Experience

Grace Memorial Episcopal Church

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Registrar

  • Jan 2013 - Present

  Portland, Oregon Area Indexed Grace Memorial Episcopal Church's Paper Registry onto a proprietary Windows Based database. Administered the placement, removal,and transfer of new and existing members from the Member and Visitor profiles within the electronic database. Generated Parish & Diocese reports for Grace Ministry Staff ,Vestry Members, and Episcopal Dioceses of Western Oregon Administrative Manager. Helped Grace Memorial Episcopal Church Communications Coordinator with bulk mailings to parish… Show more Indexed Grace Memorial Episcopal Church's Paper Registry onto a proprietary Windows Based database. Administered the placement, removal,and transfer of new and existing members from the Member and Visitor profiles within the electronic database. Generated Parish & Diocese reports for Grace Ministry Staff ,Vestry Members, and Episcopal Dioceses of Western Oregon Administrative Manager. Helped Grace Memorial Episcopal Church Communications Coordinator with bulk mailings to parish members for various solicitation purposes. Assisted the Grace Staff with the development, installation and administration of an Online Parish Directory Show less



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Client Service Representative III

  • Nov 2010 - Apr 2012

  Portland, Oregon • Responded to financial inquiries by personalizing and relaying accurate information to clients. • Facilitated client’s experience with the Client Center & Company and advanced customer understanding of product offerings. • Delivered personalized service to customers and responded to a variety of product questions. • Performed initial research, and followed up with individual client related issues as needed, monitored status of client’s request, and made outbound calls as… Show more • Responded to financial inquiries by personalizing and relaying accurate information to clients. • Facilitated client’s experience with the Client Center & Company and advanced customer understanding of product offerings. • Delivered personalized service to customers and responded to a variety of product questions. • Performed initial research, and followed up with individual client related issues as needed, monitored status of client’s request, and made outbound calls as requested. • Facilitated call escalation for clients whose requests were not met within established service time frames & practiced de-escalation methods to calm clients down.

• Client Service Representative I & II

  • Oct 2005 - Nov 2010

  Portland, Oregon Area • Sold and serviced financial products over the telephone and the internet to existing and prospective customers in a 26 state area. • Produced annual sales of $1.2 to $1.5 million with a diverse portfolio consisting of checking/savings accounts, debit/credit cards, home equity loans and personal lines of credit. • Achieved excellent customer service guidelines by maintaining great customer satisfaction surveys and consistently exceeded individual revenue goals. • Awards included:… Show more • Sold and serviced financial products over the telephone and the internet to existing and prospective customers in a 26 state area. • Produced annual sales of $1.2 to $1.5 million with a diverse portfolio consisting of checking/savings accounts, debit/credit cards, home equity loans and personal lines of credit. • Achieved excellent customer service guidelines by maintaining great customer satisfaction surveys and consistently exceeded individual revenue goals. • Awards included: Most Improved Salesperson, November 2006. Top Inbound Contact Center Representative, US Bank Call Center, December 2006 through February 2007.



Portland Trail Blazers

• United States
• Entertainment Providers
• 300 - 400 Employee

• Inside Marketing Representative

  • Jun 2004 - Jan 2005

  One Center Court, Portland, Oregon 97221 Persuaded new prospects/current customers to renew/purchase Portland Trailblazer season and 1/2 season tickets, and various game combination packages for professional sports franchise. Offered various payment programs to existing/new customer such as monthly, bi-monthly and yearly payment programs. Monitored new/existing client's status of application. Interfaced with Portland Trailblazer Major Account Managers if Season ticket holders (Individuals/Companies) wanted to purchase/upgrade to Rose… Show more Persuaded new prospects/current customers to renew/purchase Portland Trailblazer season and 1/2 season tickets, and various game combination packages for professional sports franchise. Offered various payment programs to existing/new customer such as monthly, bi-monthly and yearly payment programs. Monitored new/existing client's status of application. Interfaced with Portland Trailblazer Major Account Managers if Season ticket holders (Individuals/Companies) wanted to purchase/upgrade to Rose Quarter Luxury Suites. Show less



Loan Network LLC

• Real Estate
• 1 - 100 Employee

• Inside Marketing Specialist

  • Jun 2003 - Nov 2003

  Vancouver, Washington Same as Summit Mortgage Corporation.



Summit Mortgage Corporation

• United States
• Movies, Videos, and Sound
• 1 - 100 Employee

• Inside Marketing Specialist

  • Sep 2002 - May 2003

  Vancouver, Washington Originated first mortgages with locally based company through various means of communications (primarily telephone and face to face contact). Achieved production goals through time management skills and use of pipeline reports generated by computer system. Delivered different consumer products and services to various customer bases. Identified market and industry trends within different market areas to maximize sales.



US Bank

• Banking

• Inside Marketing Representative

  • Jan 1989 - Aug 2002

  Portland, Oregon Generated between $1.3 to $1.5 million in annual sales revenue for a Fortune 100 firm. Sold consumer and commercial products over the telephone to existing and prospective customers in a 26 state region. Provided detailed instruction on how to use the different products to new/existing clients. Persuaded new prospects/current customers to establish additional accounts within the bank. Monitored client's status of application if immediate decision wasn't available. Tracked and cross referenced… Show more Generated between $1.3 to $1.5 million in annual sales revenue for a Fortune 100 firm. Sold consumer and commercial products over the telephone to existing and prospective customers in a 26 state region. Provided detailed instruction on how to use the different products to new/existing clients. Persuaded new prospects/current customers to establish additional accounts within the bank. Monitored client's status of application if immediate decision wasn't available. Tracked and cross referenced sales results with managerial reports to alleviate any duplicate commission payments to me. Show less