Experience

HomeXpress Mortgage Corp

• United States
• Financial Services
• 100 - 200 Employee

• Sales Training Manager

  • Sep 2020 - Present

  Orange County, California, United States

• Corporate Trainer

  • Sep 2020 - Present

  Santa Ana, California, United States



Yardi

• United States
• Software Development
• 700 & Above Employee

• Account Manager, Resident Screening

  • Jun 2019 - Sep 2020

  Santa Ana, CA • Implement, train, and monitor Yardi’s real estate management software, supporting real estate property management executives and staff • Monitor the performance of assigned accounts, and work with clients to create policies, procedures and work flows • Create and deliver quarterly/monthly account performance reports and analysis • Provide recommendations to improve client property performance • Drive resolution for all issues related to client requests • Coordinate meetings… Show more • Implement, train, and monitor Yardi’s real estate management software, supporting real estate property management executives and staff • Monitor the performance of assigned accounts, and work with clients to create policies, procedures and work flows • Create and deliver quarterly/monthly account performance reports and analysis • Provide recommendations to improve client property performance • Drive resolution for all issues related to client requests • Coordinate meetings with client executives and other key partnership members Show less



Renewal by Andersen

• United States
• Construction
• 700 & Above Employee

• Customer Experience Manager

  • Jan 2018 - Aug 2018

  Lake Forest, California • Day to day interaction with current & prospective customers to assess their needs, present available company products and services that will meet those needs and convert a high percentage of those presentations into sales that create “delighted customers” and profitable sales for the company • Ensure project installations are going smoothly and follow up after projects have been completed to ensure customer satisfaction • Work as a liaison between the customer and the internal teams to… Show more • Day to day interaction with current & prospective customers to assess their needs, present available company products and services that will meet those needs and convert a high percentage of those presentations into sales that create “delighted customers” and profitable sales for the company • Ensure project installations are going smoothly and follow up after projects have been completed to ensure customer satisfaction • Work as a liaison between the customer and the internal teams to address any customer irritation and resolve all issues in a timely manner • Train the Trainer - Train staff and reps on the RbA Signature Service Platform Show less



National General

• United States
• Insurance
• 700 & Above Employee

• Executive Relationship Manager

  • Oct 2015 - Dec 2017

  • Lead in National General Insurance enterprise level projects and initiatives ensuring delivery of contracted solutions • Manage day to day activities as the primary contact to achieve goal of client onboarding, integration, retention and highest level of client satisfaction while achieving profitability • Establish and maintain executive level relationships within existing clients to assist with proactive issue resolution and communication • Retain existing clients through customer… Show more • Lead in National General Insurance enterprise level projects and initiatives ensuring delivery of contracted solutions • Manage day to day activities as the primary contact to achieve goal of client onboarding, integration, retention and highest level of client satisfaction while achieving profitability • Establish and maintain executive level relationships within existing clients to assist with proactive issue resolution and communication • Retain existing clients through customer service and continue to build long term, strategic relationships by continually promoting the National General Insurance value proposition • Identify cross sell opportunities and enhance existing products or create new products to meet client needs Show less



QBE Insurance

• Australia
• Insurance
• 700 & Above Employee

• VP, Sales

  • Jan 2010 - Mar 2015

  Irvine • In collaboration with Sales and Account Management teams, assist in development and execution of strategic sales initiative activities to integrate Consumer Marketing products (Renters and Home/Auto) into targeted Financial Institution accounts and prospective accounts as well as Multi-Family Housing and Affinity channels • Identify and lead in development and execution of sales initiative activities to integrate Consumer Marketing products into non-targeted Financial Institution accounts… Show more • In collaboration with Sales and Account Management teams, assist in development and execution of strategic sales initiative activities to integrate Consumer Marketing products (Renters and Home/Auto) into targeted Financial Institution accounts and prospective accounts as well as Multi-Family Housing and Affinity channels • Identify and lead in development and execution of sales initiative activities to integrate Consumer Marketing products into non-targeted Financial Institution accounts and prospective accounts, including; small to mid-sized Financial Institution, Credit Union and Community Bank channels • Perform ongoing analysis and provide recommendations for additional market product needs and development Show less



ZC Sterling

• Quality Assurance Quality Control Manager

  • Aug 2006 - Jan 2010

  Irvine • Establish policies and procedures for Quality Control department • Perform Quality Audits of agent phone calls for all programs to ensure agents' ability to deliver positive customer experience and ability to comply with program specific scripting and procedures • Develop reporting and provide analysis of data relevant to Quality Audit scoring to Operations • Conduct internal audits of processes and procedures to ensure compliance and quality results • Collaborate with… Show more • Establish policies and procedures for Quality Control department • Perform Quality Audits of agent phone calls for all programs to ensure agents' ability to deliver positive customer experience and ability to comply with program specific scripting and procedures • Develop reporting and provide analysis of data relevant to Quality Audit scoring to Operations • Conduct internal audits of processes and procedures to ensure compliance and quality results • Collaborate with internal/external customers to maintain client specific procedures that enhance business process and results • Write, edit, & create procedures for 14 different clients and upload to company’s Intranet Show less



Los Alisos Interdmediate School

• Educator

  • Sep 2000 - Jun 2006

  Mission Viejo, CA • Taught 8th Grade English curriculum as defined by SVUSD • Taught 7th & 8th Grade Choir • Established Theatre Arts Department