Family
Jason Flick
Executive
Summary
Accomplished sales executive well-versed in assessing risk, developing solutions and implementing positive changes to achieve sustainability and growth in challenging market conditions. Adept at building and strengthening business and customer relationships.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
5
5
Certifications
Work History
CEO
Simplicity Funding
Omaha, United States
09.2019 - Current
- Origination,Processing,Hiring,Sales,Marketing.
- Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead in innovation and push progress.
- Credit analysis
- Developed key operational initiatives to drive and maintain substantial business growth.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- #1 broker in Nebraska for the largest mortgage wholesaler in the country (UWM) in less than 12 months.
- Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
- Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
- Procured and coordinated new resources to achieve sales targets within optimal timeframes.
- Directed market expansions to propel business forward, meet changing customer needs.
- Addressed employee and managerial concerns and implemented corrective actions to promote compliance.
- Coached and guided senior managers to improve employee job satisfaction and achieve higher performance levels.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Reviewed and analyzed loan procedures.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
Sr. Vice President
Courlas Consulting Inc, Springs
Colorado Springs, CO
04.2015 - 09.2019
- Strengthened the organization's general management and sales operations
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and productivity.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Full responsibility for P&L for the midwest region through direct training, leadership
Finance Director
Confidential
Columbia , MO
07.2016 - 08.2017
- Achieved 112% of Q1 goal
- Directed the department to achieving 222% of national average
- Directed the department to achieving 250% of previous average
- Achieved $4.8 million in increased departmental profit
- Achieved additional $2.3 million in re-insurance annual revenue
- Achieved best increase in performance in Company (22 stores)
- Performed Monthly sales forecasts as well as competitive analysis
- Recruited, hired and trained top level talent to achieve desired results.
- Identified partnership opportunities and established favorable business connections.
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Reduced process discrepancies through measured implementation of performance reporting and data systems.
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Assisted with recruiting, interviewing and hiring new department employees.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Assessed credit risk and analyzed financial statements.
- Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
- Participated in loan committee meetings to provide input on lending processes.
- Gathered loan documentation for underwriting.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Attended credit-related training and conferences to stay informed about industry trends and developments.
- Negotiated payment plans and loan terms with customers.
- Maintained compliance with applicable regulations and laws governing consumer credit.
- Complied with internal controls and government regulations.
- Analyzed creditworthiness of loan applicants and determined credit risk of loan requests.
Executive Finance Manager-Executive Director
Confidential
Omaha, NE
08.2012 - 07.2016
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Introduced 2 new revenue streams creating $6.1 million in non-commission gross income to re-insurance revenue.
- Credit analysis
- Increased profit through training, management,leadership skills and critical thinking .
- Vendor negotiation
- achieved 120% of goal.
- Contract negotiations with clients
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Platform General Sales Manager
Glenwood Group
Glenwood , CO
01.2008 - 06.2012
- Held full P&L responsibility for total sales operations through hiring, training, leadership, and supervision of 4 national brands.
- Lead 4 General Managers, 8 Sales Managers, as well as 33 sales partners.
- Increased additional $3.1 million in gross revenue year 1
- Created additional $1.5 million in reinsurance revenue in year 2 and maintained 5% increase each subsequent years.
- Took the organization out of bankruptcy within 18 months of taking position.
- Increased market share, customer satisfaction.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Motivated team members to meet and exceed objectives by setting goals, tracking performance on daily basis and implementing improvement strategies.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
Education
High School Diploma -
Trumbull High School
Trumbull, CT 05.2001 -
Business And Managerial Economics
Gateway Community College
New Haven, CTEconomics
Harvard University
Cambridge, MA 01.2021 - Current
Skills
Report compilation
Policy and procedure adherence
Business Management
Operations management
Project Management
Negotiation
Contract Management
Budgeting
Business Development
Performance feedback
Marketing
Operational leadership
Financial leadership
Organizational turnaround
Business start up
Market understanding
Product development and expansion
Organizational leadership
Productivity performance
Staff Management
Risk management
Financial Management
Profit & Loss
Risk Assessments
Consulting
Business planning
Relationship Management
Account management
Market research and analysis
Financial Oversight
Market strategies
Strategic planning
Business administration
Process improvements
Operational Oversight
Operating budgets
Teambuilding
Teamwork and Collaboration
Multitasking Abilities
Interpersonal Communication
MS Office
Problem-Solving
Planning and Coordination
Critical Thinking
Flexible and Adaptable
Analytical and Critical Thinking
Artificial Intelligence
Sales expertise
Goals and performance
Sales forecasting
Operations
Employee guidance
Product promotions
Systems and software programs
Sales strategy
Product and service sales
Data analysis
Territory Management
Performance metrics analysis
Targeted marketing
Policy and procedure development
Customer and employee rapport
Recruiting and Hiring
Program oversight
Financial administration
Additional Information
Served as Director of the Board of American Charities in Colorado Springs,Co after co-founding the organization in 2012. Started the 503c with an initial investment of $1,700.00. Helped create gross revenue for the organization $ 3.45 million in 2 years without any donations. Provided over 250,000 people and families with food and clothing .
Certification
Introduction to Artificial Intelligence
Accomplishments
- Achieved 112% of Q1 goal
Directed the department to achieving 222% of national average
Directed the department to achieving 250% of previous average
Achieved $4.8 million in increased departmental profit
Achieved additional $2.3 million in recurring annual revenue
Achieved best increase in performance in Company (22 stores)
Achieved Executive Club
Received "The Eagle"(#1 Producer out of 17) 8 out of 12 months
Achieved Executive Club
Received "The Eagle"(#1 producer out of 17) 9 out of 12 months
Received "The Eagle "(#1 Producer out 19) 8 out of 12 months
Achieved 143% of goal
Achieved an additional $3.1 million in revenue
Achieved top 1% (out of 30 in region)
Co- Found and served on the Board Of American Charities with $1700.00start
up capital.Within 4 years achieved annual gross receipts of $3.45 million
Director of the financial department of a $700 Million dollar acquisition.
Interests
Technology
Baseball
Camping
Timeline
Introduction to Artificial Intelligence
10-2023
Analytics in Finance
10-2023
VUCA Leadership
10-2023
Banks Defaulters using ANN
10-2023
Florida Certified Adjuster Pre-Licensing
11-2022
Economics
Harvard University
01.2021 - Current
CEO
Simplicity Funding
09.2019 - Current
Finance Director
Confidential
07.2016 - 08.2017
Sr. Vice President
Courlas Consulting Inc, Springs
04.2015 - 09.2019
Executive Finance Manager-Executive Director
Confidential
08.2012 - 07.2016
Platform General Sales Manager
Glenwood Group
01.2008 - 06.2012
High School Diploma -
Trumbull High School
05.2001 -
Business And Managerial Economics
Gateway Community College