Sales Support, Customer Service, Financial Industry
Resume:
Lisa Psoinos
Marketing Research, Consulting, Direct Marketing, Client Servicing and Scheduling,
Account Management, b2b marketing and research, customer service, administrative. Westborough, MA 01581
****.********@*****.***
To obtain a career opportunity with a successful organization and contribute many years of b2b consulting, business sales support, account management, marketing, and administrative experience.
Authorized to work in the US for any employer
Work Experience
Market Research Recruiter
Kadence International, Inc. - Westborough, MA
January 2020 to June 2020
Business to business recruiting for research projects such as IT, healthcare and consumer products for various clients using qualitative and quantitative methods. Contacts businesses executives and managers of medium to large corporations to participate in research studies pertaining to their business or use of a product. Pre-qualifies participants through interview screening questionnaire. Submits all applicants for further evaluation to project manager. Schedules all interviews for project manager.
Transcribes and edits interviews into Excel spreadsheets for client submission. Design Consultant
Decor Custom Interiors Design Studio - Westborough, MA May 2016 to May 2020
Consults with new and existing customers pertaining to interior design products Maintains, updates and orders product inventory and marketing materials as needed with vendors Assists with product merchandising
Processes payment transactions and purchase orders Opens and closes retail store as necessary
Accounts Receivable Specialist
Associated Credit Corporation - Westborough, MA
July 2019 to September 2019
Handled outgoing and incoming calls for a variety of delinquent consumer and business accounts. Negotiated settlements and payment plans for various clients. Processed immediate and postdated payments daily contributing to the company goals Assisted customers with disputes and billing inquiries. Transferred calls to appropriate departments and desk support operations through a collection portal. Documented all information in a accounts receivable database. Account Executive
OCWEN/Homeward Residential, Inc. - Boston, MA
June 2016 to October 2017
Inside Sales Account Executive
Ocwen Financial/Homeward Residential, Westborough, MA 6/2016-10/2017
● Handled outgoing and incoming calls and a designated inbox for wholesale broker clients throughout the mortgage origination process
● Provided sales support to field account executives and developed new accounts through prospecting on the phone and by email
● Produced marketing materials to send to prospects and active client base
● Maintained data base of active clients utilizing a crm platform Mortgage Loan Officer
First Call Mortgage Company - Andover, MA
June 2009 to October 2009
Successfully originated the loan process for reverse, residential and commercial mortgage products. Prospected mortgagors through company leads and business referrals. Pre-qualified mortgagors through direct telephone contact and face to face appointments. Educated mortgagors for reverse mortgage products through direct mail marketing campaigns. Commercial & Residential Mortgage Broker
Guaranty Mortgage Corporation - Shrewsbury, MA
May 2004 to October 2008
Responsible for selling and closing mortgages for the residential and commercial market. Interviewed applicants and recommended approval of customer applications for commercial and residential loans. Analyzed applicant financial status of credit and assets to determine feasibility of granting the loan. Structured, Processed and Closed commercial and residential mortgage products by facilitating and fulfilling all necessary underwriting conditions required by large wholesale mortgage lenders. Continually developed new business through networking. Retail Loan Consultant
Conseco Financial Servicing Corp - Marlborough, MA March 2003 to September 2003
Provided loan consultation to existing residential base for debt consolidation loans. Advised and prepared loan products most suitable to the consumers need. Facilitated all necessary steps to restructure their existing mortgages and other debts. Analyzed credit history, debt to income ratios, employment, and property market evaluation. Prepared all documents and disclosure packages for closing department. Consistently met all weekly and monthly sales goals. Lisa Psoinos Tel. 508-***-**** Email: ****.********@*****.*** Account Manager
Snelling and Snelling Personnel Services - Worcester, MA January 2002 to February 2003
Developed new accounts through telephone and direct sales for the career placement business. Increased current account hours and revenue for the metro west area. Analyzed all existing and prospective accounts in the assigned territory. Fulfilled weekly sales objectives through telephone contacts, in person appointments and proposals. Assisted various companies by partnering with human resource professionals and managers.
Business Sales Consultant
Fleet National Bank - Framingham, MA
November 1997 to December 2001
Provided sales & consultation to both retail and business customers for a national bank. Retail products included home equity loans, credit lines and various other loan types. Promoted to business consultant upon successful completion of Fleet's business training program. Created new business product sales for small and medium businesses. Products included business checking types, business loans and lines of credit. Consistently met daily, weekly and quarterly goals. Also assisted management in the training of new employees.
Education
Bachelors of Arts in Social Psychology
University of Massachusetts - Boston, MA
1991
Skills
• Microsoft Office Suite; Excel, Word, Google docs, spreadsheets (7 years)
• CRM Software; Vanilla soft, sales force (5 years)
• microsoft publisher (3 years)
• typing 45 wpm (10+ years)
• Outlook
• Customer Service
• Microsoft Office
• Accounts Payable
• Administrative Assistant
• Billing
• Data Entry
• MS Office
• Microsoft Excel
• Receptionist
• Word
• Payroll
• Interior Design
• Creative Writing
• Business Consulting
• Account Analysis
• Credit Analysis
• Market Research
• Marketing
• Sales Experience
• B2B Sales
• Negotiation
Certifications and Licenses
Division of Banks Residential Lending Certificate
Present
driver's license
Assessments
Sales: Influence & Negotiation — Proficient
January 2020
Persuading reluctant customers to buy products or services, and influencing and negotiating with customers to meet sales goals.
Full results: https://share.indeedassessments.com/ share_to_profile/15a46c85ccbb8bf06b0610bab2ac45d6eed53dc074545cb7 Administrative Assistant — Proficient
October 2019
Evaluates the knowledge and skills essential to administrative assistant jobs. Full results: https://share.indeedassessments.com/share_to_profile/ c3ac17dbbcd816ba18a9dbc7784f71c4eed53dc074545cb7
Call Center Customer Service — Proficient
July 2019
Measures a candidate's ability to demonstrate customer service skills in a call center setting. Full results: https://share.indeedassessments.com/share_to_profile/ e8e61cbba70762e335cbd988f2af1ce0eed53dc074545cb7
Customer Focus & Orientation Skills — Highly Proficient June 2018
Measures a candidate's ability to respond to customer situations with sensitivity. Full results: https://share.indeedassessments.com/attempts/ e1dd44704cd60e437890338653725927eed53dc074545cb7
Personality: Sales Fit — Proficient
December 2019
Assesses personality traits that are important for sales roles. Full results: https://share.indeedassessments.com/ share_to_profile/41eaa8bde3cbe495d863be5c79c0e1beeed53dc074545cb7 Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
Computer Skills
Microsoft Office; word, excel,
publisher, outlook, Google docs, sales force, vanilla soft, typing 45 wpm, Marketing; writing ad material, design and logo creation.
Very well developed Sales and Marketing skills in both tangible and intangible industries. Ten years business to business sales experience. Marketing Research Experience. Organized and self-motivated individual who works very well independently or in a team. Excellent professional and creative writing skills.
Contact this candidate