Customer Service Marketing

LILLY CAPPELLI

Clearwater FL *****

MOBILE: 650-***-****

*************@*****.***

SENIOR FINANCING AND MARKETING PROFESSIONAL

QUALIFICATIONS

• 20+ years of experience in finance and marketing

• Founder of small business

• Business and personal loan; residential and commercial mortgage lending; residential and

commercial loan modification; fee income; accounting and bookkeeping for small businesses and

non-profit organizations; individual debt and credit card debt management; identity theft

protection; product and service marketing

• Problem solver, decision making and negotiating

• Detail oriented with strong organization and analytical skills

• Ability to work well with others in fast paced dynamic environment and meet deadline

• Strong network base in the community and growth retention of clientele

EMPLOYMENT

LP Marketing & Consulting, CA and FL Founder/President

July 2008 – Present

Perform initial audit to ensure the needs and goals of a company; research and inform on development of an overall brand strategy such as logo and package design, pricing, placement, advertising and customer service messaging; provide analysis, solutions and general marketing expertise by promoting business’ products and services; develop and implement strategies for new and existing products; consult distribution of product and what medium is best for advertising and to shape product messages for different demographics; assist with incorporation and re-developing business plan for existing

business and develop business plan for new business groups; attain funding and sponsorship for a start-up business; negotiate and contract new projects.

2007 – 2010 practice residential and commercial mortgages and loan modifications; assist with legal document preparation for Bankruptcy Chapter 7 and Chapter 13; consult clients with debt consolidation and credit repair.

Lilly’s Cookies Founder/President

1999 – Present, USA

Advance a leisure pursuit into a small business of handmade boutique cookies; planning and

coordinating production and manufacturing process; ensure quality of goods; market product to lush café shops, restaurants and wineries; manage all aspects of the business.

L P Design, CA Founder/President

1990 – Present

Design and produce unique hand knit and crochet clothing for woman, man, children and blankets; marketing to luxurious boutiques; managing all aspects of the business.

Fifth Third Bank, Clearwater, FL Personal Banker

January 2013 – January 2014

Trusted Adviser to consumers and business owners; conquer consumer and small business loans, process mortgages and car loans; carry out consumer and small business line of credit; recommend credit cards while counseling financial debt free options; specialized in identity theft protection; carry out presentations to the community; practiced daily solicitation of products and services via mixed variety of marketing and telemarketing practices to internal and external customers for extended business; exceeded sale and referral goals to the business banking officers and the investment executives; consistently provided customer satisfaction with the “can-do” attitude while providing

proficient resolution to concerns.

Tory Burch, Tampa FL Sales Leader

May 2011 – January 2013

Directed Sale Associates, Operation and Support Staff for daily success; promoted sale excellence in staff; develop daily targets and sale goals; coaching and motivating Sale Associates to achieve individual sale goals daily; promote newly arrived fashions to top clientele.

Ultra Magazine, Santa Clara CA V ice P resident of Marketing and Advertising

September 2008 – May 2009

Execute marketing expertise for a start-up; promoting advertising spot in magazine to lavish businesses and consumers; develop marketing strategies parallel to daily prospecting with competitors and consumers; employing ambitious salespeople accomplished to grow client data-base targeting well known and established businesses.

College of San Mateo, San Mateo CA PR&Marketing, Staff Assistant

January 2001 – July 2008

Govern $20 million annual budget and disbursement; prepared and monitored requisitions and

procurement card transactions; researched and composed data for financial and statistical reports; wrote monthly news letter; organized and maintained detailed and confidential records; extensively communicated with public, media and government agencies; processed new hire documentation; administer payroll for stuff and Student Assistants; performed new hire orientations and supervised benefits and salary steps; directed distribution of college publication throughout; managed work of student assistants; served on SMCCD and CSM Committees such as Equal Employment Opportunity, Hiring Committees, College Council and Accreditation Committee.

College of San Mateo ACCOMPLISHMENTS Established “CSM Online”

Designed and implemented “CSM Online” Center in coordination with College President, Vice

P residents and College Deans; executed donation of technical equipment and furniture with dominant Silicon Valley companies; increased state funding for FAFSA via employing student assistants and in the process saved hundreds of thousands of dollars annually to the college and the district; increase student enrollment.

Accounting and Bookkeeping Self-Employed

2000 - 2004

Develop system to account for financial transactions by establishing a chart of accounts, implementing bookkeeping polices and procedures for small businesses and non-profit organizations; reconciling accounts and maintain general ledger, analyzing and preparing t rial financial reports.

LANGUAGES

Fluent in Italian, Serbo-Croatian and English

EDUCATION

2001 – 2004 College of San Mateo, San Mateo CA

Accounting, Real Estate and Management

1986 – 1989 University of Economics, Croatia, Europe

Economics and Finance B.A.

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