Daniel Montgomery
Branch Manager
Deer Park,New York
Summary
Over 15 years experience training phone sales and being a top earner for each company I've worked for. I've developed some of the best phone sale reps with my own training methods created from over a decade as a call center manager for several Fortune 500 companies. With energy and resourcefulness, a well-organized multi-tasker can take on difficult locations and turn failing operations into successful businesses. Proven effective leader with experience building and managing high-performing, multi-disciplined, and quality-focused teams. Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills. Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals. Maintain a high level of integrity and accuracy while providing professional and courteous customer service. Employee development Staff training Reporting and documentation Human resources knowledge Staff management Strong team-builder Relationship building and management Knowledge of Equifax Application Engine Top-performing Branch Sales Manager recognized to set territory sales records. Experienced managing teams of up to 60. Offering exceptional sales and negotiation skills.
Overview
16
16
years of professional experience
Work History
Branch Sales Manager
Shore Funding
Melville, NY
03.2021 - Current
- Resolved customer complaints to maintain high level of satisfaction.
- Managed branch sales, customer service, finances and recordkeeping.
- Analyzed financial statements to identify cost control initiatives.
- Set pricing strategy and discount rates.
- Maintained good relationship with over 40 lenders across the country
- Interviewed, hired and developed team of 60.
- Coordinated calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Mortgage Loan Officer
Reliance First Capital
Melville, NY
07.2016 - 12.2020
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and
- Community Reinvestment Act
- Explained the various types of loans available to clients
- Made contact with potential clients in order to close sales and collect funds
- Recommended loan approvals and denials based on customer loan application reviews
- Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away
- Created key procedures for teams working on documentation, models, and presentations
- In charge of dealing with customer complaints and offering solutions
- Maintained a friendly and professional demeanor when dealing with customers.
Inside Sales Supervisor
Cablevision
Jericho, NY
11.2013 - 06.2016
- Nurtured productive relationships and maintained quality communications with account contacts to maximize client retention
- Organized and led staff meetings to update team members on progress, set goals, and provide additional resources to keep them on track
- Communicated with clients via email or phone to identify and address their needs, as well as cross-sell existing accounts
- Reviewed account executives' daily metrics to assess their strengths and weaknesses
- Planned sales department operations and met deadlines by coordinating activities and projects
- Was in charge of updating accounts and maintaining long-term client relationships
- Kept track of sales representatives' attendance, resolved escalated customer complaints, and effectively managed multiple projects in a fast-paced environment
- Organized and led department-wide staff meetings, workshops, and functions in order to motivate and inspire employees
- Devised a survey method to evaluate the inside sales team
- Trained employees on new technology and sales methods to build a highly knowledgeable and successful team
- Maintained a steady flow of potential leads and prospects by monitoring and amplifying the sales pipeline.
Call Center Coordinator
T-Mobile
Allentown, PA
02.2007 - 10.2013
- Tracked and recorded expenses and reconciled accounts to keep accurate, current, and compliant financial records
- Created and updated work schedules to accommodate changing staffing levels and workload expectations
- Developed a highly efficient administrative team through ongoing coaching and professional development opportunities
- Was in charge of the supervisor's schedule and appointments, as well as streamlining the scheduling process
- Used regular correspondence and scheduled status updates to communicate corporate objectives across all divisions
- Hired, managed, developed, and trained employees, as well as set and monitor goals, conduct performance reviews, and pay employees
- Organized corporate and office conferences for company employees and guests
- Interpreted management directives to define and document administrative staff processes
- Led my NY branch (Melville) in loans closed for 5 years straight
- Developed my own inside sales training methods and have successfully mentored over 100 top earners
- President's club winner for Fortune 500 company (Cablevision) 4 years straight
- I volunteer for the Muscular Dystrophy association in Allentown, Pa
- And was their regional sales leader for corporate donations/fundraisers
- Repeatedly received recognition from superiors for excellence in service
- Accomplishments
Education
FHA - Business Economics
Bachelor of Science - undefined
Kutztown University of Pennsylvania
Skills
Operations management
Policy Development
Setting sales goals
Increasing sales
Team development
Employee coaching
Database Management
Coaching and mentoring
Timeline
Branch Sales Manager
Shore Funding
03.2021 - Current
Mortgage Loan Officer
Reliance First Capital
07.2016 - 12.2020
Inside Sales Supervisor
Cablevision
11.2013 - 06.2016
Call Center Coordinator
T-Mobile
02.2007 - 10.2013
FHA - Business Economics
Bachelor of Science - undefined
Kutztown University of Pennsylvania