Social Media Sales

Steven Herrera

Marketing and Sales Coordinator

San Jose, CA

ac7wgy@r.postjobfree.com

Work Experience

Marketing and Sales Coordinator

Carrington Mortgage Services - San Jose, CA

April 2016 to January 2018

Create awareness in local communities of financial mortgage opportunities. Drive specific product revenue in specific chosen territories. Maintained outbound contact to existing customers to make additional investments at competitive rates of finance.

Acquire and maintain a working knowledge of the complete capabilities of our service offerings. Convert customer problems into sales opportunities. Maintain an active pipeline of forecasted opportunities to meet monthly, quarterly and annual quota objectives.

Improve overall customer satisfaction in assigned customer accounts. Work with various groups within (Sales, Marketing, and Finance operations) to provide customer feedback and drive revenue opportunities in the region. Articulating and document potential targets, and regional properties to our real estate partnerships.

Coordinated and maintained marketing efforts in viral marketing, social media marketing, and pay per click marketing.

Outside efforts utilized inside sales/telemarketing, outsourced lead generation, and email marketing

Marketing Automation through primarily Pardot

Applying SalesForce across marketing and our sales force Proficient in Constant Contact, and DropBox utilization. Demand Generation marketing targeting each specific client base, based on each and every financial service product we provided.

Initiate events for our business relationships and direct clients. Mixers, Educational forums, holiday centric events, ect

Marketing and Sales Coordinator

Prospect - San Jose, CA

December 2014 to April 2016

Create awareness in local communities of financial mortgage opportunities. Drive specific product revenue in specific chosen territories. Maintained outbound contact to existing customers to make additional investments at competitive rates of finance.

Acquire and maintain a working knowledge of the complete capabilities of our service offerings. Convert customer problems into sales opportunities. Maintain an active pipeline of forecasted opportunities to meet monthly, quarterly and annual quota objectives.

Improve overall customer satisfaction in assigned customer accounts. Work with various groups within (Sales, Marketing, and Finance operations) to provide customer feedback and drive revenue opportunities in the region. Articulating and document potential targets, and regional properties to our real estate partnerships.

Coordinated and maintained marketing efforts in viral marketing, social media marketing, and pay per click marketing.

Outside efforts utilized inside sales/telemarketing, outsourced lead generation, and email marketing

Marketing Automation through primarily Pardot.

Applying SalesForce across marketing and our sales force Proficient in both Constant Contact, and DropBox.

Demand Generation marketing targeting each specific client base, based on each and every financial service product we provided.

Loan Originator/ Marketing Coordinator

First California Mortgage - Los Gatos, CA

November 2013 to December 2014

Originate new Mortgage Financing

Build direct relationships with Real Estate agents and penetrate the umbrella of sister branches and affiliated relationships.

Create awareness in local communities of financial mortgage opportunities. Create informed and current financing related content, materials, playbooks, communications, social media, and newsletters to inform cliental and activate partners of current opportunities and general information.

Measure, analyze, and report on originating pipeline, utilizing training activities to understand contribution to pipeline health, and to evaluate marketing effectiveness/return on investment. Work with various groups within (Product, Marketing, and Finance) to provide customer feedback and drive revenue opportunities in the region. Articulating and document potential targets, and regional properties to real estate agents. Cold calling, email marketing, social media and client relationship specialist. Proficient in Marketing Automation.

Applying SalesForce across marketing and our sales force and within our sphere of influence. Constant Contact - CRM

Loan Originator/ Marketing Coordinator

HighTech Lending - Irvine, CA

June 2009 to November 2013

Originate new Mortgage Financing

Build direct relationships with Real Estate agents and penetrate the umbrella of sister branches and affiliated relationships.

Create awareness in local communities of financial mortgage opportunities. Create informed and current financing related content, materials, playbooks, communications, social media, and newsletters to inform cliental and activate partners of current opportunities and general information.

Measure, analyze, and report on originating pipeline, utilizing training activities to understand contribution to pipeline health, and to evaluate marketing effectiveness/return on investment. Work with various groups within (Product, Marketing, and Finance) to provide customer feedback and drive revenue opportunities in the region. Articulating and document potential targets, and regional properties to real estate agents. Cold calling, email marketing, social media and client relationship specialist. Proficient in Marketing Automation.

Applying SalesForce across marketing and our sales force and within our sphere of influence. Constant Contact - CRM

Operations Manager/ Account Manager/ Loan Originator Intero Real Estate Services / Valence Lending - San Jose, CA March 2003 to February 2009

Manage day-to-day operations for Valence Lending loan pipeline Oversee loan-closing documents, including doc drawing, Oversee Loan Funding Department.

Manage $5,000,000 Warehouse line for dispersal of loan proceeds. Oversee Quality Control for loan operations.

Assist in all Media, direct marketing, or advertising decisions. Coordinate efforts for marketing analysis, profit matrix and ROI analysis. Assist in corporate branding operations.

Manage and establish accounts with lenders, vendors, wholesale accounts. Work with various groups within (Product, Marketing, and Finance) to provide customer feedback and drive revenue opportunities in the region. Cold calling, email marketing, social media and client relationship specialist. Proficient in Marketing Automation.

Applying SalesForce across marketing and our sales team. Constant Contact - CRM

Account Manager

Sierra Proto Express - Sunnyvale, CA

January 2002 to March 2003

Qualify inbound leads and prospects via phone and email, identifying key decision makers, business plan and relevant PCB projects.

Generate leads by cold calling in to target companies, identifying key decision makers, business plan, and relevant PCB projects.

Coordinate seamless transition of all qualified leads to Director of Sales. Identify new target companies and prospects through primary and secondary research. Utilize project management tools, processes and principles to independently manage and track work across multiple projects.

Direct internal project communications and resource coordination - ensuring all project customers are informed.

Establish project plan(s) based on specifications developed in partnership with the clients. Work with Quality Control and other departments, as needed to resolve problems and issues. Build, extend, support and maintain a wide network of contacts within the client's organization Reviews project plan(s) to assure a clean, stable product is delivered to our clients on time. Continually keep database updated with client information, including decision makers and support contacts

Track sales results, contact results, efficiency and profitability of clients utilizing Excel spreadsheets.

Education

Bachelor of Science degree in Management

University of San Francisco

2019

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