Summary
Overview
Work History
Education
Skills
Timeline
Generic

Clifford Evans

Aubrey,TX

Summary

Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.

Overview

20
20
years of professional experience

Work History

Account Executive

Chenoa Fund
Aubrey, TX
03.2024 - Current
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Created marketing materials, including brochures and presentations, to showcase products and services.
  • Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.

Account Executive

ClearEdge Lending
Plano, TX
12.2016 - 02.2024
  • Maintained accurate records of all sales activities using CRM software systems.
  • Performed product demos at conferences, meetings, seminars, or other venues as necessary.
  • Researched market conditions in local, regional, or national areas to determine potential sales of a product or service.
  • Developed pricing strategies tailored to individual clients based on their unique needs.

Mortgage Loan Consultant

Bank of America
Plano, TX
07.2004 - 12.2016
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Managed any conditions sent from underwriting departments.
  • Checked approvals against established bank and government lending standards.
  • Formulated and actualized strategic financial plans across client investment portfolios.

Education

High School Diploma -

Seagraves High School
Seagraves, TX
06.1991

Bachelor of Science - Business Administration And Management

Midwestern State University
Wichita Falls, TX
06.1996

Skills

  • Financial analysis
  • Market research and analysis
  • Complying with legal statutes
  • Reviewing financial paperwork
  • Customer service-focused
  • Analytical
  • Troubleshooting
  • Negotiation Tactics
  • Credit check knowledge
  • Certified Mortgage Loan Originator

Timeline

Account Executive

Chenoa Fund
03.2024 - Current

Account Executive

ClearEdge Lending
12.2016 - 02.2024

Mortgage Loan Consultant

Bank of America
07.2004 - 12.2016

High School Diploma -

Seagraves High School

Bachelor of Science - Business Administration And Management

Midwestern State University

Similar Profiles

CREATE PROFILE
Clifford Evans