Account Manager Resume Example

Primary Role: Responsible for designing and implementing a strategic sales plan that expanded Berkman's customer base. Recruited, selected and directed the sales staff in meeting or exceeding corporate goals.

I lead a direct sales team of 27 Funding Specialist by providing coaching, training and mentorship. Responsible for setting individual sales targets for each member of my team. I was also in charge of overseeing the transition of all finalized transactions.Assessed customer account histories to determine previous compliance with payment plans and loan terms.

Daily Focus points:

• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
• Conducted pre-funding and funding activities for over 500 monthly applications.
• Reviewed and validated details of loan applications and closing documentation.
• Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
• Filed completed loan applications with underwriting and made approval or denial recommendations.
• Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.

• Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and 10-member management team with related direct reports.
• Protected company assets from loss such as theft or damage by setting and enforcing effective security policies.
• Strengthened performance metrics tracking and analysis to enhance tactical and strategic company plans.
• Developed and implemented daily operations plans such as delivery routes, employee assignments and delivery strategies.
• Established and administered annual budget (For NY accounts) with effective controls to prevent overages, minimize burn rate and support sustainability that related to the companies objectives.
• Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
• Reviewed financial reports each day and investigated variances with accounting staff to keep records accurate.

• Designed and executed all corporate, wedding, non-profit, and exclusive large-scale events at top catering company in New York City.
  • Executed visual makeover for cafe, bar, and concessions set up for Apollo Theater, BAM cafe, and Signature Theater with a $2,000 budget.
  • Managed labor and delegated tasks to ensure proper execution and timely event flow.
  • Conceptualized and realized design and décor ideas to create the desired look and feel of each event.
  • Negotiated and collaborated with vendors to ensure a functioning timeline and customer satisfaction.
  • Handled key collaborations with caterers on food selection, arrangement, presentation, and delivery.
  • Designed and composed invitations, and controlled guest lists and RSVP notifications.
  • Owned the life cycle of all GP design inventory while fulfilling event request orders.
• Chaired all design team meetings and issued action items.