Precise and organized with extensive knowledge and experience. Natural leader with exceptional skills in Accounting, Finance, Sales and Customer Relations. Manages competing priorities with organized and resourceful approaches.
Accomplishments
Received the highest customer service rating of any other producer within Wells Fargo Home Mortgage nationally.
Supervised team of 25 other Mortgage Consultants to oversee sales of ancillary products offered by Wells Fargo Home Mortgage.
Proficient with Microsoft Word, Excel, Quickbooks and multiple CRMS.
Created a company-wide, comprehensive training program for all sales team members.
Ranked #1 in Alaska for 2 years in a row for mortgage loans closed.
Ranked #1 and #2 Nationally for the most Health Insurance policies sold for United Health Care and Cigna.
Skills
Problem Solving
Data and Trend Forecasting
Marketing Strategies
Computer Proficiency/Quick Books/Microsoft Office Suite
Customer Service
Verbal and Written Communication
Client Retention
Business Needs Analysis
Time Management
State & Federal Regulation Compliance
Proactive and Self-Motivated
Account Auditing
Financial Calculation and Analysis
Precision and Accuracy
Bill Payment and Recordkeeping
Financial Closing Reports
General Ledger Management
Expense Reports
Work History
Marketing, 07/2021 - Current Five Star Quality Care, Inc. – Olympia, WA,
Identified appropriate marketing channels and target customers for campaigns.
Developed campaigns and specific marketing strategies for clients.
Completed in-depth reviews of market conditions and customer preferences for lead generation for specific industries.
Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans
Worked within budget parameters to bring increase of at least 25% to each customers profit margins.
Life and Health Insurance Broker, 04/2012 - 07/2021 Fidelity D & D Bancorp, Inc. – Dunmore, PA,
Exceeded corporate quotas for monthly policy sales.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Promoted ancillary products and services using upselling and other sales strategies.
Maintained high standards of customer service by building relationships with clients.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
Maintained 100% customer service satisfaction reviews.
Owner/Marketing and Promotional Products Sales, 10/2006 - 04/2012 Alaska Promotions – City, STATE,
Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline.
Brought Customer Satisfaction Index levels from unsatisfactory to levels acceptable to manufacturer.
Expanded customer base and boosted profit within product line.
Managed day-to-day business operations
Monitored market conditions to set accurate product pricing and take advantage of emerging trends
Created and monitored promotional approaches to increase sales and profit levels of over 150% annually.
Mortgage Consultant, 12/2004 - 01/2009 Wells Fargo Home Mortgage – City, STATE,
Developed and maintained relationships with local real estate agents.
Handled any conditions sent from underwriting departments.
Reviewed loan files and updated to match current standards.
Oversaw sales and underwriting processes of mortgage lending office.
Explained different types of loans pertaining to client situations.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Oversaw other agents production in ancillary products.
Taught First Time Home Buyer classes allowing new home buyers to utilize purchase incentives.
Top Producer 3 years consecutively, setting closing records for Alaska Mortgage Loans.
Office Manager, 06/1999 - 12/2004 Company Name – City, State,
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
Updated reports, managed accounts and generated reports for company database.
Used accounting software to prepare weekly and monthly financial reports.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Prepared itemized statements, bills or invoices and recorded amounts due for items purchased or services rendered.
Assisted management with annual expense plans to strategically track income or revenue.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Monitored status of accounts receivable and payable to facilitate prompt processing.
Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
Maintained clean and organized files by keeping accounts payable records up-to-date.
Managed payroll data entry and processing for 125 employees to comply with predetermined company guidelines.
Oversaw all data entry and reporting for multiple different Construction Unions.
Reconciled and Submitted all Workers Compensation and Liability Insurance Reports.
Negotiated with Vendors for optimal pricing on upwards of 7 projects at any given time, totaling up to $200M
Education
BBA: Business Administration And Accounting, Expected in 05/2005 - University of Alaska Southeast - Juneau, AK, GPA:
High School Diploma: , Expected in 06/1999 - Juneau Douglas High School - Juneau, AK, GPA:
Affiliations
Big Brothers/Big Sisters Volunteer
Chamber of Commerce
Juneau Montessori School-Board of Directors
RotarAct Member
Marley's Mutts Dog Rescue- Board of Directors & Volunteer
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