Customer Service Sales

Target Job Position

Field of Interest: Outside Sales

Qualifications Profile

Seasoned, detail-oriented, and multifaceted professional, with extensive experience in sales, budgeting, client prospecting, rental property management, loan and deposit portfolio/account management, general business operations, and staff development and supervision. Equipped with excellent business aptitudes in retail management, sales forecasting, territory management, loss prevention, negotiating and closing, as well as inventory and supply chain management. Excellent in creating effective business proposals based on the needs and insights of consumers as well as in ensuring superior customer service. Technically proficient with Microsoft Word, SoftGrocer, VLM, and various human resources-related software.

Functional Skills

Sales, Account, and Territory Management

Took part in executing various operations to multiple branches of the business including making phone calls, maintaining client’s territory records, along with training and motivating employees and staff to enhance their performance and productivity.

Planned and organized effective presentations and promotional materials across a sales territory to increase sales of products and services; while educated clients and individuals with what the company has to offer.

Streamlined efforts in guaranteeing all pending loans are processed in a timely manner by communicating and prioritizing daily processes to the account manager.

Leveraged industry expertise in overseeing numerous accounts and brokerage portfolios throughout the US.

Provided expert oversight to 20 underperforming accounts and successfully increased the loan submittals with each brokerage firm; as well as managed the overall performances of employees and the whole business.

Coordinated and analyzed details of sales distribution by establishing sales territories, quotas, and goals.

Assumed full responsible for managing accounts in a designated territory; as well as marketing products ethically and in accordance with the instituted company’s sales process and marketing strategy.

Assigned eight account managers in executing strategic marketing plans for the acquisition of new businesses.

Client Relationship Management and Customer Service

Proactively identified and addressed all customer needs and retrieved call center inquiries from potential borrowers.

Addressed all issues and customer concerns before they escalate.

Educated brokers with company loan packages while building strong relationships to attract repeat business.

Demonstrated adeptness in assisting and recommending the best and available mortgage programs to customers.

Strategic Business Development

Rendered keen oversight to the operations of the President’s Club for three years.

Held accountability for establishing new business opportunities from previous experience and business relationships.

Carried out essential functions as a small business owner and exceeded company goals and customer expectations.

Facilitated the estimation of costs and compilation of bids for various projects.

Legal and Regulatory Compliance

Maintained compliance with human resource laws and applications, tax laws, mortgage laws and standards, and all company guidelines.

Work History

REMN Wholesale Iselin, NJ

Account Executive 2015–Present

ClearVision Funding Charlotte, NC

Account Executive 2013–2015

Harris Teeter Charlotte, NC

Management Trainee 2010–2012

Wachovia Charlotte, NC

Mortgage Loan Counselor 2008–2010

EquiFirst Charlotte, NC

Account Executive 2007–2008

Decision One Mortgage Inc. Charlotte, NC

Account Executive 2000–2006

National Commerce Bank Raleigh, NC

Bank manager 1996–2000

Cole Brothers Roofing Raleigh, NC

Business Partner 1991–1996

Education

Bachelor of Science in Criminal Justice ù University of North Carolina Charlotte, NC ù Dean’s List

Professional Training

Advanced Cold Calling Techniques and Selling Approaches Sandler Sales Institute

Broad-Based Training (BBT) at Harris Teeter Charlotte, NC

Activities

Member, Society for the Prevention of Cruelty to Animals (SPCA)

Member, Women’s Shelter, Inc.

Member, Blue Ridge Boxer Animal Rescue

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