Dana Kelhart Email & Phone Number

Quakertown, Pa, Us

Perkasie, Pennsylvania, United States

• Responsible for Origination of both self-sourced and branch referred Home Equity Loans, Lines of Credit, and Mortgages• Utilized Salesforce to prospect future business development • Closed over $2,000,000 in loans in first 6 months

Perkasie, Pennsylvania, United States

• Sourced new and existing business and personal customers to grow deposit and lending portfolio• Ensured operational compliance across the branch which culminated in passed internal and external audits• Supervised all branch operations; Opening & closing procedures, policy compliance, weekly cash flow, monthly cash audits, and schedules• Supported, coached, and trained new and existing colleagues• Utilized Salesforce to prospect future business development• Worked directly with branch MLO to gain knowledge and experience on Residential Lending• Sourced and input over $1,500,000 in Home Equity product applications annually

Quakertown, Pennsylvania, United States

• Supervised all branch operations; Opening & closing procedures, policy compliance, weekly cash flow, monthly cash audits• Supported branch manager in daily coaching and training of new and existing colleagues• Mentored new to bank hires; worked with training department to ensure they perform duties as CSR• Utilized Salesforce CRM to prospect future business development

Warrington, Pennsylvania

• Consistently achieved targeted quarterly revenue goals and maintained a place in the top 10 sales associates in a region of over 60 colleagues• Achieved & maintained superb customer satisfaction• Directly responsible for sourcing over $3 million dollars in closed HELOC applications, over $1 million dollars of closed mortgage referral applications annually

Jamison, Pennsylvania

• Attained a Series 6, Series 63 and PA Life and Health Licenses• Became a Notary Public for Bucks County• Worked directly with Financial Consultant and Premier Advisors to guide affluent customers with investments

Hatfield, Pa

• Utilized sales techniques to generate interest in trading or selling their vehicle.• Utilized CRM to follow up with customers via email and telephone who expressed interest in selling or upgrading their vehicle and to set appointments.• Responsible for 50% of the department's sales goal.

Hatfield, Pa

• Commission only based sales• Planned and tracked personal monthly sales goals.• Utilized knowledge and training from Toyota to sell products. • Daily customer follow-up to initiate/ retain possible business and gather referrals.

Philadelphia, Pa

• Provided unmatched customer service to all clientele, including high-profile guests.• Provided beverage service for all seated guests throughout the restaurant.• Managed inventory of wines, beers, and liquors• Created and marketed seasonal & specialty cocktails

Philadelphia, Pa

• Entrusted to track food and beverage order revenue by hand.• Handled large amount of cash; cash-only establishment.• Responsible to complete daily audit of receipts to ensure all revenue was collected.

Warrington Pa

• Managed associates on the sales floor. • Entrusted to provide the knowledge and inspiration needed to increase sales and customer service on my respective shifts.• Responsible for hitting company directed goals during a timed sales segment for each specific brand category.• Worked with management to find new ways and creative ideas to increase sales.• Held keys & alarm code to open and close the store. Audited cash registers at beginning and end of shift to track revenues and sales performance of all associates. • Accepted daily delivery shipments of new products• Supervised quarterly inventory checks.• Managed floor sets in my assigned category, responsible to plan and direct associates to re-arrange the placement of products and marketing.

South Philadelphia, Pa

Philadelphia

• Manage the OpenTable reservation calendar to ensure proper timing and arrangement of seating reservations based on available waitstaff. • Properly catalogued up to 300-400 guests’ coats & bags per evening• Provided unmatched customer service to all clientele, including high-profile guests.

Bachelor Of Arts - Ba, Psychology

Activities and Societies: Army ROTC, Cheerleading, Snowboarding Club

High School Diploma

Activities and Societies: JROTC, Cheerleading, Swimming & Diving, Volleyball, Softball, Lacrosse, Drama Club, Eagle News (TV Club), FBLA.