Streamlined the implementation of Payroll SaaS for 25 client accounts through meticulously managingdocumentation (W2/W4, i9 Forms, Payroll Authorization, etc..) for accurate employee profile setup.Served as primary point of contact for 25 client accounts, exercising exemplary customer service to both internal and external stakeholders.Exhibited proficiency in implementing diverse project management methodologies (traditional, agile) during onboarding projects of 25 clients.Tracked and assessed the onboarding project statuses, providing updates to clients and internal stakeholders.Achieved customer satisfaction rating of 91%, above the target goal of 80%

Contributed to the development of marketing strategies targeting Low to Moderate Income households to enhance Community Reinvestment Act (CRA) efforts.Increased company visibility and lead generation by 20% through marketing events and conducting informative seminars on home-buying and financial education.Developed and managed a network of referral contacts, including realtors, builders, professionals, non-profit agencies, and personal connections to facilitate qualifying CRA mortgage loans.Coordinated training seminars for fellow employees and supervisors to empower them in promoting mortgage sales to their respective networks.

Spearheaded collaborative efforts with mortgage investors to implement mortgage software and products, driving enhanced productivity within the mortgage sales division.Achieved $11M in mortgage sales while effectively managing a dynamic pipeline of 50+ clients, serving as their primary point of contact throughout the process.Performed credit checks and analyzed the data to determine qualifications for mortgage loan.Responsible for actively tracking and updating client accounts through obtaining missing documentation and providing status reports to clients.

Managed a mortgage pipeline of 30+ client accounts monthly, converting 40% monthly that resulted in mortgage sales over $6M on the year.Exhibited a comprehensive understanding of company policies and compliance with federal and state mortgage lending guidelines.Played a pivotal role as a key team member in a pilot program for the successful introduction of the new FHA Loan mortgage product within USAA that generated more than 20% increase in annual sales.Responsible for analyzing the market data from the pilot program, identifying the trends and needs of the consumer.

Managed and acted as liaison for 10 key accounts for Home Depot’s Pro customers/vendors through business-to-business, business-to-customer sales growth, account resolutions, and customer satisfaction.Generated reports that help keep account maintenance, track statuses of client projects and maintain important client documents. Engaged in negotiations with vendors to secure competitive pricing for materials/products requested by customers.Executed assigned administrative tasks within a 24-hour turnaround time with precision and efficiency.

Achieved an outstanding QA scorecard of 91%, surpassing departmental goals set at 80%.Delivered unparalleled customer service to both internal and external customers, exceeding expectations and fostering positive relationships.Vigilantly monitored project tasks, ensuring the timely submission of new tasks and meticulous confirmation of completed tasks.Collaborated seamlessly with project managers, account managers, and other stakeholders to facilitate project planning, track tasks, and provide regular project updates.Regularly communicated comprehensive status updates on projects and customer purchase orders.Expertly handled the resolution of all escalated incoming communications, including phone calls and emails, from pro customers.Conducted thorough reviews of project invoices to ensure strict adherence to budgetary constraints.Exhibited exceptional written and verbal communication skills, effectively conveying information, and engaging with stakeholders.

Preserved the in-stock condition of assigned areas, upholding cleanliness, shop-ability, and safety standards.Adhered rigorously to safety policies and procedures, prioritizing a secure working environment.Greeted and qualified all customers to ensure the close of sale. Engaged in collaborative efforts with Department Supervisors and fellow store associates to efficiently carry out work-related responsibilities.Warmly greeted and proficiently qualified all customers to optimize sales closure rates.