Mortgage Processor Retail District

Wenchell Aurelien

Jacksonville FL 305-***-**** adwary@r.postjobfree.com linkedin.com/in/wenchell-aurelien-00b91889

Career Summary

Dynamic, results-driven, and customer-focused Professional with extensive experience in sales, training, and customer service. Proven track record of driving business growth and ensuring organizational success through the development and implementation of innovative strategies, effective training programs, and exceptional customer experiences. Demonstrates outstanding leadership and collaboration skills to build successful relationships with clients and stakeholders, driving customer loyalty, satisfaction, and retention. Seeking Individual Contributor/Senior Success Manager/Customer Experience Manager roles to leverage expertise in sales, training, and customer service to drive business growth and success.

Areas of Expertise

Sales Operations Management Sales Enablement & Training Customer Experience Management Cross-Functional Collaboration Program & Technical Training Onboarding & Coaching Customer Service & Support Relationship Management Compliance & Regulatory Requirements Data-Driven Insights & Analysis Document & Record-Keeping Pipeline Management Performance Management Product Launches Team Leadership Training Plan Development & Execution

Technical Proficiencies: AMS, ADP, Salesforce, Adobe Connect, and CRM’s

Carrier Experience: Safeco, Universal Prop&Casualty, Travelers, National General, Edison/Fl. Peninsula and more

Professional Experience

Agency Sales Manager/Sales Manager Renegade Insurance 08/2022 – 3/2023

●Strategically manage and optimize sales operations across multiple states including FL, TX, TN, and AL, as an Agency Sales Manager/Sales Manager at Renegade Insurance.

●Collaborate closely with sales leadership to develop and execute effective sales strategies that drive revenue growth and profitability, leveraging my expertise in sales enablement and training.

●Partner with key stakeholders to identify and prioritize sales enablement initiatives that best support the needs of the sales organization and drive overall success.

●Develop and deliver impactful onboarding and training programs that equip sales agents with the knowledge and tools needed to excel in their roles and exceed performance expectations.

●Foster strong relationships with Independent Agents, building trust and cultivating long-term partnerships that drive retention and loyalty.

●Serve as a critical liaison between sales, marketing, and product teams, facilitating effective communication and alignment to ensure seamless execution of go-to-market strategies.

●Actively gather and relay feedback to sales agents on goals, driving continuous improvement and enhancing overall sales performance.

Retail District Store Trainer/Sales Trainer National General 11/21 – 08/22

●Drove the development and implementation of comprehensive training programs as a Retail District Store Trainer/Sales Trainer at National General, elevating the knowledge and skills of all sales employees and promoting the growth of the company.

●Conducted engaging workshops, virtual sessions, and on-the-job training to promote a culture of continuous learning, empowering sales agents to acquire in-depth knowledge of Direct products and effectively communicate their value proposition to clients.

●Spearheaded the creation of effective written communication materials to reinforce key learnings, reinforce product knowledge, and ensure compliance with regulatory requirements, resulting in improved customer service, and increased sales.

●Consistently demonstrated an unwavering commitment to providing ongoing education and training for all sales employees, ensuring they remained up-to-date on the latest policies and procedures, thus, building a team of highly competent sales professionals.

●Collaborated with cross-functional teams to identify training needs, monitor progress, and ensure training programs aligned with the company's strategic goals, driving business growth, and improving overall customer satisfaction.

Agent Success Executive/Onboarding Spc Renegade Insurance 06/21 – 11/21

●Drove the success of new agents as an Agent Success Executive/Onboarding Specialist at Renegade Insurance, by providing comprehensive onboarding sessions that set them up for success, increased their confidence, and facilitated their smooth transition into the organization.

●Conducted regular technology and program training for agents, ensuring they were proficient in using Radius technology and programs, and keeping them up-to-date with the latest industry trends and best practices.

●Proactively engaged assigned agents to provide ongoing support, guidance, and coaching to help them achieve their business outcomes using Radius technology and programs, thereby, strengthening their commitment to the organization and driving overall business growth.

●Troubleshoot issues related to marketing, technology, lead generation, and other Radius programs, quickly identifying and resolving any problems, which improved customer satisfaction and increased productivity.

●Ensured all transactions of assigned agents were correctly accounted for, maintaining high levels of accuracy and compliance, and reducing the risk of potential errors and discrepancies.

Client Care Specialist/Mortgage Processor JP Morgan Chase 01/20 – 06/21

●Served as a trusted Client Care Specialist/Mortgage Processor at JP Morgan Chase, providing clients with unparalleled support and personal concierge service throughout the refinance process, delivering exceptional customer experiences, and driving customer loyalty and satisfaction.

●Managed accounts through pipeline structure, ensuring seamless coordination between various internal and external stakeholders, including underwriters, Home Lending Advisors, property appraisers, title companies, and closing agents, to facilitate timely and efficient processing of refinancing applications, exceeding customer expectations.

●Demonstrated a strong command of Chase Home Lending policies and procedures, effectively handling customer queries, and providing prompt and professional responses via telephone, email, and fax, thereby, boosting customer trust and confidence in the company.

●Provided excellent customer service, conducting post-closing follow-up calls and emails to gauge client satisfaction with Chase refinance experience, identifying areas for improvement, and ensuring continuous improvement in customer service delivery.

●Built strong relationships with clients, fostering trust and loyalty through attentive and proactive service, ultimately enhancing the reputation of the company and driving business growth.

Field Trainer/Franchise Sales Agent Trainer Brightway Insurance 04/16 – 01/20

●Facilitated successful product launches for all brands as a Field Trainer/Franchise Sales Agent Trainer at Brightway Insurance, playing a pivotal role in driving business growth and ensuring organizational success.

●Supported the design of technical training, ensuring that all interventions were relevant, effective, and aligned with the organization's strategic objectives. Managed the delivery of training and followed the evaluation process set by the line manager, ensuring continuous improvement and optimization of the training program.

●Provided constructive feedback to trainees to ensure that they acquired all necessary skills and knowledge, identifying any skill or knowledge gaps that required additional training, and delivering customized training solutions to meet specific needs.

●Maintained accurate training documentation and employee record-keeping, ensuring compliance with all regulatory and legal requirements, and reducing the risk of potential errors and discrepancies.

●Structured training plans to meet financial objectives, leveraging data-driven insights to develop customized training solutions that effectively addressed the unique needs of the organization and individual trainees, driving business growth and ensuring continued success.

Education

North Miami Senior High School - Miami FL

References

Joni Turner – 904-***-**** – adwary@r.postjobfree.com

Jaleesa Walker – 309-***-**** – adwary@r.postjobfree.com

Ini Akpabio – 904-***-**** – adwary@r.postjobfree.com

License

Property and Casualty License (440)

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