Experience

UPD Urns
• United States
• Wholesale
• 1 - 100 Employee
• Executive Account Director

  • May 2023 - Present


LERETA, LLC

• United States
• Financial Services
• 400 - 500 Employee

• Inside Sales / Account Manager - Mid Mass Markets

  • Sep 2021 - Sep 2022

  • Delivered 5-7 sales presentations and platform demonstrations per month to prospective customers to acquire new business. • Achieved a 20% increase in pipeline volume and new business within first 5 months. • Managed an account base of over 2000 prospects utilizing Salesforce.com to initiate email campaigns and log and capture customer call data. • Created monthly digital marketing campaigns to improve lead generation and sales volume. • Developed and executed monthly sales strategies aligned with a specified customer base to re-engage former clients and generate repeat business • Acquired sales prospects through warm leads, cold calling, and networking from previous customer base. • Fostered lasting partnerships with clients by exceeding business expectations and meeting market needs translating into new business. Show less



Enact Mortgage Insurance

• United States
• Insurance
• 300 - 400 Employee

• Inside Sales Representative

  • Nov 2018 - Jul 2021

  • Surpassed sales goals in 2020 by 122% (totaling $2.5B) and in 2019 by 120% (totaling $1.2B). • Created innovative sales techniques increasing revenue on target-specific accounts: 61% increase in 2020 (with 18 accounts) and 75% increase in 2019 (with 14 accounts). • Increased territorial market share by 5% in 2020 and 4% in 2019.• Created and executed customer call plans using Salesforce.com averaging 600+ calls per quarter.• Traveled to our top client sites quarterly to attend executive meetings, help develop market strategies and strengthen partnerships. • Partnered with account executives to identify client needs, market business offerings and deliver internal support.• Utilized alternative outreach methods to drive sales and create a competitive advantage for the business. Show less

• QA Auditor

  • May 2015 - Nov 2018

  • Performed 150 monthly audits of internal claim processes to improve efficiencies and quality compliance.• Completed 500+ monthly pricing audits to prevent lost revenue and improve our quality assurance program.• Verified and maintained compliance with GSE/CFPB industry rules around loss mitigation.• Trained and mentored 6 staff members & new hires on departmental software system changes.• Performed in-depth User Acceptance Testing (UAT) on systems prior to Risk Department rollout.• Conducted the troubleshooting, diagnosis and resolution of software application issues related to audit systems.• Analyzed 10 monthly reports and conveyed findings to Senior Management.• Prepared and analyzed audit findings to guarantee quality control with approved policies and procedures. Show less



Genworth Financial

• Claims Representative

  • Mar 2012 - May 2015

  • Analyzed, reviewed and settled 250+ claims per month.• Developed strong relationships with servicers to improve claim processing and attain a 98% satisfaction rate around the targeted 45-60 day settlement goal.• Evaluated and audited documentation submissions to ensure accurate claim settlement.• Analyzed weekly reports to validate and maintain a 0% quarterly defect rate.• Partnered with IT personnel on quality assurance testing for new process designs.• Created and modified systems and business standards to satisfy customer demands. • Administered functional, regression, user acceptance, integration and performance testing Show less

• Operations Project Coordinator

  • Oct 2009 - Mar 2012

  • Received and uploaded 8000 files of customer data per month to our image system.• Performed Virtual Desktop trainings for 100 remote employees reducing launch time to within 1 week.• Managed troubleshooting around application issues and achieved 100% resolution standards.• Monitored all aspects of system set up, onboarding, access management and training to 100 remote employees.• Analyzed and improved investigation Excel reports for accuracy and quality before distribution to Department Managers.• Collaborated with Investigations Team Leads to greatly enhance and optimize pipeline management.• Served as leading subject matter expert (SME) for e-investigations system, Virtual Desktop, pipeline management and reassignment concerns.• Organized and facilitated interviews to gather business requirements for Virtual Desktop • initial roll out.• Provided supervision and direction to servicers on how to effectively implement process review enhancements. Show less



Anzio's Pizza, Inc.

• Owner

  • Feb 2005 - Mar 2011

  Built and managed all aspects of a profitable restaurant business. Developed a solid relationship with all customers resulting in repeat business and acted as point of contact for all vendors • Defined and implemented a business plan to secure capital financing by working closely with the SBA and a local attorney • Developed a capacity model to handle all staffing requirements and inventory needs by tracking daily, the highs and lows of customer traffic, thus avoiding overstaffing and constant product availability • Managed for the business, all aspects of accounting, payroll and business tax submissions as well as operations to handle the day to day needs. Show less