Sarah M Smith

**** ******* ** ****** *** TX *****

817-***-****

ad35yr@r.postjobfree.com

** ***** ** ***** *** client relationship Management with focus on Financial Services

Ability to direct and successfully manage to grow a book of business.

Goal-oriented individual with strong leadership capabilities

Organized, highly motivated, and detail-directed problem solver

Proven ability to work in unison with staff and organizational leadership teams

Education

M.B.A, Cleary University Financial Planning Currently attending online classes

B.B.A., Cleary University, Marketing graduated 2003

Experience and Accomplishments

Previously Licensed Agent in Life (TX) Series 6, 63 FINRA State of Texas Notary

Top Credit Card Agent 2014 AAA Direct Sales Unit, Top Life Referrals May 2015

Award of Excellence in Financial Management from Ypsilanti Area Jaycees

Million Dollar Club for Key Investment Services

NMLS Licensed 495093 -Arizona California Florida Illinois Maryland Massachusetts New Jersey Rhode Island Texas

Virginia

Employment

Licensed Loan Officer Intelliloan

Sales and loan Origination FHA,VA and Conventional along with Helocs

Licensed Loan Officer, Loan Depot, Plano NMLS #495093

Loan Origination through FHA, VA, and Conventional Programs

Licensed in New Jersey, Indiana, Illinois, Mississippi, Kansas, California, New Mexico, Ohio, Rhode Island, Wisconsin

Digital Sales Executive, YP, Dallas

Prospecting businesses in entire DFW by canvassing and cold calling

Researching each client’s competition to recommend and present a winning strategy

Presenting Business Owners and Decision Makers with a Digital Marketing Solution including a suite of digital products to advertise and grow their business with Power point and various analytics

Implement creative ways to improve our clients’ relationships by recommending enhancements and upselling to grow the overall relationship

Agent, AAA, Coppell

Sales and Client servicing of Property and Casualty Insurance by building relationships and cross selling

Mortgage Consultant, Citi, Las Colinas, TX

Prospecting, Sales and Mortgage Loan Originations, underwriting, and client management

Personal Banker, Chase Bank, Arlington, TX

Providing Personal Banking Solutions to clients including Deposit, Retirement and Lending solutions

Delivering a great client experience by executing Client account reviews and cross-selling solutions to exceed expectations

Licensed Relationship Manager, Keybank, Ypsilanti, MI

Ensure all components of the Key sales process is used during client interaction

Develops new and expands existing client relationship by participating in business development activities, proactively reviewing client current and changing financial needs, and promoting products and services.

Maintains active calling plan for Book of Business clients and prospects (minimum 5 daily) and business calling plan of outside calls (minimum 5 weekly).

Analyzes personal and financial data to deepen current, profitable client relationships.

Keeps clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact.

Promotes and cross-sells products and services to profitable clients and partners with Business Banking, Investment sales and other product areas to maximize the relationship

Builds Key Center client referral pipeline via identification and development of internal and external centers of influence.

Contributes to Key Center profitability by participating in Key Centers initiatives.

Actively participates in community organizations for the purpose of sourcing business development opportunities

Mentors Relationship Associates and other Key Center employees

2019-Current

2015-2017

2013- 2015

2012-2013

2010-2013

2003-2010

Community

Involvement

Ypsilanti Area Jaycees, received award for Financial Management for Chairing Beautiful Baby Contest

Webster United Church of Christ, Christian Education Board Member

Awarded 2008 Key Investment Services Presidents Club member

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