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Customer Service Sales

Toledo, Ohio, United States
October 13, 2016

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Deloris Watson

**** *. **** **. ******, OH/ 972-***-****,

Sales Specialist and Account Executive

Project Management] Payroll Administration Consultative Selling Innovative Business to Business Consumer Safes and Project Management Professional

Professional Summary

Sales and Financial Solutions Professional with more than 10 years' significant experience in consultative sales, loan coordination and processing, claims analysis and accounting. Seasoned Project Manager and Administrator crossed trained in payroll applications, bankruptcies, tax and credit analysis.

Key Areas of Expertise

Payroll Administration/Processing

Client Needs Analysis

Sales Promotions

Staff Training/Development

Account Reconciliations

Month-end Closing

Computer Skills

Consultative Selling Prospecting Product Introduction Relationship Building Revenue Accounting Bankruptcies Project Management

Business To Business Sales Tax Reporting Business Development Employee Management Employment Tax Reporting Data Processing Contract Negotiations

Professional Experience

Fifth Third Bank, Toledo, Ohio January 2016-March 2016

Vault Teller

Responsible for receipt of cash and checks brought in by Brinks, Grada, and Loomis.

Once the cash and checks are delivered I review the manifest and pick list to verify the count for accuracy.

Once the cash and check count is satisfied. The money and checks are assigned by me to each vault teller

for deposit. This is assigned by me through Orc software system.

Capital Access Network, Inc., Kennesaw, Georgia January 2010-July 2014

Senior Business Consultant

Responsible for revenue generation via various business to business telephone sales campaigns of multiple financial solutions products by presenting customized sales points, providing after sales customer service and maintaining communications with key accounts. Serve as subject matter expert and assist in training and development of new team members. Consistently exceed sales targets by a minimum of 10% monthly. Processing applications through pre-qual live for an immediate approval. After the approval from underwriting I then present the terms and cost complete the sell and close the deal.

Global Equity Lending, Johns Creek, Georgia August 2006-January 2010

Loan Coordinator Team Lead

Coordinated daily activities for the loan coordination team by auditing daily and historical performance, implementing standards of performance, providing feedback relative to market opportunities and campaign enhancements and resolving escalated customer service issues. Maintained knowledge of products and programs from preferred lenders while analyzing credit files and pricing structures to determine best course of action for account management.

Citigroup, Irving, Texas January 2006-Aug. 2006

Bankruptcy Specialist

Managed portfolios through bankruptcy process by reviewing incoming documentation for relevance and action. Analyzed bankruptcy plans for feasibility and negotiated with debtor's attorneys to protect company's interest. Worked with internal and external customers to resolve problems while managing work lists to ensure proper account management and compliance with company policy and procedures

US Department of Labor, Dallas, Texas August. 2005 - January 2006

Payroll Administrator

Responsible for all payroll related functions and activities including documenting and updating procedures and preparing special reports for senior management. Maintained all payroll related records including filing of tax reports, voluntary and involuntary deduction reports (levies and garnishments) as well as prepared accounting transactions and documents.

Citicapital/Account Principals, Dallas, Texas August 2002 - August 2005

Accounting Supervisor (Payroll/Collections)

Managed daily activities of team of 25 employees within a large centralized payroll and collections department by carrying out responsibility for payroll preparation/processing for on and off site employees, managing audits, account management, collections, credit analysis, database diligence, tax reporting, benefits-records administration and payroll systems maintenance.

Additional Experience

US Army Corps of Engineers, Dallas, Texas Accounting Analyst Auditor Payroll Specialist

Texas Scottish Rite Hospital for Children Dallas, Texas

Accounts Payable

July 2000-August 2005

January 1997-October 1999

MCI Telecommunications, Richardson, Texas Senior Network Design Engineer Project Manager

September 1985 -June 1994


Dallas Baptist University, Dallas, Texas

Bachelor of Arts Degree, Concentration: Business Administration (pending)

Greater Dallas Association of Realtors, Dallas, Texas Mortgage Loan Officer-Licensed


V-Net Administrator

Private Network Administrator

Corporate Account Specialist

Project Management Professional Human Resources Management Cisco CCNA


MS Word

MS Excel

MS Office Suite PeopleSoft QuickBooks Loan Expert

Peachtree Accounting Software

Lotus Notes

Sage Timberline Project Management Software

Dbase IV

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