Whitney Lee
Grand Saline
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
20
20
years of professional experience
Work History
Sales Executive
East Texas Title
01.2024 - Current
- Developed new business by networking with prospects and valuable customers through cold calling.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Kept meticulous client notes in ZOHO CRM customer relationship management application.
- Worked with attorneys and title agents onboarding them with P22-P24 contracts to ensure an easy title evidence ordering process.
- Conducted monthly calls to ensure client satisfaction.
- Navigated any title search issues with appprpriate team members.
- Completed and submitted monthly and yearly reports to support executive decision making.
Sales Executive
AccuTitle-Closers' Choice
03.2022 - 11.2023
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Built relationships with customers and community to promote long term business growth.
- Attended monthly sales meetings and quarterly sales trainings.
- Liaised between clients and support team to quickly resolve issues.
- Met existing customers to review current services and expand sales opportunities.
- Demoed Closers' Choice software to prospects.
- Generated sales proposals and agreements for new clients.
- Attended industry related conferences for brand recognition and lead opportunities.
Business Development Manager
Records Online
06.2019 - 03.2022
- Developed new business by networking with prospects and valuable customers at TLTA and TLTI events.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Applied strategic negotiation and sales closing skills to bring in 78 new accounts.
- Kept meticulous client notes in ZOHO CRM customer relationship management application.
- Created a seamless onboarding process to help clients work through their software integration.
- Completed and submitted monthly and yearly reports to support executive decision making.
Client Relations Officer
East Texas Title Companies
03.2017 - 06.2019
- Engaged with customers to effectively build rapport and lasting relationships.
- Provided positive first impressions to welcome existing, new and potential customers.
- Oversaw new business development and customer servicing.
- Introduced new processes to improve account and market tracking for better data analysis.
- Responsible for making CTP1 calls and CTP2 calls to clients to ensure customer satisfaction.
- Engaged in various functions that supported lender and realtors.
- Provided CE classes for agents.
- Sponsored and taught various education seminars to agents and lenders.
- Responsible for client complaints and finding a resolution.
Recruiter Specialist
Employment Solutions
05.2005 - 02.2017
- Developed new business by networking with businesses throughout East Texas
- Followed up with notable companies sourced via industry-specific pipelines, events and job fairs.
- Verified applicant references and employment details.
- Maintained filing system of current, prospective and future positions.
- Evaluated strengths and weaknesses of candidates through effective screening processes.
- Developed and deepened relationships with college campus representatives to meet with graduating seniors for recruitment.
- Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.
- Maintained a 97% closure rate.
Education
Bachelor of Science -
Liberty University
Lynchburg, VASkills
- Extensive personal network
- Territory Management
- Review of contracts
- Sales presentations
- New Business Development
- Analytical problem solver
- Account management
- Database Management
- Sales Reporting
- Systems and software programs
Timeline
Sales Executive
East Texas Title
01.2024 - Current
Sales Executive
AccuTitle-Closers' Choice
03.2022 - 11.2023
Business Development Manager
Records Online
06.2019 - 03.2022
Client Relations Officer
East Texas Title Companies
03.2017 - 06.2019
Recruiter Specialist
Employment Solutions
05.2005 - 02.2017
Bachelor of Science -
Liberty University
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