Results-driven Sales Coordinator skilled in data analysis, customer service, and team collaboration. Developed detailed reports and coordinated training sessions to boost sales team performance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Sales Coordinator
ADP
Louisville
03.2022 - Current
Coordinated and finalized sales proposals to complete purchases.
Prepared sales presentations and proposals that effectively communicated value to prospective clients.
Provided assistance throughout the entire sales process from initial contact through post-sale follow-up activities.
Supported sales team by delivering current territory sales data and costing information.
Supported sales team with data analysis to identify trends and opportunities.
Maintained accurate sales activity records and generated comprehensive reports for management review.
Prepared monthly reports on sales activities, revenue, expenses, and other key metrics.
Provided administrative support to the sales team including scheduling meetings, preparing presentations and managing email correspondence.
Organized training sessions for new sales staff on company products and services.
Mortgage Loan Processor
Liberty Federal Credit Union
Louisville
08.2020 - 03.2022
Processed loan files using mortgage software systems efficiently.
Reviewed loan applications for accuracy and completeness to streamline processing.
Ensured compliance with regulatory guidelines during the loan processing phase.
Collected necessary documentation from borrowers and third parties.
Submitted completed loan packages to underwriting department for approval or denial decisions.
Communicated with clients to clarify loan requirements and processes.
Requested appraisals and title services to ensure timely loan approvals.
Assisted team members in resolving loan documentation issues to enhance workflow.
Responded to client inquiries regarding loan status to ensure clarity and support.
Claims Auditor
Rawlings Group
La Grange
07.2017 - 06.2020
Analyzed and validated claim data for accuracy, completeness, and compliance with applicable regulations.
Reviewed claims to ensure accuracy and compliance with company policies, contributing to overall claims integrity.
Collaborated with team members to streamline auditing processes, resulting in improved efficiency.
Maintained detailed records of audit findings and recommendations to support informed decision-making.
Prepared detailed reports summarizing audit findings, conclusions, and recommended actions.
Relationship Banker
BB&T Now Truist
Louisville
03.2004 - 07.2017
Built strong customer relationships through personalized banking solutions.
Built long-term relationships with customers by providing personalized service and support.
Identified customer needs through conversations, recommending tailored banking products that aligned with their goals.
Analyzed client needs to recommend suitable financial products.
Facilitated loan applications, guiding clients through each step to ensure a smooth process.
Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
Collaborated with team members to enhance service delivery standards.
Promoted financial literacy programs, enhancing client knowledge and confidence in managing finances.
Assistant Branch Manager
National City Bank, now PNC
Louisville
02.2000 - 03.2004
Supervised daily operations and evaluated staff performance to enhance service delivery in busy bank environment.
Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
Ensured compliance with regulatory requirements and internal policies, mitigating risks and maintaining operational integrity.
Assisted in managing customer accounts and resolved service inquiries, improving customer satisfaction.
Resolved customer issues effectively in order to maintain strong customer relationships.
Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
Coordinated training sessions for new employees on banking procedures and policies.
Facilitated communication between branch staff and upper management regularly.
Collaborated with team members to achieve branch goals and enhance teamwork.
Education
Associate of Applied Science - Interior Design
Sullivan University
Louisville, KY
Skills
Salesforce
Customer relationship management
CRM Management
Reporting & Analytics
Tableau Reporting
Excel
Microsoft Office Suite
Accomplishments
Kentucky Colonel
Certification
National Mortgage Licensing System (NMLS), License #1162065