Edward Gonzalez
NextGear Captial
League City,TX
1
Language
21
years of professional experience
Strategic relationship management and business development professional with expertise in managing multimillion-dollar portfolios and fostering executive-level client relationships. Specializes in identifying new business opportunities and creating strategic account plans that enhance customer retention and portfolio growth. Skilled in stakeholder management, pipeline development, financial analysis, and cross-functional collaboration.
Work History
Senior Portfolio Manager
13 Years 2 Months- Consistently achieved and exceeded 100% of revenue, production, and performance goals, demonstrating a proven ability to drive business growth and deliver measurable results.
- Achieved and exceeded revenue, production, and performance goals, driving business growth through measurable results.
- Executed strategic account plans by analyzing client needs and recommending tailored solutions that increased portfolio value and strengthened long-term relationships.
- Managed and grew a portfolio of business relationships valued at up to $2.5 million, serving as the primary point of contact for client engagement, satisfaction, retention, and growth.
- Successfully transitioned into multiple territories and markets while rapidly building customer relationships and achieving or exceeding all required performance metrics.
- Expanded existing relationships through consultative selling and targeted business development efforts, sustaining portfolio growth and enhancing customer retention.
- Collaborated with internal partners, product specialists, and leadership teams to deliver customized solutions, resolve complex customer challenges, and improve overall client experience.
BRANCH MANAGER
8 Years- Spearheaded diverse business-critical projects, managing varying scope, time frame, budget, and complexity.
- Proliferated a high-level sales proficiency, resulting in the highest rating in lean renewals throughout the district, exceeding $500K.
- Developed and managed strong business relationship with high-end clients through fostering customer satisfaction and retention.
- Collaborated with cross-functional managers to drive strategic planning for goal and target establishment.
- Collaborated with cross-functional managerial personnel to steer strategic planning with respect to establishing goals and targets.
- Appointed team lead for registered mortgage loan originator to ensure compliance to all applicable regulatory guidelines and service level agreements, including RESPA and ECOA.
- Leveraged financial acumen and tools to enhance collections processes and improve account management techniques.
- Trained and mentored personnel to implement best business practices and achieve operational excellence.
Education
BACHELOR OF ARTS (B.A.) - HUMAN RESOURCES MANAGEMENT/PERSONNEL ADMIN
- Relevant Coursework
- Cox Automotive Future Leaders Development Program
- Financial Review Course for Portfolio Directors
- Creating Positive Conversations with Difficult Customers
- Portfolio Director Mentorship Program
- How to Lead and Inspire Change
- Cultivating a Growth Mindset
Skills
Key Account Management
Account Management
Strategic Account Planning
Business Development
Customer Engagement
Revenue Growth
Revenue Generation
Customer Retention
Consultative Selling
Solution Selling
Sales Pipeline
Opportunity Generation
Pipeline Development
Market Expansion
Territory Management
Client Relationship Management
Strategic Partnerships
Demand Generation
Cross-Functional Collaboration
Executive Stakeholder Management
Languages
Spanish
Native or Bilingual
Timeline
Senior Portfolio Manager
NextGear Captial
07.2013 - CurrentRead More
BRANCH MANAGER
One Main Financial
10.2005 - 10.2013Read More
The University of Arizona
BACHELOR OF ARTS (B.A.) from HUMAN RESOURCES MANAGEMENT/PERSONNEL ADMIN
Read More