Customer Service Sales Manager

Michelle Beck

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

Cell 714-***-****

Summary of Qualifications

• Strong verbal and written communication skills.

• Ability to assert oneself in a positive, proactive, diplomatic manner.

• Excellent presentation skills and customer service approach.

• Ability to interface with lenders, title companies, escrow companies, builders, as well as any other

party that may be involved in the sales process. Familiarity with reviewing and interpreting various

sales tools.

• Professional demeanor and presentation.

• Microsoft office, Windows, Word, Excel, Outlook, Power Point, DocuSign. Salesforce, echo sign

Professional Experience

Bayside Insurance Group Irvine, CA Nov 2014 to

Present

Internet Sales Manager

• Open enrollment health insurance sign-ups. Taking applications and selling ancillary's.

RSM Honda RSM, CA April 2014 to Nov 2014

Internet Sales Manager

• Responding to all internet inquiries through phone and email and setting appointments.

Qualifying for the best options, test drive, and deliver the car usually the same day.

Auction.com Irvine, CA Nov. 2012 to April 2014

Bidder Qualification Specialist and Contract Writer Closing Dept.

• Using my experience in Real Estate and Mortgages, I vetted and educate bidders on the

auction process. Write the Purchase Agreements and facilitate in the general flow of the

contracts. Problem Solve and seek out new solutions. Occasional lead for the night shift

when needed. Closer in the closing dept.

Bankers Life & Casualty Laguna Hills, CA Aug. 2011 to Sept 2012

Life Insurance Agent

• Contacting individuals from our lead source and setting appointments for Life Ins. Consultation.

Amerisave Mortgage Atlanta, GA Dec 2008 to July 2010

Loan Originator Virtual

• Review financial statements, credit reports, DTI/LTV and loan requirements for loan submission

Performance Capital Orange, CA July 2007 to Oct 2010

• QuickBooks Accounting for the family business part time

Nation Point / Merrill Lynch Mortgage Lake Forest, CA Aug. 2003 to Oct 2007

Loan Originator

• Gather and analyze Applicants financial status and determine loan evaluation for approval

• Explain the different types of loans and resolve any concerns they had. Close the loan

Education

Current licensed Real Estate Agent 01010879. Current CA, TX Life & AD&D Ins license 0B01158,

Covered CA

Contact this candidate