Lead the management, operations, training, coaching and support of a team of Account Strategists to ensure improved business growth, high agency satisfaction, and enhanced portfolio health.
February 22, 2020
Understand the creative strategy and objectives on all projects and provide substantive feedback to the team on all deliverables, including creative, testing plans, QA, production and execution.
March 17, 2020
Provides weekly and monthly updates on territory performance, key accomplishments, opportunities and priorities for the upcoming week/month along with other administrative responsibilities.
March 31, 2020
Prepare necessary documents such as auto id cards, certificates, and evidences of property insurance once account has been bound.
April 11, 2020
Monitor assigned portfolio in order to ensure compliance with specific requirements pursuant to contractual servicing agreements.
May 08, 2020
Demonstrated ability to motivate, support and understand different project teams while anticipating, defusing and resolving any conflict effectively.
May 11, 2020
Develop Action Plans for any loans that are not meeting established standards for overall property performance and report these plans on specific, scheduled dates to the investor.
May 25, 2020