Customer Service Sales
Resume:
Jennifer Merritt
*** ********** *****, *********, ** 28443
abm6px@r.postjobfree.com
FINANCIAL AND SALES MANAGEMENT SPECIALIST
SUMMARY OF QUALIFICATIONS
Proven leadership skills in managing, developing and guiding a team of
financial specialists. A proven record, both personally and as a manager,
in sales, lending, real estate and personal loans. Experienced in
developing a quality customer service environment. Ability to cope and
adapt quickly and easily to change in a fast-paced environment. Strong
presentation, interpersonal and verbal communication skills. Exemplary
organizational and time management skills.
EDUCATION
University of North Carolina Wilmington Graduated December
1999
Bachelor of Science, Marketing
Completed General Motors marketing internship
EXPERIENCE
Beneficial Finance/HSBC
Wilmington, NC & Spring Lake, NC
February 2002 - May 2009
Company Description: HSBC is Europe's largest bank and has an enormous
operational base in Asia and significant lending, investment, and insurance
activities around the world. The company has a global reach and financial
fundamentals matched by few other banking or financial multinationals. HSBC
is listed on the London, New York, Hong Kong, Paris and Bermuda Stock
Exchanges, and is a constituent of the FTSE 100 Index and the Hang Seng
Index.
Branch Sales Manager
Responsible for employee supervision. Met or exceeded sales quotas by
hiring, coaching, developing, motivating and encouraging sales for my
team. Responsible for the complete operations of the branch office
including audits, sales staff/training to increase sales and retain
loans, strong communication skills, both individually and as a team
leader including phone, email and face to face presentation.
Communicated with other company personnel, Experienced with phone
sales coaching, recruiting and hiring exceptional staff, and training
new employees. Sold life, disability, unemployment and home security
plans.
AWARDS AND ACCOMPLISHMENTS:
. Million Dollar Award: for total office sales in excess of one million
dollars in October 2006, June 2007, December 2007
. Number ONE Sales Branch: in the Division in June 2007, September 2007,
March 2006, November 2006
. 101 Real Estate Commitment Award: met as a team in my district
. Superior Results Award: June 2008, September 2008
. Number ONE Branch in the District, 2006
Jennifer Merritt
Resume
Page Two
Beneficial Finance /HSBC (continued)
Senior Account Executive
Sold mortgages, personal credit lines and credit insurance. Worked to
increase customer base through phone solicitation resulting in face to
face consultations with customers to identify their financial goals.
Prepared detailed loan proposals to guide customers through the
selection of the company's different product solutions.
AWARDS AND ACCOMPLISHMENTS:
. 500K Club
. MVP 2004
. Maintained Top Sales Awards for 3 years
. Circle of Excellence Awards: for highest producing account executives
on a quarterly basis
. 2005 Reach the Peak Medallion Award winner for sales consistency.
Live Oak Capital Advisors, Inc.
Myrtle Beach, SC
March 2001 - February 2002
Company Description: Live Oak Capital is dedicated exclusively to the
purchase of secondary interests in private equity. The partnership has been
organized and funded by the Guggenheim Partners, Sponsor Investments, LLC,
Sammons Enterprises and Harbert Mulherin to invest in a diversified
portfolio of interests in private equity funds. The Live Oak partners, have
decades of combined private equity experience in fund management and direct
investments.
Marketing Director
. Initiated Contact Management Database
. Developed systems within database to maximize efficiency
. Enhanced organizational efforts by plugging into marketing plan
and tailoring database to maximize success
. Targeted professional clients through the internet and database
files
. Set up, marketed, recruited and registered participants in
training seminars
. Responsible for newsletters and advertisements for publications
. Managed payroll and maintained financial books
Spinnaker Resorts
Myrtle Beach, SC
May 2000 - March 2001
Company Description: Spinnaker Resorts develops, markets, sells and
provides property management to resorts. Spinnaker's resorts have been
recognized by its exchange affiliation partners with Five Star and RCI
Gold Crown designations. Spinnaker was inducted into Interval
International's Chairman's Club - given to the Top 25 Sales Producing
Resorts Worldwide.
Jennifer Merritt
Resume
Page 3
Sales Manager
. Promoted vacation ownership, activities and events
. Managed Tourist Welcome Center
. Completed Financial Background Checks of prospective buyers
. Known for providing exemplary customer service
. Built relationships with the management of major attractions and hotel
personnel throughout the region
SPECIALIZED TRAINING AND SKILLS
Specialized Training
. North Carolina Mortgage Loan Officers License
. Getting It Right Every Time Compliance Workshop
. High Performance Leadership Workshop
. Coaching To Drive Performance Workshop
. Operations Management Workshop
Specialized Skills
. Experienced with Payroll Management
. Office Budget Management
. 8 years of proven experience in exemplary customer service
. Selected for numerous Management Substitute Assignments
. Database Development Specialist
. Excellent skills in staff development: hiring, training and
retention.
Contact this candidate