Hi, I’m
Shaun Donelson
Denver,CO
Summary
Successful sales and business professional desiring a position that will utilize current business, customer service, and critical thinking skills to assist and contribute experience for continued success.
Overview
11
years of professional experience
Work History
Autopay
Loan Specialist
2020.08 - 2023.03 (2 years & 7 months)
Job overview
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action
- Appointed as "Team Lead" by company to help supervisor manage daily operations/needs of the team, in addition to training new hires
- Consistently top performer finishing top 10 in YTD earnings for 2021 and top 20 for 2022 (out of over 200 Specialists)
- Explained very technical financial information to applicants in easy to understand language.
ILendingDIRECT
Loan Consultant
2019.06 - 2020.08 (1 year & 2 months)
Job overview
- Employed persuasive sales techniques to increase loan applications and overall loan value
- Consistently dialed 100+ leads daily, while still handling expectations and managing time effectively
- Trained new loan consultants on processes in their first week on sales floor
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions
- Achieved 78% Vehicle Service Contract product penetration for month of June 2020, which was 2nd highest company wide.
Security Service Federal Credit Union
Member Relationship Officer
2018.09 - 2019.05 (8 months)
Job overview
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Developed tailored solutions to meet individual banking needs, discovered through a "Best Fit Guide"
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Reviewed and improved loan applications to promote efficiency and accuracy, by informing applicant of all requirements & documents needed
- Received training and certification from SSFCU to represent brand, explain technical functions of mobile devices and guide product selection by customers
- Established rapport with new clients to increase satisfaction and loyalty.
Time Warner Cable/Spectrum
Sales Representative
2014.11 - 2018.04 (3 years & 5 months)
Job overview
- Worked as both inbound and outbound sales rep for TWC & Spectrum
- Daily outbound phone calls to between 200-300 prospective clients, as a specialized closer, to gain new business
- Required to run routine credit checks on all new clients, in order to determine ability to obtain services
- Helped oversee multiple major transitions within company such as the switch from outbound to inbound sales, in addition to merger between TWC & Charter Spectrum, all in a very fast-paced and extremely competitive work environment
- Created incentive plans designed to exceed sales expectations, which resulted in being selected by leadership to assist training/ developing new employees as a "Peer Coach"
- Consistently delivered high level of performance on all sales metrics including a Quintile 1 (out of 5) commission rating on monthly basis, generating $1,500-2,000 worth of monthly recurring revenue for the company every day
- Provided excellent customer service to every customer efficiently, earning an average of 9.3 on all voluntary customer satisfaction surveys, retaining 87% of all customers sold, and maintaining completion(installation) rate of 89%.
One Technologies
Credit Consultant
2013.12 - 2014.11 (11 months)
Job overview
- Proactively identified solutions for clients experiencing credit issues
- Developed effective relationships with clients, which helped improve overall payment processes
- Helped clients improve credit scores through disputing outdated/inaccurate items on credit reports
- Achieved company's top honor of "Employee of the Month" in August 2014, with overall Quality score of 86%
- Evaluated client credit reports along with finances in order to design a customized plan for restoration of credit file
- Consistently one of the highest retainer of clients, assisting up to 40 clients per day and helping re-enroll them in our program.
Northwestern Mutual Life Insurance Company
Financial Representative
2012.02 - 2013.05 (1 year & 3 months)
Job overview
- Communicated with 30-40 clients/potential clients on a daily basis, providing financial advice, education, & capitalizing on business development opportunities that resulted in $1.3 million in Quarterly account flows
- Presented two seminars over financial topics to 10-15 clients per month, increasing business development success, & maintaining high percentage of client presentation retention
- Promoted Northwestern's products & services with the highest level of quality, resulting in top firm customer service ranking, Outstanding Customer Service Award in 2013, & being 1 of 25 interns nationally to receive invitation to the Series 7 training program
- Mastered art of cold calling, in addition to networking with existing clients to help identify prospective candidates and leads, with resulted on constant new clientele.
Education
University of Colorado , Colorado Springs, CO
from Business Administration/Finance
Skills
- Proven problem solver and determined worker who never gives up until the job is done.
- Effective team player with a positive outlook and exceptional communication and interpersonal skills.
- Previously registered and licensed with multiple states for Life & Health insurance in order to conduct business.
- Proficient with: Microsoft Word, Excel, Outlook and PowerPoint.
- Ability to work efficiently across multiple industries, as well as adapt critical thinking & relevant skills from one industry to another.
- Commercial and credit loans
Timeline
Loan Specialist
Autopay
2020.08 - 2023.03 (2 years & 7 months)
Loan Consultant
ILendingDIRECT
2019.06 - 2020.08 (1 year & 2 months)
Member Relationship Officer
Security Service Federal Credit Union
2018.09 - 2019.05 (8 months)
Sales Representative
Time Warner Cable/Spectrum
2014.11 - 2018.04 (3 years & 5 months)
Credit Consultant
One Technologies
2013.12 - 2014.11 (11 months)
Financial Representative
Northwestern Mutual Life Insurance Company
2012.02 - 2013.05 (1 year & 3 months)
University of Colorado
from Business Administration/Finance