(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Strategic-thinking Business Development professional with 10 years of experience in building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Persuasive and self-motivated with expertise in expanding network connections and persuasively introducing products. Well-versed in educating clients, implementing pricing strategies and driving territory development.

  • Database management
  • SEO/SEM Marketing
  • Statistical analysis
  • Data Mining
  • Marketing campaign management
  • Credit Underwriting
  • Fraud patterns
  • Communications
  • Customer service
  • Trained in Salesforce, InTouch, and Class GUI CRM
Consumer Lending Specialist Sr. - OneMain Financial
City, STATE, 11/2018 - Current
  • Has generated over 3.7 million dollars in new money revenue over course of employment.
  • Improved profit margins by streamlining operations and workflow and providing exceptional customer service and sales capabilities.
  • Ranked #1 in branch ancillary product sales and awarded the 2019 ‘Order of Merit’ Ruby Level Award.
  • Processes and underwrites an average of 15-20 new credit applications per day by extensive evaluation of credit reports, tax documents, bank statements, awards letters, and pay stubs
  • Successful in fraud detection and prevention with an average of 8 - 10 fraudulent loan applications caught and prevented from closing.
  • Works directly with External Fraud Division to compile data and reports related to applicants use of fraudulent income and identification documents.
  • Strategize and executes new sales and customer service techniques for customer retention and year over year portfolio growth.
  • Provided expert financial advice on credit utilization and both secured and unsecured loans.
  • Completed skip traces on customers failing respond to collection efforts.
  • Identified impact of proposed solutions for delinquent clients, discussed options and determined candidates for charge off.
  • Complies with regulatory requirements including Fair Credit Reporting Act, Unfair Deceptive or Abusive Acts Practices, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act.
Membership Sales Advisor - Gold’s Gym, Tech Ridge
City, STATE, 04/2018 - 09/2018
  • Generated 500 leads per month and worked to convert customers with 87% success rate.
  • Generated incremental revenue to customers by upselling additional products and services.
  • Thoroughly researched Health and Fitness products to enhance knowledge of product market and competitors.
  • Used CRM software such as Salesforce to analyze utilization reports, networking, outbound calling, and referrals.
  • Established 1-2 new B2B partnership weekly by created marketing events and corporate discount coupons.
  • Contributed to membership marketing campaigns, adverts and offers aimed at raising company fitness services and brand image.
  • Developed customized sales techniques to successfully sell and upsell gym memberships and personal training services to new and existing clients.
Agent Team Member - Greg Meyer State Farm
City, STATE, 09/2017 - 04/2018
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Developed lead base and customer pipeline through health events, POS referrals and third-party leads.
  • Contacted an average of 150 solicitation calls per day.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Worked closely with legal and underwriting departments for coverage application and policy issuance.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
General Manager - TruFit Athletic Clubs
City, STATE, 10/2013 - 06/2017
  • Strengthened product branding initiatives and maximized outreach by overseeing acquisitions, events, and business development.
  • Established clear performance goals and metrics for revenue, P&L, customer service and customer retention.
  • Diminished financial discrepancies by monitoring quotes, production and material planning and bank reconciliations.
  • Oversaw all corporate communications to streamline data and information sharing initiatives.
  • Delivered exceptional client experiences through hands-on leadership of associates and managers.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Designed sales and service strategies to improve revenue and retention.
  • Contributed to employee training and developments to implement better sales and customer service skills.
  • Mitigated regulatory risks by overseeing compliance visits and adhering to protocol.
  • Built and maintained loyal, long-term customer relationships through effective account management.

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    Job Titles Held:

    • OneMain Financial
    • Gold’s Gym, Tech Ridge
    • Greg Meyer State Farm
    • TruFit Athletic Clubs


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