Rachel Studebaker Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

• Increased branch revenue to most profitable year in company history by managing pipelines for 40+ Loan Officers for Initial Disclosures and Change of Circumstances• Enabled branch to reduce number of incorrect borrower disclosure fees by reviewing Loan Estimates and process Disclosure Packages ensuring compliancy before sent to borrower• Created seamless process for borrowers by developing electronic signature packages and step-by-step instructions• Enabled Loan Officers to remain compliant in accordance with national laws governing the mortgage industry by providing daily reports for loans due• Gained a firm understanding of Real Estate Settlement Procedures Act (RESPA) and Truth in Lending (TRID) Guidelines

Indianapolis, Indiana, United States

• Initiated auto-replenishment program for marketing collateral to reduce back-orders and minimize printing costs• Increased client base from one state plan to six state plans in 9 months for large college savings plan program• Created system for trade show materials to be inventoried items, which reduced special project fees and storage costs to client• Managed marketing material inventory for clients, including purchase & destroy decisions, and analyzing inventory item levels• Managed and documented client communications through Client Relationship Management (CRM) Software

Indianapolis, Indiana, United States

• Lead coordination of Indianapolis Colts sponsorship by developing online news stories, awards, promotional giveaways, luncheons and ticket distribution• Managed and analyzed all marketing and advertising expenses to determine in what areas advertising dollars spent were receiving greatest ROI• Created Press Releases to be distributed through industry publications and websites• Assisted in the development of copy, design and layout for brochures, print ads, newsletters and fact sheets

Organized details of national and regional trade shows with $150,000 average budget, including product selection to display, promotional item give-aways, staffing for booth, travel & hotel accommodations, exhibit space contracts and submissions for industry sales awardsManaged details of new exhibit booth project with $300,000 budgetCreated direct mail campaigns to introduce and generate interest in new productsCollaborated with advertising agency, Marketing Director and internal sales force to develop verbiage for new website

Indianapolis, Indiana, United States

• Contributed to creative ideation of branded merchandise in several medical specialties for Fortune 500 pharmaceutical companies• Lead sourcing, ordering and invoicing of custom products for several pharmaceutical product launches• Partnered with vendors to negotiate pricing, ensure quality of products, and guarantee timely delivery of goods• Worked within assigned budget and tight timelines, while maintaining gross margin and profitability