Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
2025
2025
years of professional experience
Work History
Remote Sales Rep, Appointment Setter, Lead Generator
Direct Surety
B2B, connected with customers in the construction field and introduced them to the new way to obtain their surety bonds
Top 3 in sales throughout my career with Direct Surety
Generated high qualified leads over the phone, email, and web
Qualified prospects by conversing and asking key questions
Created a sales funnel for myself, which helped me build an extraordinary pipeline
Scheduled appointments for them to speak with Underwriters
Achieved live transfers on qualified prospects daily
Made 200-300 calls per day, received inbound calls, helped customers with questions, made transfers
Comfortable with Five9 and Salesforce
Appointment Setter, Telemarketing
Merchant Service
B2B, Generating Leads
Phone sales, customer service, cold-calling sales
A leader in sales quotas
Mortgage Loan Processor, Telemarketing
First Trust Deed Mortgage
I was inputting loans, submitting loans, closing loans, preparing files, and paperwork
Meeting deadlines
General office duties
Trained and skilled in all Microsoft office, Calyx point
Apartment Assistant
Montgomery Apartments
04.2023 - Current
Office duties, Microsoft offices, memos, emails
Cleaning apartments
Unit turn overs
Small Maintenance
Education
Coding and Billing Certificate -
PURDUE UNIVERSITY GLOBAL
02.2025
Loan Processing certificate - Loan Processing
THE AMERICAN SCHOOL OF MORTGAGE BANKING
Sacramento, CA
01.2005
HIGH SCHOOL DIPLOMA -
WILL C. WOOD HIGH SCHOOL
Vacaville, CA
01.2000
Skills
Customer relations
Interpersonal communication skills
Sales expertise
Relationship building
Sales closing
Customer needs assessment
Cold calling
Lead prospecting
Time management
Exceeds sales goals
Timeline
Apartment Assistant
Montgomery Apartments
04.2023 - Current
Loan Processing certificate - Loan Processing
THE AMERICAN SCHOOL OF MORTGAGE BANKING
HIGH SCHOOL DIPLOMA -
WILL C. WOOD HIGH SCHOOL
Remote Sales Rep, Appointment Setter, Lead Generator