Danielle Dilworth Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

- Ensure all clients are met with a positive attitude & welcoming presence when entering my office to finish the documents necessary for their deal.- Verify client information is accurate & make any necessary changes to their deal jacket, including monetary changes. - Ensure clients have a complete understanding of their documents while explaining each item they are signing. - Submit paperwork to lenders in order to obtain approval from finance sources. Make any corrections at lender’s request in order to stay on - Work with Sales Manager to secure a reasonable profit from every sale.- Ensure all paperwork for title, lien, taxes, & trade information are verified. - Establish and meet all monthly objectives set by finance director.- Obtain customer deposits in the form of cash, card or wire transfer.- Ensure deal is submitted to funding, organized & uploaded into the deal jacket for the accounting biller.

Texas, United States

-Develop sales opportunities by researching & identifying potential merchants.- Build relationships with clients by providing thoroughcommunication, data presentations & reassurance. - Ensure that I explain complex information to new and current clients on the chosen partnered software & how it works with our payment processing software.- Set & ran appointments with more in depth conversations with clients to addressconcerns or needs with their current processing.- Exceed goals set by management based on company& merchant needs.- Update records of client information & communication, for proper outreach.- Establish, develop and nurture new business relationships remotely.-Contribute to the team's target, lead generating, & client satisfaction.

Houston, Texas, United States

-Engaging with prospective/current customers via phone, text, and email.-Working alongside loan consultant team to nurture a funnel of customers, contributing to future customers..-Educating customers about the homeownership/refinance process, mortgage terms, and general mortgage rate inquiries.- Stayed up to date on current mortgage rates & the effect they have on existing clients.-Take a consultative approach to help customers overcome hurdles and achieve homeownership goals.-Building rapport and maintaining consistent touch points with customers.-Continuously met and exceeded monthly metrics based on company set goals. -Document and Share customer insight to help improve core technology.

Houston, Tx, United States

-Build long-term business relationships with key clients.-Address customer concerns and complaints, ensuring they reach the prospective parties.-Create sales plans to generate revenue and ways to improve all around guest spends. -Help sales team up-sell or cross-sell services and products.-Set sales and revenue targets and work diligently sales team to meet them.

Houston, Texas Area

-Developed and managed company's presentational system to distribute company news and brand information to targetaudiences. -Created and maintained business relationships with business owners/ managers.-Attend promotion events to spread brand awareness and answer potential customer questions.-Meet with venue owners and managers to discuss ways to improve sales of product brand.-Help team set up all promotional material for activation days and nights.-Transport promotional material to and venue and warehouse. Allocating correct material among team.-Handle confidential company monetary information in order to process brand and team payments.