Sara Portis Email & Phone Number

I pride myself as a recognized influential leader and an expert in creating moments that matter at each stage of the customer life cycle. With my demonstrated experience and knowledge of relevant technologies, emerging business/industry trends, competitive technical and product direction, I can innovate and promote new ideas while managing a customer experience team to build loyalty by providing efficient and scalable support across all customer engagement channels.My background demonstrates expertise in propelling the vision for the development of successful programs and assisting with their achievement in creative and effective ways. I possess solid relationship skills to participate in the corporate development of methods, techniques, and evaluation criteria for projects, programs, and people. By leveraging a robust ability to implement needs-based consulting tactics, strategic planning, and solution-based account management approach, my experience in prospecting and securing new clients, recommending appropriate policies based on client needs, analyzing clients’ financial situations, and nurturing beneficial account relationships positions me to impact your team substantially.The following achievements demonstrate my qualification for this position:• Demonstrated mastery in creating campaigns and lead generation as well as integrated sales tracking tools to ensure proper member penetration per employee in partnership with Consumer Lending & Marketing• Recruited to streamline both sales and Operations while expediting application processing which drove a 30% decrease in loan processing time from origination to closing, reduced application contact time from 36 hours to 6 hours as well as minimized department errors from 16% to 3%• Redesign client functions like sales organizational structures, selling motions, inside sales, lead gen, analytics, forecasting, and operations as needed to achieve their goals,• Prospecting and securing new clients, recommending appropriate account services based on client needs, analyzing clients’ financial situations, and nurturing beneficial account relationshipsAlong with my expertise in motivating the workforce to ensure all the tools for employee engagement are utilized optimally while driving as well as supporting quality initiatives to keep pace with emerging business compliance requirements, I am recognized for superior talent at taking proactive measures for retention as well as developing continuous sales process improvement capability across the group with great quality and accuracy

Listed skills include Banking, Loans, Leadership, Consumer Lending, and 36 others.

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  William Peace University

  Business Administration And Management, General