures.
- Maintained and managed Loan Pipeline for an average of 15-18 new files with different stakeholders every month.
- Ordered and evaluated appraisals and other financial information to minimize the Risk factors.
- Pre-approved loans and credit lines under compliance Act.
- Closed loans in compliance with company's policy and procedure.
- Worked with different team members and outside stakeholders to understand the requirements by following BRD AND loan life cycle.
- Successfully cross sold banking products and services through effective team management at the branch, met customers’ needs and objectives with careful risk assessment according to the bank’s policies /procedures.
- Developed and maintained relationships with new and existing clients, local real estate agents and stakeholders to increase the profit shares.
Senior Sales Officer
Bank-Fund Staff Federal Credit Union (WORLD BANK D.C)
10.2015 - 11.2017
- Originated and evaluated conventional, Jumbo loans, up to 2 million per month with World Bank Clients
- Cross-sold bank's products and services
- Efficiently responded to and analyzed customers’ inquiries to meet their mortgage needs in a timely manner.
- Pre-underwritten files by doing careful risk analysis on portfolio files.
- Created Weekly/monthly sales reports, organized and attended meetings with existing and future clients to understand and meet their financial goals with extensive financial need analysis and in return increased sales and portfolio accounts for the company.
- 2-year contract with World Bank
New Home Construction Finance Sales Officer
First Horizon Home Loans
04.2006 - 03.2014
- New Home construction financing Accounts officer: learned about One-time Close Construction to Perm Loan
- Achieved monthly sales goals: worked with new home builders, investors, and home buyers.
- Trained as sales officer: ensured loan closings in record time by careful risk analysis on new home buyers’ financial history.
- Worked closely with underwriters and processors in a high-pressure environment as a responsible team player; effectively learned the home financing process.
- Organized open houses and seminars with real estate partners and custom home builders.
Senior sales Executive
Chevy Chase Bank
01.2002 - 02.2006
- Achieved monthly sales objectives by working closely with manager; met branch sales goals and client financial needs. Created relationships with small businesses and individual members. Effectively sold banking products with strong networking and team management.
Education
Master’s - Sociology
Post-Graduate Diploma - Sales & Personnel Management
Skills
- Accurate document retrieval
Client relations
Data analysis and research
Purchase orders organization
Meticulous attention to detail
Strong problem solver
Vendor management
Social media
Project coordination
Critical thinking
Negotiation
Prioritization
Microsoft outlook
Scheduling
Filing
Records retrieval
Languages
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Administrative Assistant - Hilton Washington DC Capitol Hill
05.2024 - Current
Business Manager -
10.2020 - 08.2023
Senior Mortgage Sales Officer - ACFCU
01.2018 - 07.2020
Senior Sales Officer - Bank-Fund Staff Federal Credit Union (WORLD BANK D.C)
10.2015 - 11.2017
New Home Construction Finance Sales Officer - First Horizon Home Loans
04.2006 - 03.2014
Senior sales Executive - Chevy Chase Bank
01.2002 - 02.2006
- Post-Graduate Diploma, Sales & Personnel Management
- Master’s, Sociology
Status
US Citizen