- Uncover needs and facilitate connections between potential customers and lending institutions via telephone, text messaging and e-mail communication. - Pair refinancing options with auto protection products, close combined solution, and shepherd loan through funding.

- Drove the disruption of the auto refinance industry through partnerships, technology, and transparency while serving as the owner of the customer experience and provider of financial solutions, asset protection, and warranty products.- Provided wide-ranging support in the development and coaching of Loan Officers.

- Initiated change in the consumer home arena by helping owners acquire new properties before selling their old ones.- Developed trust, qualified potential homes, closed, and collected signatures of buy and sell agreements. - Managed internal escalations and lending approval before handing it off to the local team for execution.

- Drove new business acquisitions within a high-volume outbound call environment, calling on and speaking with business owners nationwide to consult and advise on HomeAdvisor’s marketing products and services. - Build professional rapport in a timely manner while working to strengthen brand recognition and close with home improvement providers nationwide.

- Added valued contributions to the development and buildout of the inaugural client development team for the Spark business credit card. - Analyzed total business spend to identify additional opportunities, established Spark card as the primary vehicle in the client buying cycle, assisted companies with incorporating Spark into the bookkeeping and purchasing platforms, and drove incremental charge volume with existing and new clients.- Initiated educational/networking events and followed up on small business referrals from the existing customer base.- Drove strategic portfolio contact and management via SalesForce.com and secured in-person appointments with clients and prospects.

- Maintaining professional, productive business relationships with internal and external stakeholders to ensure seamless business transactions and excellent customer experience while providing top-quality service and advisory. - Served as a “trusted advisor” to clients to guarantee the delivery of the appropriate, customized business banking products and solutions per client-specific needs. - Administered client portfolios while driving new account acquisition and expansion.- Capitalized on in-depth knowledge of business, finance, banking, credit, and risk management toward identifying, recommending, and promoting products and solutions to clients.- Proactively collaborated with professionals to guarantee the continuous learning of industry best practices and principles. - Observed strict adherence to risk management protocols and regulatory requirements to drive business security.- Implemented a self-developed tactical marketing process by identifying the steps and strategies to establish strategic relationships with clients and prospects.