Lori Donaldson Email & Phone Number

Nashville, TN, US

Nashville, Tennessee, United States

Franklin, TN

Your brand has a personality and it is tired. It struggles to have meaning or deliver on its brand promise. Maybe it's new to the market and no one knows its name. Your brand is sad. That's where we come in.Current Marketing is the recharge engine for your business.We help business owners understand their journey and more established brands rediscover.

Greater Nashville Area, TN

Franklin, TN

Responsible for providing full-service marketing and communications support for a variety of technology focused user communities and associations. User communities included Dell Technologies User Community's- VMware User Group, Dell Precision User Group, Dell Boomi, Dell HPC, Converged User Group, as well as the International Avaya User Group.Services.

Franklin, TN

• Responsible for the marketing programs for Wholesale and Correspondent businesses.
• Directed the efforts to integrate Wholesale’s e-mail marketing with Salesforce to increase efficiency and improve reporting for prospecting, onboarding and customer engagement.
• Analyzed the customer (mortgage broker) lifecycle to identify potential opportunities and provide a road map for future customer engagement programs for the Wholesale division.
• Led the efforts to overhaul the recruiting and onboarding of Account Executives for Wholesale National Sales.
• Developed strategy for lead generation and prospect modeling to support Correspondent’s sales efforts.
• Managed and developed the brand messaging, attendee communication, post-show lead management and EOY analysis for our participation in over 40 industry tradeshows annually.

Acting Director of Marketing for financial consulting company in its first year of business. Developed a marketing strategy which included the development of the company logo, corporate identity system, website, social media, and email marketing. About WJA Consulting, LLC:WJA Consulting challenges the transactional approach to financial staffing and.

Franklin, TN

• Managed development of products including the first mobile application to product lineup.
• Provided support with sales effort including developing sales collateral, providing competitive information and meeting with current and prospective clients in order to provide in in-depth product and marketing support.
• Led team in responding to RFPs, writing proposals for three major new business opportunities resulting in face-to-face presentations.
• Developed and assisted in selling a new merchant-funded loyalty program as new program offering.
• Editor for small business magazine that mailed quarterly to over 200,000 businesses nationwide.

• Ensure adherence to compliance, audit, and security procedures at branch location.
• Further develop Community First Bank’s brand in the Williamson County market.
• Delegate daily operational responsibilities to the teller manager and the customer service representative, while also maintaining oversight and conducting audits of compliance and performance.
• Contact customers on regular basis to ensure satisfaction, access needs, and obtain referrals.
• Resolve customer issues and build customer loyalty.

• Led all marketing initiatives bank-wide including the development of marketing and sales objectives and goals.
• Determined revenue generation through product promotion and ROI for direct marketing initiatives.
• Set company-wide and branch specific goals, developing strategy to increase core deposits for the company.
• Worked with advertising agency on developing CRM campaigns and company-wide branding initiatives.
• Responsible for corporate identity materials, product brochures, website, and sales force materials.
• Developed quarterly company newsletter (print and e-newsletter) while maintaining the company mailing list.

• Planned 3 to 4 client events annually. Responsible for all areas of event management including site selection, contract negotiations with hotels and vendors, selection of food and entertainment, management of event.
• Developed new leads through specialized local events directed at market specific referral channels.
• Led the company alongside the Chief Marketing Officer through a company name change in 2007.
• Responsible for marketing materials including general company brochures, website, sales force materials, and reprinted press materials.
• Developed quarterly company newsletter alongside compliance while maintaining company mailing list including clients, prospects and centers of influence.
• Led a team of marketing coordinators in 7 regional offices in their local marketing efforts.

Orlando, Florida Area

• Originated mortgage loans through internal and external referral sources.
• Assisted customers in securing financing to refinance or purchase a home.
• Closed over 40 residential mortgage loans for $6,970,000 in 2004.
• Developed and maintained relationships with private and business bankers in SunTrust to create leads.
• Contacted and secured ties with realtors to increase referrals externally.

Memphis, TN

Knoxville, Tennessee Area

B.S., Communications

Activities and Societies: Delta Gamma Sorority Bachelor of Science, Communications, Minor in Business Administration

Education record