Experience

Sunlight Financial

• United States
• Financial Services
• 100 - 200 Employee

• Senior Relationship Manager

  • May 2021 - Present

  Partner in managing Operations Department for the Home Improvement lending business at Sunlight Financial● Managing business development by providing support to management and administrative staff for all departments● Streamline and redefine personal roles and operational processes to increase overall efficiency● Partnering with various departments within Sunlight Financial to aid in 12+ successful release updates to our platform● Committed to advancing the company mission by honoring our core values● Nominated for 3 company badges: 1) Passionate, 2) Talent-Focused, 3) Genuine● Senior Member of the Sunlight Financial Culture Club 2019-Current Show less

• Associate Relationship Manager

  • Feb 2020 - May 2021

  Partnered in creation of the Relationship Management department in the Home Improvement lending business at Sunlight Financial● Successfully on-boarding and training 50+ newly hired employees● Successfully resolved customer complaints at a rate 30% higher than company average

• Account Manager

  • Sep 2019 - Feb 2020

  Led and created the role of Account Management in the Home Improvement lending business at Sunlight Financial● Successfully created customer retention programs and framework for future processes● Successfully on-boarded and trained 100% of customers● Increased customer volume by at least 26% YOY

• Inside Sales Associate

  • May 2019 - Sep 2019

  Hired to be a part of a small group of individuals creating the Home Improvement lending business at Sunlight Financial● Identified and maximized sales opportunities, and increased customer retention rates



Red Ventures

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Sales Professional

  • Mar 2017 - May 2019

  Maintained a consistent performance of 36.6% with center average being 30% ● Top 5% Sales Agent for 6 out of last 12 months ● Culture Carrier award in March 2017 ● Successfully closed 20-30 inbound calls per day ● Completed outbound sales calls ● Self-Coached post-sold/lost calls to identify changes needed Maintained a consistent performance of 36.6% with center average being 30% ● Top 5% Sales Agent for 6 out of last 12 months ● Culture Carrier award in March 2017 ● Successfully closed 20-30 inbound calls per day ● Completed outbound sales calls ● Self-Coached post-sold/lost calls to identify changes needed