Seattle, Washington, United States
Daniel Nguyen | Loan Officer | NMLS: 2106191 Mobile: (425) 232-1168 | 11250 Kirkland Way, Unit 200 | Kirkland, WA 98033 [email protected] | academymortgage.com/danielnguyen Corp NMLS: 3113 | Equal Housing Lender
• Cold called and developed pipeline of sustainable business with interested clients with consistent long term follow up • Prospected and maintained key client relationships through effective time and resource management to exceed sales goals and increase profit opportunities. • Fostered relationships with new and existing customers using methodical cold calling, relationship building, and virtual consultations. • Trained new sales representatives on sales strategies and processes to reduce process gaps, including list building within Sales Force and prospecting methods. • Executing effective sales strategies while detailing market condition analysis to help agents find the right solution for their business • Consistently hit and met established KPI for the company 120%+, regional team and individual performance with a main focus on taking care of the client first.
• Solicited business for the 7th largest home remodeling company. Managed customer accounts-built relationships with customers and grew account base within territory. • Achieved $220K in net installed sales, exceeding gross quarterly profit objective by 120% • Earned President’s Club first level bonus for outstanding sales achievement • Gave fully comprehensive home inspections, demonstrated products at customer locations and answered any questions about product and services • Draft sales proposals and complete contracts • Maintain 24/7 availability to address any customer questions and concerns
-Provide housing related case management services to Behavioral Health clients including clients with co-occurring disorders either independently or in partnership with Behavioral Health department case managers to assist clients in obtaining and maintaining independent housing. Includes assistance with applications, coordinating support services, housing related counseling and case management individually and in group setting, coordinating other agencies, organizations, assisting in crisis intervention related to housing situation, and assisting the client in dealing with property managesr, family and other systems in the client's environment -Conduct on-going person-centered assessment in the area of housing and independent living in the community, develop strength based housing related care plan, and coordinate services care plan with assigned case managers. -Deliver intensive supportive housing case management services to identified clients, currently or formerly homeless clients based on the care plan, through regular outreach, visiting clients at their home and at other community locations accessible to clients. -Assist housing coordinator with developing and maintaining housing resources by conducting community outreach and recruiting possible housers to accept tenants with a disability. Provide resources and information on housing options and application process to Behavioral Health case managers. Serve as ACRS Behavioral healthDepartment point of contact along with the housing coordinator, with housing providers and liaison between case managers and housing providers. -Prepare concise, complete, and accurate progress notes and program documentation according to agency policy and system standards.