Experienced with identifying market opportunities and driving business growth. Utilizes strategic thinking and effective negotiation skills to establish beneficial partnerships. Track record of leading successful business development initiatives and fostering collaborative team environments.
Work History
Business Development Manager
9 Months
Shamrock Trading Corporation | 09.2025 - Current
Business Development Manager responsible for originating and closing factoring agreements with small to mid sized trucking fleets (up to 30 trucks).
Executed 300+ outbound calls daily with 2.5+ hours of talk time, generating and qualifying new business opportunities. Managed full deal lifecycle, including document collection, financial evaluation, and securing long term (12+ month) client agreements.
Presented all new opportunities directly to executive leadership, demonstrating deal viability and securing approval. Built and maintained relationships with owner-operators and fleet managers to drive consistent revenue growth.
Regional Sales Manager
1 Year 1 Month
Global Equity Finance | 07.2024 - 08.2025
Advanced to Regional Manager role to support organizational growth, expanding team size from 25–40 to 40–80 representatives across multiple teams.
Earned promotion through consistent top performance and ability to operate in high pressure, high volume environments. Worked directly with the CEO on strategic initiatives and team performance, while managing two assistants to support daily operations.
Oversaw end to end personnel processes, including recruitment, terminations, and performance management, while tracking key sales metrics and KPIs. Established and executed both short and long-term departmental goals, maintaining full accountability for production, efficiency, and scalable growth.
Regional Sales associate Manager
1 Year 1 Month
Global Equity Finance | 06.2023 - 07.2024
Led a team of 35–40 outbound sales reps and 2 assistant managers, focused on mortgage refinance outreach.
Partnered in launching new branch, growing team to 60 employees through strategic hiring, onboarding, and sales leadership.
Designed and implemented training programs to improve sales scripting, objection handling, and call flow.
Increased conversion rate from 2% to 6% within one year by optimizing call strategy and coaching techniques.
Monitored performance metrics, conducted live call coaching, and delivered regular feedback to boost team effectiveness.
Streamlined onboarding and upskilling processes, reducing ramp time for new hires.
Junior Loan Officer
4 Months
Global Equity Finance | 02.2023 - 06.2023
Handled inbound warm leads and converted prospects into qualified, approved loan applicants for the company's top-producing sales rep.
Managed a pipeline of 30–50 clients, performing consistent follow-ups to move files through the approval process.
Collected and organized required documentation, scheduled appointments, and facilitated signing of disclosures.
Coordinated with clients to present approved loan options and ensure smooth transitions through each stage of the loan cycle.
Salesperson
4 Months
Global Equity Finance | 10.2022 - 02.2023
Made 300–600 outbound calls daily to generate interest in mortgage refinancing and transfer qualified leads to loan officers.
Training & Onboarding: Designed and led comprehensive training programs for new hires and junior loan officers, significantly reducing ramp-up time and improving licensing exam pass rates.
Pipeline & CRM Management: Skilled in managing active client pipelines of 30–50+ accounts, overseeing document collection, appointment setting, and CRM tracking using tools like FileMaker.
Record-Breaking Performance: Fast-tracked through seven promotion tiers in under 3 months, broke multiple long-standing company records for daily and weekly transfer volume, and increased conversion rates from 2% to 7% within a year.
Achieved 7 promotion tiers in just 2.5 months — a process that typically took top reps over a year — by consistently outperforming peers.
Set new company records with 54 transfers in a single day and over 180 in one week, more than doubling previous benchmarks.
Recognized for breaking a 20-year company record and establishing new productivity benchmarks.