MARTA MEJJATI

CAREER FOCUS: ACCOUNT MANAGER

224-***-**** · ad22fs@r.postjobfree.com · Lake Zurich, IL · LinkedIn.com/in/marta-mejjati CAREER SNAPSHOT

Visionary Account Relations Manager with over 18 years of proven expertise in strategic account management, operational leadership, and client retention across the mortgage and insurance sectors. Renowned for formulating comprehensive growth strategies, steering complex negotiations, and nurturing multimillion-dollar client relationships. Brings a proactive approach to crisis management, compliance, and the effective resolution of intricate issues, with a deep understanding of evolving business models and the intricacies of financial service technologies. KEY STRENGTHS

ü Strong Negotiator: Skilled in executive stakeholder management and high-level negotiations, achieving favorable terms in client contracts by aligning services with strategic objectives of senior leadership from key accounts. ü Relationship Building: Exceptional in developing and maintaining strong relationships with clients and vendors. ü Highly Adaptable: Adept at navigating changing market situations, quickly adapting strategies to secure the best outcomes for clients.

CORE COMPETENCIES

High-Profile Client Engagement Client Retention and Satisfaction Problem Resolution & Conflict Management Compliance Assurance KPI Analysis and Reporting Sale Initiatives High-Stakes Negotiations Contract Management Policy & Procedure Implementation Regulatory Compliance Management WORK EXPERIENCE

Union One Lake Barrington, IL

Specializes in partnering with unions across the United States to provide comprehensive benefits and innovative technology solutions. Operations Manager April 2023 – November 2023

License and Training Coordination

• Spearheaded the management and renewal of insurance licenses for all employees, ensuring strict compliance with state regulations and industry standards. This included tracking and updating of license statuses and coordinating necessary training or classes for license renewals.

• Organized and facilitated training sessions for employees on regulatory compliance and best practices, significantly reducing the risk of non-compliance and boosting the team's overall understanding of industry requirements. Trade Show and Event Management

• Led the planning and execution of all trade show activities, managing every detail from travel arrangements to the coordination of promotional materials. This involved negotiating with vendors, scheduling logistics, and confirming all materials and staff were prepared and present.

• Developed a comprehensive strategy for trade show participation, aligning it with company marketing goals. Successfully increased brand visibility and networking opportunities, showcasing the company's products and services effectively to a wider audience.

• Conducted post-event analysis to assess the effectiveness of trade show participation. Compiled detailed reports on attendee feedback, expenditure, and ROI, providing insights for future event strategies. MARTA MEJJATI PAGE 2

224-***-**** ad22fs@r.postjobfree.com Lake Zurich, IL LinkedIn.com/in/marta-mejjati Dovenmuehle, Inc Lake Zurich, IL

Specializes in servicing loans on behalf of commercial banks, credit unions, mortgage banking companies, and state and local housing finance agencies nationwide.

Senior Account Relations Manager March 2017 – April 2023 Account Relations Manager March 2013 – February 2017 Client Relationship Management

• Served as the primary account manager for key multinational accounts including Alliant Credit Union and RP Funding, with direct responsibility for portfolios encompassing up to 140,000 loans.

• Headed client retention strategies for major accounts like Guaranteed Rate, resulting in the successful preservation of key partnerships and the prevention of revenue loss to competitors. o Directed initiatives that consistently identified and capitalized on upsell opportunities, contributing to the company’s market expansion and revenue growth.

• Championed strategic planning and innovation, driving the adoption of forward-thinking solutions and best practices that addressed emerging market trends and client needs. Interdepartmental Collaboration

• Established as the central liaison for addressing and resolving complex issues, facilitating efficient collaboration between clients and 25 internal departments supporting 50 different areas of the overall business operation.

• Conducted a thorough analysis of current interdepartmental workflows, identifying bottlenecks, and implementing process improvements that increased operational efficiency by streamlining communication channels. Compliance and Audit Management

• Orchestrated detailed audit coordination, delivering a consistent 100% compliance rate with intricate state and federal regulations.

• Actively monitored and analyzed KPIs, identifying trends and areas for improvement, thus maintaining the highest standards of service quality.

Leadership and Crisis Management

• Steered training initiatives to improve team proficiency in CRM systems and client management.

• Excelled in a high-pressure environment, adeptly managing a tripled workload during critical market fluctuations, providing continued operational excellence, thereby contributing to the company’s resilient financial performance. TECHNICAL ACUMEN

Advanced MS Office (Excel, Word, PowerPoint) CRM Systems JIRA Salesforce Black Knight Financial Services LoanSphere BKFS MSP System EDUCATION & PROFESSIONAL LICENSES

Bachelor of Arts, International Studies – Administration Roosevelt University, Schaumburg, IL

Real Estate License

State of Illinois

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