- Actively listen to and analyzed customer needs during cold calls to recommend tailored products.- Partnered with sales and marketing to align on strategy and ensure a cohesive approach to product launches. - Conducted thorough competitor analysis to identify trends and product positioning, to effectively communicate product advantages.- Member of the Go-to-Market Council.

- Working with sales team to collaboratively reach targets, consistently meeting or exceeding quotas. - Identifying new business opportunities through cold calling, networking, marketing and prospective database leads.- Maintaining extensive knowledge of company products and services to provide top-notch expertise to prospects.- Working closely with AEs to strategize territory expansion and watch demos.

- Prepared closing documents and closing disclosures for refinances.- Self-maintained a rigorous schedule to successfully ensure closings.- Review of previously mortgages, title binders, searches, and other legal documentation.

- One-on-one and group consultations with university students, faculty, and staff.- Conducted instructional methods to navigate computer programs and provide feedback on design elements.

Processed tender methods, maintained a positive work environment, ensured customer satisfaction.