Experienced lending program manager and sales consultant with strong organizational skills, personable and outgoing leader who has successfully worked in both the tech sector and financial industries.
A Hands-on candidate adept at assessing complex product portfolios, lender program attributes, financial products and services who consistently met commitments with integrity and focused determination.
Willing to take on responsibilities to achieve and exceed team goals. Organized, dependable leader successful at managing multiple priorities with a positive attitude.
Overview
8
8
years of professional experience
Work History
Lender Program Manager
The Savings Group
01.2021 - 01.2024
Regularly met with our network of 130+ Financial Institutions, Banks and Credit Unions across the country, helping them update their consumer financial product offerings leading to a better lending process and higher customer satisfaction.
Reduced delinquency rates by implementing effective collection strategies and working closely with borrowers to create feasible refinancing options.
Monitored pipelines to track, update and maintain status of loans, lender program details and interest rate updates
Collaborated with other departments to promptly process loan applications.
Sales Trainer
Quest Software; (formally Dell Technologies)
01.2019 - 08.2020
Comprehensive training classes delivered to newly on-boarded employees over a month long period during their first fiscal quarter with the company
Collected data and grouped individuals that needed improvement into classes based on their KPI's to increase their production where possible and report back to their manager with a summary
Conducted weekly hour long meetings, aimed at our Sales Rep teams, included open discussion around Deal Strategies, Pipeline Development Techniques or other sales topics that were of concern
Class size typically 5 to 10 individuals but could scale to entire business unit
Ran bi-weekly 30-minute meetings, aimed at the Business Development teams where I help with techniques to overcome frequently heard objections while prospecting
Helped newly promoted employees with anything from quoting fundamentals to working a new pipeline, upselling techniques, closing, running product demos, etc.
Sales Consultant/ Team Lead
Quest Software; (formally Dell Technologies)
02.2016 - 01.2019
Exceeded $1.5m annual quota in 2018 as rep for California
Outperforming average peer sales by over 53% consistently quarter to quarter average
Resulted in company-wide recognition award 'Most Valuable Rep of 2018' in the business unit
Consistently ranked number 1 or 2 in amount of revenue generated out of 250 software specialists consistently ranked number 1 in customer satisfaction, promoted to Team Lead overseeing and responsible for 15 reps that carried in excess of 875k quota/ fiscal Quarter which exceeded all quarters of FY2019 goal
Scheduled and ran project review calls, demonstrated software capabilities and executed proof of concept meetings via WebEx of Endpoint Management, Imaging and MDM virtual appliances while leading a team of sales professionals to meet and exceed revenue targets.
Education
Bachelor of Science - Public Health Sciences
University of Massachusetts At Amherst
12.2013
Skills
Bank Product Marketing
Financial Service Solutions for Consumer Lending
Financial Program & Interest Rate Setting
Loan Portfolio Monitoring
Team Development
Relationship Driven Consulting
Process improvement
Project management and imparting strengths of teams to turn around troubled operations
Accomplishments
FY 2019 Quest Software Unified Endpoint Management Rep of the Year
Professionally trained by Sandler and Staccato, Proficient in the use of software programs such as Salesforce and Oracle applications, WebEx, Microsoft Teams, and other virtual learning/meeting platforms, Quest Software endured several challenging years that included a divestiture and acquisition, turnover of executive staff and complete change in ownership. Despite this, in 4 years, was promoted from Business Development Rep to Software Consultant to Account Executive and ultimately to the Corporate Sales Trainer, Experienced and competent in working with different business departments and levels of experience which taught me to be a great team member, trainer and how to contribute meaningful feedback in management meetings and how to take on a leadership role with accountability, After graduation, I first went into the auto industry in order to pay off my student loans and did so in a little over 2 years, Self-starter, first member of my family to attend and graduate from college. Fluent in several languages including English, Romanian and conversational in Spanish, Was captain of the rowing team on an international level for Newman/M.I.T
Timeline
Lender Program Manager
The Savings Group
01.2021 - 01.2024
Sales Trainer
Quest Software; (formally Dell Technologies)
01.2019 - 08.2020
Sales Consultant/ Team Lead
Quest Software; (formally Dell Technologies)
02.2016 - 01.2019
Bachelor of Science - Public Health Sciences
University of Massachusetts At Amherst
Similar Profiles
Jo Ann MartinezJo Ann Martinez
Auto Refinance Loan Specialist at The Savings GroupAuto Refinance Loan Specialist at The Savings Group