Highly motivated, experienced and organized Account Executive with demonstrated track record of building relationships with clients and increasing business opportunities through sharp communication and problem solving skills, and dedication to customer and organizational objectives.
Overview
20
20
years of professional experience
Work History
Regional Sales Director - Northeast
Dividend Finance
02.2022 - Current
Exceed target loan volume goals as a leading Regional Sales Director
Executed loan volume from $0 to $4,000,000 in 12 months
Expand market share by identifying new business opportunities and cultivating partnerships with key stakeholders
Drive customer acquisition efforts by leveraging extensive industry network and employing effective cold-calling techniques
Connect with major home improvement contractor partners via trade shows and local area networking
Develop and manage a network of home improvement contractors, while providing best-in-class service
Drive high-quality home improvement loan volume, while maintaining and promoting highly compliant behavior and integrity
Track metrics to evaluate partners' performance with CRM and reporting analytics
Serve as primary point-of-contact with partners via phone, electronic and in-person communications, focused on educating and developing strong, long-term relationships.
Liaise with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Maximize revenue potential by analyzing trends, competitors, and industry developments to capitalize on emerging opportunities
Deliver exceptional customer service, resulting in increased retention rates, referrals, and repeat business from satisfied customers
Maximize revenue potential by analyzing trends, competitors, and industry developments to capitalize on emerging opportunities.
Forecast annual, quarterly, and monthly sales goals.
Senior Sales Manager, Home Improvement and Solar Lending
Admirals Bank/ ETHIC, A Wealth Bank
04.2004 - 02.2020
Promoted to manage the nation's largest FHA Title I Home Improvement Retail and Fast Track Consumer Lending divisions
Increased Fast Track Point of Sale Consumer Lending monthly volume from $500,000 to $10,000,000, November 2014 to September 2015
Motivated and managed a high performing team of 8 Account Managers, 9 Mortgage Loan Officers and 2 Sales Support team members
Partnered with executive management to forecast volume, manage yield, and develop revenue strategies
Supported Retail Lending Divisions with business intelligence and analytics on existing operations
Coordinated key operational development projects from inception to implementation that resulted in revenue growth and process improvements
Collaborated with Account Managers to build relationships with the Bank's largest Solar and Home Improvement Consumer Lending accounts
Developed training programs and strategies to cultivate and maintain business relationships between Account Managers and contractor referral sources
Collaborated with various departments within Bank for successful Consumer Lending product launches
Exhibited at conferences, conducted WebEx presentations, and called on warm leads to on-board Consumer Lending, Contractor Referral and Correspondent Lending clients
Transitioned and trained 8 Title I Loan Advisors to Consumer Lending Account Managers
Maintained active Title I loan pipeline while managing team of experienced and new Account Executives.
Account Executive, Title I Home Improvement and Residential Lending
Admirals Bank/ ETHIC, A Wealth Bank
04.2004 - 02.2020
Recruited and generated contractor referral sources
Originated home improvement and solar loans while updating applicants and referral sources throughout loan process
Designed and instructed Admirals Bank Home Improvement Lending Title I Training Program, which all new Loan Advisors and Market Development Associates completed
Maintained accurate records and reports, such as pipeline and call activity
Identified and developed a client base, using advanced sales techniques and extensive industry knowledge
Consistently produced yearly sales volume that ranked among top performers
Promoted to Home Improvement Lending Sales Manager in April 2011.
Education
Bachelor of Science in Business Administration and Management Information Systems -
University of Rhode Island
Kingston, RI
01.2000
Skills
Account Management
Relationship building and management
Pipeline Management
Strategic selling
New business opportunities
Business development and planning
References
Furnished upon request
Timeline
Regional Sales Director - Northeast
Dividend Finance
02.2022 - Current
Account Executive, Title I Home Improvement and Residential Lending
Admirals Bank/ ETHIC, A Wealth Bank
04.2004 - 02.2020
Senior Sales Manager, Home Improvement and Solar Lending
Admirals Bank/ ETHIC, A Wealth Bank
04.2004 - 02.2020
Bachelor of Science in Business Administration and Management Information Systems -