Shomari Head
Account Coordinator - Bankrate
Charlotte,NC
Summary
An experienced and motivated professional with a demonstrated history of working in the financial industry. Management professional committed to client success. Dedicated team player skilled in driving company growth through results. Goal driven and enthused team player, while producing valuable results. Offering dependable and adaptable skills with diversified experiences. Over 7 years of client experience in post-secondary environments. Strategic planner and an effective communicator who builds trust and confidence while exchanging vital information through problem-solving and analytics.
Overview
6
6
years of professional experience
Work History
Account Coordinator
Bankrate
Charlotte, NC
03.2022 - Current
- Assessed and analyzed daily rate sheets by financial analysis for investors to ensure accurate pricing to publish successfully on Bank Rate tables, for perspective client.
- Worked very closely and collaborated with engineers and developers to innovate new processes to effectivity improve more than 50 clients/investors for process improvements
- Used programs such as SQL, Salesforce, Google Accounts, Adobe and Tableau to resolve technical errors and discrepancies tin he Loan, to ensure proper functionality under faced paced environment
- Administered and prioritized daily audit processes and procedures to produce valuable systems, and accurate rates sheets for investors.
- Maintained extensive knowledge of competitors offerings and presence in assigned territories.
Advisor
Better Mortgage
Charlotte, North Carolina
03.2021 - 03.2022
- Analyzed client flies to provide adequate service and investment by creating spread sheets data, and calculations
- Engaged in high level, fast paced conditions, while being able to adapt to market conditions
- Collaborated with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers.
- Developed polished and successful sales presentations to highlight product benefits, quality and advantages against competitors, which increased sales by 40%.
- Communicated with borrowers via e-mail and phone/or preferred method of contact throughout daily processes while building rapport.
- Retained team clients through effective sales and satisfaction management strategies.
- Identified value-added solutions to complex problems and leveraged trends in customer industries to increase sales.
Financial Consultant I
Fidelity Investments
Raleigh , North Carolina
08.2019 - 05.2021
- Created and implemented data analysis and financial data, while interacting with clients through completing 150 inbound/outbound communication per week, while proactively building and sustaining relationships
- Meeting expectations of monthly and quarterly matrix quota and while being offered to cross-train after six months of employment.
- Progressively monitoring capital markets for risk and staying under law regulations
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Personal Banking Specialist
Wells Fargo
Charlotte, North Carolina
06.2016 - 03.2019
- Exceeded daily matrix goals objectives: adhering to compliance and risk, quality assurance, accountability, and increased client experience by 10%
- Processed and opened transactions through; deposit products as follows; various checking/savings accounts and credit lending services
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Maximized revenue through improved sales techniques and branch productivity.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
Education
Bachelors of Psychology -
University of North Carolina At Charlotte
Charlotte, NC12.2016
Skills
- Sales Management
- Client/Customer Service
- CEM/Salesforce
- Research/Data Analysis
- SQL/MS Office
- Leadership/Communication
- Growth/Expansion Management
- Administrative
- Process Improvement
- Team Management
- Business Correspondence
- Account Compliance Reviews
- Microsoft Windows
- Cost Management
- Oracle E-Business Suite Financials
- Microsoft Excel
- Staff Training
- Microsoft SharePoint
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It is never too late to be what you might have been.
George Eliot
Timeline
Account Coordinator
Bankrate
03.2022 - Current
Advisor
Better Mortgage
03.2021 - 03.2022
Financial Consultant I
Fidelity Investments
08.2019 - 05.2021
Personal Banking Specialist
Wells Fargo
06.2016 - 03.2019
Bachelors of Psychology -
University of North Carolina At Charlotte
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