Operations Manager

• Aug 2021 - Present

New Client Enrollment; Sales

• Aug 2020 - Aug 2021

Field a volume of leads to facilitate the program application process and conduct outbound follow up calls to maintain a sales pipeline of 75+ leads. Engage clients over the phone who have made online purchases of personal growth content and taking them through an extensive consultative process selling them the benefits of the company’s personal and professional growth coaching programs and drive the transaction to client enrollment. Client lead base is remarkably diverse including US and international clientele which include top executives of Fortune 500 companies and entrepreneurs wanting to take their productivity and success to their highest performing level. Representing very well-known New York Times bestselling authors and renown thought leaders in personal and professional growth development.

Senior Debt Consultant; Sales

• 2015 - Aug 2020

Serve in a senior role to provide leadership support and sales of several debt consolidation services from the Freedom Debt Relief product line to customers struggling to meet their current financial obligations. Enter into thoughtful conversations with customers from leads generated through a network of financial partners or from direct solicitation to uncover the need, gain a commitment and bring them through a quick underwriting process. Advise, counsel and guide prospects through a variety of program alternatives to connect them with the best product in meeting specific financial goals through demonstrated product knowledge and industry expertise. Field a heavy volume of inbound communication to facilitate the program application process and conduct outbound follow up to maintain a sales pipeline of 100+ leads per week. Quickly engage customers who have expressed interest in obtaining debt relief counseling to sell them on the benefits of the company’s programs and drive the transaction to close as quickly as possible. Collect required financial documents and information to move the transaction to underwriting and arrange a closing call to complete the process. Serve as an informational resource to junior level consultants and mentor new hires to gain efficiencies and support higher levels of achievement and performance. Participate during department meetings to provide regular sales updates and forecasts with recommended initiatives to achieve monthly sales goals. Consistently achieved “$1M Club” winner as being within the “Top 10%” in debt settlement program enrollment sales and close rate throughout tenure.

Mortgage Banker

• 2012 - 2014

Served on a high-volume sales team with a focus on residential loan production, loan quality and profitable direction of the branch to accelerate business growth. Guided buyers through the sourcing of financing options to expedite the lending process and reviewed transaction documents for completeness, accuracy and adherence to state rules, regulations and good faith practices. Gathered applicant financial information including income, assets, investments, debt, credit history, bankruptcies, judgments, liens, and characteristics of property to support determinations. Evaluated the loan portfolio to monitor progress to the next milestone and assisted the team in increasing loan quality, lock-in loan agreements and overcome underwriting roadblocks and challenges. Monitored production metrics and balanced workloads to ensure an ongoing, active pipeline of loans in process is maintained. Confirmed that underwriting and funding requirements were clearly in place and understood by customers to prevent delays in meeting closing targets. Followed a disciplined approach to maximize and enrich the flow of desirable loans aligned with the company’s target business and appetite for risk. Participated in frequent branch, district and regional meetings to stay current on industry indices and changing regulations. Consistently achieved and exceeded loan production and volume of a $4M monthly target.

Sales & Business Development

• 2011 - 2012

Played an integral role in achieving sales targets for the largest privately-owned jewelry retailer in the United States. Cultivated a relational selling environment to improve the customer experience and preserve customer retention and brand loyalty. Explored the needs and priorities of each customer by asking open-ended questions and reading non-verbal cues to better anticipate and determine customer requirements. Contributed to visual directives of product displays and re-adjusted the showroom to accommodate special sales events and in-store promotions. Recognized as consistently being among the top selling team member among 15 other sales staff both years of employment.

Sales & Business Development

• 2009 - 2011

Served as highly visible sales and business development representative by championing the company culture and values of a company that specializes in trending and custom designs. Built and nurtured life-long relationships with customers by consulting with and assisting customers on jewelry selections based on individual needs and customized requests. Maintained a high-volume of repeat customers and referrals through active engagement during each visit and sourcing customized products to fit each occasion. Created in-store marketing events, organized special sales and designed engaging merchandise displays to promote interest in new items and boost retail sales. Partnered with non-profit organizations and charity events to increase brand awareness and recognition among community residents. Provided customers with a positive shopping experience and followed standard operating procedures in completing sales transactions and safe handling of cash, credit cards and checks. Received numerous sales awards for being ranked #1 is sales among 4 sales associates every year throughout tenure.

Office Manager/Administrative Assistant

• 2006 - 2008

Managed the office cadence for a busy real estate office by performing a variety of administrative, management and HR responsibilities. Coordinated business and office activities to maintain continuity of workflow and preserve a smooth-running office. Created correspondence, training materials, department reports and marketing materials. Reviewed and managed office new hire 1099 contracts and responded to various HR-related inquiries. Maintained the MLS system by creating new entries, pulling reports and tracking activity. Held Real Estate license for 10 years.