Maddy Shields is a Customer Success Associate at Roofstock License # 02151555.
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Customer Success RepresentativeRoofstock Aug 2021 - Oct 2022Oakland, California, United States -
Transaction CoordinatorRoofstock Nov 2020 - Aug 2021Oakland, California, United States -
Sales Development Representative ManagerRoofstock Sep 2018 - Jan 2020Oakland California -
Business Development AssociateRoofstock Jan 2017 - Sep 2018 -
Broker Experience ManagerLendinghome Jun 2016 - Dec 20161 California San FranciscoResponsible for increasing LendingHome’s value with each broker by:Partnering with brokers to ensure their borrowers qualify for the right mortgage for their situation, obtain required documentation, and educate the brokers about our application processWork with and manage third party vendors (i.e. insurance, title, escrow) to ensure SLAs are properly met for the borrowers of your brokersOversee the servicing of the loans for the borrowers of your brokersOperate as the champion for any and all matters specific to your brokersBuild and maintain strong, long-lasting broker relationships as the result of being a trusted advisorEnsure the timely and successful delivery of our solutions according to our brokers’ needs and objectivesDeliver and own communication for material LendingHome updates (e.g. new state licensing, new product, process changes, credit policy)Identify and win opportunities within assigned accountsCollaborate with Customer Experience teams to meet and exceed growth goalsWork cross functionally with the LendingHome Operations team to help resolve and mitigate any customer or loan issues -
Customer Growth RepresentativeLendinghome Sep 2015 - Jun 201617Th Floor, 1 California St, San Francisco, Ca 94111As a Sales Development Representative at LendingHome, I have the opportunity to Pro-actively reach out to major prospects via email, Linked-in, social networks etc. My daily objective is to call warm prospects to determine their fit, readiness to work with Lending Home and set-up new accounts within the Lending Home platform and Salesforce.com. From there, I am able to hand-off responsive accounts to a Loan Originator to finalize the sale. I am privileged to work with a talented group of individuals who:solve complex problemslearn new concepts quicklythink outside the boxhandle a fast-paced environmentimprovise when challenged -
TellerUnion Bank Mar 2015 - Sep 2015640 Townsend Street San Franccisco CaFirst point of contact to identify custermer's needs and referal opportunities to meet those needs. -
Foreign Exchange Broker InternshipFxcm Jun 2014 - Aug 2014201 Mission Street, Suite 290 San Francisco, Ca 94105-Respond to live client emails. Inquiries include questions about trading platforms, the market, trading strategies and more.-Conduct several types of calls to FXCM clients with the goal of educating clients about trading-Present daily market updates.-Attend and take meeting minutes for Sales/Financial Services meetings.-Performs competitor analysis and presents findings to FXCM management and FXCM employees -
Office AssistantPong Research May 2011 - Aug 2011As an office assistant I processed orders sent to the company via internet and aided in organization of orders that had previously been fulfilled.
Maddy Shields Education Details
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International Relations And Affairs -
La Baptist High School
Frequently Asked Questions about Maddy Shields
What is Maddy Shields's role at the current company?
Maddy Shields's current role is Customer Success Associate at Roofstock License # 02151555.
What schools did Maddy Shields attend?
Maddy Shields attended San Francisco State University, La Baptist High School.
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Madeline Shields
Marketing Communications & Events Specialist | Graduate From Florida State University |Orlando, Fl
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