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Click here or scroll down to respond to this candidateCandidate's Name
4 Overhill Road, Elmsford, NY Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLESKILLSBi-lingual and Experienced Sales Manager with 10+ years of experience in the Banking and Mortgage Industry. Skilled in Project Planning, Document Management, Client Communication/Experience, Strategic and Tactical Planning, Business Development, Marketing and Sales, Employee Retention and Performance Enhancement. Articulate, results and goal-oriented leader with a passion for enhancing overall company success through Maximizing and Managing Sales, Client Experience and Customer Service.CAREER EXPERIENCEAVP, Credit Solutions Advisor Preferred Lending 2022-PresentBank of America, Greenwich, CTAssist clients with most banking products, such as, Mortgage, Home Equity, Auto Loans, New Credit Card applications, and opening New Checking and Savings Accounts.Supporting clients with digital banking and all digital products.Detailed instruction for all clients for understanding and operating new online programs, products, and benefits.Client follows up regarding promotions, setting appointments and maintaining client experience and relationships with bank associates.Building and maintaining relationships with local realtors, builders, and non-profit agencies.Conduct the morning briefings with the team and perform roll playing as needed.Prepare reports for weekly activities, call recording and marketing.AVP, Sales Support Home Mortgage 2018-2022Bank of America, White Plains, NYTrain, coach and support teams and managers for 9 Mortgage Loan Coordinators and over 40 mortgage loan officers.Assist new mortgage loan officers with entering and securing application inputs.Set up all reports related to applications, pipeline, fundings and more.Prepare and conduct the weekly, monthly, and quarterly branch audits.Manage the Timekeeping/Payroll reports.Order office supplies, marketing materials for 2 offices and manage all aspects within the offices.Set up meetings, face to face conference and travel agendas for the team and management.Conduct weekly, monthly, and quarterly audits, which includes review of documents and all compliance management.Execute monthly expenses through Concur for many of my teammates.Support team with remote access through Skype and Zoom.AVP, Retail Sales Manager Home Mortgage 2015-2018Bank of America, White Plains. NYRecruit and train new mortgage loan officers.Assist the sales team with marketing & selling the residential mortgage products.Conduct monthly First Time Home Buyers mortgage workshops/seminars.Service needs of bank clients with all mortgage products including Home Equity Loans and Finance knowledge/products.Motivate, coach, and assist Financial Center team.Maintain and build relationships with Realtors, Developers, Non-profit Agencies, Attorneys and Financial Planners.Organize monthly face to face sales meetings, track quarterly goals and maintain healthy relationships with internal underwriters, processors, closers, and support staff.E X P E R T I S EBilingual: Spanish/English Managerial Experience Employee Retention Client Experience Sales & Marketing BehavioralInterviewing Telesales Success Coaching Recruiting & Training Strategic & Tactical Planning Performance Enhancement Internal and External CommunicationsS Y S T E M S K N O W L E D G EMicrosoft Office Google Suite Scheduling & Interviewing Systems Knowledge Skype & Zoom Meeting Hosting Data Entry Website Building Business DevelopmentV O L U N T E E R W O R KFairview Aquatics Swim Team Data Entry Support Billing Website Building Reports/Analytics Recruiting/TrainingR E F E R E N C E SAvailable Upon Request. |
