Ambitious College graduate seeking a diverse and innovative organization with opportunity for development and stability to make significant contributions to the company's success.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Account Executive
Sprout Mortgage, LLC
Irvine, CA
06.2020 - 07.2022
Managed the entire sales cycle from finding a client to securing a deal. Unearthed new sales opportunities through networking and turned them into long-term partnerships.
Built and maintained long-term relationships and partnerships with Mortgage Banking Clients.
Trained and educated clients on Sprout’s Wholesale Portal, programs, products, and processes.
Leveraged consultative sales techniques to help our clients become better mortgage lenders.
Logged all sales activity, including emails, phone calls, meetings, etc., into our CRM (Hubspot). Always ensure our CRM is updated on sales and relationship-building activity with prospects and clients.
Researched and analyzed existing business accounts for additional opportunities.
Took applications from wholesale source clients for client approval by Power Express.
Actively participated in developing and managing acquisition plans.
Provided professional after-sales support to maximize customer loyalty.
Negotiated agreements and kept records of sales and data.
Assisted in the development of new marketing materials and distributed materials to existing and prospective client base.
Collaborated and developed sales strategies to maximize results.
Held regular account visits to continually reinforce the company’s differentiators and leveraged them for quality volume.
Established as clients’ “go-to” resource for all questions about the wholesale mortgage process.
Monitored expiring rate locks for customer base and the performance of loan deliveries in the pipeline.
Provided world-class client service to every client.
Evaluated whether clients qualified under company's guidelines and assisted them in becoming approved Sprout partners; Maintained and grew loan pipeline by over 20%.
Helped over 50 clients with loan scenarios daily, training, and progressed their submitted loans to fulfillment
Management Trainee
Enterprise
Orange County, CA
08.2019 - 06.2020
Customer assistance with vehicle choices and coordinated workflow contracts to accurately prepare for rentals for the next business day.
Outlined coverage options and wrote rental agreements by company policies, collected and deposited money into company accounts.
Complied with company procedures in protecting customers' personally identifiable information.
Kept records of cash payments and ensured reports were balanced.
Organized and planned fleet size to capitalize on market demand.
Assisted in the facilitation of new employee training.
Led sales at the branch and kept sales numbers above the corporate average.
Review Specialist
Aramark
Burbank, CA
08.2018 - 08.2019
Prepared and reviewed pre-procurement packages.
Participated in developing and managing acquisition plans.
Prepared and researched support documentation.
Made quality recommendations to the Contracting Officer.
Handled problems through procurement action life cycle through resolution.
Completed tasks needed to successfully advertise, solicit, construct, award, administer, and close contract tasks and delivery orders.
Audited and supported the issuance of contracts, and purchase orders, tracked status, and expedited orders according to customer requirements and in compliance with all related guidelines, policies, and procedures.
Maintained and ensured acquisition and procurement file documentation in compliance with regulations and other related policies and procedures.
Assisted in special projects assigned by the procurement Acquisition Manager.
Agent Intern
State Farm Insurance
Atlanta, GA
10.2013 - 07.2018
Provided prompt, accurate, and friendly customer service. Service included responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Worked with the agent to establish and meet marketing goals.
Worked with the agent to develop and maintain a digital marketing system to promote the office.
Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services.