Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
33
33
years of professional experience
Work History
Field Support Specialist
Emerson
Schaumburg, IL
10.2022 - Current
Support sales forecasting and planning by providing accurate and timely data analysis and reporting
Use of BI, Star, Power BI, CRM, Excel, Pivot tables for data analysis
Provides sales reporting as requested by industry, products breakdown, geography, quote volume or by salesperson and creates ad hoc reports such as top accounts, salesperson year over year growth and customer account analysis
Collaborate, gather, and analyze Flexim related data to ensure correct salesperson bonus allocation
Created and updated weekly team Dashboards for three sales regions
Gather and consolidates IIR data for lead generation for twenty-one salespersons monthly
Helped to transition account assignments to DSE and reorganize the regions account load
Collaborate with Flow and Measurement reporting contact to correct bookings that were assigned incorrectly
Coordinated and planned staff meetings and regional meetings: logistics, contracts, and assists RM planning
Proficient use of Maptitude to create territory maps
Assists Area Sales Director with monthly POR, aggregating impact partners and PSS forecasted projects
Host and facilitates the Central Area Vice Presidents Central Area quarterly sales call
Maintains Schaumburg’s demo inventory
Utilizes CRM for quote reporting analysis and account ownership
Quality Analyst - Wholesale
Freedom Mortgage
Fishers, IN
08.2020 - 08.2022
Conducts loan audits in Customer Advocate production to ensure and validate files are meeting credit, compliance, and policy/process requirements
Subject matter expertise as required to ensure accuracy of reviews and ability to provide value added data and feedback to the business
Ability to interpret and assess compliance with internal and external policies and procedures, and guidelines
Efficiently audit and help to identify any weaknesses or areas that need improvement within our organization
Client Underwriting Specialist, Client Advocate
Serves as the direct and primary contact between Freedom Mortgage and our clients to effectively manage a pipeline of loans from origination to final action.
Timely and accurately follow-up and resolution to internal and external required transactional loan conditions
Direct internal communication with underwriting and closing groups regarding various tasks and conditions to keep the loan moving along.
Submits loans to underwriting for review within the submission policy or collaborates with clients to correct insufficient conditions
Provides customer service that focuses on exact needs of clients providing status updates, clarifications, and accurate resolution of issues or outstanding loan conditions
Works and manages aged loan reports and assists with assigning unassigned loan reporting
Was chosen as a training group leader for a group of seven Client Underwriting Specialist new hires, provided feedback, and was their point of contact for questions after formal training resided
Customer Support Representative
Whitlock/AVI-SPL
Addison, IL
03.2019 - 03.2020
Collaborated with the Account Executive from the initial sales phase and throughout the project by preparing quotes, assisting with proposals, and functioned as a direct point of contact to customers
Provided administrative and operational support for the Project Manager
Contributed to the project close out process by providing documentation and coordinating with the customer what was required for project completion
Compiled, analyzed, and maintained project specific status reports and provided special reporting to identify for any potential risks
Concisely coordinated essential project requirements, including compiling submission items, resolving procurement obstacles, managing returns, and processing advance replacements of equipment
Managed vendor price quotes and prepared reporting for equipment status and availability
Served cross functionally as a key liaison between corporate personnel and the local project team
Regional Account Manager
Insurance Auto Auctions
Schaumburg, IL
04.2018 - 03.2019
Maintained accounts, single point of contact for one or more provider customers
Identified and secured new business opportunities
Identified opportunities for process improvements by analyzing sales data
Monitored customer service levels and market trends and communicated findings to management
Coordinated resolution of customer issues/inquiries with operations and corporate staff
Operationally supported a book of business and supported other larger accounts
On Site Service Representative - Sales Specialist - Customer Service Associate
W. W. Grainger, Inc.
Arlington Heights, IL
10.2006 - 12.2017
Functioned as a key contact for customers on multiple assigned accounts as it relates to current buying needs, buying patterns, identified new opportunities to enhance customer relationships and problem solving
Provided customer training on their implemented solution
Consulted with customers regarding new and emerging offerings and educated them on the value of installing or using Grainger services or solutions to benefit their business
Generated new orders by engaging with the customer to identify additional product needs
Communicated with customers to understand specialized requirements to build relationships and anticipate customer needs
Oversaw customers inventory locations by ensuring proper labeling and quantities on hand were accurate
Trouble shot vending issues, maintained the software, and repaired vending machines
Worked collaboratively with sales partners to expand services and assess viability of implementations
Managed customer order approval process
Focused on understanding customer’s procurement strategies, processes, and initiatives to drive growth and built relevance between Grainger and customer
Participated in a cross functional Continuous Improvement team to identify gaps in efficiency in the workplace
Xerox Business Services Representative - Customer Care Trainer - Customer Care Representative
Xerox Corporation
Park Ridge, IL
09.1991 - 01.2001
Assisted twenty new hires with resolving customer inquiries, proper phone techniques, teaching customer care internal processes
Helped to streamline work processes and documented procedures
Reviewed performances and monitored calls, providing feedback to the managers and new hires
Provided customer service for internal Xerox representatives and sales representatives
Processed and provided pay off information and processed and provided credit approvals
Answered internal and external customer inquiries and resolved customer issues at point of contact
Consistently achieved desired metrics of 97% of calls answered within 20 seconds and 90% of written inquiries resolved in 10 days or less