Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Beck Beckham

Dallas,TX

Summary

Success-oriented Senior Sales Executive offering focus and skill to tackle any sales objective. Driven to exceed monthly and yearly quotas and focused on prospecting and converting leads to promote growth. Motivated, performance-oriented and highly productive. Dynamic sales executive, leader and consultant with several years of combined experience boosting revenues, growing market share and expanding territories for a wide range of organizations. Skilled in building top-performing sales forces via development and rollout of comprehensive training programs, providing staff with the knowledge, resources, strategies and motivation to surpass objectives. Accomplished in the cultivation of productive relationships that result in new business, top brand loyalty and enhancements in competitive performance.

Overview

22
22
years of professional experience

Work History

Principal

Beckham Capital Group
Dallas, Texas
07.2016 - Current
  • Advised customers on available options for financing real estate purchases or refinancing existing mortgages.
  • Analyzed market trends affecting the value of company-owned real estate assets.
  • Maintained up-to-date records of all transactions related to real estate investments.
  • Assessed potential risks associated with investment opportunities in real estate assets.
  • Attended conferences and seminars related to real estate regulations and practices.
  • Performed detailed analysis of real estate property to determine market value for clients.
  • Assisted in negotiating terms and conditions of real estate transactions.
  • Developed relationships with local real estate agents, builders, brokers and other referral sources.
  • Coordinated with lenders, buyers, sellers, title companies, appraisers, surveyors, and other parties involved in real estate transactions.
  • Conducted regular reviews of existing policies and procedures associated with real estate transactions.
  • Attended industry conferences and seminars to stay abreast of changes in the real estate marketplace.
  • Collaborated with third party vendors such as real estate agents, movers and storage companies to ensure that all arrangements related to relocation are completed satisfactorily.
  • Participated in professional networking events to promote services offered as a trusted real estate advisor.
  • Attended training seminars and workshops in order to stay abreast of changes in the real estate market.
  • Researched and compiled data on local real estate markets.
  • Advised clients on how best to handle complex real estate matters.
  • Collaborated with real estate agents to identify appropriate properties for clients.
  • Negotiated settlements between parties involved in disputes over real estate transactions.
  • Answered phone calls from clients regarding their questions about the real estate market or specific properties for sale.
  • Assisted in negotiating terms of real estate transactions and preparing related paperwork.
  • Collaborated with architects, engineers, contractors, attorneys, surveyors and other professionals involved in real estate transactions.
  • Monitored economic indicators that affect real estate markets such as interest rates and population growth trends.
  • Coordinated closings with title companies, escrow officers and real estate agents.
  • Provided guidance and advice to customers regarding real estate transactions.
  • Coordinated closings between buyers, sellers, lenders and real estate agents.
  • Explained legal terminology related to real estate transactions in a clear manner.
  • Developed relationships with outside vendors such as title companies, appraisers and real estate agents involved in loan transactions.
  • Ensured compliance with all applicable state laws regarding real estate transactions.
  • Identified environmental hazards that might influence the value of a particular piece of real estate.
  • Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
  • Identified potential risks associated with real estate investments and developed risk mitigation plans.
  • Analyzed financial statements, credit reports, appraisals, leases and other documents related to real estate transactions.
  • Negotiated purchase contracts for real estate transactions.
  • Participated in local community events related to real estate and property management industry.
  • Reviewed title reports, surveys, legal descriptions, deeds, leases and other documents associated with real estate transactions.
  • Advised clients on how best to maximize their return from investments in real estate.
  • Researched real estate markets to assess current trends in home values and rental rates.
  • Built strong relationships with external partners such as real estate agents and appraisers.

Sr Commercial Banker

B1bank
Dallas, Texas
03.2021 - 12.2023
  • Managed client relationships to provide tailored financial solutions.
  • Analyzed credit requests to assess risk and determine lending opportunities.
  • Conducted market research to identify new business prospects and trends.
  • Presented loan proposals to credit committees for approval consideration.
  • Educated clients on banking products and services for informed decision-making.
  • Developed strong relationships with clients by providing exceptional customer service.
  • Developed and implemented credit policies, procedures, and standards for commercial loan customers.
  • Negotiated terms with clients in order to create mutually beneficial lending relationships.
  • Assisted customers with developing customized financing solutions based on their individual needs.
  • Researched market conditions to identify potential opportunities for new business development.
  • Managed a portfolio of commercial loans, including risk assessment and monitoring.
  • Coordinated with other departments within the bank, such as underwriting, compliance, and accounting, as needed.
  • Performed due diligence reviews of prospective borrowers prior to granting them loans or lines of credit.
  • Attended industry conferences, seminars, and meetings in order to stay up-to-date on changes in regulations affecting commercial banking practices.
  • Maintained detailed records of all transactions related to commercial banking activities.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Advised customers on bank products, services and financial planning options.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Met with new clients and completed pre-qualification procedures.
  • Built positive relationships with realtors to produce client referrals.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Collaborated with team members to develop marketing strategies for banking services.
  • Analyzed clients' financial statements to offer customized banking solutions.
  • Negotiated terms and rates for loans and lines of credit with clients.
  • Assisted clients in setting up online banking services, enhancing accessibility and convenience.

