I am an accomplished senior-level sales professional offering more than 20 years of positive sales and management experience with a focus of customer service. I am currently seeking a position that will allow me to utilize my great communication, interpersonal and team building skills to create win-win solutions.
Overview
24
24
years of professional experience
Work History
Business Solutions Banker
JP Morgan Chase
Columbus, Ohio
02.2023 - Current
Manage a portfolio of 250+ high value Businesses including Not for Profit and Government clients
Build relationships by providing financial education and solutions with a focus on client experience
Identify any lending and business credit opportunities to improve the overall wellbeing of the business
Ensure the Business client has fraud protections in place while educating the client on the use of Chase online profile and products
Conduct business in compliance with all state and federal regulations
Required to collect all necessary documents and financial information for the loan and credit applications
Responsible for day to day operations and clearing fraud alerts the customer might receive
Partner with other departments to create financial solutions to best fit the clients business and personal needs
Home Lending Advisor/Mortgage Banker
JP Morgan Chase
Columbus, Ohio
12.2021 - 01.2023
Consultative Sales and assisting customers in applying for mortgages and refinances, attract new mortgage customers and help them navigate a variety of mortgage products from the primary point of contact from application through closing
Conduct business in compliance with all state and federal regulations
Assist customers in determining which type of mortgage best meets their needs, as well as which mortgage product is most likely to be approved
Negotiate the terms and conditions of loans with customers
Required to collect all necessary credit reports and financial information for the loan applications and submit completed loan packages to underwriters for review
Responsible for day to day frontline sales and operations, customer retention and satisfaction, the first person a customer communicates with and the last person the customer communicates with
Responsible for reaching out to every department throughout the loan process to insure accurate and timely service
Assistant Manager
Prohibition Gastro Lounge
Powell, OH
01.2018 - 12.2021
Manage 5-8 employees and provide support and guidance to all staff with the necessary training and development to achieve company goals
Frontline sales and customer service
Oversee employees in front and back of house to ensure compliance with company policy and regulations
Produce Monthly reports detailing trends and forecasts to set daily and monthly goals
Responsible for daily business and operations to ensure company growth and profit
Responsible for outreach and scheduling special events
Maintain expenses and inventory through accurate ordering, planning and budgeting
Recruit, hire and train new employees
Financial Consultant
PNC Bank
Powell, OH
05.2017 - 12.2017
Universal Banker and Sales; responsible for assisting customers with various banking needs, such as obtaining mortgage, auto and personal loans; opening Credit Cards and lines of Credit; opening checking and savings accounts; investing in certificates of deposit (CDs), money markets and other commercial banking products; and planning for retirement or college
Opening all Accounts
Selling Investment Products
Selling Loans
Conduct business in compliance with all state and federal regulations
Assist customers in determining which type of mortgage best meets their needs, as well as which mortgage product is most likely to be approved
Negotiate the terms and conditions of loans with customers
Required to collect all necessary credit reports and financial information for the loan applications and submit completed loan packages to underwriters for review
Responsible for day to day front line sales and operations, customer retention and satisfaction
Regional Sales Manager
The Oil Bar, at Polaris Fashion Place
Columbus, OH
01.2014 - 03.2017
Manage 22 employees and provide support and guidance to all staff
Monitor and mentor Store Managers and team leaders, providing all employees with the necessary training and development to achieve personal and organizational goals
Responsible to determine the operational practices of all stores in the area, making sure each runs smoothly, cleanly, complies with company rules and policies
Build the company's profile, looking for more business and finding the best ways to promote it
Plan and organize promotional events for Multiple locations
Interview, hire, coordinate and discipline store managers, and check in on individual stores to make sure the store is stocked
Responsible for recruitment of new employees, including conducting interviews and the final selection process
Train new employees and create/conduct sales training modules for existing employees
Plan down-sell strategies based off prior sales trends and knowledge of the customer
Mortgage Banker/Consultant
JP Morgan Chase
Columbus, Ohio
03.2012 - 10.2013
Consultative Sales and assisting customers in applying for mortgages and refinances, attract new mortgage customers and help them navigate a variety of mortgage products from the primary point of contact from application through closing
Conduct business in compliance with all state and federal regulations
Assist customers in determining which type of mortgage best meets their needs, as well as which mortgage product is most likely to be approved
Negotiate the terms and conditions of loans with customers
Required to collect all necessary credit reports and financial information for the loan applications and submit completed loan packages to underwriters for review
Responsible for day to day frontline sales and operations, customer retention and satisfaction, the first person a customer communicates with and the last person the customer communicates with
Responsible for reaching out to every department throughout the loan process to insure accurate and timely service
Sales and Training Manager
The Oil Bar, at Polaris Fashion Place
Columbus, OH
01.2010 - 03.2012
Manage 12 employees and provide frontline sales and customer service
Monitor and mentor sales associates and team leaders, providing all employees with the necessary training and development to achieve personal and organizational goals
Responsible for inventory control and assist in direct promotional and marketing strategies
Plan and organize promotional events for Multiple Oil Bar locations
Responsible for recruitment of new employees, including conducting interviews and the final selection process
Train new employees and create/conduct sales training modules for existing employees
Plan down-sell strategies based off prior sales trends and knowledge of the customer
Replenish the store keeping products available for customer’s needs
Have constant awareness of the visual aspects in the store, continuing its appealing value to the customer
Sales Manager
T-Mobile USA
Columbus, Ohio
01.2001 - 01.2010
Manage 13 employees, perform a variety of management functions while driving sales, offering consultative sales and service on the sales floor during retail hours (including nights and weekends)
Recruit, develop, motivate and manage a high-performing team
Meet and exceed individual and team sales goals
Keep abreast of the rapidly evolving technology
Create an environment for discovery in the retail store that sparks new ideas for using mobile communications
Account and customer management
Consultative sales and customer retention
Achieving store productivity/financial targets, goals and quotas
Planning and executing promotional and local store marketing activities
Maintain operational processes
Inventory management
Completing Human Resources responsibilities
Recruitment and hiring
Create and conduct weekly and monthly staff meetings
Conduct one on one coaching and sales strategies
Lead the sales team to success and motivate the group to learn, grow and build exciting careers
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank