Julia Overby, Mba Email and Phone Number
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Julia Overby, Mba personal email
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Highly driven, competitive, and versatile leader with 10+ years of experience performing financial, project management, marketing, and communication tasks with 8 years in sales in tech, real estate and banking. Has a proven track record of developing and deploying strategic initiatives resulting in financial gain. ➤ Sales Experience and a Proven Track Record of Exceeding Targeted Goals • Hunter AND Farmer: Uses passion, creativity, and exuberance for sales, marketing, and business development in technology to aggressively further business growth/goals. Knows how to gauge clients to effectively close sales.• High Performer/Consistently Promoted: Highest performer in various roles and consistently promoted (twice in last 2 years) in every role.• Current Clients: Global C-Suite and Board Members in 34 countries for government, non-profits, sports, medical, and financial institutions.• Analysis: Analyzes and evaluates current business practices to streamline processes and optimize efficiencies across organizations. • Vendor Management: Evaluates vendors to proactively achieve cost savings for companies; took bids for an outdoor exercise park and changed vendor facility products to save $30K that was reallocated to additional equipment.• Relationship Builder: Works cross-functionally with key stakeholders including C-Suite to improve working relationships, enhance processes, meet company-wide goals, and build clientele.➤ Leadership & Management • Leadership: Hires, trains, and develops teams, managing staff of ~10 employees and treating all people with respect, no matter the level of experience.• Culture Builder: Organized events that improve employee morale and grow brand awareness; led tradeshow booth strategy and team development that increased positive brand association at events and gained new clients.• Leadership Style: Leads through example with a relentless work ethic, thriving in opportunities to learn, grow, and be more efficient. ➤ Client Relationship-Building• Client Outcomes: Applies data and insights that lead to improved business outcomes and stronger working relationships. Known for building strong relationships and creating exceptional client experiences that drive business results.• C-Suite Clients: Collaborates with C-Suite executives and board members to address organizational requirements, while also liaising with IT and Security to ensure comprehensive safety measures are adhered to before implementation.• Presentations: Gives polished presentations and demos with experience speaking to large audiences.
Pervasent
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Senior Account Executive <--Account Executive <--Junior Account ExecutivePervasent Mar 2021 - PresentOakland, 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. -
Associate Credit Risk AnalystFirstbank Nov 2015 - Mar 2021Lakewood, Co, UsCounter-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. -
Assistant ManagerCentral Texas College Sep 2010 - Sep 2015Killeen, 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. -
Continuing Ed Instructor - Part TimeCentral Texas College Aug 2014 - Aug 2015Killeen, Tx, Us• Four classes per week (bicycle/strength training); class size 10-15 students. Certification earned through FiTOUR. -
Real Estate AgentCentury 21 Jan 2007 - Sep 2010Madison, 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. -
Branch Supervisor & Military SpecialistFirst National Bank Texas Jan 2004 - Nov 2006Killeen, Texas, UsA 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.
Julia Overby, Mba Skills
Julia Overby, Mba Education Details
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University Of Louisiana At LafayetteSales Leadership -
Texas A&M University–Central TexasFinance
Frequently Asked Questions about Julia Overby, Mba
What company does Julia Overby, Mba work for?
Julia Overby, Mba works for Pervasent
What is Julia Overby, Mba's role at the current company?
Julia Overby, Mba's current role is Senior Account Executive at Pervasent (Founding AE Hire) ▪️ Helping organizations save time and money with our solutions ▪️ Sales Leader ▪️ International Business ▪️ B2B Saas ▪️ Animal Lover ⭐ Let's Connect! ⭐.
What is Julia Overby, Mba's email address?
Julia Overby, Mba's email address is ho****@****ail.com
What schools did Julia Overby, Mba attend?
Julia Overby, Mba attended University Of Louisiana At Lafayette, Texas A&m University–central Texas.
What are some of Julia Overby, Mba's interests?
Julia Overby, Mba has interest in Animal Welfare, Education, Disaster And Humanitarian Relief, Economic Empowerment.
What skills is Julia Overby, Mba known for?
Julia Overby, Mba has skills like Customer Service, Microsoft Office, Sales, Public Speaking, Team Building, Marketing, Real Estate, Leadership, Microsoft Excel, Outlook, Event Planning, Microsoft Word.
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