Managing Member Resume Example

I continue to deliver financial advice and solutions that are tailored to the needs of my clients and prospects such as growing their business, buying new equipment, funding working capital, and day-to-day banking needs.

• Educated customers on variety of loan products and available credit options to promote valuable business decision-making.
• Provided excellent service and attention to customers when face-to-face, through phone, or video conferencing conversations.
• Improved customer satisfaction by finding creative solutions to business banking problems.
• Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
• Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
• Provided expert financial advice on commercial mortgages and both educational and personal loans.
• Performed daily maintenance of loan applicant database.
• Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
• Assisted customers in improved profit margins by streamlining operations and workflow and negotiating competitive financing structures.

Cultivated and managed new and existing client relationships of high-net-worth individuals and their related businesses. Managed a Book of Business of over 200 clients. Developed sales plans for each relationship to provide an array of services: business cash flow solutions, savings, investment and retirement management, credit and personal banking products. Acquired new clients through referrals; networking events, social media outlets, cold-calling, and consolidating customers with personal banking relationships who did not bank their business with PNC Bank.

• Improved business decision-making by utilizing current data on market conditions, customer numbers and sales levels.
• Cultivated relationships with key stakeholders and decision-makers as part of successful business practices.
• Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
• Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
• Performed daily maintenance of loan applicant database.
• Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
• Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.
• Provided expert financial advice on mortgage and both educational and personal loans.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
• Performed site evaluations, customer surveys and team audits.
• Recognized by management for providing exceptional customer service.
• Earned reputation for good attendance and hard work.

Managed open territory within the Northern Ohio/Detroit region. Oversaw major corporate accounts including Walmart, Kroger, Meijer's, K-Mart, and Giant Eagle. Managed inventory, leveraged relationships with store and regional management for incremental display space, and developed a team of merchandisers to meet daily expectations.

• Planned and followed through with inventory management for each store.
• Supported clients with targeted and highly successful product launches.
• Converted additional product space by maintaining and managing sample inventory to aid sales pitch.
• Communicated all sales promotions to customers to grow average customer account size.
• Generated sales by executing complete sales cycle process from prospecting through product placement negotiations and closing.
• Cultivated strong relationship with customers while fostering positive business image.
• Developed customized sales techniques to successfully sell and upsell food and beverage products to new and existing clients.
• Supervised placement of incremental product displays.
• Maximized efficiency and time management by effectively planning and organizing merchandising routes within territory.
• Cultivated long-term relationships with clients to accurately quote prices and terms that achieve customer objectives.
• Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
• Thoroughly researched portfolio products to enhance knowledge of product market and competitors.
• Leveraged trends in customer marketplaces to shape value-added solutions and approaches.
• Implemented consultative sales techniques to generate revenues and exceed sales targets.