Self-motivated professional with 11+ years of sales, leadership, and corporate accounts management experience for financial establishments. Possess a proven track record that solidifies abilities to allocate funds, delegate tasks and balance spending. As a strong team player, exemplify strong interpersonal and communication skills. As seeking to re-enter the financial industry with the keen ability to work with cross-functional divisions and get the job done while providing excellent structure and support.
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Assisted clients with purchases of auto, recreational vehicle, and boat loans. Executed the loan origination process from start to finish, including ordering credit reports, purchase agreements, titles, and other customer documents. Exceeded quarterly sales goals by 20%. Successfully closing $500k - $1.2M in sales per month, while head of internal community service program and receiving numerous top performer awards.
Generated new revenue by processing large credit card balance transfers and cash advances; set-up new credit card accounts and cross-sold products. Peer Advisor to all new hires, exceeded monthly sales goal by 15%.
Effectively managed more than 60 corporate client accounts (Physicians, Dentist and Veterinarians). Oversaw loan process from origination to closing, and allocated funds for start-up, remodel, debt consolidation, and equipment loans. Coordinated loan disbursements, liaison between client,contractor,vendor and counsel. Cross-sold other bank products in sync with project, tester for new processes, on internal community service board and received numerous top performer awards. All while managing over $15M in daily funds and exceeding quarterly sales goals by 20%.
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Companies Worked For:
School Attended
Job Titles Held:
Degrees
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