Teresa Gordon
Louisville,Kentucky
Overview
7
7
years of professional experience
Work History
Sales • Account Management/Account Service Representative
American First Finance
03.2023 - 01.2024
- Managed Kentucky and Indiana territories via monthly visits, coaching merchants on performance metrics using customer CRM and other company provided software
- Increased merchant annual revenue commitments by 2.5M and added 40+ new merchants in 10 months
- Provided guidance to merchants on tertiary financial products to ensure that they were aligned with industry compliance and could also satisfy consumer financial needs
- Used software documentation and ensured accuracy of merchant performance
- Delivered weekly reports of recorded merchant information to Regional Manager
- Kept up to date and knowledgeable of guidelines, services, procedures, and policies
- Met or Exceeded revenue and new merchant goal every month
- Earned year end bonus for revenue year end goals being met.
Account Service Representative • Banker/Loan Originator & Processor
Liberty Financial, Northwestern Regional Offices, Kentucky, Indiana, Tennessee
11.2019 - 03.2023
- Manage customer financial accounts and records to measure performance, maximize profits, and manage potential risks
- Recognize banking and financial needs of clients by meeting regularly
- Provide financial products to clients aligned with financial planning goals and satisfy financial needs
- Prepare all client documentation and ensure accuracy to keep record of information
- Keep up to date with knowledge of guidelines, services, procedures, and policies
- Exceeded loan origination goal every month after joining the organization
- Performed managerial operations in absence of branch manager.
Independent Financial Advisor
American Equity Investment Corporation
08.2016 - 11.2019
- Developed strong partnerships to ensure investment needs of current and potential customers
- Guided client by providing dedicated financial planning
- Provided personalized client services to meet client needs
- Oversaw investment of clients and managed portfolio for securities
- Increased assets under management by offering investment and insurance solutions to clients
- Determined client needs (debts, assets), goals, and developed a plan specific to needs and desires.
Substitute Teacher
Jefferson County Public School (JCPS), Oldham County, Kentucky
08.2016 - 11.2019
- Followed lesson plan provided by assigned teacher to complete daily class tasks
- Managed classroom effectively by engaging students effectively and ensured the safety of all students
- Maintained a decorum of classroom
- Contributed to student growth and advancement to improve and develop skills.
Timeline
Sales • Account Management/Account Service Representative
American First Finance
03.2023 - 01.2024
Account Service Representative • Banker/Loan Originator & Processor
Liberty Financial, Northwestern Regional Offices, Kentucky, Indiana, Tennessee
11.2019 - 03.2023
Independent Financial Advisor
American Equity Investment Corporation
08.2016 - 11.2019
Substitute Teacher
Jefferson County Public School (JCPS), Oldham County, Kentucky
08.2016 - 11.2019
Similar Profiles
Inez RiceInez Rice
Merchant Performance Review Specialist at American First FinanceMerchant Performance Review Specialist at American First Finance
Klein GalvezKlein Galvez
Area Sales Manager at American First FinanceArea Sales Manager at American First Finance
Edith MariscalEdith Mariscal
MC Specialist 1 at American First FinanceMC Specialist 1 at American First Finance
Destiny DavisDestiny Davis
Complaint Handling Specialist at American First FinanceComplaint Handling Specialist at American First Finance
Orlando BarbanOrlando Barban
North American Industrial Supply, Inc. at Uselton Painting and Fabrication CompanyNorth American Industrial Supply, Inc. at Uselton Painting and Fabrication Company