Hi, I’m
John Wertz
Account Executive
Midland,MI
Summary
Relentless Sales Account Executive with 6 years of diverse experience with small and medium businesses. Well-versed at building broad sales pipelines that produce excellent revenue results. Particularly strong working in fast-paced environments and closing sales with satisfied small business customers.
Overview
9
years of professional experience
Work History
Innovation Refunds
(B2B) Account Executive
01.2023 - 07.2023
Job overview
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Generated $13,639,855.16 in refunds over 6 month span.
- Generated $3,409,963.79 in Revenue in sales over 6 months
- Rank top 7% performer (out of 200) Account Executives that were hired through staffing agency
- Received Full-Time offer from Innovation Refunds, 1 of 13 to receive this offer (out of 200) Account Executives from staffing agency
- Surpassed weekly/monthly quotas by 50%
- Followed up with small business prospects monthly to verify pipeline sufficiency. Establishing close relationship resulting in opportunities through referrals.
Sunwest Bank
(B2B) Account Executive Loan Officer
02.2021 - 12.2022
Job overview
- Attracted 30 new accounts in 24 months through targeted client development (B2B in-person) leading to $1.5 mil in deposits
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Identified partnership opportunities and established favorable business connections.
Emerge
(B2B) Logistics Broker
05.2019 - 01.2021
Job overview
- Booked on average of $175,000 - $250,000 of revenue per month.
- Ranked Top 10% of Brokers in the company
- Managed over 100-150 Calls, and 100+ emails daily
- Booked consistently on average 75-100 loads per month
- Set and achieved company defined sales goals and quotas
- Prepared and processed import and export documentation according to customs regulations, laws or procedures.
- Worked flexible hours; night, weekend, and holiday shifts.
- Maintained energy and enthusiasm in fast-paced environment.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Planned and supervised shipments from production to end-user and scheduled daily and weekly routes.
- Negotiated prices, terms of sales and service agreements.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Science Care
Donor Services Coordinator
01.2018 - 03.2019
Job overview
- Communicated with patients, ensuring that medical information was kept private.
- Assisted Clients with providing best care option
- Coordinated client services with respect management
- Coordinated transportation to carious locations to ensure ease of transportation for clients
- assisted in clients requests and questions regarding extensive legal documentation and care options.
- Determined donor suitability through screening tests, hematocrit and vital signs.
- Assisted donors in person or over phone by answering questions.
- Worked flexible hours; night, weekend, and holiday shifts.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Endeavor LLC
Administrative Assistant
01.2015 - 03.2018
Job overview
- Managed 25 administrative staff calendars and scheduling of appointments
- Managed all in bound request for administrative staff
- Aligned high-profile clients with appointments in timely matter and ensured were aligned with correct contact at Endeavor
- Analyze all financial data and provided detailed report of Endeavor's financials weekly.
- Scheduled office meetings and client appointments for staff teams.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Handled client correspondence and tracked records to foster office efficiency.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
John Wertz Fitness
Fitness Trainer and Nutritionist
01.2015 - Current
Job overview
- Motivated clients to achieve their personal fitness goals through developing and modifying routines.
- Monitored clients' progress and modified programs.
- Created individualized exercise, nutrition and strength and conditioning programs to facilitate weight loss and encourage healthy lifestyle.
- Explained and demonstrated safe and appropriate exercises for clients of various fitness and physical abilities.
- Evaluated individual participants to assess conditions and develop suitable training programs.
- Promoted total wellbeing by encouraging students to improve nutrition, weight control and lifestyle.
Education
Bangor High School, PABangor, PA
High School Diploma
08.2005
Skills
- Loan Processing Coordination
- Banking Operations
- Privacy and Confidentiality
- Branch Operations Management
- Customer Service
- Branch Management
- Operational Reporting
- Account Management
- HubSpot Software & CRM
- B2B Sales
- Cold Calling
- Client Relationship Management/Building
- Salesforce CRM Experience
- Persuasive Selling & Negotiation
Timeline
(B2B) Account Executive
Innovation Refunds
01.2023 - 07.2023
(B2B) Account Executive Loan Officer
Sunwest Bank
02.2021 - 12.2022
(B2B) Logistics Broker
Emerge
05.2019 - 01.2021
Donor Services Coordinator
Science Care
01.2018 - 03.2019
Administrative Assistant
Endeavor LLC
01.2015 - 03.2018
Fitness Trainer and Nutritionist
John Wertz Fitness
01.2015 - Current
Bangor High School, PA
High School Diploma
Similar Profiles
Corey BaileyCorey Bailey
Director Data Managment at Innovation RefundsDirector Data Managment at Innovation Refunds
WILLIAM PALMQUISTWILLIAM PALMQUIST
Account Executive at Innovation RefundsAccount Executive at Innovation Refunds
HELEN (Nicki) VILLALOBOSHELEN (Nicki) VILLALOBOS
Account Executive - Remote at SOURCETEK Contract Working For INNOVATION REFUNDSAccount Executive - Remote at SOURCETEK Contract Working For INNOVATION REFUNDS
FATIMA NEWSOMEFATIMA NEWSOME
Sales Account Executive at Innovation RefundsSales Account Executive at Innovation Refunds
Logan ThurstonLogan Thurston
Crane Operator at BierleinCrane Operator at Bierlein