As a Client Services Associate at Providence Capital Advisors, Meredith provides client-related and operational, administrative and executive support to the internal PCA team. She also assists in supporting the clients of Providence Capital Advisors through customer-service related tasks and responsibilities.

•Maintain and expand business relationships within assigned strategic account. •Create up-sell and cross-sell opportunities and build revenue within assigned strategic account.•Assist with account plan development, client presentations, client training and proposal generation. •Research and understand client business needs.•Act as liaison between client and internal departments.

•Primary sales contact for assigned clients within Strategic Account tier.•Lead direct sales opportunities, trainings, and product implementations across multiple Experian product lines. Managed communication with client and internal Experian teams. •Worked with multiple internal business units including: Consumer Information Solutions, Business Information Solutions, Decision Analytics, Revenue Management Services, Data Management, Sales Support, Global Consulting Practice, Technical Service and Support team, Decisioning as a Services, National Consumer Assistance Center, and Product Marketing. •Initiated, prepared, and facilitated regular client facing meetings, delivered requested custom reports, managed and built customer relationships, and acted as project manager for complex client engagements.•Contributing member of multiple account teams. Participated in regular team meetings and strategy sessions to create effective territory plans for assigned accounts.•Built and maintained opportunity pipeline within Siebel CRM in order to meet and exceed annual individual revenue goals; consistently overachieved on individual revenue goals; received high performance ratings on all annual performance appraisals and was recognized as individual contributor on assigned account teams.

•Provided support for internal loan origination team while maintaining high levels of customer service and satisfaction. •Acted as direct point of contact for customer from loan origination through post-closing.•Calculated income and reviewed appraisals and credit reports. •Prepared loans for timely submission to Underwriting and Closing departments. •Acted as liaison between client, Closing department, and attorney in order to schedule final loan closings.•Managed front desk and utilized customer service skills in answering all phone lines and transferring all incoming calls. •Organized meetings and ordered office supplies.•Initiated all retail and wholesale loan setup. •Registered all closed loans and managed final document control.