Margarete Napoli

Experience

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  Robert Half

  Oct 2007 - Mar 2009

  Staffing Manager

  Staffing Manager . Solicit and maintain clients to achieve a greater book of business within an assigned territory . Recruit, interview, counsel and test potential candidates for opportunities with clients within a large territory . Work with team to achieve target goals for division as well as individual goals . Identify and coordinate candidates and clients for opportunities . Quality assurance reviews with clients as well as with candidates . Business to Business sales and extensive cold calling to solicit business from potential clients in a specialized area of the staffing industry . Cross selling different divisions of the company to acquire additional business . Negotiate fees and conversion structures with candidates and clients . Attend trade shows and related events for the purpose of recruiting and acquiring business Show less

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  Huntington National Bank

  Mar 2010 - Dec 2013

  Personal Banker, Licensed Annuity Representative

  Proactively seeks out current and potential clients for sales and customer service opportunities through calling activities and use of marketing resources

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  Fifth Third Bank

  Dec 2013 - Oct 2017

  Personal Banker

  *Make sales referrals to specialized areas of the bank based on customer needs. Use consultative selling techniques to analyze and provide solutions for clients' financial needs.*Research customer inquiries and provide solutions within bank guidelines*Proactively searched for current and potential clients for sales and customer service opportunities through calling activities and use of marketing resources*Responsible for maintaining up-to-date knowledge of products, services, technology and regulation*Work with banking office team members to achieve individual and banking office sales goals by opening new accounts, structuring loan applications and closing loans. Show less

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  KeyBank

  Oct 2017 - Nov 2023

  *Simultaneously managed up to 9 retail branches remotely across the U.S. while aiding in training branch partners in mortgage products and sales techniques.*Originated residential mortgages to in FHA, VA, Conventional and Portfolio Loans with a focus on internet applications and fielding inbound calls*Extensive cold calling efforts on the internal leads as well as the branches books of business *Consistently produced $2.5MM + in home loans per month, exceeding company goals and earning President Circle Award for two consecutive years 2020 and 2021*Worked closely with processors and underwriters to ensure a seamless and efficient process for the client as well as follow-up and cross sell opportunities*Reviewed complex credit, income, appraisal, and other supporting documentation*Attended community events to establish relationships in the community Show less *Conducted Financial Wellness reviews to analyze and provide solutions for clients’ financial goals. Resulted in higher level conversations that allowed effective cross selling and client retention and referrals*Proficient in utilizing various systems to include CE Desktop, Hogan, Key Counselor to enter applications and perform teller transactions as well as Home Equity Loans and Lines of Credit*Assisted on the teller Line with new and existing clients of the bank with account transactions, maintaining responsibility for cash drawer, and following proper balancing procedures ensuring compliance with operational, security, risk and audit procedures*Consistently exceeded Consumer Lending Goals to 113%. Exceeded payment goals to 118% and small business goals to exceed 169% Show less

  • Home Lending Officer

    Nov 2019 - Nov 2023

  • Personal Banker

    Oct 2017 - Nov 2019