SHELBY ROMANS
Commerce
Summary
Seasoned Marketing Coordinator with a competitive passion to succeed. Autonomously goal-oriented and takes pride in all projects and tasks completed. Ability to identify and build new key relationships and continually cultivate existing connections.
Detail-oriented, attentive and decisive leader. Proficient in developing and overseeing projects with focus on quality and efficiency.
Overview
13
13
years of professional experience
Work History
Business Development/Marketing Coordinator
Amatus Health Care
12.2020 - Current
- Identify and cultivate relationships with key account individuals to drive patient referrals and expand brand awareness.
- Educate referral sources on appropriate referral process and required documentation per Medicare guidelines.
- Plan and execute various networking events with other local marketing executives to facilitate industry cooperation and growth.
- Develop and implement marketing strategies to promote home health services to physicians, hospitals, facilities, and other community organizations.
- Create a variety of marketing materials including brochures, educational flyers, social media graphics, and advertising campaigns to reflect the agency's services and values.
- Host interactive and engaging monthly events at local skilled nursing and assisted living communities to continually build relationships with residents and staff members.
- Consistently manage all incoming referrals to ensure monthly bonus and goals are met.
Community Relations Manager
Hopkins Place Assisted Living
04.2019 - 12.2020
- Responsible for developing and executing the community's strategic quarterly marketing plan including SWOT analysis, goals and objectives, and specific action steps to obtain desired results.
- Lead and coordinate all community outreach and internal events for residents, their families and the professionals in the community.
- Build and maintain relationships with potential residents and their families, identify the level of care services, provide excellent customer service and follow-up to assist with the move-in process.
- Manage and maintain virtual marketing efforts such as social media, mass email campaigns, and any other digital outlets as needed.
- Responsible for entry and maintenance of database management and lead tracking.
Top Company Leader, Independent Distributor
SeneGence International
05.2016 - 04.2019
- Manage, lead, and motivate an organization of over 600 active distributors with just under $2mm in team sales.
- Organize and execute virtual and in-person training and team growth events.
- Market and sell products via social media, vendor events, demos, and daily interactions.
- Continually share business opportunity and recruit other potential distributors.
- Manage and track numbers to ensure all incentive trips, cars, bonuses are achieved.
Client Account Coordinator
Pacific Union Financial, LLC NMLS #2221
10.2016 - 02.2017
- Assist sales coordinators in managing all open accounts.
- Balance and prioritize multiple data reports and relay conclusions that required action.
- Troubleshoot delays and work on pushing all loans through the pipeline.
- Request proper documents from clients in effort to get the account to funding.
Correspondent Account Funder, Team Lead
Pacific Union Financial, LLC NMLS #2221
08.2015 - 10.2016
- Delegate daily assignments to all team members.
- Compile data from each person and submit via Excel to upper management and outside banks twice daily.
- Troubleshoot and correct all errors under extreme deadline pressure.
- Communicate and brainstorm process improvements with management.
Correspondent Collateral Specialist
Pacific Union Financial, LLC NMLS #2221
06.2013 - 08.2015
- Maintain leadership position by completing all reports and delegating work to other team members.
- Complete all daily tasks while prioritizing responsibilities and staying organized.
- Communicate with internal and external parties when problems or questions arise.
- Complete special projects or reports at the request of management.
- Stay current on relevant program changes and updates.
Financial Representative
Modern Woodmen of America
06.2012 - 04.2013
- Obtain Group 1 Insurance license.
- Help clients plan their financial security through a variety of insurance, investment, and banking products.
- Implement retirement planning programs for small employers.
- Carry out presentations in schools, businesses, and retirement centers.
- Use fraternal benefits to strengthen communities through a variety of programs and donations.
Education
Bachelor's - Marketing and Business Management
Texas Tech University
Lubbock, TX05.2012
Skills
- Cultivating strong relationships
- Effective verbal and written communication
- Confident and engaging presentation skills
- Creative event planning and execution
- Efficient task coordination and prioritization
- Create eye-catching and interesting marketing collateral
Timeline
Business Development/Marketing Coordinator
Amatus Health Care
12.2020 - Current
Community Relations Manager
Hopkins Place Assisted Living
04.2019 - 12.2020
Client Account Coordinator
Pacific Union Financial, LLC NMLS #2221
10.2016 - 02.2017
Top Company Leader, Independent Distributor
SeneGence International
05.2016 - 04.2019
Correspondent Account Funder, Team Lead
Pacific Union Financial, LLC NMLS #2221
08.2015 - 10.2016
Correspondent Collateral Specialist
Pacific Union Financial, LLC NMLS #2221
06.2013 - 08.2015
Financial Representative
Modern Woodmen of America
06.2012 - 04.2013
Bachelor's - Marketing and Business Management
Texas Tech University
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