Sales Development Representative

• Jun 2023 - Present

Sales Development Representative

• Mar 2023 - Jun 2023

CourseCareers is an intensive online three-month course in technology sales development. The curriculum involved studying the following concepts and skills: - Sales: Basics, Processes, Skills, Terminology, Cycles, and Cadence - Execution of successful Outreach and Discovery - Ideal Customer Profiles and Buyer Personas - In-Depth training in BANT and SPIN Selling - Basic training in utilization of sales tools including: CRMs (Salesforce, Hubspot), Engagement (Salesloft), Sales… Show more CourseCareers is an intensive online three-month course in technology sales development. The curriculum involved studying the following concepts and skills: - Sales: Basics, Processes, Skills, Terminology, Cycles, and Cadence - Execution of successful Outreach and Discovery - Ideal Customer Profiles and Buyer Personas - In-Depth training in BANT and SPIN Selling - Basic training in utilization of sales tools including: CRMs (Salesforce, Hubspot), Engagement (Salesloft), Sales Data (LinkedIn Navigation, Zoomifo) and other platforms Course material also included reading and studying “How to Win Friends and Influence People,” “Fanatical Prospecting,” and “SPIN Selling.” Show less CourseCareers is an intensive online three-month course in technology sales development. The curriculum involved studying the following concepts and skills: - Sales: Basics, Processes, Skills, Terminology, Cycles, and Cadence - Execution of successful Outreach and Discovery - Ideal Customer Profiles and Buyer Personas - In-Depth training in BANT and SPIN Selling - Basic training in utilization of sales tools including: CRMs (Salesforce, Hubspot), Engagement (Salesloft), Sales… Show more CourseCareers is an intensive online three-month course in technology sales development. The curriculum involved studying the following concepts and skills: - Sales: Basics, Processes, Skills, Terminology, Cycles, and Cadence - Execution of successful Outreach and Discovery - Ideal Customer Profiles and Buyer Personas - In-Depth training in BANT and SPIN Selling - Basic training in utilization of sales tools including: CRMs (Salesforce, Hubspot), Engagement (Salesloft), Sales Data (LinkedIn Navigation, Zoomifo) and other platforms Course material also included reading and studying “How to Win Friends and Influence People,” “Fanatical Prospecting,” and “SPIN Selling.” Show less

Member Debt Solutions

• Jun 2022 - Jun 2023

Handles moderately complex to complex work assignments and conducts member research as necessary. Ensures compliance with BSA/AML related laws and regulations, identifies matters of noncompliance, and escalates them for resolution. Contacts members in all stages of delinquency and across all USAA product lines through automated and manual outbound dialing; receives inbound collections and general servicing calls. Determine the member's reason for delinquency and provide customized… Show more Handles moderately complex to complex work assignments and conducts member research as necessary. Ensures compliance with BSA/AML related laws and regulations, identifies matters of noncompliance, and escalates them for resolution. Contacts members in all stages of delinquency and across all USAA product lines through automated and manual outbound dialing; receives inbound collections and general servicing calls. Determine the member's reason for delinquency and provide customized solutions and advice to improve their financial security. Negotiates mutually satisfactory payment arrangements. Completes KYC identity verification, account maintenance, and documents all contact and collection attempts. Identifies unusual customer transaction patterns indicative of suspicious activity; investigating inappropriate and/or fraudulent activity; conducting enhanced due diligence on high-risk customers; escalating issues as warranted to the fraud department. Evaluate whether AML risks and/or red flags are present and escalate as appropriate. Research and respond to inquiries for additional information from internal departments regarding ongoing investigations. Show less Handles moderately complex to complex work assignments and conducts member research as necessary. Ensures compliance with BSA/AML related laws and regulations, identifies matters of noncompliance, and escalates them for resolution. Contacts members in all stages of delinquency and across all USAA product lines through automated and manual outbound dialing; receives inbound collections and general servicing calls. Determine the member's reason for delinquency and provide customized… Show more Handles moderately complex to complex work assignments and conducts member research as necessary. Ensures compliance with BSA/AML related laws and regulations, identifies matters of noncompliance, and escalates them for resolution. Contacts members in all stages of delinquency and across all USAA product lines through automated and manual outbound dialing; receives inbound collections and general servicing calls. Determine the member's reason for delinquency and provide customized solutions and advice to improve their financial security. Negotiates mutually satisfactory payment arrangements. Completes KYC identity verification, account maintenance, and documents all contact and collection attempts. Identifies unusual customer transaction patterns indicative of suspicious activity; investigating inappropriate and/or fraudulent activity; conducting enhanced due diligence on high-risk customers; escalating issues as warranted to the fraud department. Evaluate whether AML risks and/or red flags are present and escalate as appropriate. Research and respond to inquiries for additional information from internal departments regarding ongoing investigations. Show less

Research and Adjustments Analyst II

• Jan 2022 - Jun 2022

- Resolves research and adjustment inquiries within the bank's practices and procedures. - Investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels. - Determines accounting entries and makes appropriate disposition. - Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. - Ensures that all HELOC, Lien Releases… Show more - Resolves research and adjustment inquiries within the bank's practices and procedures. - Investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels. - Determines accounting entries and makes appropriate disposition. - Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. - Ensures that all HELOC, Lien Releases, Judgements, Invoices, and account Closure cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system and financial controls. - Provide support to and training to other researchers within the department. - Handles more complex cases which require analytical and problems

