Driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 19 years of assisting Business Owners and C-Level executives with financing of their capital equipment.
Overview
19
19
years of professional experience
Work History
Senior Relationship Manager
Equipment Leasing Group of America
04.2023 - 02.2024
Direct inside and outside sales of equipment leasing and commercial financing. 75-100 outbound calls daily.
Contacted CFO's, Treasurers, Controllers, and senior level executives in charge of capital equipment and capital projects. Engaged in10-15 daily equipment finance discussions.
Daily CRM sales pipeline management, from initial contact to signed lease or loan contracts.
Negotiated pricing, structure and terms of lease and loan proposals. Active follow up to secure signed letters of Intent and master lease agreements.
Inside Sales Manager
Commercial Funding Inc.
10.2021 - 02.2023
Direct inside sales of accounts receivable financing, factoring and asset-based loans.
Contacting business owners, CFO's, Treasures, Controllers, and senior level executives involved with companies' financial operations.
Daily sales pipeline management, from initial contact to signed letters of intent. Engaged in10-15 daily factoring finance discussions.
Negotiated of terms, structures and pricing. Prepared proposals and active follow up to secure signed letters of Intent and master lease agreements.
Funded 12 transactions for over $25 million in financed invoices for fiscal 2022.
Senior Relationship Manager
Axos Bank / Pacific Western Bank / Equipment Finance Division
07.2015 - 10.2021
Work includes direct inside sales of equipment leasing and commercial financing 75-100 daily outbound calls.
Responsible for contacting CFO's, Treasurers, Controllers, and senior level executives in charge of capital equipment and capital projects
Responsible for sales pipeline management, from initial contact to signed lease contract. Engaged in10-15 daily equipment finance discussions.
Negotiated pricing, structure and terms of lease and loan proposals. Active follow up to secure signed letters of Intent and master lease agreements.
Funded over $135 million leases since 2015.
Associate / Lease Advisory Group
Varilease Finance, Inc.
07.2010 - 06.2015
Work includes direct inside sales of equipment leasing and capital financing. 75-100 daily outbound calls
Responsible for contacting CFO's, Treasurers, Controllers, and senior level executives in charge of capital equipment and capital projects
Responsible for sales pipeline management, from initial contact to signed lease contract. Engaged in10-15 daily equipment finance discussions.
Negotiated pricing, structure and terms of lease and Loan proposals. Active follow up to secure signed letters of Intent and master lease agreements.
Funded over $9 million in lease transactions during 2013.
Funded over $7.5 million in lease transactions during 2014.
President's Club Award winner 2013 and 2014.
Equipment Leasing Sales Representative
Marquette Bank Equipment Finance / Applied Financial
10.2004 - 06.2010
Work included direct inside and outside sales and marketing of leasing and capital equipment financing. 75-100 daily outbound calls.
Contacted CFO's, Controllers, Treasurers, and senior level executives in charge of capital equipment projects.
Negotiated pricing, structure and terms of lease and Loan proposals. Active follow up to secure signed letters of Intent and master lease agreements.
Qualified each year for top gross margin producers Presidents Club award.
Built relationships that created multiple lease schedules and referral business.
Sold and funded over $81 million in equipment lease financing.
Education
Bachelor of Arts - Business
University of Utah
Salt Lake City, UT
Bachelor of Arts - Business Management
University of Utah
Salt Lake City, UT
01.1996
Associate of Science - Business Management
Utah Valley State College
Orem, UT
1994
Skills
Financial analysis and reporting
Business development expertise
Relationship Building
Sales management
Cash Flow Management
Customer relationship development
Sales professional
References
Barry Gordon, SVP Sales Manager, Axos Bank and Varlilease Finance, Inc., 801-233-6814, bgordon@axosbank.com
Jay Gleason, VP Sales Manager, Pacific Western Bank / Axos Bank, 801-545-7356, jglesson@tcsequipmentfinance.com
Axos Bank / Pacific Western Bank / Equipment Finance Division
07.2015 - 10.2021
Associate / Lease Advisory Group
Varilease Finance, Inc.
07.2010 - 06.2015
Equipment Leasing Sales Representative
Marquette Bank Equipment Finance / Applied Financial
10.2004 - 06.2010
Bachelor of Arts - Business
University of Utah
Bachelor of Arts - Business Management
University of Utah
Associate of Science - Business Management
Utah Valley State College
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