Goal-oriented manager with distinguished experience in the finance/sales industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales as well as cultivating strategic business partnerships through win-win negotiations.
- Led the Renewals Department with a focus on client retention and revenue growth.
- Successfully generated $1 million to $1.5 million in renewal funding per month, contributing significantly to the company's revenue targets.
- Guided clients through the funding process, ensuring a seamless experience from deal closure to funding disbursement.
- Developed and executed targeted email and text blasting campaigns to market to the Renewals Book, resulting in increased engagement and conversion rates.
- Initiated 50-70 calls to the Renewals Book, bringing in 5-10 clients a day looking for additional funding.
- Provided exceptional customer service by addressing clients' needs and concerns related to their accounts.
- Collaborated closely with the executive sales team to facilitate funding for their clients, ensuring a seamless process and exceptional customer experience.
-Coordinated $5-6 million in funding with executive sales team.
-Collected and compiled stipulations from clients needed for funding.
-Managed executive calendars, scheduling meetings and appointments optimize funding process.
- Assisted the CEO with a wide range of tasks, addressing his needs and contributing to smooth business operations.
- Proactively restocked the CEO's office with necessary supplies
-Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.