Highly organized, energetic and detail-oriented professional with experience in sales, customer service and leadership. Well-developed multi-tasking, critical thinking and communication skills.
Overview
19
19
years of professional experience
Work History
Community Manager
IWG Plc
Schaumburg, IL
08.2019 - Current
Responsible for daily operations of the 2nd largest IWG commercial real estate location in the country
Manage the sales teams accounts with over 100 various clients within the suite
Sustain existing $985,000 in monthly contracts and continue negotiations for following terms
Take ownership of $135,000 in monthly billing, IT and contract renewal issues and provide reasonable and timely resolutions
Responsible for overseeing on boarding of new clients including having upsold $18,000 of additional monthly services
Handle all client logistics and effectively schedule reservations, move-ins and move-outs
Direct one on one coaching conversations for new team members
Plan six monthly networking events amongst various clients in center to encourage relationship building
Personal Banker
U.S. Bank
Norridge, IL
02.2017 - 08.2019
Worked closely with management to strategize sales techniques to increase weekly branch production
Compiled loan applicants' credit reports and income verification while maintaining strict confidentiality
Disbursed approved automobile, motorcycle and personal loans as well as home equity lines of credit
Increased daily sales by upselling additional banking products and financial services
Opened new accounts including but not limited to, checking, savings, lines of credit, CDs and IRAs
Maintained strict confidentiality of client information
Attended local networking events to increase client base and encourage existing clients to expand financial portfolios
Lending Sales Representative
Chicago Patrolmen's Federal Credit Union
Chicago, IL
10.2015 - 12.2016
Recommended loan approvals and denials based on applicants' membership history and credit report
Submitted loan applications to the underwriter for verification and approvals
Compiled loan applicants' credit reports, income verification and other financial information
Suggested and sold additional products to applicants based on their credit report results as well as their financial needs and goals
Disbursed approved automobile, motorcycle and personal loans both in office and online via EDOCS
Cross sold ancillary products including extended warranties, GAP and debt protection
Completed the proper paperwork associated with vehicle/motorcycle registrations and titles
Maintained strict confidentiality of client information
Senior Branch Representative
Chicago Patrolmen's Federal Credit Union
Chicago, IL
01.2013 - 10.2015
Supported the branch manager on the daily operations of the branch
Disbursed approved automobile, motorcycle and personal loans both in office and online via EDOCS
Cross sold ancillary products including extended warranties, GAP and debt protection
Completed the proper paperwork associated with vehicle/motorcycle registrations and titles
Exceeded the prior credit union record for most ancillary products sold in 1 month
Exceeded the prior credit union record for most new membership accounts opened in 1 month
Maintained confidentiality of bank records and member information
Trained employees on company policies and procedures
Balanced teller drawers, cash machines and vault daily
Ordered currency from the Federal Reserve as well as verify, count and post all currency deliveries up to $1 million dollars
Processed daily transactions including but not limited to deposits, withdrawals, cash advances, loan payments and wire transfers
Senior Auto Insurance Underwriter
American Access Casualty Company
Oak Brook, IL
08.2007 - 04.2012
Worked daily with hundreds of agents/customers within Illinois, Indiana, Nevada, Arizona and Texas
Worked heavily with the claims department to determine coverage at time of loss primarily when an undisclosed operator was involved
Established relationships with agents which included marketing meetings and trainings
Audited agents to determine how to make them profitable, included but not limited to loss ratio, new business and renewal retention
Identified, reviewed and resolved issues and handled supervisory calls
Trained/mentored junior level employees
Approved business, including new applications, renewal and endorsements based on company guidelines
Reviewed claims to determine acceptability at renewal
Maintained my Motor Vehicle Insurance License as issued by the Illinois Department of Insurance