Summary
Overview
Work History
Education
Skills
Timeline
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Harvin Alvarado

Charlotte,NC

Summary

Results-driven sales professional with a strong foundation in financial services, business lending, and relationship-based selling. Currently an Account Executive at LendingTree specializing in Business Loans, known for efficiency, consistency, and performance in a fast-paced, metrics-driven environment. Brings a consultative approach to guiding clients through complex financial decisions while maintaining a strong focus on trust, transparency, and long-term value. Recognized for leading by example, supporting teammates, and contributing to team success through knowledge-sharing and Spanish-language communication that enhances both customer experience and internal collaboration.

Overview

8
8
years of professional experience

Work History

Account Executive

LendingTree
Charlotte, NC
10.2024 - Current
  • Manage a high-volume pipeline of small-business loan opportunities, guiding clients through the full sales cycle from consultation to funding
  • Consult with business owners to assess financial needs and recommend appropriate lending solutions, including term loans and lines of credit
  • Qualify and structure deals based on credit profile, revenue, and lender guidelines to maximize approval
  • Provide Spanish translation for clients and internal communication, helping bridge language gaps and improve customer experience
  • Contribute to a positive, collaborative team culture through approachability, professionalism, and a strong work ethic
  • Demonstrate leadership without formal authority by leading by example, remaining coachable, and supporting overall team success and funding success

Client Relationship Consultant IV

U.S. Bank
Charlotte, NC
02.2023 - 10.2024
  • My role involves utilizing tools to drive business insights, optimize processes, and enhance profitability. While also having a strong expertise in financial modeling, performance evaluation, and report generation, all of which contribute to informed decision-making and operational excellence.
  • Met critical deadlines and achieved sales goals through effective process optimization and strategic planning
  • Collaborated with cross-functional teams to implement solutions that improved efficiency and customer satisfaction.
  • Produced comprehensive reports and visualizations to communicate performance metrics and recommendations to senior management.
  • Became Top Performer in production 3x as well as maintained 100% Employee and Customer Satisfaction since start date in role.

Senior Personal Banker

Fifth Third Bank
Charlotte, NC
06.2022 - 02.2023
  • Led a team of bankers to exceed sales goals through strategic planning and targeted initiatives, driving substantial revenue growth.

Personal Banker

Fifth Third Bank
Charlotte, NC
04.2021 - 06.2022
  • My role involved leading a team of bankers to surpass sales targets while upholding stringent compliance with banking regulations. As well as leveraged analytical techniques to boost team performance and generate strategic insights. Proven ability to incorporate data-driven strategies into banking practices, enhancing both operational efficiency and regulatory adherence.
  • Promoted

Sales/Operations Manager

Fitness Connection
Charlotte, NC
08.2018 - 04.2021
  • Dynamic Sales and Operations Manager with a proven track record in driving gym performance and enhancing operational efficiency. Expert in leveraging metrics and performance indicators to optimize sales strategies, streamline processes, and improve member engagement. Skilled in integrating analytical insights into business operations to achieve growth targets and deliver actionable results.
  • Developed data-driven marketing strategies that enhanced member acquisition and retention rates.
  • Managed multiple projects simultaneously, including promotions and facility upgrades, ensuring deadlines were consistently met while optimizing resource allocation.
  • Led a team of sales associates and support staff, using performance metrics to drive improvements and achieve team goals.

Education

Business Administration

University of North Carolina at Charlotte

Skills

  • Client relationship building
  • Account management
  • Relationship building and management
  • Pipeline management
  • Customer service
  • Strategic selling
  • New business opportunities
  • CRM software expertise
  • Customer relations
  • Customer relationship management (CRM)
  • Sales quota achievement
  • Customer rapport
  • Sales strategies
  • Sales proficiency
  • Business development

Timeline

Account Executive

LendingTree
10.2024 - Current

Client Relationship Consultant IV

U.S. Bank
02.2023 - 10.2024

Senior Personal Banker

Fifth Third Bank
06.2022 - 02.2023

Personal Banker

Fifth Third Bank
04.2021 - 06.2022

Sales/Operations Manager

Fitness Connection
08.2018 - 04.2021

Business Administration

University of North Carolina at Charlotte
Harvin Alvarado