Holly Ogletree
OBJECTIVE
I want to find my place and home with a growing company. I want to be a large asset to an established company, helping them continue their growth through my great communication skills and excellent people skills
WORK EXPERIENCE
Dr. Bradley Hepler, DDS 08/2008 - present
Dental Assistant
• Expanded Dental Assisting Duties and Patient Care
I am working back in the Dental industry due to my love of helping people and seeing a beginning and an end to something, as well as knowing I had a part in the end result.
American Equity Mortgage 11/2007 – 7/2008
Mortgage Advisor
• My main responsibility was to sell a verity of mortgage products to customers wanting to
refinance or purchase a home.
• I advised borrowers on the best program for their financial needs and their family.
• I grew a pipeline of borrowers to work with through out the life of their mortgage loan.
• I coordinated my weekly schedule, including appointments, closings, and training.
I came to American Equity Mortgage because I knew of their great reputation and
strength to weather the storms of the mortgage industry. My desire is to be with a company that has a strong background and is continuing to grow. When starting with American Equity Mortgage I attended a training seminar in St. Louis, MO. I was acknowledged there for my excellent people skills and sales skills. Three months after returning from my training I was transferred to one of our top producing branches with our company, nationwide
GreenPoint Mortgage 3/2006 – 09/2007
Account Executive
• I sold a variety of residential and commercial mortgage products to mortgage brokers
• I met/exceeded sales goals each month
• I trained my brokers to use our company’s website
• I updated my brokers on current rate, guideline, and program changes in the mortgage
industry
• I built my territory by signing on new accounts as well as re-establish relationships with
existing accounts
• I coordinated with my inside team throughout the loan process
• I maintained a pipeline of 30 mortgage broker shops, including 2 nation wide accounts,
this was a top producing account in our branch
Greenpoint gave me an opportunity to get into the mortgage industry with no prior mortgage experience. I went through a six month, intense, sales training program in Owings Mills, MD when I first started. After training, I began my career as an Account Executive with Greenpoint Mortgage. After being out in the sales field for a few months I became number two in the branch. I continued to excel to number one and have remained in the top five ever since. I have received two achievement awards since starting.
Edward Jones Investments 10/2002 – 03/2006
Branch Office Administrator
• I marketed financial products to individuals and businesses
• I was in charge of customer service & scheduling for over 500 clients
• I was the overall office management of $12 Million in client assets
I moved to Atlanta, GA to begin working with Edward Jones Investments. Working there I was involved in gathering information from our clients on what their current status was with their investments and relaying that to the Investment Representative in my branch. I kept the clients up to date on where the stock market was and what was going on with their different investments. I informed the clients on the latest NSADAQ and NYSE guidelines and rules. While working there I received three performance related salary increases. I left to pursue what was more of a sales position, with Greenpoint Mortgage.
Dr. Michael Blackmon, DDS 5/2000 – 7/2002
Dental and Office Assistant
• I administered expanded dental assisting
• I was responsible for marketing and sales of dental product
• I was in charge of patient scheduling and billing
• I received three performance related salary increases
I began in the dental industry as a dental assistant. I was in charge of training new assistants, as well as expanded dental assisting responsibilities. I also eventually took on the role of the front office. There I was in charge of patient satisfaction, following up on appointments, billing, mailers, selling new products and specials. I did receive three performance related salary increases while I was there. I left to pursue an opportunity with Edward Jones Investments.
EDUCATION
University of Phoenix Online, 12/2003 – present Alpharetta, GA
Study in Bachelor of Science in Business Administration
Cleveland State Community College, 8/1999 – 5/2001 Cleveland, TN
Pre – Dental and General Studies
Lee University, 8/1998 – 5/1999 Cleveland, TN
General Studies