
Sales manager with 3 years in experience and 10 years in experience with lending
Led branch team of 4 through effective coaching and mentoring on performance management. Managed branch operations with full responsibility for client relationships, sales growth. Built and maintained strong pipeline of relationships with local businesses. Reviewed market trends and implemented sales strategies that drove revenue growth. Developed new business and grew existing client accounts. Processed daily payroll, reviewed timecards for accuracy. Handled all recruitment screening, interviewing, and onboarding. Role combined Business development, Sales, Operational leadership and customer service. Consistently achieved or exceeded monthly sales goals for 12 consecutive months with verifiable records.
Managed a territory of 40 Dealerships across the united states. Analyzed credit applications by reviewing borrowers credit profile, Credit risk, Income documents, Debt to income ratios. Reviewed and approved dealer submitted loan packages to ensure in compliance. Utilized Power Bi, and Salesforce for data entry and territory performance analysis. Negotiated pricing terms with finance managers to increase closing rates. Built and managed a strong pipeline of relationships and collaborated daily with finance and sales managers to drive revenue growth, and dealer satisfaction.
Managed high volume loan pipeline, meeting and exceeding monthly goals. Input and reviewed credit applications and analyzed borrowers income documents, assets, credit history to determine loan eligibility. Processing and closing direct loans. Advised customers on loan products, terms, required documents. Ensured full compliance with federal state and internal lending regulations. Supported branch operations by assisting manager with duties and supervising staff to maintain daily workflow. Handled financial tasks such as cash drawer handling, sales reporting. Ranked among the top 5 loan officers in the district for cross selling additional products and exceeding sales targets.
Managed end to end loan processing. Reviewed credit history, income documents, collateral forms. Verifying that all paperwork is correct and meets proper guidelines. Used cross selling techniques, asking questions to find members best products for their needs. Lead daily operations including staff supervision as acting manager. Managed a strong pipeline of business relationships. Drove B2B sales by offering financing solutions to auto dealerships, banks, credit unions, and retail business.
Sales & Operations management, Cross functional collaboration, Client relationship building, Project Management, Data entry/Credit analysis, B2B sales, proficient in multiple CRM software (Power Bi, Salesforce, Microsoft dynamics 365)