Lindsey Schultz Email & Phone Number

Missoula, Montana

Missoula, Montana

• Recruit, Hire/Terminate employees, manage staff workflow and schedules• Setup weekly marketing events throughout the community including various health screenings• Produce weekly financial and statistic reports• Practice patient load increased 40% since October 2009

• Assist the Top Producer in strategic marketing activities that will increase revenues and clientele base• Educate and guide originators state wide on compliance guidelines according to the State of Montana and RESPA• Coordinate file processes and timelines through our different offices • Develop, implement & maintain compliance processes statewide

• Use QuickBooks to maintain various payables and receivables• Fit and educate customers on proper footwear and the health benefits of it• Receive and track inventory, managing client accounts through POS• Build trusting relationships with customers for repeat business and held consistent top sales

• Managed multiple phone lines and schedules, greeted customers, assisted manager with closing preparations• Use various software programs to setup and research title history• Data entry, building a client database and a tracking system for previous customers• Maintain active schedules and make travel arrangements for executives

• Successfully completed Montana Mortgage Originators licensing requirements• Help develop a company image and marketing materials to advance that image• Manage day to day activities of the office while the broker took a leave of absence for 6 months• Assist the Broker/Top Producer with tradeshows, seminars and marketing activities that cultivate new business and manage existing relationships