Customer Service Sales Manager

Patricia Whitney

Sun City, AZ ***** 760-***-**** *********@*****.***

PROFESSIONAL

SUMMARY

To leverage my extensive experience in customer service and sales management, along with my strong leadership and communication skills, to contribute effectively to an organization and support its growth and success. SKILLS Big-picture thinker with a strong

strategic mindset

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Excellent team collaboration,

planning, and prioritizing skills

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Highly detail-oriented with a focus

on accuracy and quality

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Flexible and adaptable, able to

thrive in dynamic environments

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Creative problem-solver with a

track record of successful

outcomes

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Considerate and customer-

focused, with a passion for

delivering exceptional service

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Joanne Brenenstuhl, Branch Sales Manager Sarasota, FL CUSTOMER SERVICE/TELLER 01/2021 to 07/2023

Wells Fargo Sarasota, FL

Handled daily banking transactions, including deposits, withdrawals, and payments.

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Provided exceptional customer service, resolving issues, and answering inquiries.

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• Managed Loan Officer pipelines.

• Handled office tasks and administrative duties.

• Maintained Client Database.

• Maintained social and marketing platforms.

• Provided support to Manger as needed.

Maintained accurate cash handling and adhered to bank policies and procedures.

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MORTGAGE LOAN OFFICER 01/2017 to 12/2018

Anchor Funding San Diego, CA

• Worked with borrowers to facilitate home purchases and refinancing.

• Provided expert guidance on mortgage options and application processes.

• Achieved and exceeded sales targets in a commission-only environment. P W

WORK HISTORY ADMINISTRATIVE ASSISTANT 01/2023 to 03/2025 Built strong relationships with clients, resulting in repeat business and referrals.

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MORTGAGE SALES MANAGER 02/2013 to 12/2014

Choice Lending Corp Temecula, CA

• Managed a mortgage loan office, overseeing a team of four professionals.

• Developed and implemented sales strategies to drive business growth. Monitored team performance, providing coaching and support to achieve targets.

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BRANCH SALES MANAGER 02/2010 to 12/2012

Academy Mortgage Corp Temecula, CA

• Successfully launched a new mortgage loan office in a competitive market. Led a team of five staff members, driving performance and customer satisfaction.

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Established strong community relationships to generate new business opportunities.

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SVP SALES MANAGER 01/1999 to 01/2010

Bank of America / Countrywide Temecula, CA

Managed the Riverside County Mortgage Division, overseeing sales and operations.

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Led a high-performing team to achieve significant sales growth and market penetration.

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Developed and executed strategic initiatives to enhance customer engagement and retention.

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REFERENCES • Alicia Newman, 951-***-****

• Jim Loney, 760-***-****

MORTGAGE LOAN OFFICER 01/2015 to 01/2017

Pure Mortgage San Diego, CA

Partnered with real estate agents and clients to provide tailored mortgage solutions

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• Conducted in-depth financial analysis to recommend suitable loan products.

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