Darcy Lock: in Wheat Ridge, CO

• Promoted into a renewal based sales role after demonstrating exceptional relationship building and selling capabilities within first year as a sales agent • Recipient of President's Club Award, awarded to the top 10% of sales team • Created, built and maintained relationships with established customers • Serviced existing accounts to retain customers and fulfill new and recurring needs - personally funded over $181MM to small businesses nationwide • Acted as financial advisor for customer funding needs • Contacted and won back previous customers

• Promoted to team lead after demonstrated ability to exceed expectations in the role of Renewals Sales Agent • Responsible for training and onboarding new hires, and continuing to mentor and teach best practices • Exceeded personal sales quota (averaging 106% to quota annually) while mentoring and managing 3 senior sales agents as direct reports • Developed and trained direct reports through call review trainings, goal setting and 1:1 meetings • Cross department liaison collaborating with customer service, collections and operations management teams to improve processes • Created and evolved a formal training program for new junior hires

• Cold called potential clients (typically 200+ dials/day) • Fostered relationships with new customers, resulting in repeat business • Introduced and explained product offerings in full detail with customized focus on industry norms • Facilitated loan process and provided different options to fit individual client needs

• Coordinated and participated in promotional activities and trade shows • Worked with cross functional teams to market services and products • Identified, developed, and evaluated marketing strategy, based on knowledge of establishment objectives and market characteristics