Jesse Lawson
Bradenton,FL
Summary
Dynamic sales professional with a proven track record at BHG Financial and DLR Financial, excelling in consultative sales and client retention. Achieved top rankings in sales metrics while managing high-volume leads. Proficient in Salesforce, I leverage problem-solving skills to drive results and enhance customer relationships, consistently exceeding expectations in a fast-paced environment.
Overview
4
4
years of professional experience
Work History
Finance Manager - Strategic
BHG Financial
03.2024 - Current
- A-Z role focused on assisting borrowers with completing their loan application, gathering documentation for underwriting, selling the terms post-approval, and ensuring a smooth transition to funding.
- High-volume, fast-paced role taking 200+ leads per month from our referral partners.
- Consistently finished in the top 6 of 35 on the strategic team in metrics that take into account sales ratio, rate, margin, and upsell percentage.
- Stay up to date with ongoing training to maintain compliance and frequent company changes.
Associate Pricing Manager
BHG Financial
11.2023 - 03.2024
- Client retention role focused on selling loans to business owners that previously declined our offer. This was an entry level “Closing Academy” role to determine eligibility for the full-time Finance Manager position.
- Participate in rigorous training daily including role plays, compliance, and Salesforce trainings whilst taking in a high volume of leads.
- Communicate with potential borrowers the structure of their loan offer and negotiate pricing.
- Exceeded all expected KPI’s including daily activities, closing percentage, margin, and turnaround time.
Sales Account Manager
DLR Financial
10.2021 - 11.2023
- In charge of full cycle loan brokering process from client acquisition to closing.
- Single point of contact for 30 referring dealerships and their clients.
- Sell applicant interest rates and backend products for boats, RV’s, and aircrafts. Loan amounts range from $5,000 to $3,000,000.
- Successfully maintain 50%+ penetration rate on backend product sales such as warranties and GAP coverage.
- Successfully acquired and onboarded one of the largest online boat brokers as a referral partner, resulting in 1.5x monthly revenue.
- Train new underwriters and sales personnel.
Education
A.A. Certificate -
University of South Florida
Sarasota, FL01.2018
Skills
- Closing
- Financial services and consultative sales
- Client retention
- Proficient in Salesforce/G-Suite
- Customer relationship management
- Problem solving
Timeline
Finance Manager - Strategic
BHG Financial
03.2024 - Current
Associate Pricing Manager
BHG Financial
11.2023 - 03.2024
Sales Account Manager
DLR Financial
10.2021 - 11.2023
A.A. Certificate -
University of South Florida
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