Work Background

Dedication to work

So I got the job- congrats! But getting a job is only the beginning. Both your happiness and your success in your job depend on you- your attitude, your personality, your skill.

• Strategically overseeing a diverse range of responsibilities by being an integrated partner supporting national and local sales/marketing goals to enhance revenue generation and market share.
• Preparing pitch books, product, and marketing material for clients that span across various industries.
• Providing relevant industry intelligence and market trends to identify sales opportunities.
• Ongoing analysis of performance metrics to develop and advance future marketing strategies to meet goals and enhance client relationships.
• Managing and coordinating the events and campaigns from origination to execution based on client population and business objectives, innovation roundtables, networking events, cocktail receptions, and panel discussions.
• Leadership in managing the delivery of national marketing initiatives and special projects driven by market needs.
• Overseeing the timelines and taking ownership of deliverables through each stage of the project lifecycle.
• Providing analytical support and monitor data quality, ability to interpret and summarize data and trends.

• Executing loan origination process that includes ordering preliminary title reports and credit reports
• Maintaining data confidentiality and updating secure banking systems
• Preparing financial reports for customers and management
• Mentoring junior bank staff employees on customer service and sales techniques

“Make something people want.
Includes making a company that people want to work for.”