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Finance and design professional with over 10 years of experience in sales, project management, and community engagement. Proven track record in exceeding target goals, while maintaining the highest levels of client and customer satisfaction, and adhering to compliance for federal regulations. Demonstrated experience in leading teams to achieve excellence, not just within the expectations of the company and stakeholders, but also on behalf of the clients and customers served.

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ABOUT ME

EXPERIENCE

FINANCIAL, SALES, CUSTOMER SERVICE & COMMUNITY ENGAGEMENT

MAY 2023 - MAY 2024

ONEMAIN FINANCIAL​

PHILADELPIA, PA

As a leader of a team of 5 professionals, worked to meet the financial goals of clients while achieving the highest company target goals. Worked directly with underwriters to collect and document all required Conditions and Stipulations from clients while maintaining the highest levels of customer satisfaction. Responsible for the maintenance and collection of delinquent accounts – demonstrating Ease, Empathy & Encouragement.                         

SENIOR CONSUMER LOAN SALES SPECIALIST

  • Delivered and exceeded results (107%) related to individual and branch sales goals as well as customer expectations  

  • Developed new relationships, maintained existing relationships, worked with customers throughout the loan process and loan life cycle  

  • Presented financial solutions, aligned to customers’ stated needs that met their goals  

  • Informed customers about optional insurance products and exceeded company target (123%)

  • Educated customers on the terms and conditions of their loan to ensure their complete and clear understanding  

  • Partnered with local businesses to seek out and develop new customers  

  • Demonstrated proficiency by utilizing credit underwriting techniques and sales tools  

  • Managed the life cycle of each loan, including collections activities, while ensuring compliance with all laws and regulations

  • Maintained all office compliance requirements for internal and external auditing

JUNE 2019 - OCTOBER 2022

WSFS BANK​

PHILADELPIA, PA & WILMINGTON, DE

As part of a team of 8 professionals, worked to meet the financial goals of clients while achieving the highest target goals. Worked directly with underwriters to collect and document all required Conditions and Stipulations from clients while maintaining the highest tier performance indicator of customer satisfaction. Integral in the creation and establishment of WSFS Diversity Equality and Inclusion Employee Resource Council.                                                                              

CONSUMER LOAN PROCESSOR II - NMLS #1447737

  • Responsible for the receipt and communication of decisions from underwriting and subsequent communication  to borrowers for approval decisions

  • Identified documents to support the requested dollar amounts and provided the necessary information used for the purpose of lending  

  • Uploaded all documents to customer profiles, followed document integrity procedures as part of fraud prevention and deterrence, made outbound inquiries for income and insurance verification  

  • Aligned all WSFS lending policies and procedures to ensure compliance with all federal government regulations

  • Updated and maintained fulfillment reports for delivery to the Operations Team, and collaborated with Underwriting and Branch Managers to ensure Service Level Agreements

JUNE 2015 - AUGUST 2017

WSFS BANK​

PHILADELPIA, PA & WILMINGTON, DE

As part of a team of 6 professionals, worked to meet financial goals of clients while achieving highest tier target goals.                       

PERSONAL BANKER I & II

  • Built and maintained current and perspective customer relationships by recommending products and services including deposit accounts, savings solutions, and loans

  • Completed interoffice audits and maintained branch compliance

  • Transitioned new customers that were acquired through multiple WSFS Bank acquisitions 

  • Devised and executed client-building activities, promotions, and outreach

  • Volunteered (8+ hours monthly) as a bank representative with several charitable organizations in local communities to enhance financial literacy (Philabundence, Red Cross, Clarify, & Human Rights Campaign)

FEBRUARY 2019 - JUNE 2019

WIREWHEEL.IO​
ARLINGTON, VA
As part of a team of 4 professionals, worked to achieve goals in customer satisfaction and prospect experience for this Series A startup company. Curated sales profiles for potential customers and was responsible for outreach and recruitment of potential customers.        

MIDMARKET SALES REPRESENTATIVE

  • Driving force in meeting the company’s goals and objectives through achieving individual sales quotas (102%)

  • Consistently achieved monthly meetings quota to obtain company growth objectives (105%)

  • Conducted cold calls to Fortune 500 companies for prospecting and general market research to continually build a sales pipeline 

  • Created and delivered customized sales presentations and high-impact demonstrations (including virtual learning & web demonstrations)

  • Managed all sales activities through the company CRM (proprietary) and other sales systems (Salesforce)

SEPTEMBER 2017 - AUGUST 2019

PNC BANK​

WASHINGTON , DC

As part of a team of 6 professionals, worked to meet the financial goals of clients while achieving the highest tier of target goals. Educated and trained team members in Gallup Customer Engagement to achieve quality metrics for Customer Experience.

FINANCIAL CONSULTANT - NMLS#1447737

  • Engaged customers to determine their financial need and encouraged positive wealth management

  • Built and maintained current and prospective customer relationships by recommending products and services including deposit accounts, savings solutions, and loans

  • Surpassed goals including Core Deposit Growth, Gallup Satisfaction Score 4.98, Financial Wellness Review

  • Conducted outbound appointments to local businesses and consumers to build awareness

DESIGN & PROJECT MANAGEMENT

JUNE 2014 - PRESENT

DESIGN FIRMS & PROFESSIONALS​

PHILADELPHIA, PA

Individually responsible for the development of designs, creation of custom fabrics & furnishings, rendering of projects and plans, and administer all financial services including billing vendors and clients, vendor ordering, budgeting, and meeting all project deadlines for architectural firms, luxury Interior design firms, contract builders, and commercial entities.

INDEPENDENT CONSULTANT & DESIGNER

  • Draft, revise, and plot construction documents

  • Render perspectives, elevations, and floor plans  

  • Develop space plans, source furniture and obtain materials and finishes

  • Maintain accurate budgeting tools for project management

  • Curate project documents to allow for easy access for clients and construction professionals

  • Design custom furniture and source appropriate fabrics and finishes

JANUARY 2014 - PRESENT 

C. O'BRIEN ARCHITECTS​
GREATER PHILADELPHIA, PA
As part of the managerial team, responsible for the development of designs, maintaining the highest quality standards (as stated by clients and builders). Maintained client outreach as per contract agreements. Worked directly with architects to realize desired outcomes for drafting and document revision to meet current and future Industry Best Practices & Procedures.

INDEPENDENT CONSULTANT & DESIGNER

  • Draft, revise, and plot construction documents for builders and clients  

  • Render perspectives, elevations, and floor plans  

  • Devise marketing materials  

  • Maintain social media for the firm and customer outreach

EDUCATION & INTERNSHIP

2008 - 2013

THE ART INSTITUTE OF PHILADELPHIA

  • BACHELOR OF SCIENCE - INTERIOR DESIGN

2011 - 2013

HERMAN MILLER

  • INTERNSHIP

PROFESSIONAL DEVELOPMENT, SKILLS & AWARDS 

Eagle Scout (2004)

AutoCAD 2011/ ‘12/ ‘13/ ‘15/’24

Podium SV2 Pro

Notary Public           

Adobe Photoshop    

Adobe Illustrator        

SalesForce

Google SketchUp PRO

Microsoft Office

Thomas Jefferson Award - Community Service (2006)

Kling Stubbins Student Design Charrette, Honorable Mention (2012)

AATF Global Student Finalist (2006)

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