Educate all prospects on financial options Accurately inputs, retrieves and accesses information regarding a customer or prospect from a computer system. Qualify prospects, and enroll customers into programs Build and manage sales pipeline by contacting new sales leads• Follow appropriate procedures for finalizing sale (e.g., disclosures, notification of all fees, permission to submit application, etc.) Sell products and services on inbound customer/prospect inquiry… Show more Educate all prospects on financial options Accurately inputs, retrieves and accesses information regarding a customer or prospect from a computer system. Qualify prospects, and enroll customers into programs Build and manage sales pipeline by contacting new sales leads• Follow appropriate procedures for finalizing sale (e.g., disclosures, notification of all fees, permission to submit application, etc.) Sell products and services on inbound customer/prospect inquiry calls Close call by using consultative selling skills, overcoming objections and offering further assistance and expressing appreciation to customer Met and exceeded monthly sales goals Show less

• Developed a pipeline of business to business lighting retrofit clients• Educated clients on lighting retrofit programs and new lighting technologies• Conducted energy audits to businesses for energy rebate programs• Guided clients through Lighting Rebate programs for both APS and SRP, as well as the Energize Phoenix program• Assisted in client billings and customer service issues• Developed company-wide customer relations documents and procedures

• Managed in-bound and out-bound phone inquiries • Qualified and processed clients for debt settlement programs• Enrolled commercial accounts in credit repair programs

• Coordinated with clients, explaining debt reduction program and processing their enrollment• Reviewed all client paperwork for accuracy, completeness and compliance with Federal Guidelines• Maintained ongoing communication with clients

• Interviewed clients regarding their financial situations and problem-solved various solutions• Conducted consultations for Chapter 7 and Chapter 13 bankruptcies • Involved in start-up of loan modification and credit repair division• Assisted attorney in processing final petitions for bankruptcy filings

• Licensed Mortgage Broker for 9 years• Managed five Mortgage Brokers doing business in the state of Arizona• Recruited experienced Mortgage Professional to originate mortgage loans• Managed and supervised the daily operations of business• Developed Marketing programs to secure new business• Evaluated various Loan Programs and Financing Options to meet Clients’ needs• Performed Human Relations duties and background checks for new hires• Prepared and maintained… Show more • Licensed Mortgage Broker for 9 years• Managed five Mortgage Brokers doing business in the state of Arizona• Recruited experienced Mortgage Professional to originate mortgage loans• Managed and supervised the daily operations of business• Developed Marketing programs to secure new business• Evaluated various Loan Programs and Financing Options to meet Clients’ needs• Performed Human Relations duties and background checks for new hires• Prepared and maintained payroll for staff• Updated and maintained company website• Maintained company records for tax preparation and state audits• Reviewed loan files for quality control for secondary market Show less