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Client Services Profile
Experienced, goal-oriented professional with 10 years background in client
services (finance) and 20 years overall experience in sales and marketing,
seeking position in client services or related field. Expert communication
and interpersonal skills; interacts easily with people of diverse
backgrounds and professional levels; from entry-level to executive. Adept
at analyzing and prioritizing complex business issues, problem solving,
executing solutions and project management. Educational background
includes Bachelor's Degree in Communications.
Highlights of Professional Experience
Sales & Marketing / Results - Oriented
. 20+ year's hands-on sales experience including a strong focus on long-
term relationship building.
. Ability to quickly and accurately analyze customer needs and determine
best path of assistance.
. Top mortgage producer in financial services industry during past 10
years as direct result of ability to develop rapport and build
cooperative relationships with clients and business associates.
Organization & Time Management
. Known for outstanding organizational skills at HomeServices Lending.
Managed multiple projects with competing deadlines and ensured on-time
completion of loans.
. Expert project manager. Demonstrated ability to execute multiple
projects simultaneously in fast-paced environments where attention to
detail is a must. Independent worker but also works effectively as
part of a team.
Written & Verbal Communication
. Exceptional written and verbal communication skills; polished presenter
to groups and individuals.
. Socially perceptive, adept at appropriate client interaction.
Customer Service Focus
. Recognized by senior management and clients as someone who
consistently goes above and beyond to ensure customer needs are met.
. Proven ability to leverage business relationships with success in
obtaining referrals and increasing sales at HomeServices Lending.
. Driven by a desire to excel and achieve excellence. Consistently
recognized for exceeding expectations. Awarded numerous awards for
excellent service and sales in challenging, highly competitive
companies.
Work Independently
. Successful corporate professional and entrepreneur with the self-
motivation, initiative, and business savvy necessary to meet the
challenges of today's competitive marketplace.
. Flexibility to work as many or few hours as required; ability to
travel for the position based upon company needs.
Technical Knowledge
. Experience working with a variety of computer systems including
Microsoft Word, Excel and Powerpoint. Technically-savvy and quick
learner of office systems as needed.
Professional Employment History
HomeServices Lending, West Des Moines, IA
2004 - 2010
Wells Fargo Home Mortgage
2001 - 2004
Mortgage Consultant / Mortgage Servicing
Generated and increased sales and market share of mortgage loans, primarily
through building strong realtor relationships, client referrals, and
ensuring high customer service levels. Developed and maintained long-term
referral sources; created a team-focused environment. Counseled clients on
various types of mortgage financing, choosing a program best suited to
their needs. Completed mortgage applications and followed through to
closing and resolved any problems, while ensuring salability and compliance
guidelines.
. Strong multi-tasking skills demonstrated through successful management
of a pipeline of multiple loans, which ensuring 100% accuracy in
closing.
. Recognized for excellent customer service and ability to over-deliver
in both customer and company needs.
. Awarded Outstanding Loan Production and recognized by the Iowa
Mortgage Association as a result of excellent sales results and
overall performance. Increased sales capture rate (sales retained
inter-office) by 200% in two years.
. Responded to client account questions, resolved problems and performed
cross-selling in mortgage call center environment 10/2001-02/2003.
Promoted to team lead. Moved to mortgage origination in 03/2003.
Wild Rose Pottery, Urbandale, IA
1999 - Present
Sales/Merchandising Professional and Owner
Manage and execute all functions of this part-time home-based business that
markets and sells imported Polish Stoneware. Formulate marketing plans,
including securing sales booths at local venues as well as online
marketing. Focus on building client relationships and brand loyalty by
providing exceptional customer service.
. Successfully built business to over $200,000 in annual sales after
three years from an initial investment of only $2000. Turned this
full-time business into hobby business to pursue other opportunities.
Mary Kay Cosmetics, Dallas TX
1989 - 2000
Sales Director / Independent Sales Representative
Direct sales of cosmetics at in-home consultations and shows. Successfully
developed the relationships necessary to build large client base and
recruit sales representatives. Responsible for weekly sales meetings,
monthly newsletters, sales promotions and personal coaching.
. Awarded 5 company cars for sales and recruiting achievements.
. Recruited and trained 60 sales representatives, ranking in the top 15%
of sales groups in the region.
Educational Background
Bachelor of Arts Degree (B.A.), Mass Communications
St. Ambrose University Davenport, IA 3.8 GPA/ National Honor
Society Member
PROFESSIONAL REFERENCES
Blair Wicker
Past Manager
Vice President
Home Services Lending
Clive, Ia
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Mike Capobianco
Past Referral Partner
Real Estate Agent/Sales Manager
Iowa Realty
West Des Moines, Ia 50266
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Jon Beschen
Past Manager
Former Branch Manager
Wells Fargo Home Mortgage
West Des Moines, Ia 50266
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"Her integrity and reliability stood out... ...very personable and my
clients really appreciated the high level of service they received from
Kathy."
-Mike Capobianco, Sales Manager
Kathy Bailey
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Kathy Bailey
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