Sales Customer Service

Theresa T. Nguyen

*** ******* **. **** **

San Francisco, CA 94105

Mobile : +1-408-***-****

E-Mail: ************@*****.***

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PROFILE: Versatile, results-oriented, sales professional with more than seven years of mortgage and investment products sales, management, and direct inside sales experience. Outstanding hands-on sales leader who exceeds expectations as an individual contributor and manager. Motivates, trains, and provides guidance to teams to ensure consistent top performance.

Core Competencies Include: Consultative Sales, Business Development, Analytical, Hunter mentality, Commission Driven, Market Research, Prospecting, Client Analysis, Exceptional Customer Service and Management

New York Life –San Jose, CA Nov .09-Present

FINANCIAL REPRESENTATVE PROFESSIONAL

• Involve in all aspects of sale process from lead generation, client meetings, follow ups, closing and servicing

• Develop creative selling techniques to sell financial products

• Exceed sales goals consecutively year over year

• Train new agents in closing techniques and overcoming objections

• Convert prospects to closed sales

• Prepare personal financial analysis and present proper solutions to clients

• Keen ability to relate and understand client’s underlying needs and recommend proper products

• Seek, organize and present financial products during “ lunch and learn” for small to medium size companies

First Infinity Financial–San Jose, CA Sept .05-Nov.09

CO-OWNER/MORTGAGE BROKER

Co-developed a residential mortgage company from construction to fully functional brokerage

Ensure all processes from sales, back end processing, closing are met on a daily basis

Involved in all aspects of sale process from lead generation, client meetings, follow ups and closing

Provided guidance to sales agents on the sales process of excellence by providing sales training presentations and materials

Coordinated with processors, title escrow officers, and bank underwriters to review, verify and validate data and loan documentation in order for a smooth close of escrow process

Worked closely with management to resolve process and control deficiencies

• Responsible for all financial activities for the brokerage firm, from sales projection to commission payouts

Responsible for all aspects of the P&L, balance sheet and cash flow analysis for the company

Sun Microsystems INC. – Menlo Park/SF, CA Jan. 99 – Sept. 05

SENIOR FINANCIAL ANALYST II-IV

Successfully managed Sun’s largest server group’s expenses

• Responsible for managing all expenses for the High End Server Group, Software Group, and Testing, Validation & Technology Group by setting spending targets, quarterly and annual budgets, and rolling forecast processes.

Coordinated, consolidated, reviewed & analyzed target, budget, forecast, & headcount processes

Managed all cost center’s budget, forecast & deviation analysis

ROI analysis on new product lines

Ad Hoc analysis and support to BU’s for crucial business decisions

• Accountable for month end closing activities (i.e. accruals & reclassification of JE's, Budget Transfers, Creation of Cost Centers in addition to maintain and audit, balance sheet review)

• Reviewed and analyzed financial statement at month, quarter, and year end to ensure accuracy and compliance (i.e. Capital, Inventory and R&D)

• Provided monthly management analysis to highlight forecast accuracy in addition to providing support to different groups on a as-needed basis

• Developed and published management analytical/metrics packages for senior management

• Improved and streamlined reporting processes for management reporting, and SOX compliance

• Managed Capital and Inventory budget, planning, expenditure, and reporting

• Worked closely with SOX compliance manager to create, provide and deliver accurate information as needed

• Worked with Area Business Managers to review contracts on complicated deals in order to accurately reflect revenue recognition

EDUCATION/CREDENTIALS

• B.S. in Economics /Business Administration Minor 1999, SCU, Santa Clara, CA

• CA RE/Mortgage Broker License

• Series 6/63

• CA Insurance Licensed #0G45018

REFERENCES: Available Upon Request

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