Jeffrey Scherl
Mechanicville,NY
Summary
Experienced small business owner specializing in operations management, business strategy, and financial management. Proven track record in leveraging emerging trends and technologies to foster business growth and exceed sales targets.
Overview
24
24
years of professional experience
Work History
Owner/Sales/Installer
Cabinet Restylers Inc
Mechanicville, NY
04.2010 - Current
- Formed and sustained strategic relationships with clients.
- Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
- Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
- Prepared staff work schedules and assigned team members to specific duties.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Assessed customer needs to provide assistance and information on product features.
- Engaged customers in friendly, professional dialogue to determine needs.
- Developed trusting relationships with customers by making personal connections.
- Processed transactions using a point-of-sale system.
- Demonstrated product features and benefits for customers' needs.
- Worked with fellow sales team members to achieve group targets.
Automotive Sales Professional
Advantage Subaru
Troy, NY
11.2009 - 02.2010
- Developed strategies for increasing sales opportunities with existing clients.
- Coordinated delivery of purchased vehicles to ensure timely arrival.
- Managed sales negotiations and financing options.
- Maintained records related to sales for store management.
- Collaborated with prospective customers over phone and email to schedule sales appointments.
- Ensured all paperwork was completed accurately before submitting it for processing.
- Explained differences between models to clients, comparing and discussing capabilities and features.
- Followed up with customers after purchase to ensure satisfaction with product or service received.
Mortgage Loan Officer
First Guarantee Mortgage
Saratoga Springs, NY
05.2001 - 09.2009
- Verified client financial information to determine creditworthiness and loan eligibility.
- Utilized CRM systems to effectively manage client interactions and follow-ups.
- Developed and recommended personal or commercial loan packages for clients.
- Approved or denied loan applications and explained reasoning behind decisions.
- Located and suggested loan packages that met client needs and priorities.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Conducted risk assessments on loan applications using predictive models.
- Collected and verified financial information from applicants.
- Complied applications and paperwork and double-checked for accuracy.
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Coordinated with underwriters for loan approval and final decision-making.
- Gathered client debt, credit and income information to determine loan eligibility.
- Stayed abreast of lending regulations, industry trends and market rates.
- Processed new loan applications in accordance with established guidelines.
- Helped clients fill out loan applications and find ideal loan options.
- Kept detailed records regarding approved, denied and received loan applications.
Education
High School Diploma -
Mechanicville High School
Mechanicville, NY06-2000
Skills
- Strategic planning
- Social media control
- Client engagement optimization
- Design coordination
- Sales management
- Client service
- Sales strategy development
- Sales leadership
- Relationship building
- Small business operations
- Customer relations
- Project estimating
- Business planning
- Increasing sales
- Sales presentations/In home
- Sales pipeline management
- Proposal writing
- Construction estimating
- CRM software experience
- Goal oriented
- Industry expertise
- Product demonstration
- Contract negotiations
- Product knowledge expertise
References
References available upon request.
Timeline
Owner/Sales/Installer
Cabinet Restylers Inc
04.2010 - Current
Automotive Sales Professional
Advantage Subaru
11.2009 - 02.2010
Mortgage Loan Officer
First Guarantee Mortgage
05.2001 - 09.2009
High School Diploma -
Mechanicville High School
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