Donna Heinrich
Raleigh
Summary
Accomplished in fostering robust relationships and excelling in sales, I significantly enhanced customer satisfaction and sales targets at Tidewater Mortgage Services, Inc. With expertise in strategic planning and leadership, I achieved a 97% customer satisfaction score and mastered cross-functional collaboration, driving performance and market growth.
Overview
28
28
years of professional experience
Work History
Area Mgr./Preferred Lender Chesapeake Homes Bldr.
Tidewater Mortgage Services, Inc.
03.2022 - Current
- Developed strong relationships with Builder Sales Partners leading to increased customer satisfaction with 88% pull-through for builder contracts written. Sales Partner Satisfaction 100%. Met or exceeded production goals for each assigned market.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and increased referrals.
- 97% of closed customers completed customer satisfaction survey resulting in score of 4.98 out of 5.
- Successfully managed pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks. Approval Rate 100%.
- Established a reputation as an expert in various loan programs, becoming a trusted resource for colleagues and clients alike.
- Held one-on-one meetings with Builder Sales Team to identify selling hurdles and collaborated on mortgage offerings along with pricing strategies to increase foot traffic to subdivisions.
- Liaised with sales, marketing, management and construction team to develop solutions and accomplish shared objectives.
- Participates in weekly, monthly builder and sales teams meetings
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Prepared sales presentations for Builder Sales Partners showing success and credibility of products.
- Organized promotional events and interacted with community to increase sales volume.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Proficient in Agency Product and Programs, Convention, FHA, VA, USDA, Portfolio, Broker, NC Housing Finance
- Provided after business hours and weekend support to assigned sites.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Area Sales Manager
Fifth Third Bank, NA
01.2021 - 03.2022
- Established strong relationships with key clients, resulting in increased customer retention and satisfaction.
- Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
- Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Implemented innovative strategies to increase product visibility within the assigned territory while maintaining a professional brand image.
- Increased sales revenue by developing and implementing strategic sales plans for the assigned territory.
- Established strong relationships with major accounts and key decision-makers to increase sales in designated territory.
Market Development Manager Mortgage and Home Equit
Wells Fargo Home Mortgage
06.1997 - 01.2020
- Met or Achieved Sales Goals consistently year of year with mortgage and home equity.
- Acted as a liaison between the company and external partners, facilitating communication and collaboration on joint marketing initiatives.
- Trained sales team on effective selling techniques tailored towards specific markets, leading to improved performance metrics.
- Increased market share by identifying and targeting new customer segments through comprehensive market research.
- Partnered closely with product development teams to ensure alignment between marketing efforts and product features or improvements.
- Launched successful pilot programs in new territories by developing tailored strategies based on local market needs.
- Developed and implemented strategic marketing plans for product launches, resulting in higher brand awareness and sales growth.
- Managed trade shows and events to showcase company products, generating leads and increasing sales conversions.
- Generated new business with marketing initiatives and strategic plans.
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
Education
Banking And Finance - Accounting And Finance
Robert Morris And Associates School of Banking
NC11-1993
Skills
- Relationship building and management
- Cross-functional collaboration
- Customer relationship management
- Sales expertise/Sales Minded
- Performance management
- Team development
- Training and development
- Goals and performance
- Leadership skills
- Strategic planning
Timeline
Area Mgr./Preferred Lender Chesapeake Homes Bldr.
Tidewater Mortgage Services, Inc.
03.2022 - Current
Area Sales Manager
Fifth Third Bank, NA
01.2021 - 03.2022
Market Development Manager Mortgage and Home Equit
Wells Fargo Home Mortgage
06.1997 - 01.2020
Banking And Finance - Accounting And Finance
Robert Morris And Associates School of Banking
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