1. Madeleine Shields
818-439-9693: vauxshields@gmail.com
1994 32nd
Ave
San Francisco, CA 94610
EDUCATION
San Francisco State University, San Francisco, CA
Bachelor of Arts, International Relations
PROFESSIONAL EXPERIENCE
LendingHome, San Francisco, CA
Broker Experience Manager
Responsible for increasing LendingHome’s revenue with each broker by:
o Partnering with brokers to ensure their borrowers qualify for the best mortgage
o Obtain required documentation and demo brokers on application process
o Operate as the champion for any and all matters specific to your brokers
Work with and manage third party vendors (i.e. insurance, title, escrow agencies) to ensure Service
Level Agreements are properly met for brokers and borrowers
Ensure the timely and successful delivery of solutions according to broker needs and objectives
Deliver and own communication for updated LendingHome material (e.g. new state licensing, new
product, process changes, credit policy)
Identify and optimize opportunities within assigned accounts
Collaborate with Customer Experience teams to meet and exceed growth goals
Work cross-functionally with LendingHome Operations team to help resolve and mitigate any loan
issues
LendingHome, San Francisco, CA 9/2015 to 6/2016
Customer Growth Specialist
Outbound sales calls and messaging
Grew new relationships with direct borrowers to sell core product
Streamline processes
Biggest Achievements while in role:
Sole Growth Specialist to collaborate with Marketing Department on inbound lead prioritization
Reduced inbound marketing budget by 90%
Built team sales Yesware templates
Helped to define and shape current role competencies
Union Bank, San Francisco, CA 3/2015 to 9/2015
Bank Teller
First point of contact to customers
Identify customer’s needs and referral opportunities
Number 1 credit card salesman in branch
FXCM: Forex Capital Market, San Francisco, CA 6/2014 to 8/2014
Foreign Exchange Broker Intern
Managed general email inbox for sales department
Managed outbound sales pipeline.
Provided customer support via Live Chat
o Inquiries include questions about trading platforms, Forex market, and trading strategies.
Present daily market updates.
Attend and take meeting minutes for Sales/Financial Services meetings.
Performs competitor analysis and presents findings to FXCM management and FXCM employees