LiveCareer-Resume

account manager resume example with 10+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Results-driven Customer Success managing professional that aids clients by leveraging industry-leading solutions, comprised of technology, programs, and specialists, to grow their business. A skilled relationship manager who acts as primary point of contact, and an expert for clients in a customer-facing capacity building relationships, and providing real time, best-in-class support that ensures their success.

Skills
  • Microsoft Office (Excel, Word, PowerPoint )
  • Portfolio Management
  • Sales
  • Knowledge of Yardi
  • Client Satisfaction and retention
  • Project Management
  • Pricing
  • Customer Service
  • Training
  • Leadership
  • Relationship-Building
  • Vendor Management
Education and Training
The Pennsylvania State University University Park, PA, Expected in 05/2010 Bachelor of Arts : Communications / Journalism - GPA :
Experience
Augmedix - Account Manager
San Francisco, CA, 05/2021 - Current
  • Execute the processing of residential and commercial sales for over 80 assigned agents and their accounts
  • Awarded for leading the entire transactions operations team with closing over 610 deals for our agents in 2022!
  • Supports agents across multiple disciplines: product, operations and enterprise systems.
  • Provide stellar customer service with quick and accurate answers to questions and positive solutions to problems that help customers grow their business and is leading to an 85% client retention rate
  • Proactively serve a portfolio of assigned agents so that they may achieve positive business outcomes via Compass software and services
  • Drive agent software and program engagement to help agents become power users
  • Master Compass technology and educate agents on Compass products and programs to enable best business practices in a competitive landscape
  • Partner closely with Real Estate Sales Managers and other cross-functional teams to build and execute agent success strategies, including business growth plans
  • Conduct onboarding sessions for new individual agents and agent teams
  • Conduct in person Compass product and program trainings and meetings with agents as needed
  • Work proactively to identify agent needs and develop solutions
  • Document and continuously improve best practices, resources, and SOPs
  • Work with local regional leadership on local best practices and regional priority projects
  • Troubleshoot issues related to marketing, Compass tools, technology/devices, enterprise systems, etc
  • Work collaboratively with specialty roles to champion non-AEM questions on behalf of the agent
  • Act as Liaison between, Vendors, Joint Venture Partners, Ownership, Operations, Asset Management team and arrange bi-weekly meetings to recap targeted goals, action plans and concerns
  • Develop thorough understanding of products and service offerings to better upsell and cross-sell to clients and engaging the proper business people to close new opportunities.
  • Daily use of Zoom, Slack, GoogleMeet, Asana and other SaaS products
First Federal Savings And Loan Association Lakewood - Real Estate Analyst/Team Lead
Lakewood, OH, 11/2017 - 05/2021
  • Spearheaded our company's entry into the Colorado and Texas markets and worked to make both markets our Top-producing states in their first two months, bringing in over $13 million dollars
  • Prepared title clearance affidavits such as LLC, Corporation , Trust Affidavits, and other business affidavits & agreements
  • Examined Property Improvement plans and title abstracts for real estate investments which included deeds, liens, judgments, easements, restrictions, and plats/maps etc
  • Obtained and maintained a firm understanding and knowledge of state-specific statutes relating to title
  • Created title examining training materials and standard operating procedures as the sole examiner for the Colorado, Texas and Pennsylvania markets
  • Revamped SOP's, policies, procedures and tasks for different markets
  • Collaborated with the management and operations team to prioritize issues and develop action plans to address challenges.
  • Partnered with sellers, attorneys, underwriting counsel, and representatives from other title agencies to obtain the documentation and additional information needed to clear vesting issues, judgments, and other title defects
  • Portrayed a sense of calm and professionalism regardless of the title defect or particular situation
  • Participated in pricing calls with the Pricing , Accounting team and operations manager to discuss expenses and ways to reduce costs
  • Motivated and worked with onboarding team members to successfully integrate new employees into organization.
  • Collaborated with sales team to collectively drive growth and market share.
Hunton & Williams - Senior Loan Processor
Los Angeles, CA, 03/2015 - 11/2017
  • Communicated with Sellers, buyers and renters to understand property needs, timeline and budget, earning 60% of business through referrals
  • Setup FHA, VA and Conventional loans to ensure they met compliance and trid guidelines
  • Managed high caseload and prioritize them according to importance and deadlines
  • Meticulously reviewed and analyzed the loan application and documentation to ensure the information is complete, accurate, and complies with company standards
  • Examined credit report and worked out credit scenarios that would get an individual approved for a loan
  • Collected and reviewed lease agreements and compared against debt-to-income ratio and other loan requirements to preapprove clients for loans
  • Teamed with inspector and property manager to ensure renovation / rehab loan deadlines were being met, repairs were occurring and draws were being sent to builders
  • Traced loan specific issues and produced resolutions to complex loan problems
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Phelan Hallinan LLP - Paralegal
City, STATE, 08/2012 - 03/2015
  • Efficiently prepared court documents, such as Motions for Relief and Proof of Claims on behalf of clients such as Wells Fargo Bank N.A., JP Morgan Chase Bank and PHH for attorney review
  • Sustained relationships with clients to address and resolve all issues involving court documents to guarantee they are filed correctly on their behalf
  • Applied bankruptcy laws and Pennsylvania Jurisdiction that govern how each document is prepared
  • Assisted Attorneys with completing tasks and projects, while working tight deadlines
  • Collaborated directly with marketing team to refocus client outreach, increasing qualified inbound account leads.
  • Maintained updated knowledge of changing industry, standards and trends related to accounts.

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Resume Overview

School Attended

  • The Pennsylvania State University

Job Titles Held:

  • Account Manager
  • Real Estate Analyst/Team Lead
  • Senior Loan Processor
  • Paralegal

Degrees

  • Bachelor of Arts

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