Julia Overby, Mba Email & Phone Number

Oakland, Ca, Us

• Overview: Founding Account Executive hire and now manages 200+ clients.• New Business: Identifies new business opportunities within existing accounts to significantly increase upsell and cross-sell.• Collaboration: Collaborates with the marketing and product development teams to provide valuable insights from client interactions, contributing to product enhancements and feature updates.• Demos: Conducts product demonstration and training sessions for clients, ensuring seamless onboarding and high client satisfaction.• Trusted Advisor: Works with clients to understand their unique requirements and tailors solutions to meet their specific needs.• Sales Cycles: Effectively manages the sales cycle, from prospecting and lead generation to contract negotiation and deal closure. • Brand Advocate: Attended industry conferences and networking events to expand the company’s client base and increase brand visibility. • Training: Mentors and trains junior sales members and interns, sharing best practices and driving overall team success. • CRM & Reporting: Leveraged ZoomInfo, Salesforce, and LinkedIn Sales Navigator to enhance outbound lead generation efforts with potential clients and key decision-makers.• C-Suite Clients: Collaborates with C-Suite and executive clients to address organizational requirements, while also liaising with IT and Security to ensure comprehensive safety measures are adhered to before implementation.• Largest Results: o New Clients: Spearheaded the management and growth of 200+ client accounts across 34 countries, fostering strong and lasting partnerships.o Exceeded Sales Results YoY: Closed first sale within 90 days of hire. Surpassed all sales goals and closed largest sales for the company, increasing by 3.5X since 2021.

Lakewood, Co, Us

Counter-Party Risk Monitoring/Prevention • Analyzed 215+ complex loans and investments annually of up to $5M each to ensure compliance with all written risk policies, regulations, and bank policies.• Produced clear and concise reports and recommendations based on analytical work including borrower cash flow, trends, loan structure, and exceptions to Loan Policy for each loan reviewed.• Looked for ways to mitigate potential risks by strategizing ways to prevent foreclosures for loan borrowers.Account Management• Evaluated and verified appropriate loan grades and structures, assigning grades for loans based on risk levels.• Prepare financial statement spreads and perform credit analysis on historical and projected financial information.• Analyze individual loans to assess cash flow adequacy and collateral protection to ensure borrowers qualify.Reserves Administration• Adhered to Federal Requirements and moves the percentage of funds (based on grades) into the bank’s reserves.• Collaborated with cross-functional teams to support product delivery.• Prepared and/or performed a quality assurance check of the Allowance for Loan and Lease Losses.Loan & Department Audits • Supported commercial lenders by performing research, statistical analysis, and fielding questions related to Loan Policy.• Interpreted Loan Policy, Appraisal Policy, and lending regulations.• Prepared a written report of borrower’s cash flow, trends, loan structure, and any exceptions to Loan Policy for every loan reviewed.• Analyzed problem loans held in the portfolio.• Saved ~$300K on a prolonged loan that was not adhering to policies. Committees• Member of 2020 Committee tasked to increase employee morale and business customers through charitable events.• Sponsored 2 Denver Flea events which increased customers and employee morale.

Killeen, Tx, Us

• Provided leadership and supervision to a staff of 10 in the Kinesiology department.• Established processes and task schedules to improve work efficiency.• Developed and delivered curriculum for higher education administration, instructional technology, and online classes.

Killeen, Tx, Us

• Four classes per week (bicycle/strength training); class size 10-15 students. Certification earned through FiTOUR.

Madison, New Jersey, Us

• Prepared documentation: contracts, purchase agreements, closing statements, leases, and deeds.• Accompanied buyers during property visits and inspections to advise them on home suitability and value based on current market conditions.• Advised sellers on how to make homes more appealing to potential buyers and increase the average selling price from initial appraisals; sold $1.5M in one month in Texas. • Established vision and strategy to deliver client satisfaction and achieve financial results; had many repeat clients.

Killeen, Texas, Us

A bank dedicated to strengthening communities and putting customers first.• Received Employee of the Month several times and held the record for number of accounts sold; sold 107 in one month and 20 accounts in one day.• Led staff of 8 at a branch for the largest bank in Texas; ran 150 transactions a day.• Managed military direct deposit paperwork.

Master Of Business Administration, Sales Leadership

Bachelor Of Business Administration, Finance