Partner

Capital Insight Partners
Dallas, Texas
10.2013 - 01.2016
  • Managed client relationships to ensure alignment with financial goals.
  • Coordinated due diligence processes for potential acquisitions and partnerships.
  • Analyzed market trends to identify potential investment opportunities.
  • Identified opportunities for growth by analyzing current trends in the marketplace and making strategic decisions based on those findings.
  • Cultivated long-term relationships with existing clients through consistent communication efforts .
  • Negotiated contracts between partners or vendors in order to obtain favorable terms for the company.
  • Built a network of contacts within relevant industries which enabled access to valuable resources .
  • Analyzed data from various sources in order to identify areas of improvement within the organization's processes or procedures.
  • Resolved complex customer issues quickly while ensuring a positive experience throughout all interactions.
  • Reviewed reports on performance metrics such as customer satisfaction scores, revenue growth rates. in order to make informed decisions regarding future initiatives.
  • Conducted in-depth research in order to write effective proposals, agreements, and contracts.

Sr Debt/Equity Broker

BMC Capital
Dallas, Texas
08.2011 - 09.2013
  • Evaluated loan applications for creditworthiness and compliance with regulations.
  • Collaborated with clients to understand their financial needs and goals.
  • Prepared and presented loan proposals to potential borrowers.
  • Coordinated with underwriters to ensure timely processing of loan files.
  • Conducted market research to identify new lending opportunities and trends.
  • Managed relationships with real estate agents and industry partners for referrals.
  • Evaluated appraisal information ensuring that it meets lender requirements prior to submitting it for review by underwriters.
  • Participated in continuing education courses related to mortgage lending laws and regulations.
  • Monitored market conditions daily in order to adjust pricing accordingly when necessary.
  • Analyzed borrower credit reports, income documentation and collateral information to determine risk factors associated with the loan.
  • Generated referrals through networking activities such as attending local events or joining professional organizations.
  • Developed and maintained relationships with real estate agents, attorneys, appraisers and other related professionals to ensure successful loan origination.
  • Negotiated terms of loans with borrowers while adhering to all applicable laws and regulations.
  • Maintained current knowledge of changing lending guidelines from government agencies such as Fannie Mae, Freddie Mac, FHA, VA, USDA.
  • Reviewed applications for accuracy and completeness prior to submission to underwriting.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
  • Built referral business by meeting with local financial planning, home builders and real estate professionals.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.

Director of National Sales

Land America/Fidelity Financial Services
Dallas, Texas
10.2003 - 08.2011
  • Developed national sales strategies to drive revenue growth across diverse markets.
  • Established relationships with key stakeholders to enhance market penetration efforts.
  • Conducted market analysis to identify emerging trends and competitive landscapes.
  • Presented quarterly reports to executive leadership on sales performance and forecasts.
  • Maintained productive national sales staff by strategically recruiting, orienting and training top-notch employees.
  • Researched and identified potential customers and new market opportunities on continuous basis to maintain sustained revenue growth.
  • Stayed up to date with new product launches and kept sales team members on board with changing plans.
  • Maintained sales volume and selling price by keeping current with supply and demand, changing trends, economic indicators and competitors.
  • Organized trade shows and conferences throughout the country as part of an effort to expand the company's reach into new markets.
  • Created and maintained relationships with clients, vendors and other stakeholders to ensure successful delivery of products and services.
  • Identified opportunities for cross-selling and upselling current customers based on their needs.
  • Analyzed customer feedback and identified potential areas of improvement in the sales process.
  • Established key performance indicators for each region to measure progress against goals.
  • Analyzed competitor activities in order to remain competitive in pricing models as well as product offerings.
  • Monitored regional budgets to ensure costs remained within allocated limits while still achieving desired results.
  • Facilitated and delivered presentations for account-specific meetings and conference calls.
  • Maintained active sales contacts with assigned accounts to keep communication open and capture consistent revenue.
  • Maintained sales volume and selling price by keeping current with supply and demand.
  • Pursued sales deals by qualifying clients, building individualized proposals, and preparing final contracts.
  • Directed and coordinated products, services and sales activities.
  • Conducted market research and reported on competitors.

Education

Bachelor of Arts - Business Communication

University of Texas At Austin
Austin, TX
05-1990

Master of Science - Project Managment And Engineering

University of Alabama At Birmingham
Birmingham, AL

Skills

  • Real estate analysis
  • Risk assessment
  • Financial modeling
  • Market research
  • Regulatory compliance
  • Relationship management
  • Negotiation strategies
  • Credit analysis
  • Customer service
  • Loan structuring
  • Problem solving
  • Effective communication
  • Group facilitation and presentations
  • Annual reviews

Affiliations

  • Tennis
  • Golf
  • Pickleball
  • Guitar
  • Piano
  • Texas Longhorn Football
  • Sports, History and Music fanatic

Timeline

Sr Commercial Banker

B1bank
03.2021 - 12.2023

Principal

Beckham Capital Group
07.2016 - Current

Partner

Capital Insight Partners
10.2013 - 01.2016

Sr Debt/Equity Broker

BMC Capital
08.2011 - 09.2013

Director of National Sales

Land America/Fidelity Financial Services
10.2003 - 08.2011

Bachelor of Arts - Business Communication

University of Texas At Austin

Master of Science - Project Managment And Engineering

University of Alabama At Birmingham

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