Oral, written, and interpersonal client communications
Proficient knowledge of Microsoft Word, PowerPoint, Excel
Creative knowledge of Adobe Acrobat Pro, InDesign, Illustrator, Photoshop and AutoCAD Engineering
06/2014 to Current
Marketing AssociateStifel Bank & Trust
Assist with art production as needed (print campaigns, logos, e-mail signatures, compliance approvals, etc.) Event planning and coordination for Stifel sponsored events such as luncheons, seminars, expos, and volunteer work Assists with the collection, organization, assigning, and recording of all creation requests Act as first point of contact for status checks related to creation requests Seek out new processes, methods, opportunities, and ideas to help make the Marketing department more efficient Work collaboratively with the marketing team, managers and graphics associates to maintain updates to the department's Portal pages so that content stays fresh and relevant while meeting with compliance regulations Use project management skills to coordinate and track the timing and expiration of assignments Perform product research for any new regulations or home loan practices that need to be conveyed to clients through our in house lenders Participates in recruit and trainee meetings Maintain a consistent stream of communication between the marketing team, FA's, Loan Advisors, and Realtors, through the use of oral, written, and interpersonal communications Manage the inventory and order new materials when stock is getting low Assist loan officers at community outreach events to help inform the public of any Stifel products or services that are available to them.
09/2013 to Current
Berkshire Hathaway Home Services Select Properties Perform Buyer's presentations to perspective and returning buyers to inform them of home buyer procedures Research property listings and accompany clients to property sites that fit their desired criteria Draw up sales contracts and occasional leases Provide print materials, post yard signs, and perform hostess duties for any area open houses being held by members of the team Maintain customer communication via phone, email and in person contact Assist in the coordination of daily, weekly and monthly mailings for the team Assist with client events and giveaways such as annual yard sales, appreciation dinners, and Six Flags or Cardinals Day ticket Specials Market team listings via social media and print materials Remaining supportive and nurturing to clients during their transitions and addressing any questions or concerns they have during the purchasing process Tracking goals by the use of Excel charts and graphs Keeping up with the latest technology to stay engage with old, new, and potential clients Various administrative tasks Review all contracts and adhere to deadlines of each Keep all parties such as clients, title companies, lenders, and agents to the contract consistently informed of the process and deadlines Creating Facebook ad campaigns Coordinating inspections of properties Create Comparative Market Analysis, (CMA) documents as support materials when addressing client concerns about homes they may purchase.
10/2011 to 05/2013
Retail Sales Representative
For two separate entities Sprint / Wireless Vision (T - Mobile) Provides exceptional customer service to individuals visiting the wireless store, including greeting customers, answering phones and assessing their needs.
Exceed monthly revenue goals through acquiring new customer accounts, maximizing existing customers' accounts to identify revenue opportunities, and excelling in quality metrics.
Participate in marketing efforts to solicit new business, including but not limited to outbound calling, community involvement, outreach programs, and promoting the brand inside and outside the store/retail location.
Assist with all functions within a retail store in compliance with company policies and procedures.
Work with store management in opening, closing and operating the retail facility, including but not limited to cash handling, inventory count and deposits as governed by operations control standards.
Complete accurate paperwork and transactions according to company policies and procedures.
Share customer experience with the rest of your team including Management during weekly scheduled meetings Ensure maintenance of store appearance, back room, restrooms and individual work area according to the retail store standards.
Assist in other tasks, duties, or projects as assigned by management.
Assist customers with service activations, changes and bill payments, responding to billing inquire equipment replacement; selling accessories and processing price plan changes and upgrades.
Assist in maintaining store appearance, inventory counts and merchandising standards.
Build customers confidence by making their experience comfortable, simple and solving their issues.
Engages in service selling and right fitting the customer with the appropriate total technology solution.