Anna Decio Email & Phone Number

Understand and support the needs of new entrepreneurs seeking funding Nurture long-term opportunities and relationships in our sales pipeline Collaborate successfully with the Sales team to optimize productivityEngage and qualify interested entrepreneurs , helping them explore further by connecting them with one of our subject matter expertsConnect only with warm leads, take inbound calls and/or email inquiries Manage a pipeline while handling high volume outbound calls Communicate our services clearly and be able to react to objections and competitive questions Proactively organize tasks, lead pipeline and campaigns to meet milestones and quarterly objectivesInteract professionally, both verbally and written, to customer inquiries and concerns

Salt Lake City, Utah, Us

Made 100+ outbound calls daily prospecting potential new clientsGrew existing business by continuing relationships introducing new offers to past clientsRecruited and Screened potential New Loan Officers for internal employmentManage campaigns by inviting and confirming Real Estate agents to events

Provided sales support through high volume cold calls overseeing approximately $20 million per year in new businessSet an average of 15 + meetings per week totaling 780 per yearSent out 40 emails daily to prospective clients aiming to increase salesConsistently met metrics for calls, meeting, emails, and closingsEvaluated client needs and offered packages based on said needsOversaw client satisfaction by monitoring process from inception until completion

Responsible for all new and prospective loan applications in the preparation of all loan documents from the beginning of the loan application until processingResearched loan applicant's credit history, as well as employment, rent, and mortgage historyAssisted applicants and provided them with loan packages that best suited their needsContacted prospective clients with loan information, interest rates, and other loan packages available to them

Assisted Account Executives with prospective clients utilizing benefits packages built based on individual needsScheduled appointments for Account Executives to meet with clientsContacted established clients for any changes and informed of new services and packages that might be more feasible for the client's needsResearched potential clients and presented the various benefits packages based on company needs to meet company and employee objectivesPrepared and mailed out benefits packages to prospective and established clientsDaily input client information into the company database and updated customer informationUtilized multi-lined phone to handle high volume calls both inbound and outbound