Experience

Star Asset Security, LLC

• United States
• Security and Investigations
• 1 - 100 Employee

• Regional Service Manager

  • mar. de 2022 - - actualidad



Sentry Heating, A/C, Plbg & Electrical

• United States
• Facilities Services
• 1 - 100 Employee

• Job Administrator & Service Agreement Coordinator

  • may. de 2018 - abr. de 2022

• Preventative Maintenance Service Coordinator/ Dispatcher

  • ago. de 2012 - may. de 2018

  Dispatch Service Coordinator. We provide services for heating, air conditioning, plumbing and generators.We offer service agreements for preventative maintenance for residential and commercial customers.



Evans Services Inc

• United States
• Consumer Services

• Client Care Representative

  • feb. de 2011 - feb. de 2012

  Scheduled HVAC, Plumbing, Generator & Electrical Service Appointments, answered multiple phone lines, ordered parts & equipment, scheduled preventative maintenance visits & quoted work, managed customer satisfaction surveys, sent out mailers, merged, updated and sold service agreements. Scheduled HVAC, Plumbing, Generator & Electrical Service Appointments, answered multiple phone lines, ordered parts & equipment, scheduled preventative maintenance visits & quoted work, managed customer satisfaction surveys, sent out mailers, merged, updated and sold service agreements.



Dun & Bradstreet

• United States
• Information Services
• 700 & Above Employee

• New Customer Acquisitionist

  • mar. de 2007 - ene. de 2010

  New Customer AcquisitionistEducated new and existing business owners on business credit and ways to establish, improve, and protect their business cash flow. Introduced growth solutions such as: websites, leads direct, and power profiles to help business's increase their total sales and revenue.Maintained an average of 100% of total monthly sales goals for three consecutive years by developing a disciplined daily sales plan and over-achieving daily call expectations.Improved new employee integration by organizing and implementing a mentorship program for new hires to learn one on one from successful team members.Increased personal productivity and commitment to quality by keeping up to date on all required and personal growth DNBU online courses.Compiled a reference library of materials to save up to 45 minutes a day, reduced errors and improved accuracy by 50%.Researched to successfully apply and expedite grant submissions through CCR. Gained knowledge of SBA to improve the customer experience and familiarity of the processes required to obtain government funding.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Teller/Personal Banker

  • dic. de 2004 - ago. de 2006

  Teller / Personal BankerHeld high balance accuracy and demonstrated leadership skills which led to promotion to the Personal Banker position. Informed new customers of all banking products / services to best assist them in meeting their own personal banking needs.Advised customers about checking, savings, CDs, IRAs, Home and Auto Loan products to improve customers understanding of all products and services.Managed wire transfer orders to reduce the percentage of rejections.Showed ability to consistently meet referral goals to improve customer relations.Coordinated Lobby Leader function to increase customer satisfaction by reducing wait time by approximately 5-10 minutes.Assessed individual needs to save time and guide customers to making an effective decision.



Olympia Mortgage Group

• Financial Services

• Operations Assistant

  • ene. de 2001 - ene. de 2004

  Assembled, copied and submitted all loan packets for lender review and approval. Ordered credit reports to examine borrower qualification status and re-scored personal credit scores if needed. Delegated 16 phone lines.Submitted loan applications into various automated underwriting systems which increased turn around times to 48 hours.Calculated mortgage premiums and closing cost as well as scheduled closing dates with all parties for accurate customer cost expectations.Compiled Excel spreadsheet with top five office supply companies' prices and negotiated discounts to reduce office supply cost by over $7K annually.Negotiated a 30% discount off all fax and copier toners which saved the company an estimated $3K annually.Replaced bottled water carrier with a water filtration system that resulted in a savings of $1.2K annually.Baked Otis Spunkmeyer cookies on site everyday to create a home baked feeling for our visitors.



Cason Financial

• Outsourcing

  • 1997 - 2000

  The outsourcing position at Cason Financial was a position where I scheduled and paid insurance premiums from escrow accounts for Mortgage America, Inc. customers. The outsourcing position at Cason Financial was a position where I scheduled and paid insurance premiums from escrow accounts for Mortgage America, Inc. customers.