Possess a diverse background in management, marketing and sales. Received numerous awards for outstanding sales, customer service and leadership. Part of the think-tank which developed the sales/cross-sell process used by Wells Fargo nationwide today.
Worked with vendors via phone and email to educate on tax recovery process. Assisted vendors in filling out required documents, recovered client's taxes paid in error. Processed state required documents for refunds.
Coached, trained, lead a team of 5 Financial Aid Officers in servicing and processing student's aid. Worked closely with Admissions Manager to ensure timely packaging of new students. Managed past due, funded Title IV monies, stipends, private loans and decreased past due from 278% to 8% in four weeks.
Interviewed prospective students and discussed possible funding solutions. Assisted students in filling out their financial aid documents, prepared files for internal auditor. Helped current students manage their funding needs. Received prestigious Sacajawea Award for excellence in customer service.
Created, developed and maintained working/buying relationships with various artists throughout Mexico. Imported hand-made pieces from Mexico to United States. Priced, packaged, sold pieces through various retail outlets.
In charge of growing sales in 3 regions covering TX, AR, OK. Drove business strategies, initiatives and growth strategies for the production of Home Equity products through Wells Fargo Home Mortgage. Conducted field training to area management teams and sales personnel, resulting in increased sales. Presented and participated in sales rallies, problem solved for production obstacles, acted as liaison between Home Mortgage and Equity Direct. Worked with delivery and fulfillment partners to ensure continuous service improvement and troubleshoot on behalf of sales team. Increased total funded volume by 43% in 13 months.
Created and trained a successful sales team of 5-7 banking professionals. Worked within the community to promote branch and bring in new business. Provided excellent customer service while served customer's total financial needs which resulted in increased market share, wallet share and profitability. Hosted daily huddles to create team excitement, spirit and motivated the team to meet sales goals. Performed one-on-ones with team members to track personal development and goals as well as performance standards. Developed and administered budgets, business development goals and schedules. Team received numbers awards for meeting and exceeding sales goals.
Sold retail banking products to existing and new customers. Managed customer portfolios, serviced relationships, cross-sold all products and services while working closely with banking partners to maximum sales opportunities. Received Sales Excellence Award every year in recognition of exceeding maximum sales goals as well as exceptional performance. Received Team Member of the Month Awards, member of the Million Dollar Club, quarterly 5 Star Sales Awards. Selected to help develop current company-wide sales process.
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