Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Timeline
Receptionist

KEITH JULIUS

Danville,KY

Summary

Self-motivated outside sales professional experienced in both technical and non-technical, fast-paced team environments. Relationship building and closing expert.

Skilled in developing lasting client rapport based on knowledgeable support and consistent service.

Demonstrated success in building networks and supporting branding objectives.

Sales leadership and training rapport and relationship building. Key account development service-driven sales.

Sales territory growth. Sales process. Lead generation Market intelligence. Consultative and relationship selling.

Cold call prospecting and closing skills. Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships.

Persuasive negotiation and program management abilities. Accomplished Sales Executive with 35 years of experience in installment lending, loan originations, loan servicing, and collections, consistently promoting company brand.

Passionate expert and valuable business consultant with talents in analysis, consumer knowledge and industry dynamics. Coordinating with customers, retail partners and distribution partners to accomplish sales goals while maintaining strong professional relationships.

Overview

19
19
years of professional experience

Work History

Vice President of Sales

Alamo Financial
01.2023 - 09.2023
  • Crafted overall account sales strategies and coordinated activities of sales executives to achieve revenue goals.
  • Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
  • Initiated in-depth account assessments with management team to evaluate sales potential.
  • Delivered recommendations to long-term accounts to promote brand awareness to key audience.
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
  • Facilitated business by implementing practical networking techniques.
  • Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Organized promotional events and interacted with community to increase sales volume.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Prepared sales presentations for clients showing success and credibility of products.

Dealer Services Manager

Solera
05.2022 - 01.2023
  • Built relationships with customers to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Managed accounts to retain existing relationships and grow share of business.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
  • Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
  • Drove sales by developing multi-million dollar contract sales.
  • Brought on board and managed over 168 dealerships in 7 months
  • Originated 700 to 1000 applications monthly for approval and funding.

Director of Sales

Eltropy
11.2021 - 05.2022
  • Forecasted sales and established processes to achieve sales objectives and related metrics.
  • Established pricing strategies to maintain competitive pricing and maximize profits.
  • Generated business proactively by contacting new and existing customers in all lending and mortgage verticals, loan servicing verticals, collections and ARM industry verticals, via telephone, electronic communication, hosting webinars and attending association conferences.
  • Contacted customers via phone and email to explore connections, offering services and cement relationships
  • Promoted products at trade shows across region, connecting with prospects and improving market penetration
  • Pursued sales deals by qualifying clients
  • Outline monthly summaries in Salesforce to review level of client participation and identify targets for follow-up calls
  • Researched competitors and stayed on top of current market conditions to survey landscape and anticipate roadblocks
  • Cultivated strong professional relationships with key new and existing clients to drive long-term business development
  • Pursued new relationships with customers by consulting and teaching best business practice on how to implement compliant texting solution into their business model.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.

Director of Sales, Sr Client Consultant

Solutions By Text
04.2014 - 11.2021
  • Generated business proactively by contacting new and existing customers in all finance verticals, loan servicing verticals, collections and ARM industry verticals, via telephone, electronic communication, hosting webinars and attending association conferences
  • Contacted customers via phone and email to explore connections, presenting services and cement relationships
  • Promoted products at trade shows across region, connecting with prospects and improving market penetration
  • Increased business revenue through proactive management of relationships and sales strategies
  • Pursued sales deals by qualifying clients, building
  • Individualized proposals and preparing final contracts
  • Outline monthly summaries in Salesforce to review level of client participation and identify targets for follow-up calls
  • Researched competitors and stayed on top of current market conditions to survey landscape and anticipate roadblocks
  • Supervised and trained employees on successful selling techniques
  • Implemented creative sales and marketing strategies to assist sales team with reaching targets
  • Cultivated strong professional relationships with key new and existing clients to drive long-term business development
  • Pursued new relationships with customers by consulting and teaching best business practice on how to implement compliant texting solution into their business model.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Inc 5000 company recognition 6 consecutive years. 2014-2020

Sr Mortgage Banker

PrimeLending a Plains Capital Company
07.2011 - 10.2013
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
  • Met with applicants to obtain information for loan applications and answer questions about processes
  • Determined appropriate rate locks, issuance of disclosures, overage waivers and fee waivers
  • Provided expert financial advice on mortgage, both educational and personal loans.
  • Consistently self originated 5 million dollars monthly in new business.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
  • Worked with underwriters to fix application problems and resolve issues
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals
  • Checked loan documents for accuracy prior to closing
  • Developed extensive network of referral partners to source new mortgage loan opportunities
  • Participated in industry events and conferences to build relationships and gain market intelligence
  • Developed and maintained relationships with customers, lenders and other third parties
  • Processed loan applications and monitored progress from start to finish
  • Assisted customers with completing loan applications and other paperwork

Sr Mortgage Banker

Wells Fargo
09.2009 - 07.2011
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
  • Met with applicants to obtain information for loan applications and answer questions about processes
  • Determined appropriate rate locks, issuance of disclosures, overage waivers and fee waivers
  • Provided expert financial advice on mortgage, both educational and personal loans.
  • Consistently self originated 5 million dollars monthly in new business.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
  • Worked with underwriters to fix application problems and resolve issues
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals
  • Checked loan documents for accuracy prior to closing
  • Developed extensive network of referral partners to source new mortgage loan opportunities
  • Participated in industry events and conferences to build relationships and gain market intelligence
  • Developed and maintained relationships with customers, lenders and other third parties
  • Processed loan applications and monitored progress from start to finish
  • Assisted customers with completing loan applications and other paperwork

Branch Manager/Sr Mortgage Banker

American Home Mortgage
08.2004 - 12.2008
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
  • Met with applicants to obtain information for loan applications and answer questions about processes
  • Determined appropriate rate locks, issuance of disclosures, overage waivers and fee waivers
  • Provided expert financial advice on mortgage, both educational and personal loans.
  • Consistently self originated 3 million dollars monthly in new business.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
  • Worked with underwriters to fix application problems and resolve issues
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals
  • Checked loan documents for accuracy prior to closing
  • Developed extensive network of referral partners to source new mortgage loan opportunities
  • Participated in industry events and conferences to build relationships and gain market intelligence
  • Developed and maintained relationships with customers, lenders and other third parties
  • Processed loan applications and monitored progress from start to finish
  • Assisted customers with completing loan applications and other paperwork

Education

GED -

Cleveland High School St. Louis MO. USA
St Louis, MO
05.1980

Skills

  • Regional Sales and Support
  • Vendor Management
  • Pipeline Development
  • Tradeshow Events
  • Digital Sales
  • Networking Events
  • Salesforce Software
  • Consultative Selling Techniques
  • B2B Selling
  • Partnering and Relationships
  • Client Base Retention
  • Strategic Selling
  • Sales Strategy Development
  • Quote and Proposal Management
  • Prospecting Skills
  • Cold Calling

Accomplishments

  • Achieved [Result] by introducing [Software] for [Type] tasks.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Vice President of Sales

Alamo Financial
01.2023 - 09.2023

Dealer Services Manager

Solera
05.2022 - 01.2023

Director of Sales

Eltropy
11.2021 - 05.2022

Director of Sales, Sr Client Consultant

Solutions By Text
04.2014 - 11.2021

Sr Mortgage Banker

PrimeLending a Plains Capital Company
07.2011 - 10.2013

Sr Mortgage Banker

Wells Fargo
09.2009 - 07.2011

Branch Manager/Sr Mortgage Banker

American Home Mortgage
08.2004 - 12.2008

GED -

Cleveland High School St. Louis MO. USA
KEITH JULIUS