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Customer Service Sales

Danville, California, United States
May 20, 2017

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Stacy Schafer

Danville, California

Email: Phone: 925.***.****

Mortgage loan originator // Sr. Account Executive wholesale banking

Professional Profile

Strategic customer focused business professional with a broad background and demonstrated success in creating and delivering key business and growth opportunities. Strong operations, sales and financial leadership skills, able to build key partnerships at all levels to enhance organization and team growth.

Skills and Competencies

● Strategic Leader

● Business Development

● Operations Management

● Financial Acumen

● Strong Customer Service Skills

● Detail Oriented/Quality Driven

● Training and Development

● Pipeline Management

● Effective Negotiation Skills

● Complex Sales Cycles

Professional Experience

Toyota of Walnut Creek, Walnut Creek, California 2008 – Current

2000 – 2003

Successful career progression with increasing levels of responsibility and authority within a successful and industry leading family owned business. Positions held:

Finance Director/Operations Manager/Inventory-Customer Relations Manager/Business Development Manager.

Developed and executed Corporate Business Strategy focused on building partnership with key Fortune 500 companies in the greater Bay area. Clients included Oracle and J Muir Hospitals.

Successfully increased back-end gross targets from between $500-$1200 per sale.

Responsible for the development and implementation of an improved sales system driving increased new lead generation and after sales support.

Successful leadership of contract and vendor management activities resulting in cost savings and improved vendor partnerships.

Accountable for realizing operational improvements and cost reductions through the effective management of several key projects within the business.

Leadership of sales programs, and strategic initiatives successfully meeting and exceeding sales targets.

Responsible for training initiatives within the business focused on delivering world class products and services to our customers.

Recognized as a top 50 dealer in the nation for overall CSI.

Leadership all Finance related activities including:

-Guidance and direction for a team of finance managers.

-Build and maintain relationships with 15+ financial institutions.

-Strategic planning, budget preparation and management.

-Forecasting, reporting and ongoing analysis.

Leadership of 20+ sales reps implementing strategies to drive up call efficiency, customer contact, improve service levels and overall performance.

Lehman Brothers, Concord, California

Sr. Sales Executive 2005 - 2008

Established a proven record in building and maintaining strong partnerships with Mortgage brokers generating highly profitable accounts working in a fast paced, competitive environment with a world leader in financial services.

Consistently exceeded business target quotas, as much as 200%+, averaging over 30 loans per month.

Accountable for closing $10-15 million wholesale rate business on a monthly basis.

Developed and implemented strategies to build effective partnerships with targeted brokers ensuring sustained business relationships.

Responsible for managing a pipeline of business within a complex sales cycle business environment.

Recognized for expertise in managing a high customer satisfaction level through focused efforts to exceed expectations.

Chase, San Ramon, California

Mortgage Sales 2003 – 2005

Responsible for providing consultation services to Chase clients to determine the best loan products to meet their personal and financial goals.

Aggressively marketed company products to prospective clients through a focused telemarketing program.

Demonstrated strong customer service focus working closely with clients to develop loan strategies to meet their personal requirements.

Consistently exceeded corporate targets.

Oversight and management of a pipeline of business.


NADA University – VP/GM Dealer Management Training

Toyota Management Training - Ongoing

Zurich Finance School – Finance Management

Kelly Enterprises - Financing


Mortgage #1518136 Customer Relations Insurance

Real Estate National Silver

References- Jeff Bruns 925-***-**** Casey Copland 510-***-**** Ryan Arvig 925-***-****

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