Credit Assistance Specialist

• Dec 2017 - Jan 2022

Takes outbound and inbound calls at Charged-off stage of delinquency. Determine reasons for delinquency on closed charged off deposit and credit card accounts. Research and provides solutions to complex billing problems and inquiries, and negotiate payment arrangements while staying within collections compliance guidelines. Maintain a thorough knowledge of all laws and regulations pertaining to financial crimes, including related fraud laws including Bank Secrecy Act (BSA), USA PATRIOT… Show more Takes outbound and inbound calls at Charged-off stage of delinquency. Determine reasons for delinquency on closed charged off deposit and credit card accounts. Research and provides solutions to complex billing problems and inquiries, and negotiate payment arrangements while staying within collections compliance guidelines. Maintain a thorough knowledge of all laws and regulations pertaining to financial crimes, including related fraud laws including Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC), Anti-Money Laundering (AML), Suspicious Transactions, High Risk Activities and guidelines. Performs tasks in a manner that are compliant with applicable laws and regulations and / or that serve to help the company be in compliance with laws and regulations that apply to the business line the position supports Negotiates settlements and payment arrangements with debt settlement companies that benefit both the client and bank.

Senior Technical Support Analyst

• May 2016 - Dec 2017

- Provides technical support and customer service to the organization's users of phone applications, wifi and hardware (e.g., PCs, servers, mainframes) - Answers questions regarding system procedures, online transactions, systems status and downtime procedures and is typically located within a call center - Collaborates with network services, software systems engineering and/or application development in order to restore service and/or identify problems - Maintains a troubleshooting… Show more - Provides technical support and customer service to the organization's users of phone applications, wifi and hardware (e.g., PCs, servers, mainframes) - Answers questions regarding system procedures, online transactions, systems status and downtime procedures and is typically located within a call center - Collaborates with network services, software systems engineering and/or application development in order to restore service and/or identify problems - Maintains a troubleshooting tracking log ensuring timely resolution of problems - Works with under clearly defined procedures - Understands how the assigned duties integrate with others in the team - Uses existing procedures to solve routine problems - Impacts the accuracy and quality of own work; duties are clearly defined Show less - Provides technical support and customer service to the organization's users of phone applications, wifi and hardware (e.g., PCs, servers, mainframes) - Answers questions regarding system procedures, online transactions, systems status and downtime procedures and is typically located within a call center - Collaborates with network services, software systems engineering and/or application development in order to restore service and/or identify problems - Maintains a troubleshooting… Show more - Provides technical support and customer service to the organization's users of phone applications, wifi and hardware (e.g., PCs, servers, mainframes) - Answers questions regarding system procedures, online transactions, systems status and downtime procedures and is typically located within a call center - Collaborates with network services, software systems engineering and/or application development in order to restore service and/or identify problems - Maintains a troubleshooting tracking log ensuring timely resolution of problems - Works with under clearly defined procedures - Understands how the assigned duties integrate with others in the team - Uses existing procedures to solve routine problems - Impacts the accuracy and quality of own work; duties are clearly defined Show less

Business Development Representative

• May 2012 - Jan 2013

Set and book meetings for Sales Representatives to present EMG’s lineup of products and services to small to medium sized business owners. Drive top-of-the-funnel lead generation for Sales Representatives. Generated new business opportunities each day by cold calling and visiting business owners face-to-face. Built rapport with clients. Strong presentation and communication skills in person, and via phone with customers and prospects. Success with developing prospecting… Show more Set and book meetings for Sales Representatives to present EMG’s lineup of products and services to small to medium sized business owners. Drive top-of-the-funnel lead generation for Sales Representatives. Generated new business opportunities each day by cold calling and visiting business owners face-to-face. Built rapport with clients. Strong presentation and communication skills in person, and via phone with customers and prospects. Success with developing prospecting lists. Demonstrated ability to meet or exceed quotas. Worked collaboratively with Sales and Marketing to find strategic ways to win business. Stayed organized with the ability to multitask, prioritize deadlines, manage time efficiently. Assisted in selling within in a short sales cycle environment. Worked independently with limited direction in a fast-paced environment. Demonstrated a strong desire to consistently meet monthly goals. An entrepreneurial spirit and will to succeed. Provide financial solutions to business owners for better, more reliable payment solutions. Show less Set and book meetings for Sales Representatives to present EMG’s lineup of products and services to small to medium sized business owners. Drive top-of-the-funnel lead generation for Sales Representatives. Generated new business opportunities each day by cold calling and visiting business owners face-to-face. Built rapport with clients. Strong presentation and communication skills in person, and via phone with customers and prospects. Success with developing prospecting… Show more Set and book meetings for Sales Representatives to present EMG’s lineup of products and services to small to medium sized business owners. Drive top-of-the-funnel lead generation for Sales Representatives. Generated new business opportunities each day by cold calling and visiting business owners face-to-face. Built rapport with clients. Strong presentation and communication skills in person, and via phone with customers and prospects. Success with developing prospecting lists. Demonstrated ability to meet or exceed quotas. Worked collaboratively with Sales and Marketing to find strategic ways to win business. Stayed organized with the ability to multitask, prioritize deadlines, manage time efficiently. Assisted in selling within in a short sales cycle environment. Worked independently with limited direction in a fast-paced environment. Demonstrated a strong desire to consistently meet monthly goals. An entrepreneurial spirit and will to succeed. Provide financial solutions to business owners for better, more reliable payment solutions. Show less