Victoria Ellis
San Antonio,Texas
Summary
Strategic Business Development Specialist with expertise in market analysis and strategic planning, delivering tailored client solutions that drive revenue growth. Proven communicator and collaborator, facilitating project success and fostering business expansion.
Overview
10
10
years of professional experience
Work History
Business Development Specialist
American Substance Abuse Professionals
Cockeysville, Maryland
03.2025 - Current
- Increased profitability and revenue by identifying customer needs and tailoring offerings.
- Identified customer needs through inquiries, recommending tailored solutions that aligned with client goals.
- Drove product sales through strategic customer meetings and organized approaches.
- Cultivated strong client relationships, increasing market presence and fostering long-term partnerships.
- Collaborated with marketing team to design and execute targeted campaigns, driving customer engagement and growth.
- Produced and finalized sales documents, maintaining accurate records.
- Managed CRM database to ensure accuracy of client information.
- Provided management with feedback on operations based on customer preferences.
Sales Account Manager
Grainger Industrial Supply
San Antonio, TX
03.2025 - Current
- Managed and tracked sales activities using CRM (Salesforce) to optimize account performance.
- Exceeded monthly sales goals exceeding 500,000 and quarterly quotas by at least 5%.
- Cultivated and maintained relationships with over 350 medium to large business accounts nationwide to drive revenue growth.
- Performed regular account reviews to improve customer satisfaction and boost retention rates.
- Acted as primary contact and mentor for new hires and team members.
- Educated business owners, accountants, compliance officers, and end users on Grainger's services.
Mortgage Loan Originator
State Farm Insurance (partnered with Rocket Mortgage)
Cibolo, TX
09.2021 - 03.2024
- Completed mortgage applications for VA, FHA, conventional, refinance with cash out, new home purchase, and standard refinance loans, ensuring thorough documentation and compliance.
- Collect documents to clear approval conditions
- Prescreened leads and gathered application information to identify qualified prospects for mortgage services.
- Complete mortgage refinance questionnaire for interested prospects
- Conducted 75-100 outbound cold calls to generate interest in mortgage services, leveraging online lead sources to expand client base.
Member Service/Customer Complaint Representative
USAA
San Antonio, TX
10.2017 - 03.2020
- Handled customer complaints while adhering to company policies, ensuring resolution aligned with service standards
- Managed escalated complaint calls, enhancing customer satisfaction through effective resolution strategies
- Log all complaints so they may be accurately tracked
- Advise members on ways to ensure financial security
- Process new loan applications and deliver decision to members
- Set proper expectations for finalization of loans and review loan documents
- Cross-sold banking and insurance products, increasing member engagement and product awareness
- Adhere to federal and state specific regulatory and compliance expectations
Development Center Coach
JP Morgan Chase
San Antonio, TX
12.2016 - 11.2017
- Point of contact for call calibration and coaching
- Guided agents during calls through side-by-side listening to enhance their performance
- Train new hires on call procedures and company policies
- Supported new hires in adapting to production demands from training environment to production
- Facilitated daily debriefs to identify and address common trends in call handling
- Worked with trainers to develop engaging graduation presentations for new hires
Customer Service Specialist II
JP Morgan Chase
San Antonio, TX
01.2016 - 11.2017
- Finalist for Sounds of Success, acknowledging exceptional customer feedback and service.
- Achieved employee of the month for 4th quarter 2016 for outstanding contributions.
- Earned 5 Keys awards from peers for exceptional performance during training sessions.
- Provide financial services and information on credit card accounts.
- Educate on APR, Cash Advances, and Balance transfers.
- Stay up to date and current on all bank regulations, policies, and procedures.
- Assist and mentor co-workers and peers while in transition.
- Meet and adhere to department metrics and goals.
Education
Bachelor of Science -
Abilene Christian University
Abilene, TX06-2016
Skills
- Effective communication
- Relationship management with clients
- Strategic planning skills
- Documentation for sales processes
- Successful lead generation
- Expertise in product offerings
- Client service excellence
- Efficient problem solving
- Building strong relationships with clients
- Effective dispute resolution strategies
- Account management skills
- Collaboration within teams
- Engaging customers effectively and efficiently
- Wise time management practices
- Utilization of CRM systems for efficiency
- Experience in B2B sales environments
- Smooth client onboarding processes
- Strategic lead development techniques
- Upselling strategies
- Effective task prioritization
- Motivating team members effectively
- Persuasive communication skills
- Efficient payment processing techniques
- Strategies for sales success
- Achieving and setting goals
Timeline
Business Development Specialist
American Substance Abuse Professionals
03.2025 - Current
Sales Account Manager
Grainger Industrial Supply
03.2025 - Current
Mortgage Loan Originator
State Farm Insurance (partnered with Rocket Mortgage)
09.2021 - 03.2024
Member Service/Customer Complaint Representative
USAA
10.2017 - 03.2020
Development Center Coach
JP Morgan Chase
12.2016 - 11.2017
Customer Service Specialist II
JP Morgan Chase
01.2016 - 11.2017
Bachelor of Science -
Abilene Christian University