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Title Account Executive Customer Service
Target Location US-MD-Rockville
Email Available with paid plan
Phone Available with paid plan
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ARIELFASIEMAIL AVAILABLEPHONE NUMBER AVAILABLEPotomac, MD, MarylandStreet Address
Established Sales Professional gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamicmarketing strategies, sharp communication skills and dedication to customer service.PROFESSIONAL SUMMARYNewDay USA - Account ExecutiveFulton, MD  11/2023 - CurrentSouth River Mortgage - Mortgage ConsultantAnnapolis, MD  11/2022 - 09/2023WORK HISTORYServed Veteran families by advising them on VA Cash - Out loan product by explaining terms, costs, and risks to prospective borrowers.Boosted client satisfaction by developing and maintaining strong relationships through effective communication.Oversaw loan process from start to finish withprocessors, underwriters, and prospective borrowers to ensure funding of loans.Served Veteran families by advising them on VA Cash - Out loan product by explaining terms, costs, and risks to prospective borrowers.Identify and manage borrower mortgage loan application risks.Oversaw sales and underwriting processes of mortgage lending office.Closed loans at 100% to quota and above for duration of position. Monitored pipelines to track and log status of loans. Explained very technical financial information toapplicants in easy to understand language. Explained different types of loans pertaining to client SKILLSBusiness development andplanning Account servicingRelationship building andmanagement Customer presentations Forecast preparationWritten and verbalcommunication Sales Strategies Sales target monitoring Sales quota achievement Strategic sellingUniversity of Maryland -Baltimore CountyBaltimore, MD  05/2020Bachelor of Science: FinanceGPA 3.4EDUCATIONMember of Phi Kappa SigmaInternational FraternityMember of Alpha KappaDelta Honor Society Elected to Treasurer forUniversity of Maryland -Baltimore CountyBaltimore, MD  05/2020Bachelor of Arts: SociologyGPA 3.4UMBC Hillel in 2018Member & Session Player ofRetriever Music SocietyNMLS LO with licenses tooriginate in 20 statesCERTIFICATIONSPaychex - Account Manager - B2B Business Development Fairfax, VA  06/2022 - 11/2022NewRez - Account ExecutiveColumbia, MD  03/2021 - 05/2022situations.Worked with underwriters to fix application problems and resolve issues.Reviewed loan files and updated to match currentstandards.Created, managed, and advanced accounts, leads, and opportunities in company's CRM system (Salesforce) and provided accurate sales activity and forecasts.Scheduled and conducted meetings with new prospects through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.Worked closely with Banks & CPAs to bolsterrelationships, as referral partners, in order to provide leads to one another.Enrolled SMB clients in Federal Employee Retention Tax Credit to acquire said clients IRS refunds.Exceeded sales quotas and increased profitabilitythrough effective sales strategy and business planning.Built deep relationships with store managers, business owners and distribution partner sales teams byemploying industry expertise and knowledge, retail strategies and sales tactics.Developed and executed sales presentations as well as both internal and external product training workshops.Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.Delivered recommendations to long-term accounts to promote brand awareness to key audience. Top sales performer - closed 12-22 refinances per month. Built and strengthened relationships with new andexisting accounts to drive revenue growth.Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements andcultivated relationships. Executed successful sales strategies to convert leads into Freedom Mortgage - Licensed Mortgage Loan Originator 06/2020 - 02/2021Morgan Stanley - Operations Summer Analyst Intern06/2019 - 08/2019customers.Gathered information from clients to secure accounts, verify payment and identify special requirements. Managed sales cycle to maintain solid customer base. Leveraged CRM to collect, organize and manage sales data and customer information.Resolved issues promptly to drive satisfaction and enhance customer service.Worked with underwriters to fix application problems and resolve issues.Reviewed loan files and updated to match currentstandards. Fielded customer complaints and provided solutions. Explained different types of loans pertaining to client situations.Implemented sales strategies that establishedrelationships with realtors and CPAs.Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.Developed prospects for new loans by conducting 500 cold calls weekly.Compiled closing packages for drafting and presentation accuracy.Served as a part of the Fixed Income Derivatives Drafting Team to establish civil law contracts.Conducted team meetings to mitigate risk for trade contracts from maturing past their deadlines.Produced Knockout Notifications and Master Confirmation Agreements as part of assigned vanilla drafting.Created a JIVE site, featuring a user interface to streamline onboarding for Cash Settlements teammembers.Discovered root causes of problems and identifiedappropriate solutions.Conducted system analysis and implementation tomaintain and improve computer systems. Analyzed unstructured information to derive key insights. Guitar Center - Sales Representative02/2018 - 01/2019Contemporaries Inc - Intern- Administrative and Billing Assistant12/2017 - 01/2018Hillel International at UMBC - Intern- Peer Network Engagement LeaderOptimized core processes to improve businessperformance and operational agility.Cultivated relationships with industry leaders and within company to share tips and information.Investigated system issues and implemented resolutions to reduce downtime.Adequately demonstrated products for clientele while retaining 24/7 availability.Consistently hit daily sales minimum of $1000 for guitars, drums, and professional audio equipment.Worked as a part of one of the highest grossing Guitar Centers in the nation's chain.Worked as a part of the #1 regional sales team as of two months.Boosted brand awareness, implemented promotionalcampaigns and employed sales tactics as part of territory development.Evaluated inventory and delivery needs and optimized strategies to meet customer demands.Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.Converted files to digital format to help the office go paperless. Conducted accounts receivable invoice status checks. Performed data normalization and data entry on a daily basis via Excel, Word, etc.Managed staffing engagements to provide phone call etiquette.Answered multi-line phone system, routing calls,delivering messages to staff and greeting visitors. Maintained status reports for client projects.Monitored office calendars to plan meetings, activities and travel to maximize productivity.08/2016 - 05/2017Worked to advance exposure of Jewish life on campus to students who were not previously involved.Coordinated weekly events and charity fundraisers with various student organizations on campus.Led meaningful discussions during every event,pertaining to current world issues.Worked with intern team and attended weekly meetings to ensure successful event coordination.Singer/Songwriter & GuitaristCurrently Performing locally with 3 band ensembles Music available for purchase on all streaming platforms ACCOMPLISHED MUSICIANEnglishNative or BilingualHebrewProfessional WorkingLANGUAGES

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