Belinda Morales
Relationship Manager at Confluent Strategies- Claim this Profile
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Bio
Credentials
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FCRA (Fair Credit Reporting Act) Certified
Consumer Data Industry Association -
Louisiana Life Insurance
State of Louisiana
Experience
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Confluent Strategies
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United States
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Financial Services
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1 - 100 Employee
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Relationship Manager
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Feb 2022 - Present
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Vice President
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Jul 2005 - Dec 2021
Sales & Marketing Agent for Equifax Credit Information Services in key markets. Engage in key contract negotiations and created RPF responses. Monitor business trend forecasts and modifies budgets to ensure optimal profitability. Ensure adherence to compliance protocols in collaboration with cross-functional internal departments. * Leverage leadership expertise to oversee a multi-product line portfolio valued at a consistently increasing $9M. * Collaboratively construct impactful plans to promote revenue growth and capitalize on business opportunities. * Initiate robust industry relationships and customer partnerships based on trust and rapport. * Serve as a company representative by promoting its public profile through presentations at multiple events, including industry conferences. * Deliver exemplary training by conducting comprehensive training sessions. * Demonstrate business acumen by generating new business in existing markets and developing new regions. * Consistently attain or surpass annual growth quotas ranging from 5 to 12% YOY (year-over-year). * Recently exemplified consultative selling expertise by securing two clients in multi-year contracts and steering revenue growth by 200%/100% through additional product line integration in the clients' respective companies. * As a partner of Noesis Data, I collaborated with other executives in developing INNOVATIVE ANALYTICS - a web-based portal for small to mid-size financial clients to use in performing various risk management functions. The portal utilizes predictive analytics to effectively identify and quantify unknown risk within consumer loan portfolios at aggregate and individual loan levels. The enterprise is a separate entity from Noesis Data but owned by that company. Show less
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Education
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Louisiana Tech University
Bachelor of Science, Finance