Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant

Timothy Putney

Upland,CA

Summary

Hardworking employee enthusiastic about learning a new field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities. Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.

Overview

11
11
years of professional experience

Work History

Sales Representative

Leaf Filter
01.2021 - Current
  • Expanded customer base through cold calling, networking, and relationship building.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Generated additional sales opportunities with upselling and cross-selling techniques.

Retired

Retired
03.2017 - 01.2021
  • Tried Retirement finished all the projects I wanted to do around the house got bored and with multiple conversions with Les Simpson it sounded like some that was right up what i enjoy doing, fixing things for people.
  • 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.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.

Loan Officer

Pacific Union Financial
05.2013 - 03.2017
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.

Education

GED -

Magnolia High School
Anaheim, CA
06.1975

Skills

  • Account Servicing
  • Lead Prospecting
  • Sales Development
  • Sales Closing
  • Sales Forecasting
  • Sales Consultation
  • Customer Needs Assessment
  • Account Management

Timeline

Sales Representative

Leaf Filter
01.2021 - Current

Retired

Retired
03.2017 - 01.2021

Loan Officer

Pacific Union Financial
05.2013 - 03.2017

GED -

Magnolia High School
Timothy Putney