Business Development Manager

• Aug 2023 - Present

Account Executive-Army

• Aug 2022 - Aug 2023

Business Development Manager- C5ISR Programs

• Dec 2020 - Aug 2022

Inside Sales Account Manager

• May 2017 - Dec 2020

Account Manager

• Jun 2016 - May 2017

• Manages over 250 client accounts, including servicing; renews agreements and products related to marketing customer boat inventory • Informs customers of new products, services and other general information including cost estimates • Educates customers on how company advertising tools can help grow businesses and improve efficiency • Creates contracts and agreements for customers to review and sign to add on to existing products and improve marketing traffic • Conduct in depth account reviews if a cancellation is submitted and create a new needs analysis for the customer in an attempt to save the account • Delivers compelling proposals to both existing and new clients Show less

Supervisor Preparation Program

• Feb 2014 - Jun 2016

• Supervised a team of eight agents in a call center environment to successfully accomplish company set goals • Conducted coaching sessions and provided feedback for agents to improve daily call regimens, ensure quality and drive results • Ensured quality control for agent calls in the areas of accuracy and scoring • Maintained team results and provided reports to management, demonstrating agent success • Reviewed contracts with agents and customers to help them understand terms and conditions • Ensured that all agents are complying with laws, regulations, and company standards in all service areas • Responded to potential customer requests; analyzed and reviewed requirements, recommended revisions and a variety of options with customer to meet needs Show less

Mortgage Secondary Market Specialist

• May 2012 - Oct 2013

• Audited mortgage loan files processed by loan advisors for completeness, accuracy, and conformance to financial regulations, Apple Federal Credit Union procedures and Freddie Mac LP Findings. • Assisted the Mortgage Lending Manager with monitoring and reporting to the mortgage advisors and financial processors about loan processing compliance with all regulations, credit union policies and procedures, and secondary market compliance. • Analyzed mortgage payoff data and assisted with the development of financial charts, graphs, and reports. • Monitored loan growth data versus payoff data taken to ensure financial goals are achieved. • Processed monthly check payments as well as mortgage payoffs. • Tracked all data for loan servicing using financial spreadsheets to monitor Freddie Mac loans. Show less