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Madeleine Shields818-439-9693: [email protected]
1994 32nd AveSan Francisco, CA 94610
EDUCATIONSan Francisco State University, San Francisco, CABachelor of Arts, International Relations
PROFESSIONAL EXPERIENCE
LendingHome, San Francisco, CA Broker Experience Manager
Responsible for increasing LendingHome’s revenue with each broker by:o Partnering with brokers to ensure their borrowers qualify for the best mortgageo Obtain required documentation and demo brokers on application processo Operate as the champion for any and all matters specific to your brokers
Work with and manage third party vendors (i.e. insurance, title, escrow agencies) to ensure Service Level Agreements are properly met for brokers and borrowers Ensure the timely and successful delivery of solutions according to broker needs and objectives Deliver and own communication for updated LendingHome material (e.g. new state licensing, new product, process changes, credit policy) Identify and optimize opportunities within assigned accounts Collaborate with Customer Experience teams to meet and exceed growth goals Work cross-functionally with LendingHome Operations team to help resolve and mitigate any loan issues
LendingHome, San Francisco, CA 9/2015 to 6/2016Customer Growth Specialist
Outbound sales calls and messaging Grew new relationships with direct borrowers to sell core product Streamline processes
Biggest Achievements while in role: Sole Growth Specialist to collaborate with Marketing Department on inbound lead
prioritization Reduced inbound marketing budget by 90% Built team sales Yesware templates Helped to define and shape current role competencies
Union Bank, San Francisco, CA 3/2015 to 9/2015Bank Teller
First point of contact to customers Identify customer’s needs and referral opportunities Number 1 credit card salesman in branch
FXCM: Forex Capital Market, San Francisco, CA 6/2014 to 8/2014Foreign Exchange Broker Intern
Managed general email inbox for sales department Managed outbound sales pipeline. Provided customer support via Live Chat
o Inquiries include questions about trading platforms, Forex market, and trading strategies.
Present daily market updates. Attend and take meeting minutes for Sales/Financial Services meetings.
Madeleine Shields818-439-9693: [email protected]
1994 32nd AveSan Francisco, CA 94610
Performs competitor analysis and presents findings to FXCM management and FXCM employees
