Hi, I`m

Terry!

I have a Texas-sized passion for how systems and technology can help change someone's life for the better.

A Few Words About

Terry Chenowith

He is always the helpful type. When he was brought in to help design a software solution for the mortgage industry, he didn't just do his job - he also helped implement it with clients, and served them in a customer support role. He can wear many hats with any company, and he wears them all well. He understands how vital a mindset is to a team, and has helped over 100 mortgage professionals change their lives over the last five years. He has worked at a fantastic company and is integral to its launching, implementation, and growth of a new SaaS piece of the business. He could provide so much value to another company - from training videos for clients and co-workers to building internal and customer-facing systems. He was even able to help technology-challenged people implement tech into their daily lives. Listening to peoples' issues, he found solutions that benefited everyone involved.

What Terry Has to Offer

If you're looking for someone with experience as both a technology director and a marketing systems & service provider, then you're in luck. I have over 10 years of experience in both of these positions and can promise that you won't find anyone more qualified than me. My skills with technological systems are unrivaled, but I'm also highly skilled in providing customer service. So if you're looking for someone who can handle your technology needs and your customer service desires, then hiring me would be the perfect decision. Thank you for your time!

DOWNLOAD MY RESUME & REFERRAL LETTERS

WORK EXPERIENCE

DC Coaching/ Sales Machine (Saas)

Remote/ Haymarket, VA

Technology Director/ Marketing Systems & Service Provider

April 2018 – December 2023

• Managed the creation, implementation, and upkeep of business-critical technology systems.

• Provide technical partner support to customers on a one-to-one basis, ensuring exceptional customer service at all times.

• Diagnose and resolve customer issues pertaining to software services, solutions, and products.

• Collaborate with senior management, including the marketing lead, to expand Facebook accounts by instituting posting schedules for popular content, thereby increasing the number of followers.

• Successfully created a White Label SaaS/Agency company called Sales Machine that systematized the duties of a Mortgage Loan Officer, resulting in a 35% or greater increase in productivity.

• Develop advisor relationships with clients to assist them in achieving their strategic objectives.

• Deliver a high level of customer satisfaction by resolving basic and complex issues received via multiple support channels, including email, chat, and zoom.

• Offer suggestions and aid in the development of documentation and training materials for external and internal content.

• Respond promptly and effectively to inquiries via email, chat, and zoom.

• Document complex issues for escalation to senior-level engineers and ensure that a resolution has been determined.

• Effectively navigate multiple systems and tools for research and resolution of consumer issues.

• Resolve issues and provide suggestions, advice, and solutions on how to optimally utilize a CRM application.

• Resolve technical and marketing issues collaboratively and effectively with a team of peers and cross-functional departments.

• Coached and trained over one hundred professionals and their employees for a variety of institutions and organizations to implement technology into their businesses in order to generate more freedom and revenue.

• Maintain or exceed established levels of service and productivity.

• Perform additional assigned tasks, responsibilities, and special initiatives.

Brownell Firm

Remote/ Roseville, CA

Loan Officer Assistant/Project Manager

January 2014 - April 2018

• Utilize CRM platforms, including Salesforce, to service clients daily, working with the sales team to identify pain points and marketing opportunities for success stories.

• Collect and analyze clients' financial information to assess eligibility for home loans.

• Communicate effectively with all stakeholders, including the customer, sales associates, builder, and title company.

• Demonstrate the highest level of professionalism and customer service towards all customers.

• I have a solid problem-solving skill set and an interest in finding solutions for clients with challenged credit.

• Responsible for obtaining and preparing loan documents, credit documents, and appraisals needed to complete loan files.

• I maintained and updated records and files for the processing of each loan.

• Performed administrative tasks for loan officers as needed.

SKILLS & INTERESTS

Interests: Digital Marketing Systems, Analytics, Software, Personal Development, Fly Fishing, Family.

What Terry's Teammates Have to Say

"I have had the privilege of knowing and working with Terry for over six years;

first as a client, and for the most recent three years as a colleague." - Jenny Stoner

Deryck Cheney

Founder/Owner DC Coaching

Melanie Bundy

Coach/Mortgage Loan Officer

Jenny Stoner

Coach

Testimonials

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