Bert Dorcely

• Guided clients in understanding product types and benefits for effective decision-making.
  Closed sales on MCA, buyouts, and reverse consolidations to meet revenue goals.
  Utilized Outlook and CRM tools to manage client relationships and communication.
• Managed client accounts to ensure satisfaction and retention.
• Developed tailored proposals to meet client needs and objectives.
• Managed broker shop operations, executing client transactions and enhancing service delivery.
• Collaborated with cross-functional teams to streamline project execution.

Closed deals by securing appropriate funding amounts based on client requirements.

• Cultivated strong client relationships to identify unique financial needs and deliver targeted financing solutions.
• Conducted outreach through calls and emails to uncover customer funding needs, enhancing alignment with tailored solutions.
• Assessed funding requirements by discussing business objectives with clients.
• Provided diverse financing options, including MCA, SBA loans, lines of credit, factoring, and equipment financing.
• Collected essential documentation, including bank statements and tax returns, to facilitate loan processing.
• Utilized CRM systems (Centex and GHL) to streamline client interactions and track progress, ensuring timely follow-ups.
• Achieved quotas by effectively managing communication with underwriters through Outlook.

Closed deals for sales agency on TikTok Shop, securing B2B partnerships.
Conducted Zoom presentations to demonstrate agency's scaling strategies to clients.
Negotiated retainers of $5K to $10K, generating 20% commission monthly, excluding ad spend.
Reviewed daily calls to identify improvement areas and enhance performance.
Prepared end-of-day reports and sent summary videos to CEO for feedback.

• Developed key customer relationships, contributing to increased sales and customer loyalty.
• Engaged customers to understand their needs and provide tailored solutions.
• Educated customers about products and services, facilitating informed purchasing decisions.
• Assisted customers with product selection and inquiries, enhancing overall customer satisfaction.
• Utilized CRM software to track leads and manage customer interactions effectively.