Theresa Ward
Sales
Orlando,FL
Summary
Enthusiastic team player seasoned at making lasting impact on organization. Detail-oriented and highly organized with great communication skills. Successfully troubleshoots issues to customer satisfaction. Customer-oriented experienced at liaising between company and current and potential customers. Practiced at solving customer issues effectively and managing complaints and inquiries while keeping customer satisfaction high. Persistent and highly motivated Telemarketer with a flair for sales and marketing. Looking to secure a position in a thriving and fast-paced environment where excellent customer service skills will be utilized and appreciated. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Sales position. Ready to help team achieve company goals.
Overview
29
29
years of professional experience
Work History
Residential Outbound Sales
Spectrum Inc
01.2023 - Current
- Made 700 cold calls per day resulting in client base growth by 90%.
- Maintained accurate database of customer accounts and sales information to enable tracking history and preserve consistent records.
- Used computer databases to keep track of phone calls, confidential notes about conversations and customer contact information.
- Analyzed customer data and sales trends to develop targeted sales campaigns.
- Established professional relationships with clients and call center team members to boost trust, rapport and reliability.
- Developed favorable customer service relationships and built new, robust customer bases.
- Collaborated and communicated across organizational levels to derive new strategies for reaching broad range of customers and document progress.
- Identified customers from previously untapped market sectors with innovative call strategy.
- Contacted customers after sales process to drive ongoing customer satisfaction and resolve issues and complaints.
- Utilized innovative sales techniques to upsell products and services.
- Represented company professionally in situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
- Proven ability to learn quickly and adapt to new situations
- Worked well in team setting, providing support and guidance
- Worked well in team setting, providing support and guidance
- Worked well in a team setting, providing support and guidance
Mortgage Closer/Mortgage Funder
New American Funding
02.2016 - 03.2023
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Maintained checklists of required documentation and open issues affecting closings.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Pitched original sales proposals and presentations to influence customer decision-making.
- Consulted with clients to recognize needs and provide tailored solutions.
- Researched potential customers and promoted bespoke product and service solutions.
- Assessed loan portfolios for compliance with underwriting policies.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Monitored pipelines to track and log status of loans.
- Compiled closing packages for drafting and presentation accuracy.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Equity Mortgage Closter
Navy Federal Credit Union
01.2012 - 02.2015
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Maintained checklists of required documentation and open issues affecting closings.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Assessed loan portfolios for compliance with underwriting policies.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Monitored pipelines to track and log status of loans.
- Compiled closing packages for drafting and presentation accuracy.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Skilled at working independently and collaboratively in a team environment
- Self-motivated, with a strong sense of personal responsibility
- Proven ability to learn quickly and adapt to new situations
- Worked well in a team setting, providing support and guidance
Senior Branch Excutive
CitiFinancial
03.2009 - 01.2012
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Created and implemented strategic trading approaches.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Networked to identify potential new clients and expand geographic territories.
- Worked with clients and finance companies to find optimal solutions for financing.
- Prepared contracts and related documentation according to strict standards.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
Store Manager Sales
Kay Jewelers
10.1994 - 08.2009
- Created employee schedules to align coverage with forecasted demands.
- Recruited, hired and trained 6-15 associates to develop into productive team members with excellent product knowledge.
- Trained team members in successful strategies to meet operational and sales targets.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Greeted all customers cheerfully and asked open-ended questions to ascertain needs.
- Managed day-to-day staffing and handled scheduling for all store employees.
- Maintained company's visual merchandise standards through general housekeeping and planograms.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
- Established objectives to offer team members clear roadmap to help company achieve overall goals.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Supported executive and marketing departments in promotional asset development, material deadlines and product approvals.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Built relationships with customers and community to establish long-term business growth.
- Implemented systems and procedures to increase sales.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Communicated product quality and market comparisons by creating sales presentations.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Prepared sales presentations for clients showing success and credibility of products.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
- Managed accounts to retain existing relationships and grow share of business.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Mentored team members to enhance professional development and accountability in workplace.
- Rotated merchandise and displays to feature new products and promotions.
- Completed point of sale opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Managed inventory control, cash control, and store opening and closing procedures.
Education
Adjuster School
Nursing Degree -
Riley College
Dothan, AL02.1990
High School Diploma -
Headland High School
Headland, AL05.1986
Skills
- Call Volume Analysis
- Lead Generation
- Professional Relationships
- Closing Procedures
- Consumer Behavior
- Retail Sales Customer Service
- Cash Register Operations
- Performance Feedback
- Outbound Sales
- Selling Skills
- Closing Sales
- Windows/ PC
- Microsoft Office
- Excel
Timeline
Residential Outbound Sales
Spectrum Inc
01.2023 - Current
Mortgage Closer/Mortgage Funder
New American Funding
02.2016 - 03.2023
Equity Mortgage Closter
Navy Federal Credit Union
01.2012 - 02.2015
Senior Branch Excutive
CitiFinancial
03.2009 - 01.2012
Store Manager Sales
Kay Jewelers
10.1994 - 08.2009
Adjuster School
Nursing Degree -
Riley College
High School Diploma -
Headland High School
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