Summary
Overview
Work History
Education
Skills
Timeline
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Zachary (Zach) Everhart

DANA POINT,CA

Summary

Top-producing sales professional and dynamic communicator who consistently exceeds goals and company expectations. Successful in connecting with prospective customers by phone, email, in person, and through online platforms. Eager to be apart of a growing company offering opportunities for advancement.

Overview

10
10
years of professional experience

Work History

A&D Market Representative

Bedrosians Tile & Stone
Anaheim, CA
06.2023 - Current
  • Established and maintained a database of potential clients in Orange County, CA.
  • Organized and attended trade shows, conferences, and other events to promote products and services.
  • Created reports detailing sales figures and market share analysis.
  • Followed up regularly with existing customers to ensure satisfaction levels.

Account Executive

Nation's Direct (Previously Royal Pacific Funding)
Santa Ana, CA
03.2020 - 06.2023
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Negotiated loan terms with borrowers and ensured compliance with state regulations.
  • Prepared loan applications for submission to underwriting department.
  • Managed a portfolio of loans by monitoring payment status and providing customer service support.

Jr. Account Executive / Account Manager Assistant

Royal Pacific Funding
Newport Beach, CA
06.2018 - 03.2020
  • Assisted Mortgage Loan Officers with loan pre-qualifications by gathering and verifying customer financial information.
  • Created and maintained detailed, accurate mortgage files for each loan application received.
  • Reviewed credit reports, appraisals, title policies, insurance documents and other relevant paperwork for accuracy and completeness.
  • Coordinated with closing agents to ensure a smooth closing process for customers' loans.

Sr. Account Executive

G&D Group
Aliso Viejo, CA
01.2014 - 02.2018
  • Developed and executed strategic marketing plans to increase product sales.
  • Identified potential customers and built relationships with them.
  • Managed day-to-day client accounts, ensuring high levels of customer satisfaction.
  • Negotiated contracts with vendors for advertising services and other resources.
  • Created detailed reports on sales performance, revenue forecasts, and budget expenditures.

Education

Associate of Arts - General

Saddleback College
Mission Viejo, CA

Skills

  • Strong verbal communication
  • Customer-oriented
  • Committed to team success
  • Extremely organized
  • Self-motivated
  • Quick learner
  • CRM Software

Timeline

A&D Market Representative

Bedrosians Tile & Stone
06.2023 - Current

Account Executive

Nation's Direct (Previously Royal Pacific Funding)
03.2020 - 06.2023

Jr. Account Executive / Account Manager Assistant

Royal Pacific Funding
06.2018 - 03.2020

Sr. Account Executive

G&D Group
01.2014 - 02.2018

Associate of Arts - General

Saddleback College

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Zachary (Zach) Everhart