Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shana Powell

St Augustine,FL

Summary

Sales Executive with over 23 years of experience excelling in customer satisfaction and value delivery. Demonstrates expertise in product launches, account management, and building strong professional relationships, consistently exceeding sales goals and customer expectations. Passionate about translating client challenges into successful outcomes, with a focus on innovative solutions and strategic growth.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Mortgage Loan Originator

Bold City Mortgage
03.2023 - Current
  • Originate and process residential mortgage loans, ensuring compliance with federal, state, and investor guidelines.
  • Take a personal approach to the loan process to help clients achieve their dream of homeownership.
  • Evaluate financial data to tailor mortgage solutions, leading to optimal loan terms and client satisfaction.
  • Partnered with real estate agents to align on client needs, driving successful closings and strengthening professional relationships.

Vascular Access Account Manager

Smiths Medical
06.2019 - 04.2022
  • Sold and maintained a Vascular Access portfolio of products to hospital call points including ER, Respiratory, ICU, and more.
  • Surpassed target expectations for the POWERWAND product launch.
  • Trialed and converted 2 large hospital systems in the first year.
  • Attained 100% against FY2020 revenue quota and 104% against FY2021 revenue quota.
  • Cultivated strong relationships with hospital staff, ensuring ongoing support and fostering trust in product efficacy and reliability.

Major Account Executive

Ricoh USA, Inc.
10.2015 - 05.2019
  • Protected revenue in current portfolio and built a pipeline for additional revenue opportunities.
  • Attained 110% against FY2016 revenue quota and ranked in top 15% of sales force in 2016.
  • Achieved 100% against FY2017 revenue quota and ranked in top 13% of sales force in 2017.
  • Ranked in top 14% (41/287) of sales force in 2018.
  • 100% customer retention resulting in several new business referrals.

Client Solution Analyst II

Beeline
03.2012 - 06.2013
  • Structured and facilitated key areas of client account management including strategic planning and communication.
  • Recognized for outstanding work in gathering program requirements and supervising successful implementations.
  • Managed a large health care software conversion project over several months working directly with the VMS program manager and resulted in a successful “go live” despite many challenges.

Client Solution Analyst

Beeline
11.2009 - 02.2012
  • Developed relationships and provided consultation services to VMS program offices.
  • Created Business Objects and ad-hoc reports to meet client reporting needs.
  • Regularly completed client needs analysis and demonstrated innovative ways in which company software and enhancement features could meet their objectives.

Account Executive

IKON Office Solutions
09.2005 - 10.2009
  • Attained #1 sales status for northern Florida within first 2 months of employment.
  • Sold hardware and software solutions to corporate accounts and consistently exceeded sales goals.
  • Honored with “Rookie of the Year” award for FY2006
  • Promoted to Account Executive Level-3 in FY2008
  • Attained 100%-to-quota for FY2008 and FY2009

Education

Bachelor of Business Administration - Marketing

Florida Atlantic University
Boca Raton, FL
01-2002

Skills

  • Client retention
  • Customer relationship management
  • Experience with CRM applications
  • Detail-oriented
  • Effective time management
  • Skilled in resolving conflicts
  • Sales planning
  • Loan structuring

Certification

  • Notary Public | Florida

Valid until 2027

  • Mortgage Loan Originator | NMLS ID: 2392800

SAFE exam passed 1/31/2023

Timeline

Mortgage Loan Originator

Bold City Mortgage
03.2023 - Current

Vascular Access Account Manager

Smiths Medical
06.2019 - 04.2022

Major Account Executive

Ricoh USA, Inc.
10.2015 - 05.2019

Client Solution Analyst II

Beeline
03.2012 - 06.2013

Client Solution Analyst

Beeline
11.2009 - 02.2012

Account Executive

IKON Office Solutions
09.2005 - 10.2009

Bachelor of Business Administration - Marketing

Florida Atlantic University

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