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

Focused business professional with expertise nurturing client relationships and negotiating sales contracts. Offering outstanding persuasion and presentation skills. Customer-oriented with more than 6 years of managing lucrative accounts. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated ability to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

  • Electronic Funds Transfer
  • Salesforce CRM Proficiency
  • Systems, Applications and Products (SAP)- Finance solutions FICO Proficiency
  • Closing Processes
  • Risk Assessment
  • Delinquent Account Management
  • Portfolio personal and business financial services management
  • Business Prospecting
  • Customer Relationship Management, CRM, Sales
  • Oracle Proficiency
  • ERP (Enterprise Resource Planning) Software
  • Sales Lead Qualification
  • Point of Sale Knowledge
  • DevOps Principles
  • Profit Maximization Account Relationship
  • Credit Card Processing
  • QuickBooks Proficiency
  • Referral Sales
  • Dual Computer Monitor Screen
  • Business-to-Customer Expertise
  • IOS Proficiency
  • Account Management
  • Lead Generation
  • Proposal Closing
  • Search Engine Optimization
  • Marketing strategies, Scripts
  • MS Office Suite
  • Written Communication
  • Advanced Financial Analysis
  • Business Development
  • Squarespace Proficiency
  • Shopify Proficiency
  • Payment Transaction Software
  • Hubspot Proficiency
  • Aweber Proficiency
  • Hootsuite Proficiency
  • Zendesk Proficiency
  • Trello Proficiency
  • Electronic Funds Transfer Proficiency
  • Loan applications
  • Financial markets
North Mecklinburg Charlotte, NC Expected in 2013 High School Diploma : - GPA :
Work History
State Of Arkansas - Program Eligibility Specialist
Bryant, AR, 07/2019 - Current
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Initiated the overhaul of new scripts and devised new scripts increasing customer service quality.
  • Liaised with Conduent chief operating officers in focus group meeting to update company key performance indicator standards.
  • Welcomed responsibility and took initiative on new projects.
Altura Credit Union - Financial Services Representative
Banning, CA, 05/2016 - 07/2019
  • Awarded "Employee of the Month" distinction due high sales goals.
  • Surpassed sales goals in relatively short amount of time.
  • Received "Exceeds Expectations "on annual performance review.
  • Surpassed annual quota by 25% in 2016
  • Capitalized on new opportunity for growth targeting specific territory to grow customer base and profit.
  • Trained new team members on scripts, company services and performance strategies and provided mentoring.
  • Applied training and persuasive communication strategies to overcome objections.
  • Bolstered company profits through improving sales pitch which resulted in proven 45% percent increase in new customer profit and established a reliable customer- billing relationship with account.
  • Nurtured client relationships alongside account executives with excellent verbal and written communication - maintained through Salesforce Customer relationship management(CRM).
  • Identified 50 customer leads that turned into over 150,00 thousand dollars in sales.
  • Interpreted Dun & Bradstreet reports
  • Specialized in increasing ROI
  • Solved complex problems for senior leadership to execute on-time and under-budget projects.
  • Trained new team members on scripts, company services and performance strategies and provided mentoring.
  • Analyzed projects for capital deployment and helped structure multi-thousand dollar deals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Adobe Systems Incorporated - Business Development Representative
Lyon, MS, 08/2013 - 05/2016
  • Awarded "Rep of the Quarter"for sales, service and relationship-building excellence.
  • Forged relationships with new businesses and medical practitioners regarding purchasing medical device /Saas software technology.
  • Received "Exceeds Expectations "on annual performance review.
  • Utilized for contact management, opportunity tracking, sales pipeline management, forecasting and sales reporting.
  • Consistently secured new accounts resulting in a 30% increase in year over year revenue. Worked with Account Executives, Sales Director and VP of Sales to develop and grow the sales pipeline, reports and forecasts.
  • Multi-channel follow-up - help uncover new deals and nurture existing opportunities .
  • Revitalized and implemented sales initiatives and marketing strategies as well as new and innovative marketing campaigns; tracked performance to achieve objectives and enhance organization effectiveness.
  • Consulted with sales managers and engineers to increase technical know-how and to advance negotiations towards close of sale.
  • Pioneered marketing project using Search Engine Marketing (SEM),Search Engine Optimization(SEO), and Digital Media.
  • Achieved ranking #1 or #2 for highest level of Key Performance Indicator's on sales teams by sending 65-80 personalized emails and making 125-175 cold calls per week to C-level executive.
  • Streamlined Sales Cloud objects like Accounts,Contacts, Leads and Opportunities.
  • Excelled in analyzing and adjusting work procedures for maximum efficiency.

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School Attended

  • North Mecklinburg

Job Titles Held:

  • Program Eligibility Specialist
  • Financial Services Representative
  • Business Development Representative


  • High School Diploma

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