Drew Patterson
Rainmaking Sales Professional
Nashville,TN
Summary
A Proven Sales Professional knowledgeable about selling in B2B and B2C environments. A natural ability to quickly find common ground, build rapport, and gain client trust. A consultative sales approach, listening, asking questions, and learning the clients true needs and goals before presenting the best solutions to win business. Proficient at demonstrating products and closing sales with driven approach. Talented networker with expertise in cold calling, strategic planning and task prioritization focused on maximizing efficiency and sales success. Ability to thrive whether in person, via phone or video.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
National Sales/Account Manager (Partner)
RBS - ERTC Company
1 2023 - Current
- Aided in founding RBS at the start of 2023
- Responsible for driving sales and building customer relationships
- Consultative selling, as well as, educating business owners on the Employee Retention Tax Credit program.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
National Account Manager/Sales
ERTC EXPRESS
02.2022 - 01.2023
- One of the initial hires for the Start-Up firm
- Wore 'many hats' with my involvement in the development and growth of the company.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Strengthened relationships with key clients by maintaining consistent communication and providing tailored solutions.
- Streamlined internal processes to optimize efficiency in managing large volumes of orders from national accounts customers.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Maximized revenue growth by identifying upsell opportunities within existing accounts.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Implemented systems and procedures to increase sales.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
LICENSED MORTGAGE LOAN ORIGINATOR
GROVES CAPITAL -RESIDENTIAL LENDING
09.2020 - 02.2022
- ORIGINATION OF RESIDENTIAL MORTGAGE LOANS - PURCHASE / REFINANCE / CONSTRUCTION LENDING
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Processed loan applications and monitored progress from start to finish.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Utilized modern technology platforms to manage client information securely while maintaining strict confidentiality standards required by law.
- Organized and detail-oriented with a strong work ethic.
Self-Employed/Independent Contractor
COMMERCIAL AND NON-QM LENDING
02.2016 - 08.2020
- Origination of residential and commercial loans for investors, business owners, and commercial property owners
- Worked outside of the traditional lending institutions with a focus on loan lending that did not involve purchasing of an owner occupied home.
- Negotiated fees and contracts to reach mutually beneficial agreements with clients.
- Researched and identified innovative solutions to acquire resources and meet customer needs.
Summary Of Work Experience 1997-2015
Consumer and Business To Business (Retail and Wholesale Lending)
- From 1997 through 2016 I worked with several companies as a residential loan originator and wholesale account executive.
- I worked mostly as a mortgage broker but did spend about 3 years with traditional banks
- I am happy to provide a detailed list of each company at your request.
Education
Bachelor of Science - Retail Sale And Consumer Science (Minor Business)
UNIVERSITY OF TENNESSEE-KNOXVILLE
Knoxville, TN 05.1992 - 05.1996
Skills
Timeline
National Account Manager/Sales
ERTC EXPRESS
02.2022 - 01.2023
LICENSED MORTGAGE LOAN ORIGINATOR
GROVES CAPITAL -RESIDENTIAL LENDING
09.2020 - 02.2022
Self-Employed/Independent Contractor
COMMERCIAL AND NON-QM LENDING
02.2016 - 08.2020
Bachelor of Science - Retail Sale And Consumer Science (Minor Business)
UNIVERSITY OF TENNESSEE-KNOXVILLE
05.1992 - 05.1996
National Sales/Account Manager (Partner)
RBS - ERTC Company
1 2023 - Current
Summary Of Work Experience 1997-2015
Consumer and Business To Business (Retail and Wholesale Lending)
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