Caleb Bakos
Lake Elmo,MN
Summary
Dynamic sales and client relations specialist with extensive experience in the financial services sector and a proven track record of driving client satisfaction and business growth. Holds an MBA from Hamline University and a Bachelor\'s Degree in Business from Bellevue University, equipped with strong analytical and strategic skills. Expertise includes Commercial Banking, Sales, Client Relationship Management, and Risk Management, enabling the delivery of tailored solutions to meet diverse client needs. Committed to leveraging industry knowledge to foster lasting relationships and enhance organizational success.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Equipment Finance Sales Executive
The Huntington National Bank
06.2022 - Current
- Built and maintained new and existing client relationships through prospecting and other lead generating activities
- Responsible for equipment finance needs for Minnesota market and Columbus, OH working with business bankers
- Possess understanding of equipment finance agreements as well as loan and lease products
- Ability to utilize Salesforce.com as sales tracking tool
- Relationship Management
Assistant Vice President Account Manager
Wells Fargo Equipment Finance
10.2018 - 06.2022
- Responsible for maintaining relationships with 25 Middle Market Vendor partners with annual sales volume of $200MM. Personally worked on $300MM in 2021.
- Strong experience resolving and working through escalated and complex customer issues
- Possess a good understanding of lease and loan products, pricing, credit underwriting and documentation processes
- Customer service focus with the ability to balance needs of clients, shareholders, and team members
- Responsible for ensuring service levels are met while aggressively tackling goals. 2021 Vendor Middle Market Volume hit over $1B for first time in Wells Fargo history with 12-person team.
- Effective organizational, multi-tasking, and prioritizing skills Ability to interact with all levels of an organization
- Effectively utilize all sales systems including Salesforce.com
- Mitigate risk through adhering to company and regulatory guidelines.
Program Service Specialist/Portfolio Specialist
Wells Fargo Equipment Finance
08.2016 - 10.2018
- Serviced and managed third party program relationships and the associated contracts in accordance with the legal agreements.
- Monitored the collection of payments, insurance, title, UCC, reporting, and contract modifications.
- Managed all program activity, reporting, and ensured compliance with Program Agreements.
- Resolved issues and responded to requests through collaboration with internal and external partners.
- Participated in the development and delivery of new processes and procedures to support current business objectives.
- Ensured service levels are met and risks are identified and mitigated.
Transaction Coordinator/Sales Admin
Wells Fargo Equipment Finance
04.2015 - 08.2016
- Coordinated, documented and initiated the funding process for a variety of commercial lease and loan documentation products for equipment financing.
- Coordinated transactions with vendors, customers, bankers and Territory Managers, securing necessary transaction documentation, preparing documents and initiating the funding process.
- Assisted in identifying viable solutions to make deals work and interface directly with external Wells Fargo
Account Service Representative
Wells Fargo Equipment Finance
11.2013 - 04.2015
- Resolved problems and inquiries upon request via email, fax, phone, or direct mail correspondence pertaining to commercial loan and lease products.
- Provided timely, professional and accurate information to our customers
- Calculated and communicated payoff information
- Resolved problems and issues regarding invoice, payment application, administration of titles, insurance and documentation; maintaining accounts and providing other general information
Home Loan Processor
Wells Fargo Bank N.A.
02.2012 - 11.2013
- Processed and closed residential purchases and refinances in FHA/VA/Conventional
- Managed multiple complex government loans
- Maintained internal and external customers
- Underwrote and audited basic conventional loans
- Trained, development and mentored new hires
- Built working relationships with mortgage consultants, client service representatives, and underwriters to maintain a stable and effective process for clients
- Coordinated closings with title company
Retail Sales Representative
Verizon Wireless
05.2008 - 02.2012
- Built and maintained business relations to personalize customer experience
- Met and exceeded monthly quotas by effectively determining customer needs
- Established guest relations and demonstrate understanding of their needs by diagnosing the problem and providing proper solution
- Built communication skills by effectively helping guests with merchandise questions and product knowledge
Account Executive/ Insurance Producer
Launch Growth Enterprises LLC
06.2007 - 02.2010
- Licensed producer in the state of Minnesota and can sell insurance for life, accident, and health and also property and casualty
- Built and maintained book of business for residential clients
- Responsible for communications with clients and other customer service activities
Education
Bachelor of Science - Business
Bellevue University
Bellevue, NEMasters of Business Administration - undefined
Hamline University
St. Paul, MNSkills
- Product presentation
- Sales strategy development
- Client acquisition
- Portfolio management
- Performance tracking
- Financial product sales
- Revenue generation
- Industry networking
- Deal structuring
- Customer service
- Relationship building
- Goals and performance
- Customer relationship management
- Client development
- Sales expertise
- Pipeline management
- Territory management
Certification
Certified Lease & Finance Professional (CLFP) – Obtained 2023-05
Timeline
Equipment Finance Sales Executive
The Huntington National Bank
06.2022 - Current
Assistant Vice President Account Manager
Wells Fargo Equipment Finance
10.2018 - 06.2022
Program Service Specialist/Portfolio Specialist
Wells Fargo Equipment Finance
08.2016 - 10.2018
Transaction Coordinator/Sales Admin
Wells Fargo Equipment Finance
04.2015 - 08.2016
Account Service Representative
Wells Fargo Equipment Finance
11.2013 - 04.2015
Home Loan Processor
Wells Fargo Bank N.A.
02.2012 - 11.2013
Retail Sales Representative
Verizon Wireless
05.2008 - 02.2012
Account Executive/ Insurance Producer
Launch Growth Enterprises LLC
06.2007 - 02.2010
Bachelor of Science - Business
Bellevue University
Masters of Business Administration - undefined
Hamline University
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