Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Hi, I’m
Deshandra Randle
Colorado Springs
Summary
Overview
17
years of professional experience
8
Certification
Work History
T. Rowe Price
Regional Sales Consultant
01.2024 - 12.2024
Job overview
- Prospected for new business opportunities via cold calling, using lead generation lists and networking.
- Prospected for leads through networking, referrals.
- Attended networking events and conventions to enhance industry knowledge and solicit potential prospects.
- Completed daily and weekly sales reporting using assigned tools.
- Qualified leads and set up customer appointments for outside sales team.
- Followed up with customers to solicit further sales.
- Delivered sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
T. Rowe Price
Team Lead
04.2022 - 01.2024
Job overview
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Assisted in recruitment to build team of top performers.
- Educated staff on organizational mission and goals to help employees achieve success.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated customer needs and feedback to drive product and service improvements.
- Created and managed project plans, timelines and budgets.
- Evaluated staff performance and provided coaching to address inefficiencies.
T Rowe Price
Financial Services Representative
03.2018 - 04.2022
Job overview
- Provided information about company products and services, and capitalized on upsell opportunities.
- Maintained productivity and quality standards at all times.
- Responded to customer requests for products, services, and company information.
- Trained new personnel regarding company operations, policies and services.
- Sought ways to improve processes and services provided.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
OneMain Financial Services
District Loan Specialist
01.2016 - 01.2018
Job overview
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Built relationships with customers and community to establish long-term business growth.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
H&r BlockColorado Springs, CO
Tax Specialist
11.2007 - 04.2017
Job overview
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Maintained thorough and current understanding of applicable tax laws.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Researched complex tax issues utilizing online resources and professional tax software.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Collaborated with staff to grow client relationships and client base.
- Developed new business relationships and maintained network of client companies through business development calls, client visits and entertainment events.
- Managed activity and sales pipeline in revenue management software, supporting business development through targeted statistical analysis and projection.
Wells FargoColorado Springs, CO
Home Equity Loan Specialist
06.2012 - 01.2016
Job overview
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Collaborated with other departments to promptly process loan applications.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed and maintained relationships with customers, lenders and other third parties.
Education
Jackson State UniversityJackson, MS
University Overview
Skills
- Brand promotion
- Sales pipeline management
- Deal closing
- Cold calling
- CRM proficiency
- Competitive
- Sales presentations
- Revenue development
- Client relationship building
Affiliations
Affiliations
African American Youth Leadership Conference-Board Member
NAACP-Member
Certification
- Licensed FINRA SIE; 6;63;7;66
Timeline
Regional Sales Consultant
T. Rowe Price
01.2024 - 12.2024
Team Lead
T. Rowe Price
04.2022 - 01.2024
Financial Services Representative
T Rowe Price
03.2018 - 04.2022
District Loan Specialist
OneMain Financial Services
01.2016 - 01.2018
Home Equity Loan Specialist
Wells Fargo
06.2012 - 01.2016
Tax Specialist
H&r Block
11.2007 - 04.2017
Jackson State University
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