Developed client retention strategies resulting in an increase of overall client retention. Built customer loyalty by always being available to answer their concerns in a timely manner and forming a relationship with the client to make them feel special. Managed a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently. Excelled in meeting or exceeding monthly Revenue and Client retention targets. Developed highly empathetic client relationships and earned reputation for exceeding sales goals.

Identify and discuss advertising needs with prospective customersUnderstand and promote YELLOW PAGES GROUP products and services relevant to each new potential acquisitionDesign proposals for customers based on needs assessmentEnsure effective canvass control of accounts per period and throughout the canvassEnsure effective retirement of new accounts and revenue per month at the corporate revenue and conversion targetsEnsure all documentation & reports are complete and accurateEnsure all canvass deadlines are met and books are closed on scheduleMaintain positive and effective customer relationships

Responsible for providing efficient processing and administrative support for residential mortgage applications received through mortgage brokers, ensuring that assigned daily administrative functions are completed in a timely and accurate manner. Manage, compile and organize mortgage application information for mortgage loans in accordance with policy to create a complete package for credit evaluation. Evaluate and analyze documentation supplied by client and broker to ensure Anti-Money Laundering and Know Your Client legislation have been complied with and meets HTC's guidelines and policies. Order site inspectionInterview all clients as per policy Conduct regular follow-up with brokers with respect to outstanding documentation Instruct files to solicitors and follow-up to ensure timely closings Ensure mortgage statuses are communicated to Mortgage Underwriter and Team LeadRespond to client, broker and solicitor queries in a courteous and timely manner Work in collaboration with the Team to ensure targets are being met

Performed multiple functions of the daily and monthly accounting activitiesMonthly reconciliation of multiple bank accounts General ledger postingsGenerated daily and monthly financial and expenditure reports Posted monthly and yearly accrualsAccounts PayableProcessed all accounts receivable and accounts payableDaily and monthly Credit/AR collectionsAnalyzed credit risk and credit limits through Dunn and Bradstreet reports Managed a wide base of clientele on a daily basis

Duties included managing an office of 20 loan officers, two processors, and one receptionist. Handling all daily activities, Running reports, Hiring and firing of staff, tracking results and making sure not only the branch met its targets but the individuals did as well. Strategized to keep employees focused and on target Assured the office reached monthly goals and profits. Ensured all files were in compliance with state and federal regulations