Stephanie Douglass
AUBURN,CA
Summary
Results-driven professional with a strong background in financial services, specializing in client retention and revenue growth. Successfully led initiatives that increased branch performance and customer loyalty, leveraging strategic insights and cross-departmental collaboration to drive business success.
Overview
29
29
years of professional experience
Work History
Account Executive/Corp Acct Mang
Advantage Partners Solutions
Chicago, Illinois
03.2023 - 07.2026
- Cultivated client relationships through regular communication and proactive support, enhancing client retention.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Managed sales pipeline using CRM software to track client interactions efficiently.
- Collaborated with marketing team to develop customized client proposals and presentations.
- Facilitated contract negotiations that resulted in favorable terms for clients and increased company profitability.
- Negotiated contracts with clients to establish mutually beneficial terms. with clients to ensure profitable outcomes for the company.
- Coordinated cross-departmental efforts to deliver comprehensive client solutions.
- Analyzed client feedback to refine service offerings and enhance customer satisfaction.
- Managed accounts by providing ongoing technical support after the sale was completed.
- Generated weekly reports on sales performance against targets for upper management review.
- Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
- Identified potential new customers through research of industry trends and competitive analysis.
- Conducted market research to identify emerging business opportunities and trends.
- Collaborated with cross-functional teams to identify and capitalize on new growth opportunities, driving revenue increase.
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
- Performed product demos at conferences, meetings, and seminars.
- Created marketing materials, including brochures and presentations, to showcase products and services.
Compliance/HR Generalist/Business Development/National & LaunchPad Recruiter/Training Team/Statistic Analyst
AMERICAN PACIFIC MORTGAGE CORP
Roseville, CA
10.2011 - 12.2022
- My tenure here provided me many different opportunities to grow and learn new facets of the mortgage industry on the originations side and the Human Resources side of it all. Spent 7 years in Human Resources as an HR Generalist, Contract Negotiator, Compliance, created proven successful onboarding system, contract compliance & worked close with Payroll to decipher all changes to compensation. Joined Training Team for last 3 years there as national recruiter for our new to the business loan officers training program. Recruited over 430 successful employees & grew revenue to exceed our goal of $20,000,000 by $500,000,000.
- Oversaw recruitment and onboarding processes for diverse teams, ensuring alignment with organizational goals.
- Conducted performance evaluations, supporting talent development initiatives and aligning employee goals with company objectives.
- Assisted in developing workforce planning strategies aligned with company goals.
- Facilitated training sessions to enhance employee skills and knowledge.
- Implemented HR policies and procedures to promote workplace efficiency.
- Developed and maintained job descriptions, performance evaluation forms, employee handbooks, and other HR related documents.
- Collaborated with underwriting and compliance to ensure timely loan closures by the stated close of escrow.
- Participated in career fairs or recruiting events at local colleges and universities for talent acquisition purposes.
- Conducted new hire orientation sessions and onboarding activities to ensure successful transition into the organization.
Supervisor, Certified Barista
STARBUCKS
Lincoln, CA
01.2011 - 10.2012
- Achieved daily, weekly, and monthly sales goals by actively monitoring performance and guiding staff on targets. Decipher profitability on a daily, weekly monthly basis. Tracked sales across categories to ensure alignment with daily, weekly, and monthly objectives, updating staff on progress. Supervised employees during shifts, coordinating break schedules to ensure operational efficiency. Meeting and exceeding all customer service standards and those on my team.
- Supervised daily operations and ensured high-quality customer service standards.
- Trained and mentored staff on beverage preparation and customer interaction techniques.
- Managed inventory levels and ordered supplies to maintain efficient store operations.
Financial Services Manager/Bank Manager/AVP
FIRST NORTHERN BANK
Auburn, CA
12.2007 - 06.2010
- Directed financial management functions including development and monitoring of monthly/quarterly financial statements, financial forecasts, and budgets. Oversee general accounting functions, including AR/AP, account reconciliation, and cash management. Interact with the Board of Directors and President concerning financial forecasts and reports. Increased deposits, loans and credit product revenue from zero to $15,000,000.00 within six months of opening the banking center by spearheading creative campaigns and implementation of highly effective sales learning tools for my employees. Supported community business growth and networking through active participation in various local groups. Compiled periodic financial reporting packages for senior management. Carried out internal audits to ensure regulatory compliance and operational efficiency/accuracy. Achieved a perfect 100% score for 100% of staff on customer service scores.
