senior funding sales specialist resume example with 9+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Motivated professional offering a Masters Degree in Business with sales and healthcare experience. Committed job seeker skilled in working under pressure and adapting to new situations and challenges. Passionate about people and am gifted with perseverance to ensure that goals are achieved and exceeded!

  • Lead Generating & Prospecting
  • Customer Communication
  • Healthcare Experience
  • Relationship & Team Building
  • Preparing Formal Proposals
  • Pipeline Management
  • Detail Oriented
  • Proficient in Salesforce
Senior Funding Sales Specialist, 09/2020 - 01/2023
Infopro Digital Nashville, TN,
  • Generated and funded over $11 Million in new business loans in 2022.
  • Average funding size of around $125K. Between 12-24 month term, unsecured. Brought in close to $750K in new company receivables.
  • Full time closer of all new deals brought into pipeline from $50,000 to $200,000 in funding size.
  • Managed and trained five Funding Specialists.
  • Assisted clients with small business funding options including revenue advances, term loans, line of credit options, equipment leasing and invoice factoring.
  • Honed B2B sales skills while also prospecting for new business between closings. Full time closer first and commenced cold calls to potential clients second. Warm and cold leads. Took sales cycle from A-Z.
  • Presented loan and repayment schedules to customers.
  • Worked with third-party vendors and underwriting staff to address and clear loan closing requirements.
Business Development Executive, 06/2019 - 09/2020
Concho Resources Kenedy, TX,
  • Assisted Austin, TX sales team in generating $52,475.13 in new revenue, average deal size of $1,186.27.
  • Q2 2020 Logical Position Sales MVP with $17,866.88 board total.
  • Exceeded sales target goals for 13 consecutive months while earning President’s Club honors in all 4 full quarters on sales floor.
  • Sustained 64.5% close rate of new client onboarding for services including Google Ads PPC management, SEO consulting, Facebook Business, and website development packages.
  • Promoted from Senior Digital Marketing Specialist to Business Development Executive after 9 months of consistently achieving high levels of sales metrics.
  • Managed training and onboarding of new sales reps with team Senior Sales Manager. Provided software training and prospecting advice.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Medical Case Manager, 05/2015 - 06/2019
Carefirst Columbia, MD,
  • Promoted within 11 months of employment, oversaw all office sales and treatment plan implementation of pain management, stem cell and PRP injections, chiropractic treatment and physical therapy modalities.
  • Duties included cold-calling potential stem cell injection candidates, utilizing in-house consultative and transactional sales techniques while following through with payment plans and visit follow-ups.
  • Worked with multiple healthcare providers to create well-balanced, holistic medical treatment plans for over 250+ patients weekly. Performed initial evaluations, assisted in diagnosing injuries, utilized Practice Studio EMR software to document visit notes for insurance claims in coordination with billing department. CPT and ICD-10 code trained.
  • Managed all inbound and outbound X-Ray, MRI and EMG reports to practices and specialists throughout Austin, TX metroplex.
  • Assisted in creating referrals for orthopedic specialists, pain management doctors, hospitals and diagnostic imaging facilities.
  • Counseled clients or patients individually and in group sessions to assist recovery from illness and to adjust to life.
  • Reviewed treatment plans against individual goals and healthcare standards.
  • Supervised other workers and caregivers providing services to clients.
Clinical Operations Coordinator, 09/2013 - 05/2015
MedSpring Urgent Care City, STATE,
  • Promoted within 8 months. Became primary contact and coordinator for 75+ physicians and providers in 6 major cities across 5 national markets, assisting with their scheduling and training needs.
  • Collaborated closely with recruiting and credentialing departments to schedule and on-board new physicians.
  • Produced and communicated daily, weekly and monthly reports to executive management team (regional Medical Directors, VPs, and Chief Medical Officer) on patient volume trends, staffing levels, staffing efficiency and loss. Competently utilized this data to make meaningful operational decisions and forecast levels for weekly, monthly, and quarterly purposes based on trend analysis.
  • For patient volumes, compiled hourly data via Microsoft Excel in order to allocate resources and make critical, real-time and long-term staffing decisions.
  • Enforced flexible staffing models and managed all scheduling for medical assistants, radiology technicians, physicians and physician assistants.
  • Was single point of contact for patient volume trends, scheduling adherence and responsible for critical real-time decisions regarding increases, overtime, reductions and re-allocation of labor.
Education and Training
MBA: Business, Expected in 08/2020
Concordia University Texas - Austin,
Status -
Bachelor of Science: Kinesiology, Expected in 05/2013
Concordia University Texas - Austin,
Status -

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Resume Overview

School Attended

  • Concordia University Texas
  • Concordia University Texas

Job Titles Held:

  • Senior Funding Sales Specialist
  • Business Development Executive
  • Medical Case Manager
  • Clinical Operations Coordinator


  • MBA
  • Bachelor of Science

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