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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.
- 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.
- 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
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- 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
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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
BBA: Business Administration And Accounting, Expected in 05/2005
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University of Alaska Southeast - Juneau, AK,
GPA:
High School Diploma: , Expected in 06/1999
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Juneau Douglas High School - Juneau, AK,
GPA:
- 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
- AWARE Women's Shelter- Volunteer
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