- Consistently ranked in top 5% of team, exceeding quarterly quotas and demonstrating exceptional sales performance.- Marketing of Zillow Rentals advertising suite. Sales Presentations to C-Suite, online and in person. prospecting, pipeline management.- Active member of Leadership Advancement Program (LEEP) and elected to Rental Sales Advisory Board by Senior Management.- Served as Team Lead and mentor, providing guidance on sales techniques, emotional intelligence, follow up, and… Show more - Consistently ranked in top 5% of team, exceeding quarterly quotas and demonstrating exceptional sales performance.- Marketing of Zillow Rentals advertising suite. Sales Presentations to C-Suite, online and in person. prospecting, pipeline management.- Active member of Leadership Advancement Program (LEEP) and elected to Rental Sales Advisory Board by Senior Management.- Served as Team Lead and mentor, providing guidance on sales techniques, emotional intelligence, follow up, and time blocking. Show less

- Primary point of contact for clients looking to sell their homes to Zillow.- Fostered empathy and active listening to understand client pain points and demonstrate value throughout selling process.- Pipeline management, cold calling, strategic sales presentations.

- Provided professional guidance and acted as an agent for consumers looking to buy or sell their homes.- Conducted a thorough analysis of a client's needs, including market research, price analysis, contract creation and review.- Promote via online advertising, email, door to door, and phone calls. Maintain a trusted network of Appraisers, Inspectors, and other Realtors.- Act as advocate and negotiate the best home price and value for clients. Focus on immediate results and long… Show more - Provided professional guidance and acted as an agent for consumers looking to buy or sell their homes.- Conducted a thorough analysis of a client's needs, including market research, price analysis, contract creation and review.- Promote via online advertising, email, door to door, and phone calls. Maintain a trusted network of Appraisers, Inspectors, and other Realtors.- Act as advocate and negotiate the best home price and value for clients. Focus on immediate results and long term retention as life needs evolve. Show less

- B2B merchant sales consulting/processing. Prospecting efforts included canvassing, outbound phone calls, email, social media outreach.- Took a deep dive into current merchant processor, including a thorough cost/benefit analysis and presented findings to business owners, mainly C-suite and SMB.- Acted as main point of contact for installation, technical questions, and problem resolution.- Conducted monthly audits to gauge sales performance and recommended additional products as… Show more - B2B merchant sales consulting/processing. Prospecting efforts included canvassing, outbound phone calls, email, social media outreach.- Took a deep dive into current merchant processor, including a thorough cost/benefit analysis and presented findings to business owners, mainly C-suite and SMB.- Acted as main point of contact for installation, technical questions, and problem resolution.- Conducted monthly audits to gauge sales performance and recommended additional products as necessary. Show less

- SBA Office of Disaster Assistance. First Responder.- Underwrote and processed SBA loan applications, an emergency loan program developed through CARES Act during COVID pandemic.- Performed credit analysis and decisioned loans based on federal SBA guidelines. Fast-paced role and on average, would approve 27-30 loans/week.- I was the final approver before loan was funded and deposited into a business owner's bank account.

- Strategic, in-depth, and holistic consulting for high net-worth and high deposit clients.- Retirement planning, wealth preservation, college planning, Business transition.- Competence with business banking, commercial lending, treasury offerings, pipeline management, C-suite sales and prospecting.- Senior role and team lead. Competence in general bank procedures and operational management.

- Business Banking- Account Openings- Face-to-face selling- Prospecting in person, online, and cold calling- Pipeline Management- Relationship Management

Life Insurance, Health Insurance, Long Term Care, Annuities, Retirement planning and funding, Mutual Funds. Holistic approach to your financial well being. Accumulation, protection, and distribution of wealth. We identify our client's short and long term goals and gather a snapshot of their current financial outlook. We then custom build an in-depth plan to help meet their goals and how to put it into action. Once our client, our semi and annual reviews ensure that we are keeping up with their… Show more Life Insurance, Health Insurance, Long Term Care, Annuities, Retirement planning and funding, Mutual Funds. Holistic approach to your financial well being. Accumulation, protection, and distribution of wealth. We identify our client's short and long term goals and gather a snapshot of their current financial outlook. We then custom build an in-depth plan to help meet their goals and how to put it into action. Once our client, our semi and annual reviews ensure that we are keeping up with their ever evolving life. Show less

Primary point of contact for Business owners in the Santa Clarita Valley. Work with internal bank partners from various lines of business such as: Commercial Lending, Merchant Services, Payroll Processing, Business Insurance, and Treasury Management in order to grow and deepen client portfolio. Offer solutions/cross-sell to existing and new Business owners. Attend and participate in Networking events within community to grow company brand and reputation. Senior position in a retail banking… Show more Primary point of contact for Business owners in the Santa Clarita Valley. Work with internal bank partners from various lines of business such as: Commercial Lending, Merchant Services, Payroll Processing, Business Insurance, and Treasury Management in order to grow and deepen client portfolio. Offer solutions/cross-sell to existing and new Business owners. Attend and participate in Networking events within community to grow company brand and reputation. Senior position in a retail banking store and accountable for business metrics on a quarterly and yearly basis. Mentor to bankers and tellers wishing to learn more about business banking. Show less

•Lead, mentor, coach, and develop Operations and Platform banking staff•Manage budgets, fee income, and dollar deposit growth for Banking Center•Drive, and exceed branch sales goals across several consumer and business metrics through effective collaboration with various corporate partners, community involvement, and networking•Responsible for Mass Market office – 20k in transactions per month•Lead involvement in Community Outreach programs such as United Way, Junior Achievement… Show more •Lead, mentor, coach, and develop Operations and Platform banking staff•Manage budgets, fee income, and dollar deposit growth for Banking Center•Drive, and exceed branch sales goals across several consumer and business metrics through effective collaboration with various corporate partners, community involvement, and networking•Responsible for Mass Market office – 20k in transactions per month•Lead involvement in Community Outreach programs such as United Way, Junior Achievement and AIDS Walk.•Promote a culture of a “one stop shop” for all financial needs and services Show less

•Processed basic teller transactions while serving as first point of contact for our bank customers•Provided a high level of customer service - critical to banking center success in order to achieve loyalty and trust•Achieved sales goals by referring bank products to appropriate sales associates•Educated on bank policies and procedures and applied these to daily customer interactions