Keya Broadnax

Directed multiple strategic projects, collaborating closely with the CEO, Founder, and internal teams to achieve key financial and growth targets for OmniWealth.

Streamlined product onboarding and vendor management processes, optimizing service database maintenance and ensuring timely, accurate paperwork completion for new partnerships.

Managed critical project deadlines by structuring tasks efficiently and maintaining comprehensive databases, including Google Drive and HubSpot CRMs, to ensure seamless operations.

Provided essential support to Category Leads, managing vendor follow-ups and critical support tasks to facilitate smooth operational workflows.

Achieved a 10% improvement in pricing accuracy by diligently performing valuations and risk assessments, facilitating data-driven decision-making processes.

Maximized sales revenue by 15% through the formulation of robust pricing strategies based on comprehensive market research, customer surveys, and competitor analysis.

Obtained a 20% reduction in risk and increased project efficiency by diversifying pricing approaches, identifying potential vulnerabilities, and establishing proactive contingency plans.

Decreased loan application-to-funding processing time by 20% through effective management of workflows and documentation.

Maintained a 99% accuracy rate in calculating average payroll, ensuring precise financial assessments for applicants moving toward closure.

Attained a 100% compliance rate by consistently adhering to set industry standards and regulatory protocols for all loan processes.

Leveraged LinkedIn Sales Navigator to source and qualify over 30 prospective SMB leads weekly for 6 months, resulting in a 25% increase in qualified loan applications submitted via CRM integration tools.

Increased sales by 10% within a 12-month period by identifying company savings and streamlining communication and operational processes.