DAVID BOLCE
Lincoln,CA
Summary
Results-driven Senior Account Executive and experienced business professional with expertise in commercial equipment financing, insurance, sales, networking, and client relationships. Dedicated to my work and ambitious to take on new challenges, I'm eager to leverage my skills and leadership abilities to contribute to a dynamic organization's success.
Overview
17
17
years of professional experience
Work History
Senior Account Executive | Finance Broker
TOPMARK FUNDING LLC
02.2019 - Current
- Successfully manage a portfolio of 200+ accounts nationwide, specializing in commercial equipment financing.
- Developed new business opportunities for company growth through effective networking and client presentations.
- Maintain strong relationships with clients, thoroughly analyzing their business intricacies.
- Conduct comprehensive credit reviews by examining personal and business credit, collecting full financials, and all pertinent business documents.
- Utilize gathered information to assess eligibility for various funding programs, ensuring tailored financing solutions for clients.
- Facilitate the closing process by negotiating financing terms, obtaining signed contracts, and submitting all necessary documentation for final approval.
- Act as the primary point of contact for clients from loan origination through closing and provide ongoing support with quarterly follow-ups to explore repeat business opportunities.
- Proactively engage in business-to-business prospecting to identify and capitalize on new opportunities.
Agency Owner
FARMERS INSURANCE, BOLCE INSURANCE AGENCY
05.2008 - 08.2017
- Pioneered the ownership and operation of a thriving insurance agency with over 1,500 accounts in the book of business, garnering top-sales accolades.
- Formulated and executed impactful marketing and sales strategies tailored to a target audience.
- Successfully engaged in business-to-business sales, fostering lasting relationships that maximized client retention and profitability.
- Established a robust network with city officials, real estate agents, lenders, and other influential figures, resulting in a high-quality referral pipeline.
Buyer Ready Agent
BANK OF AMERICA, LOAN CENTER
12.2006 - 01.2008
- Managed a sizable customer portfolio, focusing on individuals pre-approved for Bank of America home loan products.
- Conducted periodic check-ins with prospects to track and document the progress of their home purchase search.
- Emphasized efficiency, organization, and meticulous follow-ups to enhance the conversion rate of pre-approval offers into actual loan closings.
Education
High School Diploma -
American River College
Sacramento, CASkills
- Financial Solutions
- Client Account Management
- Business-to-Business, Relations, Sales
- Management, Decision Making, Delegation
- Credit Analysis
- Salesforce Expertise
- Microsoft Excel
- Adobe Acrobat
- Microsoft Outlook
- Microsoft Teams
- DocuSign
- RingCentral
- Zoom
Additional Information
- HONORS, 2016 Top Personal Lines Agent2016 Top Life Insurance Agent2015 Top Personal Lines Agent2015 Top Specialty Agent
Timeline
Senior Account Executive | Finance Broker
TOPMARK FUNDING LLC
02.2019 - Current
Agency Owner
FARMERS INSURANCE, BOLCE INSURANCE AGENCY
05.2008 - 08.2017
Buyer Ready Agent
BANK OF AMERICA, LOAN CENTER
12.2006 - 01.2008
High School Diploma -
American River College
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