- Evaluated teamwork dynamics to enhance collaboration, flexibility, and adaptability among staff, aligning their skills with common values and goals of clientele. I earned a reputation for maintaining a positive attitude and producing high-quality work and inspired the same in my employees. Advised employees on career and work-related goals and objectives. Developed and documented new employee orientation manuals to streamline onboarding, and implement new employee orientation manuals. Train, supervise and evaluate staff and coach improvement management skills. (below banking information included)
Store Manager/AVP/VP
WELLS FARGO BANK
Roseville, Meadow Vista, Grass Valley
06.2000 - 12.2007
- Prepared financial reports, developed budgets, and performed variance analysis aligned with store business plan. Compiled financial reporting packages for senior management and led internal audits for regulatory compliance and operational accuracy.
- Promoted in all positions to lead teams of 5 to 15 employees in daily operations. Created and implemented strategic plans to enhance customer and employee satisfaction. Provided employees with tools to maintain and increase service levels to both internal and external customers. Work closely with other departments to promote sales contests, accomplished meeting and then exceeded the customer survey standards with a score for 95% of staff on customer service scores.
- Equipped employees with tools to enhance service levels for internal and external customers. Collaborated with other departments to promote sales contests and clarify information, while gathering and analyzing daily/weekly/monthly sales and service statistics to meet deadlines.
- Clarified information and distributed reports to all employees. Analyzed and reported daily/weekly/monthly sales and service statistics to upper management. Served on team focused on turning around under-performing stores and trained employees, leading to improvements in guest satisfaction and sales.
- Maintained a perfect score on phone monitoring evaluations throughout employment.
Executive Assistant to President, Insurance Administrator
CBM PROPERTY MANAGEMENT
Auburn, CA
01.1998 - 06.2002
- Coordinated complex schedules for executives and team members efficiently.
- Facilitated clear communication between stakeholders and property management teams to ensure project alignment. between stakeholders and property management teams effectively.
- Systematically organized and maintained confidential documents and files to ensure easy access and security. confidential documents and files with precision.
- Managed 17 Property Managers which inclusively had 173 projects among them. Closed and prepared monthly financial statements and audit reports for housing communities. Performed monthly account reconciliations and monitored general ledger transactions for projects across western United States. Worked in collaboration with controller to ensure accuracy and integrity of financial information in support of overall business objectives. Compiled financial reporting packages for senior management to aid in decision-making. Carried out internal audits to ensure regulatory compliance and operational efficiency/accuracy. Attended Board Committee Meetings, produced minutes, and distributed to senior management, owners, and peers. Authored Monthly Loss Prevention newsletter companywide addressing potential loss areas, including HR, natural disasters, and ergonomics. Compiled company statistics and data under requirements of the Program Director to prevent and decrease costs for maintenance. Scheduled and maintained meetings for the chief operating officer, program director, owners, partners, and senior management. Organized meetings with new and established clients and performed sales presentations that provided clients with information about CBM Property Management's services. Follow up with owners to answer questions and resolve concerns submit proposals. Entertain owners by hosting dinners and performing presentations. Generate referrals and build personal relationships with each client and close sales by signing contracts.
Skills
- Client relationship management
- Sales pipeline management
- Lead generation
- Sales performance optimization
- Customized proposal development
- Contract negotiation
- Cross-department collaboration
- Growth strategies
- CRM software utilization
- Market research
- Data analysis
- Growth strategies
- Onboarding optimization
- Employee training
- Product development
- Statistical analysis
- Strategic planning
- Team collaboration
- Strong presentation skills
- Relationship building
- Strong presentation skills
- Customer relationship management
- Relationship building
Personal Information
Full-Time position, Remote, Local Nor Cal
Timeline
Account Executive/Corp Acct Mang
Advantage Partners Solutions
03.2023 - 07.2026
Compliance/HR Generalist/Business Development/National & LaunchPad Recruiter/Training Team/Statistic Analyst
AMERICAN PACIFIC MORTGAGE CORP
10.2011 - 12.2022
Supervisor, Certified Barista
STARBUCKS
01.2011 - 10.2012
Financial Services Manager/Bank Manager/AVP
FIRST NORTHERN BANK
12.2007 - 06.2010
Store Manager/AVP/VP
WELLS FARGO BANK
06.2000 - 12.2007
Executive Assistant to President, Insurance Administrator
CBM PROPERTY MANAGEMENT
01.1998 - 06.2002