Annie Spinks Email & Phone Number

Remote

• Sales and Marketing. Outbound calls; set appointments. B2B sales.• Help people buy, sell and finance businesses.• Face to Face Presentation, analyze financial statements; profit and loss statements, tax documents. Review Cash Flow, Gross Revenue and Net Profit, Business Profile and Non-Exclusive Listing Agreement.

New Braunfels, Texas, United States

• Banking and Financial Services• Provide world class experience to clients.• Recommend banking products.• Resolve client issues for client retention.• Inbound calls• Customer Service

San Antonio, Tx

• Project management. Transition customer service from the U. S.to the Philippines.• Partner with the Executive Response Unit, on Presidentials from CFPB, facilitates higher revenue on the profit and loss statement. Doing the investigations provide the much-needed information to justify Citibank continued policy and procedure utilization.• Assist/draft source cards, what to say to the clients during the calls.• Offshore and Onshore tracking of calls, review and track all incoming emails from various depts. assign agents to completion.• Training agents, listen to calls for coaching/survey disputes to increase productivity, efficiency, metric.• MIS, provide Availability daily and monthly reports, handle time reports to reduce unaccounted time and complaint capture reports.• Assist the Assistant Vice President as needed with various projects, entitlements, inbound and outbound calls reports.• Account investigations, escalation calls, partner with branch staff to resolve client issues preventing negative impact.• Meetings presenter. Selling Banking and Financial Services.• Oversee daily equipment failures and upgrades.• Training to become an Assistant Vice President, online courses, team management. Supervise the team.

Selma, Texas

• Sales and Marketing• Presentations• Credit Applications• Discover needs and analyze financial data• Negotiate terms and conditions

San Antonio, Texas, United States

• Sales and Marketing Banking and Financial Services. S.A.F.E. NMLSR ID 1090774. • Complete credit applications for Citibank North America and CitiMortgage. Customer Service.• Commercial and Residential loans, sold 37 home equity loans and lines of credit monthly consistently.• Monthly sales $1,200,000.00 • Sold 36 group life insurance policies monthly consistently, 11 states