Marketing Director

• Jan 2019 - Present

Sales and Marketing Coordinator

• Sep 2015 - Jan 2019

Provide direct support to CEO, CFO and COO -Communicate marketing plans to verify alignment with senior management’s objectives -Established the marketing budget for AIA CES courses, events and materials -Managing and reporting all AIA CES credits -Initiated market research studies and analyzed findings -Led development of a new goal dashboard in CRM to reduce reporting time and increase accuracy of sales forecasting -Complete weekly/quarterly forecasting and monthly… Show more Provide direct support to CEO, CFO and COO -Communicate marketing plans to verify alignment with senior management’s objectives -Established the marketing budget for AIA CES courses, events and materials -Managing and reporting all AIA CES credits -Initiated market research studies and analyzed findings -Led development of a new goal dashboard in CRM to reduce reporting time and increase accuracy of sales forecasting -Complete weekly/quarterly forecasting and monthly financial reviews for CFO. -Managing and leveraging all Network Partner Programs (MDF, COOP Funds), internal Customer Relationship Management Application (CRM) and AIA CES Courses -Train new Sales Representatives on our CRM program -Mange, coordinate and participate in promotional activities, trade shows, sales meetings (weekly and annual) and AIA CES courses -Initiated preserving brand integrity by monitoring the consistency and quality of marketing content, assisting with new website creation -Developing and implementing campaigns for email blasts and social media -Analyzing results of email and social media campaigns -Managing social media accounts -Arrange travel for Sales staff, agents and engineers

Administrative Assistant

• Jan 2014 - Sep 2015

Responsibilities Include: -Collaborate with all departments to assist with any projects -Provide support to the Call Center -Updating the Commercial and Consumer Loan Policy -Preparing materials for On-boarding and internal training sessions -Sending and receiving new hire paperwork and creating new hire folders -Updated the I9 files for the Bank and Agency -Coordinating and scheduling interviews with potential new hires -Running background checks via ADP… Show more Responsibilities Include: -Collaborate with all departments to assist with any projects -Provide support to the Call Center -Updating the Commercial and Consumer Loan Policy -Preparing materials for On-boarding and internal training sessions -Sending and receiving new hire paperwork and creating new hire folders -Updated the I9 files for the Bank and Agency -Coordinating and scheduling interviews with potential new hires -Running background checks via ADP services -Preparing loan payments that are mailed to the office -Coordinated the company wide Wellness Fair Sept. 2014 -Assisted in coordinating production of company newsletter -Creating internal and external marketing material -Assisted with COBRA letters in absence of my team members -Designed the company shirt for the 2015 Corporate Challenge

Teller

• Sep 2013 - Jan 2014

Responsibilities included: -Processed all cash transactions -Maintained accurate details of each transaction in STellar -Balanced the currency -Balanced drawers and calculated daily transactions -Maintained relationships with banking customers -Provided assistance to the Head Teller as needed