• Business Development
• Account & Territory Management
• Contract Negotiation
• Working Independently or in Teams
• Group Presentations
• Mentoring, supervising and guiding others
• Group Facilitator
• Branch Management
• Sales & Marketing Planning
• Exemplary Customer Service Skills
• Product Demonstration & Presentation
• Conflict Resolution
• Working With Diverse & Demanding Client base
• Utilization of Support Staff

Primary Duties
Originate, qualify, sell, and close residential and commercial mortgage loans. Create and implement marketing strategy to reach prospective clients. Increase and maintain current pipeline of loan clients at all stages of the sales cycle. Achieve constant flow of new business through marketing campaign of monthly & quarterly mailers, weekly sales appointments with prospective and current referral sources, and daily telemarketing. Clients include: real estate agents, homeowner’s associations, collection agencies, homeowners, and business owners. Developed numerous positive business relationships, generating successful customer referrals.

Servicing clientele. Maintain consistent exemplary customer service to achieve a competitive edge in securing residential and commercial real estate clients. Maintain high level of trust and confidence with all customers; generate numerous customer referrals through communication, marketing, and networking. Clients included: Bank managers, bank loan officers, retail loan officers, collection specialists, homeowners associations, and any other entity responsible for locating loan clients.

Transferrable Skills – Telemarketing, financial planning, financial management, experience with large sales numbers, closing sales transactions, competing for sales honors, managing multiple clients simultaneously, cold calling, warm calling, lead follow up, referral generation, utilizing teamwork to close sales transactions, distinguishing self from competition, business to business marketing & sales, advanced oral & written communication skills, working independently and with a team to complete the sales process.

Primary Duties
Originate, qualify, sell, and close residential and commercial mortgage loans. Create and implement marketing strategy to reach prospective clients. Increase and maintain current pipeline of loan clients at all stages of the sales cycle. Achieve constant flow of new business through marketing campaign of monthly & quarterly mailers, weekly sales appointments with prospective and current referral sources, and daily telemarketing. Clients include: real estate agents, homeowner’s associations, collection agencies, homeowners, and business owners. Developed numerous positive business relationships, generating successful customer referrals.

Servicing clientele. Maintain consistent exemplary customer service to achieve a competitive edge in securing residential and commercial real estate clients. Maintain high level of trust and confidence with all customers; generate numerous customer referrals through communication, marketing, and networking. Clients included: Bank managers, bank loan officers, retail loan officers, collection specialists, homeowners associations, and any other entity responsible for locating loan clients.

Transferrable Skills – Telemarketing, financial planning, financial management, experience with large sales numbers, closing sales transactions, competing for sales honors, managing multiple clients simultaneously, cold calling, warm calling, lead follow up, referral generation, utilizing teamwork to close sales transactions, distinguishing self from competition, business to business marketing & sales, advanced oral & written communication skills, working independently and with a team to complete the sales process.

Primary Duties
Sales of durable medical equipment. Maintain and expand current sales territory. Territory included all of Western Washington from Seattle to Vancouver, WA. Clients included hospitals, nursing homes, administrators, nurses, therapists, maintenance supervisors, nurse’s aids, case managers, and end users. Responsibilities included: Group presentations, product in-services, Medicare & Medicaid training, knowledge of insurance industry, drafting medical necessity correspondence, and thorough knowledge of medical terms and diagnoses. Each week was scheduled in advance based on notes from the previous week’s activities.

Primary Accounts
Serviced over 30 nursing home and hospital accounts in Western Washington for 5 years. Maintained, managed, and increased equipment sales through networking, superior service, product demonstrations, and equipment service presentations.

Management and implementation of account contracts.
Responsibilities included the knowledge and adherence to current account contracts. Contracts were adjusted and renewed based on current and imminent legislation regarding the usage of durable medical equipment. Contracts were also adjusted over time in response to the rise and decline of cost, supply, and demand. When new accounts were acquired, duties included: Negotiating the price of supplied equipment on a monthly/yearly basis and educating support staff on those prices through presentations and informational packets. Negotiated and maintained many facility account contracts. Intervened and mediated when disputes over product pricing arose between support staff and account personnel. Communication between account personnel and support staff was crucial to maintaining long term relationships and creating new ones. Product presentations were essential in educating both groups on the usage and billing of each new product. Accessibility and accountability were paramount in maintaining successful, profitable, and long-term relationships.

Primary Duties
Maximized branch profitability through maximum vehicle utilization and minimum branch overhead. Managers were required to ensure the highest possible utilization of fleet vehicles through a variety of markets. Targeted markets included: 1) Insurance replacement – targeted and developed relationships with Insurance Claims Adjusters and Insurance Agents to encourage customer referrals. Local body shops and automotive service centers were also targeted as clients. 2) Retail Clientele – Local hotels and travel agencies were targeted for potential customer referrals. Primary responsibility for contract negotiations on car rental rates with various airport car rental agencies to accept overflow business during peak times. This increased fleet utility by 5-10% per month.

Training and Development
Dedicated training and development of management trainees was essential for maintaining the branch at peak efficiency. During the training process, I ensured employees learned to effectively answer multiple phone lines, greet and assist customers at the counter in a courteous and professional manner, work collections, fleet maintenance, maintain office supply inventory, sell older vehicles, communicate with multiple automotive repair facilities to check repair status, communicate with claims adjusters for extensions on repair authorizations, achieve weekly sales quotas, and constantly market our services to the community.

Sales Planning
Developed and implemented weekly sales plan to secure new accounts. This included planning weekly sales call activity to body shops, insurance agencies, and insurance claims offices. Weekly and monthly mailing campaigns were ongoing. This schedule was created based on research of the previous weeks/months activities. Each account, old, new, and prospective, was targeted specifically based on contribution to branch vehicle utility. Accounts were assigned to trainees and sales representatives on a priority basis. Delicate relationships were handled personally.

Transferrable Skills – Managing a diverse group of trainees, managing sales representatives, new account generation, crisis management, bad debt collection, managing weekly sales objectives, creating marketing campaign, managing profitability of business unit, accountability to upper management, improved written and oral communication skills, facilitation of group meetings and activities.