Wendy Cassidy Email and Phone Number

Quota carrying Account Executive managing a $34mm book of business that includes large banks, credit unions, and mortgage lenders.

Fiserv is a global leader in financial services technology solutions. We're helping more than 12,000 clients worldwide create and deliver experiences for a digital world that's always on. Solutions that enable today's consumer to move and manage money with ease, speed and convenience. At the point of thought.

Strategically consult with clients to provide solutions that advance marketing, risk mitigation, and business process improvement. Deliver analytical services and software applications that quantify processes and measure performance for customers in the Credit Union, Banking, and Finance sectors across the US. Continually monitor market conditions, product innovations and competitor activity. Adjust account sales approach to address latest market developments. Write, proof, and edit sales proposals and correspondence.Manage portfolio of 132 accounts totaling $3,600,00 in yearly sales.Actively create strategies to develop and expand existing customer sales. These actions have resulted in an 18% increase in year over year sales.First salesperson to successfully close and implement two of Equifax’ newest solutions resulting in a corporate write-up distributed company-wide.

Proactively developed and maintained network of Realtors, builders, and other networking contacts to originate quality residential mortgage loans. Executed effective marketing plans. Consistently met or exceeded established sales goals.Promoted to Operations/Sales Manager.

Ranked one of Prudential Bank’s top three performers for 11 consecutive months, leading to promotion to Team Lead role. Supervised a team of 8 seasoned sales professionals. Successfully developed and maintained relationships with Financial Advisors in order to generate mortgage referrals. Surpassed personal sales goal while also assisting and managing 8 additional sales professionals.

Recruited by Countrywide Home Loans to manage a branch consisting of 7 Loan Originators and 2 Processors. Surpassed corporate set branch goals for 3 consecutive years.