Danielle Mccoy Email & Phone Number

Hillsboro, Or, Us

Remote

-Consistently exceeding sales goals by providing a consultative approach to homeowners looking toaccess home equity- Single point of contact for homeowners through each step of our sales process while maintaining anoverall customer satisfaction of 5/5- Strategic partnering with applications specialists, underwriters and outside vendors for each uniqueapplication-Collaborate cross functionally within business in order to create and enhance internal processes

Remote

Remote

Hillsboro, Or

-Managed the daily operations of the department and ensured that procedures and practices are in alignment with credit union expectations.-Developed a team of highly motivated, results-oriented individuals that consistently exceeded expectations. -Helped develop, coordinate, maintain and enforce systems, policies, procedures and productivity standards.-Recognized and managed risk within department.-Effective at coaching, counseling and disciplining employees.-Experienced at gaining favorable results from a book of business, referrals, outbound calling and offsite events.-Broad knowledge of and ability to create a member focused culture.-Demonstrated ability to present in front of Senior Level Executives and large audiences.

Portland, Oregon Area

-Spearhead brand new Premier Financial Services Program at First Tech.-Created templates, procedures and new products for Premier Members.-Consistently exceeded individual company goals by 150-200% on a quarterly basis and team goals by 200%annually.-Relationship Building role working directly with key credit union influences and the mass affluent. Long term salesstrategy, cold calling, referral follow ups, and customer service requests.-Prospected, created, and managed a brand new book of business with balances totaling over $200MM and 300member households.-Partner with Investment, Mortgage, Commercial, and Insurance business partners for cross-selling opportunities.-Attended networking and offsite events as Brand Ambassador.-Peer coach and mentored many employees, which led to my promotion to leadership.

Beaverton 153Rd Drive

Head Office, Portland