Anand Shah
Rolling Meadows,IL
Summary
Strategic-thinking relationship manager with 15+ years of experience in building strong relationships, fostering partnerships, and retaining key accounts to drive profit growth. Trusted by clients to establish trust and effectively communicate product value. Persuasive and self-motivated professional excelling at expanding network connections and introducing innovative solutions. Expertise in educating clients, implementing strategic pricing strategies, and spearheading territory development. Accomplished Loan Officer with a proven track record of building a loyal customer base and consistently surpassing business goals. Extensive knowledge of loan products and customer engagement strategies. Actively seeks opportunities to forge new connections, increase bank revenue, and solidify customer loyalty.
Overview
27
27
years of professional experience
Work History
Mortgage Loan Officer
BetterLending
12.2021 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Merchant Solutions, Sales Representative
Retriever
11.2014 - Current
- Cold-called prospective customers to build relationship.
- Expanded territory by cold-calling retail leaders across product lines and upselling vendor partnerships.
- Developed key customer relationships to increase sales.
- Recommended and helped customers select merchandise based on their needs.
- Fielded an average of 10 customer service calls per day.
- Fostered relationships with customers to expand customer base and retain business.
- Improved profitability and developed pipeline using multiple marketing channels.
Relationship Manager/banknotes Manager FX
Moneydart Global services Inc. (Xpress Money)
02.2016 - 06.2020
- Leveraged cold calling, in-person visits and referrals to build leads.
- Identified key decision maker in organizations
- built relationships with Illinois currency exchange association,
- built client base from 0 to 100+ accounts in 4 years
- Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
- Set daily FX rates for sales/purchases for wholesale and retail markets,
- Increased FX sale
- Recommended FX exchanges rates to enhance customer interest and person visits and referrals to build leads to maximize sales.
- Prospected, identified and cultivated relationships with contacts to promote FX sale/purchases and solutions.
- Developed and maintained productive relationships with FX whole sellers and retailers
Accounts Manager/Warehouse Manager
Enovize Inc
02.2013 - 12.2015
- Determined business development opportunities and implemented effective strategy for client acquisition.
- Contacted potential customers via telephone and email.
- Wrote, proofed and edited sales proposals and correspondence.
- Answered customers' questions about products prices, availability, uses and credit terms.
- Determined the cost and pricing of proposals and bids.
- Supervised 6 account managers.
- Managed payroll and time and attendance systems.
- Delivered exceptional account service to strengthen customer loyalty.
- Generated repeat business through development of devoted customer service to loyal clients.
Owner/Operator
Matrima INC
05.2008 - 02.2013
- Upon reqest
General Manager
Lou Malnatis pizzeria
02.1997 - 10.2007
- upon reqest
Education
Associate of Applied Business - Accounting
DeVry University
Coursework in Business, Communications and Organizational Psychology Business Development training Coursework in Marketing and Advertising Courses in Hospitality and Restaurant Management Coursework in Business, Restaurant and Hotel Management Basic Vocational Certificate: Culinary Management -
01.2001
Skills
- Client account management
- Business development
- Sales development
- Cold calling
- Customer relationship management
- Inside and outside sales
- Client acquisition
- Effective customer communication
- Excels in team leadership
- Key account management
- Performance goals
- Key account development
- Financial Analysis
- Underwriting knowledge
- Client Account Management
- Relationship selling
Accomplishments
- Accomplished in relationship selling Self-sufficient Goal-oriented Team leadership Sales management Handled the highest volume account in assigned territory.
- Successfully expanded account base from 0 to more than 100+ accounts.
- Established 30+ new accounts in a single year through successful client development.
- Recognized as one of the top ten Restaurant Managers in a 40-store chain in the Chicagoland area.
- Efficiently operated high volume restaurant with a combined staff of 120 culinary and restaurant professionals.
Languages
Hindi
Professional Working
Gujarati
Professional Working
Urdu
Professional Working
Timeline
Mortgage Loan Officer
BetterLending
12.2021 - Current
Relationship Manager/banknotes Manager FX
Moneydart Global services Inc. (Xpress Money)
02.2016 - 06.2020
Merchant Solutions, Sales Representative
Retriever
11.2014 - Current
Accounts Manager/Warehouse Manager
Enovize Inc
02.2013 - 12.2015
Owner/Operator
Matrima INC
05.2008 - 02.2013
General Manager
Lou Malnatis pizzeria
02.1997 - 10.2007
Associate of Applied Business - Accounting
DeVry University