Kelli Kocak Email & Phone Number

Colorado Springs, Co, Us

Colorado Springs, Colorado, United States

Accepted role as Director of Admissions for our newest campus in Colorado Springs!

Jacksonville, Florida, United States

Corporate name change, still the same amazing company!

Northeast Florida

As a specialist in field services industry innovations, my focus is providing simple automated workflow and giving my clients the education and confidence they need to succeed in a technology-driven market. Here are a few of the key ways I help my clients achieve their goals:DRIVER/SALES/FIELD TECHNICIANS: The RouteWarrior mobile application is designed for your phone/tablet and digitalizes your work order process. The app is configured for the specific needs of each job type - including GPS with route optimization, electronic customer signatures, customized one-touch notes with photo capture, asset tracking, onsite EMV "Chip Card" compliant payments, and more. This allows more work orders to be completed, more accurately, in less time. DISPATCHER: The RouteWarrior Dispatch Portal sends and receives work order data/customized driver notes in real time and monitors driver behavior, which increases the quality of field production and keeps phone lines/email open for customers. ADMIN/OFFICE MANAGER: The Route Manager back office software is designed specifically for each client. It includes tools that assist with billing/accounting, CRM, a comprehensive 7 year history of all account activity, custom detailed reporting (and much more, depending on your needs). It is also compatible with your Quickbooks and most existing CRMs. Implementation of this software has allowed our clients to decrease administrative workload by an average of 780 hours per year. By saving time and money, you will be able to focus on business growth instead of paperwork.My role at RouteWarrior is to ensure proficient use of the software by all your team members. My multi-faceted implementation process includes custom configuration, onsite training, and local follow up support, By using this onboarding method, my clients' teams are comfortable with using RouteWarrior - even your least tech-savvy employees will be able to manage their tasks with ease.

Jacksonville, Florida Area

At First Data, I partnered with the BBVA Compass Bank alliance to provide POS equipment/terminals and cost-effective payment processing to new and existing commercial clients. I listened to the needs of my prospects and customized pricing and equipment packages that improved their day-to-day operations. I built relationships with the team members of my bank branches and provided ongoing coaching to them on effective lead generation and cold calling. As a result, my banking partners became more effective at referring quality leads to all of their business partners and our entire team was more successful.

Jacksonville, Florida Area

As an AVP/Branch Manager II, my responsibilities included meeting team and individual sales goals, outside prospecting for new business, building relationships with banking partners to meet additional client needs (such as mortgage, investments, and merchant services), recruiting/training quality teammates, and day-to-day branch operations and federal compliance tasks. I offered a hands-on approach to coaching and leadership by building trust with my teammates and providing consistent feedback, allowing them to know in which ways they impact the branch specifically. This improved their confidence and sales performance. In my first quarter in this position, our team was able to exceed their sales goals for the first time in 13 quarters.

North Florida

At Hancock Bank, I had the opportunity to increase brand awareness for a lesser-known regional name in banking. I planned and executed events ranging from financial workshops to trade shows to new client acquisition at various places of business. I coached the branch staff in the North Florida territory on how to provide quality leads and held individual and group cold calling workshops. I referred opportunities to other banking partners and offered advice and solutions to members of local communities.My service resulted in higher production at all of my branches and our entire bank brand benefited from thousands of people coming into contact with me and hearing the Hancock Bank story at my events.

Jacksonville, Florida Area

I started with the company as a Teller and was awarded two promotions within the first 8 months of employment (Customer Sales and Service Representative, Personal Banker.I learned and accomplished many branch tasks from both an operational and sales standpoint. I remained consistently at the top of my division and received many recognitions on the state level.The quality of my work allowed me to move from a low performing (level 1) branch to one of the only two level 4 branches in the region.

Jacksonville, Florida Area

At Miracle Windows and Sunrooms, I assumed a spectrum of duties: I worked with lenders to provide home improvement loans for custom window and sunroom installations. I was responsible for identifying target territories and managing work orders for a team of canvassers and technicians. I organized and executed our participation in many trade shows and events, as well as various marketing projects and advertisements.I inputted all customer and prospect data into the CRM and followed up on leads by telephone to increase close ratio.My efforts improved the flow of sales drastically and improved monthly sales consistently for the duration of my employment.

Jacksonville, Florida Area

As a staff member at Bistro Aix, I provided exceptional food service and created repeat business by building relationships with our patrons. Always prepared to take on any task, I assisted kitchen staff/dishwashers/servers/bartenders alike. I maintained my food safety compliance training and participated in daily/monthly/quarterly cleaning duties & events.