◆Formulate pricing policies by reviewing merchandising activities and studying trends.◆Identify current/future customer requirements by establishing rapport with potential and actual customers and other persons in a position to understand service requirements.◆Achieve financial objectives by preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions.◆Determine marketing strategy changes by reviewing operating/financial statements and historical sales.◆Maintain operations by initiating/coordinating program, operational, and personnel policies and procedures.

◆Produce accurate and insightful financial analysis for required areas.◆Effectively communicate within and across departmental lines to provide forum for insightful data.◆Liaise with Finance and Incentive Comp to audit staffing levels and ensure accurate headcount.◆Maintain the master staffing plan for the Global Sales and Marketing organization.◆Liaise with Finance and Field on expense status and variances◆Support development of processes and training materials for Salesforce.com best practices. ◆Liaise with Incentive Comp to develop monthly performance and productivity reporting.◆Provide support to prepare scorecards and other metrics required for monthly business reviews.◆Manage programs and projects as required to support Sales Operations and Field management.◆Respond to Ad Hoc requests for assistance and information in a timely and accurate manner.◆Support Sales Effectiveness Initiatives with consistent status and progression updates.◆Develop spreadsheets, reports, and PowerPoint decks, as required.

◆Assist Sales and Operations management by producing verified bookings/comp information.◆Responsible for knowing Sales Operations concepts, and CenturyLink/Savvis data structure.◆Exercise the ability, without direction, to use various tools required to retrieve all necessary data.◆Several platforms used to generate reports such as: Vantive, Sage, Salesforce, and Hyperion. ◆Proficient with Excel functions such as: VLOOKUP, HLOOKUP, CONCATENATE, et al. ◆Query/retrieve sales, billing, and other data from company internal data warehouses.◆Research and gather data from external databases. ◆Build/maintain ad hoc data sets. ◆Integrate data from various sources such as: Vantive, Salesforce CRM, Sage, and external sites. ◆Verify, calculate, and manipulate information to ensure consistency and accuracy of the data set. ◆Routinely build summary level reports from large data sets. ◆Develop and maintain complex spreadsheets by region for Sales Rep assignment. ◆Prepare drill down and otherwise customized reports for use by Senior Management staff.◆Maintain and update Sales Assignments, management territories, and other reports used daily.◆Verify reports created accurately by cross examining data & functions before transmittal.◆Organize, plan, and manage time efficiently & effectively to complete assignments on time.

◆Managed an average of 45 employees, as well as 2 team leads in the Loss Mitigation field.◆Traveled to other U.S. Bank locations in the United States to educate management staff.◆Management educated on role of Relationship Manager (within the Loss Mitigation Department). ◆Trained/Introduced Loss Mitigation department how to effectively utilize Salesforce.◆Created original Salesforce Policies & Procedures guide to distribute amongst Loss Mit dept.◆Integral part of hiring numerous employees which were added to staff. ◆Led weekly training sessions to educate employees on any new rules/regulations of investors. ◆Coached Relationship Managers on how to effectively evaluate borrower’s financial situation.◆Maintain knowledge of Loss Mitigation rules and regulations to ensure compliance.◆Reviewed interaction between Relationship Manager/Borrower to ensure 5 Star Service upheld.◆Accomplished by side by side evaluation of staff. ◆Feedback also provided immediately and in a monthly one-on-one review.◆Maintained current and robust knowledge of Loss Mitigation regulations.◆Proactively researched upcoming changes in regulations, industry and client user groups.◆Maintained management of performance scorecards to identify coaching opportunities.◆Developed and implemented corrective action plans. ◆Provided direction on how to solve for complex and/or unique account scenarios.