Zoë Morton
Detroit,MI
Summary
Seeking to utilize excellent communication, interpersonal, and organizational skills to complete tasks. Reliable with a good work ethic and the ability to quickly adapt to new tasks and environments. Sales Representative with a solid record of consistently achieving customer retention goals through relationship building and advanced product knowledge.
Overview
5
5
years of professional experience
Work History
Coordinated Entry Specialist
Wayne Metropolitan Community Action Agency
Detroit , MI
07.2024 - Current
- Gathered client data through initial intake interviews.
- Maintained accurate records of client interactions in case management software.
- Assessed clients' eligibility for public assistance benefits or other programs.
- Collaborated with local agencies to coordinate services for clients.
- Assisted families with locating appropriate housing options that meet their needs.
- Provided referrals for medical and mental health treatment when needed.
- Attended training sessions on new developments in homeless prevention initiatives.
Medical Spa Receptionist
Zenith Beauty Lab
Eastpointe , MI
01.2020 - 07.2024
- Greeted customers and answered inquiries in a friendly and helpful manner.
- Crafted effective marketing plans to boost customer base and revenue.
- Anticipated spa and salon guest concerns and addressed problems quickly and to satisfaction of patrons.
- Developed seasonal and targeted promotions to drive brand exposure and generate revenue.
- Provided clients with information on spa services, packages, and promotions.
- Cultivated client relationships to secure repeat business.
- Received phone calls to assist customers in scheduling, rescheduling or canceling appointments.
- Handled phone inquiries diligently providing knowledgeable assistance.
Mortgage Loan Officer
The Michigan Exchange
Harper Woods , MI
06.2021 - 12.2023
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Optimized pipeline management using CRM tools.
- Reviewed customer financial data for mortgage eligibility determination.
- Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
- Ensured compliance with all federal, state and local regulations related to mortgage lending.
- Maintained current knowledge of secondary market trends, government programs and other available financing sources.
- Reviewed customer accounts to identify refinancing opportunities.
- Built connections with real estate professionals and builders to create business opportunities.
Community Lead Advocate
Detroit Health Department
Detroit , MI
09.2022 - 09.2023
- Ensured accessibility of preventative care services through organized events.
- Assessed the impact of social determinants of health on patient outcomes.
- Assisted with patient referrals to appropriate community resources.
- Maintained accurate records of patient data in a secure electronic database.
- Collaborated with other healthcare providers to ensure continuity of care for patients.
- Created informational materials about available resources in the local community.
Education
UNDERGRADUATE HEALTH SCIENCES - WELLNESS AND HEALTH PROMOTION
Oakland University
04-2025
Skills
- Upselling
- Systems and software expertise
- Interpersonal communication skills
- Product and service knowledge
- CRM proficiency
- Pipeline building
Timeline
Coordinated Entry Specialist
Wayne Metropolitan Community Action Agency
07.2024 - Current
Community Lead Advocate
Detroit Health Department
09.2022 - 09.2023
Mortgage Loan Officer
The Michigan Exchange
06.2021 - 12.2023
Medical Spa Receptionist
Zenith Beauty Lab
01.2020 - 07.2024
UNDERGRADUATE HEALTH SCIENCES - WELLNESS AND HEALTH PROMOTION
Oakland University
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