Relationship building, management and Sales

Samantha Squires

Boulder, CO 303-***-**** ***************@*****.*** www.linkedin.com/in/samantha-squires/

Domestic and International Sales/ Financial Management, Financial Sales/ Personal and Executive Coach/ Bilingual

Professional Experience

Strategic Consulting LLC, Boulder, CO 2010-2022

Work in collaboration with CEOs and executives needing to find and define desired results and with those needing to optimize resources and achieve greater efficiency

Create highly effective solutions by brainstorming, problem resolution, mapping and planning

Finance coaching: budgeting and long-term planning

Businesses helping develop strategize to maximize impact

Territory Sales Manager

Plexpack, Toronto Canada 2019-2021

.

International sales: packaging machines and robots ranging: $6,000- $200,000.

Comprehensive understanding of the engineering solutions: Semi-automated and fully automated

Presented at trade shows and exhibits to increase customer base

Used language skills to communicate both in writing and speech- South America, Mexico, Latin America, Europe

Sales Force

DIRECTOR OF SALES 2016 - 2019

CBIZ, Boulder, CO

Sell Health, Life, Disability, and other group benefits to small, medium, and large self-funded and fully funded groups.

Leverage in-depth product knowledge, strong communication skills to sell product benefits and the organization’s value proposition in a highly effective manner.

Consult with clients to gain a full understanding of client issues/needs and to analyze employer benefits packages.

Notable achievements while in the position included:

oDelivered 1st year results at 200% of the defined target goal.

PRIVATE MORTGAGE BANKER 2014-2015

Wells Fargo, Boulder, CO

Consulted with high-net-worth clients within the Boulder PMB (Private Mortgage Banking) department.

Sales at several million dollars per month closings.

Top Sales awards

MORTGAGE BANKER 2009 - 2010

Colonial National Savings, Boulder, CO

Led in terms of sales and prospective efforts, financing both home purchases and refinances.

Delivered a level of service that created a positive customer experience that increased both satisfaction and loyalty and generated referral business.

OWNER/CEO/MORTGAGE BROKER 2003 - 2009

Financial Mortgage Solutions, LLC, Boulder, CO

Founded and developed

Multiple areas of focus: human resources, marketing, sales, management, financial forecasting, budgeting, product development, and supervising underwriting and processing of loans.

Worked in collaboration with the operations group to create and execute a vision and action plans.

Assembled and developed a high performing team comprised of 11 employees working in different capacities through a proactive approach to staff training and development.

Notable achievements while in the position included:

Nominated by the Boulder/Denver Better Business Bureau (BBB) for ethics and integrity in the workforce.

oSucceeded in creating a company culture that valued professionalism, education, motivation, and enthusiasm among the employees.

oServed as a broker for as many as 30 lenders while handling several millions in loans.

PREVIOUS EMPLOYMENT: Mortgage Broker – Inspired Lending- Top sales awards every year

Education

Bachelor of Science, Political Science and International Affairs – University of Colorado, Boulder, CO

Honors Thesis Topic: Economic Development and Public Policy in Mexico. Reasons for the Fiscal Crisis of 1981.

Member – Dean’s List

NCAA Division 1 track and Cross-Country Full Scholarship Recipient/Scholarship Recipient for Frank Shorter Fruit of the Loom- High Academic/Athletic Achievement.

Matriculated – Southampton University, U.K./Frankfurt University, Germany (Selected to attend through ERASMUS)

9th in the World Long Distance Triathlon, World Championships 1996, Nice France

Licenses:

Real Estate License

Medical Interpreter Certificate

Court Room Interpreter for State of Colorado-English-Spanish

Consecutive

Simultaneous

Site Translation

Translation

Contact this candidate