Douglas Zade

Client Care Specialist at eMortgage Funding LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Detroit Metropolitan Area

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5.0

/5.0
/ Based on 2 ratings
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LinkedIn User

Trusting advisor is the phrase that comes to mind when I think about Doug. I’ve had the pleasure of getting to converse with him after CMTS 2019 show which transitioned into a collaborative dialogue on identifying the improvement areas at YYZ Lighting Inc. and how Plex can help solve them. I was impressed with Doug's ability to listen and comprehend YYZ Lighting Inc.'s manufacturing processes, addressable areas for improvement and provide potential solutions. Doug would be a true asset for any positions requiring identifying customer projects and providing creative solutions. This comes with my heartfelt recommendation.”

James Blackmore

Doug was my BDR at Plex in 2019, helping me take the Plex Manufacturing Cloud message to Canadian manufacturers. He attacked the role with great enthusiasm and was integral to the success we had. Doug brought a high level of energy, an attitude of continual improvement, and a sincere desire to help customers be successful. If you're looking for someone to do the heavy lifting involved in generating top of the funnel opportunities, Doug is your guy.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Care Specialist
      • Aug 2020 - Present

      • Assists in originating first mortgages, selling, processing, closing and funding mortgage loans • Builds relationships with customers through selling new programs, resulting in enhanced financial awareness and efficiency • Assists in originating first mortgages, selling, processing, closing and funding mortgage loans • Builds relationships with customers through selling new programs, resulting in enhanced financial awareness and efficiency

    • Lebanon
    • Architecture and Planning
    • 1 - 100 Employee
    • Associate District Manager
      • Jan 2020 - Aug 2020

      • Be an ADP ambassador by spending time working within a protected geographic territory to close sales, win business, and reach sales goals • Implement a sales strategy targeting key decision makers and business owners to build a network and drive business • Maintain excellent customer relations with both internal and external customers by connecting customers businesses needs with ADP cloud-based HR solutions, 401(k), payroll and workers' compensation needs • Be an ADP ambassador by spending time working within a protected geographic territory to close sales, win business, and reach sales goals • Implement a sales strategy targeting key decision makers and business owners to build a network and drive business • Maintain excellent customer relations with both internal and external customers by connecting customers businesses needs with ADP cloud-based HR solutions, 401(k), payroll and workers' compensation needs

    • United States
    • Software Development
    • 1 - 100 Employee
    • Enterprise Business Development Representative
      • Dec 2018 - Oct 2019

      • Strategically prospecting accounts (Automotive Suppliers, Aerospace, Food and Beverage, High Tech and Electronics, Industrial and Precision Metal Forming | $10 million - $1 billion) to generate Sales Accepted Leads selling cloud-based ERP, MES and QMS modules; total sale ranging on size of business ($50,000 - >$1 million); resulted in highest number of meetings in territory history and exceeding activity and quota attainment: Q2 FY19: 113%, Q3 FY19: 93% | May 160% • Generating qualified leads and building sustainable pipeline through prospect qualification and cadence analysis by interacting with C-Level Executives and folks with IT, Operations and Quality personas • Advanced training in MEDDICC methodology and the Essence of Plex; translated to Enterprise team using MEDDICC qualification criteria template I created • Mastery of programs such as Salesforce, SalesLoft and LinkedIn Sales Navigator • Assist Account Executives with personalized campaigns, webinars and customer tour events which result in high activity numbers and attendance Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Service Specialist
      • Feb 2018 - Sep 2018

      • Acted as a liaison between clients of the firm and across all operations departments; results in following and owning issues from discovery to resolution while specializing in three systems: Client Center, Relationship Management Center & Reports Center • Determined best methods to assist and log a minimum of 40-50 phone calls for financial advisors or sales assistants across the country on a daily basis via phone calls and GoToAssist to access their desktop and hold one-on-one meetings to resolve simple and complex issues regarding reports in Microsoft Office Suite and maintenance in client accounts • Volunteered in the New Accounts department to help alleviate their backups, reduce their current SLAs and become a Subject Matter Expert (SME); resulted in accelerating their year-end processing goal (8,000/10,000 documents processed in three months) and becoming an in-house expert upon return (20-30% of daily calls are New Accounts related) Show less

    • United Kingdom
    • Spectator Sports
    • 200 - 300 Employee
    • Professional Tennis Player
      • Aug 2017 - Jan 2018

      • Competed in professional tennis tournaments while also in search of a full-time position • Participated in various tennis clinics to provide learning opportunities for tennis players spanning a wide-range of ages and abilities, including those with disabilities • Competed in professional tennis tournaments while also in search of a full-time position • Participated in various tennis clinics to provide learning opportunities for tennis players spanning a wide-range of ages and abilities, including those with disabilities

    • Internships
      • Jun 2015 - Jul 2017

      • Various internships during and after school with companies such as Retail Properties of America (RPAI), Merrill Lynch, Bedrock Detroit and Quicken Loans • Various internships during and after school with companies such as Retail Properties of America (RPAI), Merrill Lynch, Bedrock Detroit and Quicken Loans

    • United States
    • Higher Education
    • 700 & Above Employee
    • Member of the MSU Varsity Tennis Team
      • Aug 2011 - May 2015

      • Longest winning streak in program history at 3 doubles (12-0) and first ever program birth at NCAA’s • Adapted to a rapidly changing schedule and time constraints due to 25+ hour weeks of athletics, coupled with extensive travel while maintaining an above 3.0 cumulative GPA • Identified and resolve issues through communication with a wide range of personalities and playing styles to effectively build team chemistry with teammates and coaches • Created motivational techniques to lead and inspire team performance in and out of the gym while recognizing my responsibility to represent the university in a credible manner by being attentive, punctual, and respectful • Recruited walk-on to a Big Ten Division I athletic team while earning athletic scholarship Show less

Education

  • Michigan State University
    BA, Interdisciplinary Studies in Social Science | Economics Cognate
    2011 - 2016
  • Grosse Pointe North High School
    High School Diploma
    2007 - 2011

Community

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