Whitney Traylor Email & Phone Number

Texas, United States

Dallas, Texas, United States

Dallas, Texas, United States

• Responsible for the setup and maintenance of new customer accounts. Setting up over 700 new accounts since date of hire.
• Compile credit packages of credit references, trades, and credit reports for analyzation.
• Set credit limits for approved customers.
• Review all credit applications for possible fraud. Identifying 40+ fraudulent applications.
• Recognized for being the one of the top producers on my team constantly exceeding the monthly goal of setting up new… Show more
• Recognized for being the one of the top producers on my team constantly exceeding the monthly goal of setting up new accounts.

Irving, Texas, United States

• Work with customers via phone to find solutions to deficient balances.
• Manually dial over One Hundred delinquent customer accounts daily, while accurately documenting all account activities and pertinent information.
• Ensure compliance on every account by following policies and procedures, including state and federal laws.
• Always seeking new ways to improve quality and work productivity.
• I serve as team leader, by attending round table meetings with senior… Show more
• I serve as team leader, by attending round table meetings with senior managers, and proposing software modifications to improve employee engagement.

Plano, Texas, United States

• Performed essential functions of enrolling clients into the DebtBlue Program including, making welcome calls and sending documentation to clients.
• Followed all Policy Compliance Guidelines, ensuring all accounts met enrollment requirements.
• Analyzed at least fifteen applicant accounts per day for assessed risk and approval.
• Reviewed and scored New Account Specialist calls for quality assurance and provided feedback.
• Met with department managers regularly… Show more
• Met with department managers regularly ensuring compliance.

Coppell, Texas, United States

• Cultivated impactful relationships within the warehouse department by delivering great customer service, and long- term partnerships.
• Maintained high-volume workload within fast-paced environment while consistently meeting performance benchmarks.
• Handled over 100 calls per shift, utilizing customer data to provide better customer service.
• Surpassed sales goals by 30% through implementation of effective marketing strategies.
• Recognized, for exceeding monthly… Show more
• Recognized, for exceeding monthly sales expectations. Show less

Farmers Branch, Texas

• Made calls and followed up on emailed leads to enhance sales.
• Consistently exceeded quotes by pursuing and closing sales.
• Upsold products to policyholders and potential new clients.
• Made policies suggestions and filed paperwork.
• Fulfilled requests for tittle documentation, letters of permission and insurance claims.

Mesquite, TX

• Interacted with customers, helping to assist them with the rental process and insurance qualifications.
• Assisted management with the daily branch operations, including fleet needs and employee scheduling.
• Maintained positive relationships with company’s existing customer/vendor accounts while building relationships to foster new business.
• Ensured satisfactory audit rankings by analyzing daily sales performance, and mitigating operational risk.