Summary
Overview
Work History
Education
Skills
Extracurricularsandvolunteerism
Keyhighlights
References
Timeline
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Terese Wade

Saint Petersburg,Florida

Summary

Results-driven professional with a proactive and versatile approach to tackling new challenges. Known for strong problem-solving abilities and a track record of building lasting client and team relationships. Committed to supporting team success and achieving positive outcomes.

Overview

9
9
years of professional experience

Work History

Dealer Sales Representative

Adesa
Tampa, FL
12.2023 - Current
  • Drive sales growth by developing and implementing effective sales strategies to expand client base and increase revenue
  • Cultivate and nurture strong relationships with dealerships and automotive professionals to understand their needs and provide tailored solutions
  • Conduct market research and analysis to identify trends and opportunities for business development
  • Develop and implement sales strategies to expand client base and increase revenue
  • Nurture relationships with dealerships and professionals to understand needs and provide solutions
  • Conduct market research and educate clients on auction processes and financing options
  • Collaborate with internal teams for seamless customer experiences and successful auction outcomes
  • Utilize CRM software to manage leads and monitor sales performance
  • Achieve sales targets and lead marketing initiatives for Adesa Tampa

Project Manager Assistant

KNK Engineering and Consulting Corporation
Tampa, FL
05.2023 - 12.2023
  • Assisted in managing projects, ensuring adherence to timelines, budget, and quality standards
  • Utilized project management tools and methodologies effectively
  • Prepared project documentation, status reports, proposals, contracts, and change requests
  • Monitored project budgets, tracked expenses, and processed invoices and payments
  • Coordinated project meetings and maintained detailed minutes and action items
  • Collaborated with cross-functional teams to achieve project milestones
  • Skilled in resource allocation, scheduling, and tracking project progress
  • Supported project planning and execution, ensuring alignment with client requirements and company standards

Mortgage Loan Closer II

Truist Bank
Tampa, FL
06.2020 - 05.2023
  • Consistently ranked as a top closer in the Tampa Bay Area
  • Elected to the Fulfillment Advisory Council to enhance company operations and processes
  • Participated in the O2 Doc Portal Project, providing updates to improve mortgage operations
  • Awarded the TOPS award for exceptional work quality and client service
  • Trained 10 colleagues on new systems and processes for Trust files
  • Proficient in closing Construction Permanent, VA, FHA, Conventional, and Homeready loans
  • Investigated compliance violations and recommended corrective actions
  • Monitored compliance policies to ensure adherence to federal regulations
  • Reviewed client information for closing documentation
  • Maintained effective communication to build strong relationships with departments and external agents
  • Managed business requirements for projects, including document preparation
  • Organized pipeline management to keep all parties updated on file status
  • Managed vendor relationships and oversaw system integration and upgrades
  • Facilitated communication between Mortgage Loan Officers and Title Agencies for timely closures
  • Verified Title Binders, Homeowners Insurance, and Income, including fee reviews and refunds
  • Ensured applications included all necessary legal verbatim
  • Managed vendor invoices and application payments, resolving issues and tracking to payment
  • Hands-on experience with business banking processes, products, and solutions
  • Provided application and technical support, managing vendor relationships and end-user communication
  • Demonstrated leadership in identifying and implementing technology solutions to improve operations

Dealer Services Underwriter II

BB&T (now Truist)
Saint Petersburg, FL
12.2018 - 06.2020
  • Established and maintained relationships with dealership general and finance managers to ensure continued business and sales
  • Monitored compliance policies to mitigate risk and ensure adherence to standards
  • Timely decision-making on credit applications to capture sales
  • Managed community bank applications for cash outs and auto refinances
  • Coached branch bankers on lending laws for high-risk credit applications
  • Identified and addressed fraudulent activity in community branch loans and dealership submissions
  • Verified detailed applicant information, including employment, income, and insurance
  • Assisted the funding department in obtaining missing documents and ensuring compliance with approval stipulations
  • Verified income documents, such as tax returns, bank statements, and pay stubs
  • Consistently ranked as a top producer/credit analyst in both Orlando and Saint Petersburg centers

Sales Agent

Campaign Development Corporation
Tampa, FL
10.2018 - 12.2018

Dealer Services Specialist

Suncoast Credit Union
Tampa, FL
10.2016 - 10.2018

Loan Processor

Suncoast Credit Union
Tampa, FL
02.2016 - 10.2016

Education

BS - Business Administration with a Focus on HR Management

Keiser University
10.2025

AA - Business Administration

Keiser University
06.2024

Relevant Courses: Accounting I, Microeconomics, Communications

Indiana University-Purdue University Indianapolis

Academic Honors Diploma -

Westfield High School
Westfield, IN

Skills

  • Professionalism
  • Goal-oriented
  • Analytical skills
  • Attention to detail
  • Troubleshooting
  • Problem-solving
  • Teamwork
  • Positive attitude
  • Work ethic
  • Organizational skills
  • Project management
  • Microsoft Office proficiency
  • Communication skills

Extracurricularsandvolunteerism

  • Part-time coach for the Track and Field team at Westfield High School.
  • Walked on to IUPUI Women’s Basketball team.
  • Assistant coach Girl’s Basketball team at Westfield High School.
  • Special event volunteer for Riley’s Children Hospital – Indianapolis, IN.
  • Johns Hopkins Children’s Hospital Radiothon volunteer.
  • Volunteer Judge for Distributed Education Club of America (DECA) competition.
  • 6th Grade Boys AAU Coach.

Keyhighlights

Successfully drove sales growth at Adesa by developing and implementing effective sales strategies, expanding client base, and increasing revenue., Cultivated and nurtured strong relationships with dealerships and automotive professionals, understanding their needs and providing tailored solutions., Utilized CRM software to manage leads and monitor sales performance, achieving sales targets and leading marketing initiatives., Demonstrated exceptional ability to understand client needs and provide customized solutions, ensuring client satisfaction and loyalty., Interacted with clients to gather and clarify information, expanding existing client relationships and developing new ones., Articulated recommendations to clients in response to product-related inquiries, showcasing expertise in client servicing., Monitored compliance policies at Truist Bank and BB&T to ensure adherence to federal regulations and mitigate risk., Identified and addressed fraudulent activity, verified detailed applicant information, and facilitated communication between departments for timely closures., Assisted in managing projects at KNK Engineering and Consulting Corporation, ensuring adherence to timelines, budgets, and quality standards., Prepared project documentation, status reports, proposals, contracts, and change requests., Coordinated project meetings, maintained detailed minutes and action items, and collaborated with cross-functional teams to achieve project milestones.

References

Available upon request.

Timeline

Dealer Sales Representative

Adesa
12.2023 - Current

Project Manager Assistant

KNK Engineering and Consulting Corporation
05.2023 - 12.2023

Mortgage Loan Closer II

Truist Bank
06.2020 - 05.2023

Dealer Services Underwriter II

BB&T (now Truist)
12.2018 - 06.2020

Sales Agent

Campaign Development Corporation
10.2018 - 12.2018

Dealer Services Specialist

Suncoast Credit Union
10.2016 - 10.2018

Loan Processor

Suncoast Credit Union
02.2016 - 10.2016

BS - Business Administration with a Focus on HR Management

Keiser University

AA - Business Administration

Keiser University

Relevant Courses: Accounting I, Microeconomics, Communications

Indiana University-Purdue University Indianapolis

Academic Honors Diploma -

Westfield High School
Terese Wade