Tara Christman Email & Phone Number

Fort Collins, Colorado, Us

Charlotte, Nc, Us

-Reviewed all loan package documentation for discrepancies, omissions, and income calculation-Communicated effectively with clients, real estate agents, and underwriters to provide updates on loan application status and any additional requirements.-Monitored key dates to obtain information by deadlines.-Prepared and reviewed loan estimates and closing disclosure documents, ensuring compliance with regulatory guidelines and accuracy of information.Strong attention to detail

Charlotte, Nc, Us

- Implemented systems to utilize SEO optimizations, trending mortgage topics, competitor research, to provide monthly reports.- Regular collaboration with outside partners to ensure brand cohesiveness throughout digital space and live events.- Utilized digital marketing channels, social media, and online advertising to increase brand awareness, drive lead generation, and engage target audiences effectively.- Oversaw the creation of compelling marketing collateral, including product brochures, presentations, sales kits, and digital content, to effectively communicate the division's value proposition.- Implement marketing automation tools and CRM systems to streamline lead management, customer segmentation, and personalized communication.-Conducted thorough market research and analysis to identify opportunities, competitive landscape, and customer behavior, resulting in data-driven decision-making.-Analyze marketing performance metrics and KPIs, utilizing insights to optimize campaigns, refine strategies, and achieve continuous improvement in marketing effectiveness.-Conduct regular training sessions for the sales team to equip them with the necessary marketing knowledge and tools to effectively support sales efforts.

Austin, Tx, Us

-Led a project team in redesigning and implementing marketing lead generation programs, resulting in a 15% increase in sales-accepted leads.-Consulted with multi industries to develop electronic communication, and thought leadership that align with sales and business goals.- Collaboration with sales team to increase brand awareness and enhance business development by building and maintaining relationships with 40+ key accounts.Implemented weekly team meetings to improve cross-functional teamwork.- Create and manage project plans, timelines, budgets, and resource allocation, identifying and mitigating risks and issues throughout the project lifecycle

- Fostered performance development of staff through ongoing coaching and mentoringNegotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retentionWorked closely with each vendor’s unique CRM program, and scheduling softwareDeveloped short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue by 13%

Highland Park, Michigan, Us

Mentored 60+ customer service professionals to achieve daily sales goals, resulting in exceeding daily sales quota and customer satisfaction.Exceeded aggressive sales targets in a fast-paced, high-volume call center environment, demonstrating excellent sales skills and customer engagement.

- Administered and coordinated a variety of activities as provided for by the by-laws and regulations of the association.- Established and maintained effective working relationships with all employees, the board of directors and the general membership of the association.- Responsible for weekly deposits, AR/AP, weekly check-ins for the employees. Quickbooks, scheduling, high customer service, organizational skills, and excelled at multitasking.- Maintained files and records so they remain updated and easily accessible.

- Managed the CEO's complex and ever-changing calendar, including scheduling meetings, appointments, and travel arrangements.- Conducted research and gathered data for various projects, reports, and presentations, providing valuable insights to support decision-making.-Acted as a liaison between the CEO and internal/external stakeholders, maintaining effective communication and managing inquiries.-Maintained confidentiality of sensitive information in accordance to HIPAA and handled matters with utmost professionalism and discretion.- Proficient with QuickBooks, and MS Office, Meeting set up. General vendor management. Social Media Marketing, Event Marketing, as well as branding products.- Assisted clients with basic activities of daily living and provided companionship to elderly and persons and acting as a liaison between client and insurance (disputes on claims, filling out insurance paperwork, basic knowledge of Medicare's policies), daily documentation, Hospice care support.

- Recruited appraisers for RVS panel, support operations. - Ensured compliance with established minimum criteria and business standards. Perform daily outbound calls and provide phone split availability to vendors. - Reviewed requests for vendor management with respect to completeness and quality and perform follow-up activities.- Created reports for system enhancement requests based off of user feedback for use by management.- Documented new procedures for developing operations team.- Trained new team members on system and policies.

- Performed duties like but not limited to, verification of employment, requesting title documents, pulling flood certificates on properties, running daily and weekly reports for loan officers, ensuring all documents are properly signed, requesting tax and credit histories.- Developed and maintained a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities.- Effectively respond to customer inquiries and referrals that are generated from both their own contacts and from other Bank.- General Administration Assistant tasks. Proficient in Encompass, Excel, MS Word, Outlook, PowerPoint, Google Sheets

- Performed duties like but not limited to; weekly and monthly loan officer reports, successfully implemented, launched and continual upkeep of each loan officers individual Zillow website, custom marketing requests for both loan officers and Realtors, regular liaison between our office and vendors.- Prepared all collateral and presentation/seminar materials to provide added value for client.- Organized all aspects of client receptions to provide networking opportunities, facilitating new partnerships.- Developed and implemented firm marketing strategies, objectives, and programs in alignment with the firm’s brand.