THERESA WARD
Spectrum Inc
Marietta,USA
1
Language
1
Certification
31
years of professional experience
Dedicated Telemarketer with strong sales and marketing skills, experienced in customer relations and issue resolution. Proven ability to manage inquiries and complaints while ensuring high customer satisfaction. Organized and reliable, adept at handling multiple priorities and contributing to team objectives. Eager to leverage customer service expertise in a fast-paced environment.
Work History
Residential Outbound Sales
3 Years 2 Months- Made 700 cold calls per day resulting in client base growth by 90%.
- Maintained accurate database of customer accounts and sales information to track history and ensure consistency.
- Utilized innovative sales techniques to upsell products and services.
- Analyzed customer data and sales trends to develop targeted sales campaigns.
- Developed strong customer service relationships, resulting in the expansion of customer bases.
- Contacted customers after sales process to drive ongoing customer satisfaction and resolve issues and complaints.
- Collaborated and communicated across organizational levels to derive new strategies for reaching broad range of customers and document progress.
- Initiated follow-up calls with customers to address their needs. after sales process to drive ongoing customer satisfaction and resolve issues and complaints.
- Used computer databases to keep track of phone calls, confidential notes about conversations and customer contact information.
Mortgage Closer/Mortgage Funder
7 Years 1 Month- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Managed checklists for required documentation and open issues to ensure smooth closings.
- Facilitated positive customer experiences and successful deal closures through effective communication.
- Maintained checklists of required documentation and open issues affecting closings.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Assessed loan portfolios for compliance with underwriting policies.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Supervised loan personnel and motivated them to maintain customer service and performance standards.
- Pitched original sales proposals and presentations to influence customer decision-making.
- Compiled and verified closing packages to ensure accuracy and readiness for presentation.
- Researched potential customers and promoted bespoke product and service solutions.
Equity Mortgage Closer
3 Years 1 Month- 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 to ensure timely and accurate closings.
- Maintained checklists of required documentation and open issues affecting closings.
- Collaborated with lenders, agents, and legal professionals to effectively resolve transactional and title issues, facilitating smooth closings.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Compiled closing packages for accurate drafting and presentation, ensuring compliance with closing standards.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Senior Branch Executive
2 Years 10 Months- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Maintained comprehensive knowledge of diverse products and their benefits to effectively address client needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Compiled and analyzed data to identify strategies that enhanced sales performance.
- Collaborated with members to clarify goals and recommend tailored financial solutions.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Engaged in networking activities to discover potential clients.
Store Manager Sales
14 Years 10 Months- Created employee schedules aligning coverage with forecasted demands to optimize staffing efficiency.
- Trained team members in successful strategies to meet operational and sales targets.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Greeted customers warmly at the entrance to create a welcoming atmosphere. and asked open-ended questions to ascertain needs.
- Managed day-to-day staffing and handled scheduling for all store employees.
- Coached sales associates on product specifications, sales incentives, and selling techniques to enhance customer satisfaction ratings.
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at the end of each shift.
- Established objectives to offer team members a clear roadmap to help company achieve overall goals.
- Greeted all customers cheerfully and asked open-ended questions to ascertain needs.
- Strengthened merchandising and promotional strategies that increased customer engagement and drove sales growth.
Education
Nursing Degree
High School Diploma
Upper secondary education
Skills
Customer satisfaction high. Highly motivated
Sales management
Customer satisfaction high. Persistent and highly motivated
Effective customer issue resolutions
Organizational skills
Responsibilities to meet team goals
Communication skills
Teamwork
Leadership
Mentoring
Sales coaching
Windows/ PC
Microsoft Office
Microsoft Excel
Microsoft Word
Conducting sales calls
Organized customer service
Conflict de-escalation
Enthusiastic team player
Hospitality
Teamwork
Sales management
Cash handling
Mortgage closing and funding
Impactful team player
Accomplishments
- Supervised team of 7 to 12 staff employees
- Managed a store that exceeded company expectations in every category.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Promoted products and encouraged customers to upgrade their existing product plans.
- Telephone Service - Efficiently handled over 80 calls daily, delivering information and service to guarantee customer satisfaction.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Cashier - Achieved highest Number of new credit accounts opened within one-month period.
Certification
- Real estate salesperson license
Languages
English
Timeline
Residential Outbound Sales
Spectrum Inc
01.2023 - 03.2026Read More
Mortgage Closer/Mortgage Funder
New American Funding
02.2016 - 03.2023Read More
Equity Mortgage Closer
Navy Federal Credit Union
01.2012 - 02.2015Read More
Senior Branch Executive
CitiFinancial
03.2009 - 01.2012Read More
Store Manager Sales
Kay Jewelers
10.1994 - 08.2009Read More
Headland High School
High School Diploma
Read More
Riley College
Nursing Degree
Read More