Sales Customer Service
Resume:
Heather Swartwood Loeb
**** ******** ***** ******, **. 75230
Phone: 214-***-**** acr2p4@r.postjobfree.com
Strategic Sales Planning Relationship Management Account Management
Seeking a challenging position in Senior Sales
Utilizing extensive professional experience, documented creative sales and marketing capabilities,
And advanced client relations and business negotiation skills.
Summary of Qualifications
OVERVIEW Dedicated professional and experienced sales representative with experience in developing productive and profitable corporate relationships, working directly with key accounts to increase revenues, exceeding sales goals, monitoring sales and trends, major account development, and designing programs to increase product knowledge.
EXPERTISE Analytically-minded professional with the ability to multi-task and adapt to team goals. Demonstrated marketing expertise in financial securities and investments. Skilled in basic fundamental and technical analysis, key client relations, corporate communications, and financial analysis of investment opportunities.
COMMUNICATION Well-developed written and oral communication skills demonstrated through presentation skills, ability to produce in-depth proposals and reports, and expertise in technical business communications. Knowledgeable in computer operations and applications including Microsoft Word, Excel, PowerPoint, and Access, as well as Internet and e-mail applications.
PROFESSIONAL EXPERIENCE:
Force Multiplier Solutions/Busguard South; 2012-Present
Manager/Supervisor/Vice-President; Dallas, Texas
Supervised National Operations Center.
Successful oversight of daily safety program
Successful presentations for potential franchises
Kuhl Linscomb; 2008-2012
Sales; Houston, Texas
Co-manager of cosmetics department
Responsible for managing inventory
Responsible for scheduling employees
Responsible for identifying new products
Responsible for relationship management with vendors
Keller Williams; 2005-2008
Real Estate Agent; Park City, Utah
Listed and sold numerous high end properties
Managed showings and open houses
Client management and referral management
Standard Mortgage Corporation; 1998-2005
Loan Officer; New Orleans, Louisiana
Recognized as the #1 Sales Representative for 6 years.
Successfully originated and closed 62 loans per month.
Responsible for a wide range of sales, marketing, financial services, customer service, and related administrative duties for a brokerage operation dealing in prime and sub-prime loans. Reviewed prospective loan packages, utilized various marketing and sales strategies to increase production, determined acceptable risks, and assessed credit and banking information. Managed accounts and processed new applications for approval and funding, and ensured compliance with all federal, state, and local regulations.
Responsible for Underwriting each loan and followed the Processing, Closing and Funding
Sterling Lending Corporation; 1996 to 1998
Corporate Trainer; Nationwide
Responsible for supervision, training, and coordination of for all Sales Representatives, ensuring up-to-date product knowledge, ensuring quality customer service, and management across the United States.
Created and instituted training strategies, developed curriculum, wrote training materials, scheduled classes, and monitored program effectiveness. Additional duties included generating, processing, and closing conforming and non-conforming mortgage loans, extensive client contacts, prequalifying of loans, application review, primary research, approval, negotiating interest rates, calculating mortgage payments, and customer service.
Bankmark; 1993 to 1996
Sales Representative; Morris Plains, New Jersey
Achieved # 1 Sales Representative Award for two consecutive years.
Successfully obtained Series 6 and Life & Health Insurance Licenses.
Served as Sales Representative for a financial services and support firm with responsibility for marketing a wide range of financial products through banks in the New York, New Jersey region. Sold bonds, mutual funds, stocks, annuities, and life insurance, advising clients on investment strategies, assessment of financial resources and tolerance for risk, and updating various investments plans.
EDUCATIONAL BACKGROUND:
UNIVERSITY of ALABAMA at TUSCALOOSA
Tuscaloosa, Alabama
Bachelor of Science (B.S.) Degree; 1993
Major: Communications/Business Administration
Minor: Public Speaking
FOXCROFT SCHOOL- All Girls Boarding School
Middleburg, Virginia
High School Diploma; 1989
Professional Licenses & Certifications
Real Estate License State of Texas (2014)
Esthetician Aveda School, the Woodlands, TX. (2011)
Real Estate License State of Utah (2005)
CCIM-101/102, Financial Analysis for Commercial Investment Real Estate (2006)
Series 6 & 63
Life and Health Insurance License
AFFILIATIONS & MEMBERSHIPS:
Underdog Foundation, Park City, Utah
Junior Achievement, New Orleans, LA.
Junior League, New Orleans, LA.
Re-Build New Orleans after Katrina, Board Member
Chair of Special Olympics, New Orleans, La.
Red Cross Re-Build, New Orleans, LA.
Kappa Delta Sorority- University of Alabama-Tuscaloosa
Parent Volunteer- Rowland Hall School, Salt Lake City, Utah; Assisted with the school’s annual fundraiser
Recreational Volunteer and Board Member- National Ability Center; Park City, Utah-
The National Ability Center is a non-profit organization committed to the development of lifetime skills for people of all ages and abilities by providing affordable outdoor sports and recreational experiences in a nurturing environment
References:
Robert Leonard
CEO/Force Multiplier Solutions
acr2p4@r.postjobfree.com
Rick Sorrells
Superindent of Dallas County Schools
acr2p4@r.postjobfree.com
Dwayne Caraway
City Councilman, Dallas Texas
acr2p4@r.postjobfree.com
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