Sara Sheelit Email & Phone Number

Orange County, California, United States

I have been in the technology industry for years and wanted to offer customers and teammates something new. I co-founded Kindly Loans with two specific interests in mind 1) serve our clients better 2) serve our teammates better.SERVE OUR CLIENTS BETTER:⟹ Elevating our clients by providing cutting edge mortgage options⟹ Increase the customer experience ⟹ Serve our clients better, by being more efficient, educational & kindly⟹ Provide better customer service with personalized and expeditious customer service⟹ Provide our customers with products that match your financial goals long-term and short term SERVE OUR TEAMMATES BETTER:⟹ Provide a fast-paced environment built for an individual's fast track to growth ⟹ Supportive personal and professional paths ⟹ Respect for the individual⟹ Clear expectations⟹ Support career development with education and training ⟹ A family-first businessKindly Loans NMLS: 1896751Sara Sheelit NMLS: 1902703

Orange County, California Area

● Sought out as an expert, working directly with clients in a trusted advisory role to bring emerging strategies to life, further shaping our client's evolution from strategy visions to realization. ● Identifying market trends, forecasts patterns, competitor analysis and formulating cohesive strategies. Execution of present and long-term road maps and key performance indicators. ● A Salesforce.com Senior Manager works with C-level executives and management to fully utilize the program by bridging the strategy gaps between Digital, Sales, Products, Finance, IT and Marketing Departments.● Delivered multi-million-dollar programs under budget, applying a contagious passion for relationship building, aligning teams for business transformation. Leveraging stakeholder relationships, managing key enterprise-wide initiatives, develop partnerships and achieve program level results through innovation and consistent delivery.● As an Engagement Lead & Technical Architect I participate in many aspects of the field, including business process development, project management, testing, deployments, troubleshooting, quality assurance, training, analysis and metrics. Development Operations Technical Services play a dynamic role, requiring quick thinking, motivation and innovation.

Orange County, California Area

Orange County, California Area

Irvine, Ca

● Implemented Salesforce, ensured direct CRM and ROI correlation by designing revenue generating processes ● Implemented multifaceted integrations with accounting, resource planning, HCAM, CTI, and ERP systems● Designed customer success analytics based on end user adoption, performance and increased revenue● Created a Learning Management System for internal and external resources with educational tracks based on job functions, user specific direction and modalities

Laguna Hills, Ca

Implementing Salesforce.com technology and software for client and vendor relationship management. Maintaining and expanding for CSI's growing business needs. Email marketing, organizing financial data, new market verticals and horizontals, maintaining books of lists and general administration.CSI Leasing, Inc. (CSI) is one of the largest independent equipment leasing specialists in the world, with customers in more than 39 countries. With a Global Presence, CSI offers a wide range of leasing options.● Established in 1972, ● 750+ employees● One of the largest privately-held independent leasing companies in the world● Member of the Equipment Leasing and Finance Association (ELFA) and the Association of Service and Computer Dealers International (ASCDI)Specialties: Analytics, simplify business processes, finance, investments.Sales & Marketing● Redesigned and implemented Salesforce to align to the company’s strategic vision● Redesigned processes and created new leads processes, integrated with Salesforce Social● Facilitated data ELT strategies (extract, transform and load) including a migration of a healthcare database, assimilation of 51,000 contacts, 7,100 accounts within 10 regions● Established a system for Hoovers, Jigsaw, LinkedIn, Google, Yahoo! Finance, and Jigsaw (data.com) - $103,356 Jigsaw savings ● Integrated API & HTML email marketing tools, which has resulted in more AE appointments and cleaner data● Designed a vendor management and alliance system including registration, tracking and analytics.● Authored all educational materials and training for the support department, end users, IT and managementFinance● Established a process to manage the bank alliances, including tracking and analytics● Redesigned the pre-screening process for time efficiency and tracking capabilities● Created a more secure and efficient way to house our financial library, financial statement log, portfolio ratings, and the credit watch log

Assist and provide marketing support to the Western Region manager and senior account executives; coordinate and support personnel work; assist with PowerPoint presentations and project management; coordinate conference rooms and event space; assemble sales proposals; perform data entry. Marketing Research: Conduct all major research projects on competitors or prospects in the Western Region by filtering leads and information. Help executives gain knowledge about prospects by reviewing and summarizing UCC filings; analyze financial statements, contracts and vendor invoices; design marketing materials such as PowerPoint presentations, sales literature and marketing binders.

Brand development, website traffic growth, web site marketing and advertising. Developed marketing strategy and statistics systems. I took care of all the credit card processing, billing, invoicing, monthly statements, inventory plus over see the shipping and receiving department. Updating all of the office equipment. Developed the website and catalog as well as maintain it. Created new catalog for online and mailing, increasing sales by 23%. In one year from May 2006 to April 2007 general site traffic went up 117%. I also designed many advertisements for national magazines. Implemented new networking system via wireless network. I am fluent in Windows XP and Mac’s OSX. Software programs include Indesign, Matrix, Photoshop and Microsoft Office. Fluent in eBay services, personal stores, billing, shipping and procedures. Took inventory and ordered stock.Managed the design, production and maintenance of the company's new website, catalog, national advertisements, mailing distribution lists. Increased website traffic by 23%.Managed eBay stores: customer service, billing, shipping and procedures.Responsible for credit card processing, billing, invoicing, and monthly statements.Managed the shipping and receiving department, including inventory stocking.Displayed effective problem solving/conflict resolution between individual customers and distributors.Proficient in Windows or Mac's OSX, Microsoft Office Suite, Indesign, Matrix, and Photoshop..

Bachelors Of Arts, Business Finance

Activities and Societies: CSUF Finance AssociationFinancial Analysis for Investors and Lenders, Global Finances, Global Economics.

Agri, Sciences