- Develop and implementation of CRM, company website, social media sites, phone system,and company LLC’s for start-up business- Oversee in purchasing over $180M+ in notes to date while achieving sales growth of 30%year-to-year- Managing book of business- Develop additional strategies to cultivate new leads

- Assist Loan Officer in gathering documents necessary for qualifying loan borrowers- Generate new realtor business through the use of customized, personal marketing plans,including social media outlets- Helped to expand business relations by acquiring new realtor offices- Managed logs for prospects and new leads in order to provide daily updates to loan officer

• Supervise team members and assist in the management of their book of business in addition to exceeding monthly performance goals based on a personal book of business• Handle document request letters, court files, and coordinate with both the underwriting and legal teams to ensure the necessary actions are taken to complete transactions within a timely matter• Generate new business via marketing calls, web site leads, and data bank archives regarding prospective clients• Manage customer relationships through creative problem solving and promotion techniques• Price out annuities and structured settlement policies to determine their true and fair present value• Train new employees on product and services.

• Manage a book of clients while exceeding monthly performance goals. Promoted to Sr. Account Executive within 6 months.• Handle document request letters, court files, and actions necessary to complete transactions in a timely manner• Generate new business via marketing calls regarding prospective clients• Manage customer relationships through creative problem solving.

• Process shareholder transactions focusing on accuracy and quality to ensure a positive client relationship• Prepare internal and external correspondence to communicate with clients, segment groups, and management to resolve client issues• Communicate customer needs within the team framework to promote customer relationships in a high-volume, deadline-driven setting

• Researched funding opportunities for business expansion• Developed advertising and marketing recommendations• Developed and implemented procedures for client retention and referrals

• Modified existing inventory database system to enhance organization efficiencies • Created a custom logistics database which yielded a 20% savings in time• Assisted marketing department to organize annual inventory sales which generated a profit of $50,000 within a one month time period