Chad Etchison Email & Phone Number

San Diego, California, United States

San Diego, California, United States

At Get The Referral, the Manager's primary responsibilities include the entire oversight of the Customer Success Department, and is not limited to; Department KPI's, Reporting, full Management of Implementation Specialists and CSM's within the Customer Success Department, internal account reviews and internal coaching, escalation management, department training, cross-collaborative efforts with multiple supporting departments, new hire hiring and training, process improvement and technical writing.

San Diego, California, United States

At Get The Referral, a Team Lead's primary responsibilities include but are not limited to; Management of Implementation Specialists and Account Managers within the Customer Success Department, internal account reviews and internal coaching, escalation management, department training, cross-collaborative efforts with multiple supporting departments, new hire hiring and training, process improvement and technical writing.

San Diego, California, United States

At Get The Referral, a Senior Account Managers primary responsibilities include but are not limited to; Priority customer account management, client package upsells, maintaining existing partner relationships, business development of new partner relationships, new hire training, process improvement and technical writing, escalation management, and cross collaborative efforts with varying departments such as Marketing, Sales & Product.

Greater San Diego Area

At Get The Referral, primary responsibilities include facilitating the onboarding of new clients, including but not limited to; Account introduction and setup, controlling the build of the application, training for the account managers and sales teams who will be utilizing the product, and continuous support throughout the entire life of the contract as necessary.

Greater San Diego Area

Working within the Residential Lending Department as a Work Director; my main responsibility is to be utilized as a skilled asset to the Customer Service reps., which includes, but is not limited to, developing a consistent level of professionalism and unity across the department, fielding escalated calls, and internal procedural maintenance and management,

Greater San Diego Area

At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), my role was derived from loan servicing. Routine and daily use of Mortgaging Servicing Platform (MSP) was required to maintain on-line information and review and conduct file maintenance.The responsibilities included full management of the Loss Draft Property Claims process, working with both clientele and their insurers in processing, monitoring, and endorsing insurance claim checks, and managing inbound requests from customer service representatives and private branches. Also responsible for conforming to and overall knowledge of: government, investor, and bank rules and regulations applicable to the specifically assigned client and or function.

Greater San Diego Area

As a Closing Specialist, my responsibilities included, but were not limited to; ensuring funding submissions are up to Renovate America standards, obtaining legal documentation from local municipalities to ensure property owner information and funding requests are valid, and working with contractors on obtaining proper documentation when completing a HERO funded project. Led and managed multiple facets of process improvement within the department, including document tracking and legal description auditing.

San Diego, California

-Worked my way up through the restaurant, beginning as a busser/host, then a food runner, and now a food server. -Excellent customer relations, regular clientele, and a strong work ethic.-Use of personal skills to create an experience that will drive a customer back.

La Jolla

As a sales associate for TAG, my responsibilities include, but are not limited to, providing customers with insight and information on how NetSuite and its systems can transform their company and deliver high impact results. Working with NetSuite and its vast array of solution-based products, I will be providing: unique consultation services, varying perspectives on the current market, education directed towards the customer on new systems and outcomes, and continuously build relationships with clientele for future success. - Lead prospecting activities: building and executing marketing plans with emphasis on cold calls, LinkedIn, email marketing.- Establish tools and various means of presenting software through demonstrations to increase client engagement and understanding of product.- Collaborate with team members to plan, compose, and review functionality throughout the organization to address business needs both internally and externally. - Build rapport with clientele and future clientele to expedite sales processes.

-Technical writing between clients and employees-Maintained Twitter, Instagram and Facebook pages for clients-Event planning and coordination of the 2015 Hottest Kitchen Entrepreneur Challenge, ran Twitter and Instagram accounts, worked as a floor representative for the Indiana and Wisconsin events.

Poway

-Fine dining and wedding server-Event coordination and planning-Professional mannerisms and speaking style, elegance is key. -Able to read and interpret a BEO (Banquet Event order)

Bachelor Of Arts, Managerial And Organizational Communications / Minor In Public Relations, Graduated

Activities and Societies: Freshman/Sophomore years spent on PLNU's D2 Baseball teamExcelled in classes such as: Interpersonal.

Education record