Omaha Metropolitan Area
QUALIFICATIONS: I feel that my 30 years in the financial industry would be a benefit to any company. My wide range of knowledge in sales and client management would make me an asset in any role. I have been consistently successful in achieving my goals while assisting my team obtain their objectives. EDUCATION: 1993-1994 University of Northern Iowa 1994-1998 University of Nebraska at Omaha 2016 – HDI Support Center Analyst Certified EMPLOYMENT: 1/2021 - Present - Enterprise Level Client Succes Manager, ICE MT Responsibilities: Conduct monthly check in calls, Schedule annual Tech Stack Calls, Attend premier support meetings, Driving client Adoption of Additional Services to increase depth of relationship and better utilization of Encompass while adding revenue, Calling Technical Support Contacts to escalate cases to maintain client satisfaction and better set client expectations, Assisting Clients to better utilize existing products, Creating Salesforce Opportunities for renewals and SOW quotes. Assisting clients with product demos by asking scoping questions to better gauge client needs, Discussing ALLRegs products, following up with targeted clients on special promotions to make sure goals were obtains through calls, direct emails, and marketing blasts. 3/2018 – 12/2020 - Inside Major Account Manager/Client Success Manager, ICE MT Responsibilities: Driving client Adoption of Additional Services to increase depth of relationship and better utilization of Encompass while adding revenue, Calling Technical Support Contacts to escalate cases to maintain client satisfaction and better set client expectations, Assisting Clients to better utilize existing products, Creating Salesforce Opportunities, Assisting clients with product demos, Discussing ALLRegs products, following up with targeted clients, direct emails, and marketing blasts. 12/2016 – 2/2018 Corporate Account Manager/Inside Major Accounts Manager, Ellie Mae Responsibilities: Selling additional products, Conducting Account Review Calls, Selling Add on Services, Escalating Technical Support Cases, following up on Direct Marketing Promotions, & Supporting two major Account managers 05/2013 – 12/2016 Industry Technical Support Representative, Ellie Mae Responsibilities: Working with Enterprise level clients on weekly calls, Resolving Client cases, Taking inbound client calls and chats, troubleshooting client issues, testing client reported software issues, finding solutions for clients, testing future releases, & assisting other team member.
Responsibilities: Conduct monthly check in calls, Schedule annual Tech Stack Calls, Attend premier support meetings, Driving client Adoption of Additional Services to increase depth of relationship and better utilization of Encompass while adding revenue, Calling Technical Support Contacts to escalate cases to maintain client satisfaction and better set client expectations, Assisting Clients to better utilize existing products, Creating Salesforce Opportunities for renewals and SOW quotes. Assisting clients with product demos by asking scoping questions to better gauge client needs, Discussing ALLRegs products, Following up with targeted clients on special promotions to make sure goals were obtains through calls, direct emails, and marketing blasts.
Responsibilities: Driving client Adoption of Additional Services to increase depth of relationship and better utilization of Encompass while adding revenue, Calling Technical Support Contacts to escalate cases to maintain client satisfaction and better set client expectations, Assisting Clients to better utilize existing products, Creating Salesforce Opportunities for renewals and SOW quotes. Assisting clients with product demos by asking scoping questions to better gauge client needs, Discussing ALLRegs products, following up with targeted clients on special promotions to make sure goals were obtains through calls, direct emails, and marketing blasts.
Responsibilities: Selling additional products to my current clients, Conducting Account Review Calls, Selling Add on Services, Escalating Technical Support Cases, Following up with my client list on Direct Marketing Promotions, & Supporting two major Account managers
Responsibilities: Working with Enterprise level clients on weekly calls, Resolving Client submitted cases, Taking inbound client calls and chats, Troubleshooting client issues, testing client reported software issues, working with Account managers to find solutions for clients, Testing future releases for possible issues, & assisting other team members on their cases and assigned projects.
Responsibilities: Boarding new loans and reserve lines of credit, Auditing Imaged loan files; Creating wires for loan disbursements; Completing Fed-Ex distributions; Maintaining Monthly Equity and Auto Loan review spreadsheet for reporting, Sending reserve line of credit letters, Contacting and working with branches on existing loan applications
Responsibilities: Completing E-Oscar credit disputes, Account History requests, Completing Pay Off Demand Requests, Completing Account Address changes, Ordering HELOC checks, Ordering coupon books, and Sending out ACH form requests.