Stephan Gray Email and Phone Number

Managing the customer support team working on Dealer Service and Client Success.Lead comprehensive portal training sessions for customers. Creating and implementing SOPs to drive departmental consistency and operational excellence.Oversee the approval processes, and making necessary adjustments.

Led a staff of 10-15 people managing new and current dealers in our pipeline.Streamlined our Dealer onboarding process to minimize bottlenecks and maintain a 24 to48-hour turnaround time.Assisted with dealer portal training for new dealers.Created and implemented multiple Standard operating procedures for my department.Maintained an above satisfaction score with our active dealers.Helped restructure the department to serve our dealers and clients better.Tracked and monitored inbound and outbound calls.Maintained relationships with integrators to implement portal enhancements and proper functionality.

Implemented new sales processes to maximize growth with secured and unsecured loansCreated new business relationships with local companies to grow our retail footprintEvaluated credit risk on all applications and qualified applicants for the best product offeringReduced overall branch delinquency while exceeding company standardsLeading the district in Auto Secured loans and tracking a 25% increase in insurance sales over the prior year

Collection and solicitation of past and present customers.Business development through cold calls and face to face meetings.Taking applications, evaluating customer risk, and recommending products to fit their needs.Taking and processing payments in office.

Assisting new and current Wells Fargo customers with mortgage refinancing.Qualifying clients for auto loans as well as credit cards.Taking credit applications and recommending products.Interacting with clients via cold and warm calling and meeting with clients in office and locking interest rates.

Scheduled appointments via cold and warm calling and meet with prospective clientsCompleted personal forecaster for prospective clientsInformed prospective clients of products that would aid them in achieving their financial goals

Assisted with client acquisitions via cold calling.Organized lunch meetings with prospective clients as well as mailed marketing materials to prospects.Aided in maintenance and reconstruction of client and prospect database.

-Assisted one of the Top 50 advisors in Chicago with client acquisitions via cold calling.-Data entry of financial planning proposals.-Aided in maintenance of client and prospect database. -Organized and sent out seminar marketing materials.