Lori A. Elston Email & Phone Number

Spokane Valley, Washington, United States

From modest beginnings in 1953, Gesa Credit Union has grown from a part-time office operating out of a shoebox to the second largest credit union in Washington state, serving over 270,000 members around the world. Gesa has a rich history of providing financial services to Washington state and our spirit still reflects the early-day Credit Union motto, "people helping people."

Spokane-Coeur D'Alene Area

Focus / Initiatives > Conduct research to identify new business opportunities in target markets to increase market share> Data Health Management - Audit and build new prospects tracking system into 2 CRM reporting systems - National Toyota Material Handling CRM and Toyota Lift Northwest Proprietary CRM for Senior Management team. Increased lead visibility results by 30% in 6 months.> Lead generation, vetting leads and appointment setting for team of 18 territory managers… Show more Focus / Initiatives > Conduct research to identify new business opportunities in target markets to increase market share> Data Health Management - Audit and build new prospects tracking system into 2 CRM reporting systems - National Toyota Material Handling CRM and Toyota Lift Northwest Proprietary CRM for Senior Management team. Increased lead visibility results by 30% in 6 months.> Lead generation, vetting leads and appointment setting for team of 18 territory managers for OR, WA & AK. Efforts increased national dealership ranking from 55th position to #1 in 2 months for 3 consecutive months> Coordination of Business Development Executives (1099 Contracted employees) in Oregon for lead generation, CRM data entry and lead distribution to Territory Managers> Weekly tracking & reporting of sales metrics to General Managers for OR, WA, AK.> Cultivate relationships to convert inbound leads to appointments > Distribution of multiple lead lists from National Toyota Material Handling and 12 unique leads resources to territory managers in WA, OR, AK regions > Liaison with marketing department for reporting and tracking lead results Show less

Vancouver Wa

PIA supports independent insurance agencies in the states of WA, ID, MT, OR, NV, CA, AZ, NM, or AK. We provide over 30 benefits and services to your business ventures from ongoing education webinars to accessing 50 “A” rated carriers for quoting and binding needs. > Negotiate portfolio incentives and exclusive agreements with insurance agencies in 9 Western States> Assist with marketing team to achieve new business production goals across programs.> Collaborate and design… Show more PIA supports independent insurance agencies in the states of WA, ID, MT, OR, NV, CA, AZ, NM, or AK. We provide over 30 benefits and services to your business ventures from ongoing education webinars to accessing 50 “A” rated carriers for quoting and binding needs. > Negotiate portfolio incentives and exclusive agreements with insurance agencies in 9 Western States> Assist with marketing team to achieve new business production goals across programs.> Collaborate and design process strategies with vendors to gain and grow market share> Review existing partnership programs and make the necessary recommendations for their continuance, change, or elimination> Oversee the CRM membership system to ensure quality data is entered, reported. I Weekly audit, compliance and procedures for HIPPA > Accounts Receivable duties and follow up Show less

Portland, Oregon Area

Developed and maintained standardized and custom participant insurance retirement plan materials for new and existing clients and participants in SalesForce CRM. Create and maintain over 3200 client standardized and custom enrollment booklets with English/Spanish versions and storage and retrieval in iCloud for client and participant access.Retirement Plan Associates (RPA) block liaison - collaborate with RPA strategic team creating streamline solutions and enrollment materials for 152… Show more Developed and maintained standardized and custom participant insurance retirement plan materials for new and existing clients and participants in SalesForce CRM. Create and maintain over 3200 client standardized and custom enrollment booklets with English/Spanish versions and storage and retrieval in iCloud for client and participant access.Retirement Plan Associates (RPA) block liaison - collaborate with RPA strategic team creating streamline solutions and enrollment materials for 152 government new client plans. Show less

Spokane, Washington Area

AboutVizant is a financial services company that offers financial operations, treasury management, and inbound business payment services.Manager - Client Development Department. Utilized lean initiatives in deployment of Microsoft CRM. Oversee maintenance, security, policies and protocol use. SharePoint communications and site management. Lead development and training for 60 sales team and support teams nationwide. RFP/RFI research and development for national sales team. Managed team… Show more AboutVizant is a financial services company that offers financial operations, treasury management, and inbound business payment services.Manager - Client Development Department. Utilized lean initiatives in deployment of Microsoft CRM. Oversee maintenance, security, policies and protocol use. SharePoint communications and site management. Lead development and training for 60 sales team and support teams nationwide. RFP/RFI research and development for national sales team. Managed team of 3 personnel. Oversaw collaboration team of 6 departments to grow prospects and manage client database of 16,000. Show less

Spokane, Washington

Generated community and client interests in advantages to private air travel. Developed and generated leads within medical community for transportation of medical supplies and organ donation transportation needs throughout the US.

Spokane Valley Wa

Generation of outbound and inbound leads for sales team of 5. Promote networking solutions, time and attendance solutions, mobile tracking systems. Sales specialist in small business inventory management solutions.

Spokane, Washington

Lead achievement of sales and profitability goals for sales 50 personnel. Training and tracking performance of new assistant managers totaling 25 personnel. Merchandise manager for furniture department. Responsible for expense control, loss prevention management, risk management. Oversee shipping and receiving for telemarketing division for 6 regional stores daily delivery services.

Sheppard Air Force Base, Kadena Air Base, Fairchild Air Force Base

Comptroller Division - Accounting and Finance / Payroll Distribution/Chemical Warfare Response Force

B.S. Organizational & Mass Communications, Manufacturing Engineering

Activities and Societies: Vice President - Society of Manufacturing Engineers; Student Liaison - Department of Science Math.

Associate Of Arts (A.A.), Undergraduate Studies

Certification Of Training And Completion, Accounting And Finance/Payroll Distribution, Sergeant