Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
Generic

Kelly Callahan

Reseda,CA

Summary

Dynamic National Account Executive with a proven track record at Stearns Lending LLC, achieving 20% sales growth and consistently exceeding targets. Expert in client relationship building and strategic planning, leveraging data-driven insights to drive revenue generation and enhance business retention. Adept at contract negotiations and fostering high-performing teams.

Overview

32
32
years of professional experience
1
1
Certification

Work History

National Account Executive

Stearns Lending LLC
02.2020 - 01.2021

B2B sales and operations, broker origination nationwide. Sales volume exceeded goal by 20percent with an average of 8million monthly sales volume, 90percent pull through, execution of 7.85% yield premium monthly. Consistently, improving originations and volume on a quarterly basis.

AVP, Business Banker

JPMorgan Chase
04.2011 - 09.2018
  • Managed projects efficiently, ensuring timely delivery and high-quality results.
  • Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
  • Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
  • Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
  • Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
  • Improved customer satisfaction by streamlining processes and implementing new strategies.
  • Increased revenue by developing targeted sales strategies tailored to specific customer segments.
  • Collaborated with VPs in order to grow business partners through prospecting, Type and follow-up activities.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.

Regional Sales Manager

GBL Santa Barbara Distributing
04.2010 - 03.2011
  • Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
  • Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
  • Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
  • Developed a successful sales team through rigorous coaching, performance management, and ongoing training.
  • Generated detailed sales reports and forecasts to analyze performance and track progress.
  • Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
  • Exceeded quarterly sales targets consistently by leveraging extensive product knowledge and effective selling techniques.
  • Developed and maintained positive relationships with clients in assigned sales territories.
  • Conducted product demonstrations and presentations to potential clients to capture more sales.
  • Finalized sales contracts with high-value customers.
  • Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
  • Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
  • Ensured customer satisfaction by addressing inquiries promptly, resolving issues, and providing exceptional service.

Account Executive

Fremont Investment, FDIC
11.1997 - 05.2007
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.
  • Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Streamlined account management processes for increased efficiency and improved client retention rates.

Manager

Associates Capital
05.1989 - 10.1997
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.
  • Controlled costs to keep business operating within budget and increase profits.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Improved marketing to attract new customers and promote business.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
  • Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
  • Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
  • Increased market share with strategic business development efforts, expanding into untapped markets.
  • Implemented customer feedback mechanisms to gather insights, using this information to guide strategic planning and decision-making.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.

Education

Finance

Dale Carnegie Business School
North Carolina

Diploma -

Cathedral Christian
Birmingham, AL
1989

Skills

  • Client engagement
  • Territory management
  • Data-driven insights
  • Industry expertise
  • Competitive intelligence
  • Goal oriented
  • Client relationship building
  • Sales presentations
  • Data-driven decision making
  • Strategic planning
  • Business growth and retention
  • Cold calling expertise
  • Strategic planning skills
  • Account management
  • Competitor monitoring
  • Business development
  • Account development
  • Revenue generation
  • Contract negotiations
  • Sales pipeline development
  • Sales pipeline management
  • Product or service expertise
  • Contract negotiation expertise
  • Marketing planning
  • National sales leadership
  • Teamwork and collaboration
  • Forensic Auditing
  • SBA
  • FHA
  • Business Loans
  • Non QM

Accomplishments

Presidents Association


Diamond Club Member


Platinum Club Member

Affiliations

  • Toastmasters
  • Lions Club

Certification

California State Certified Family Relations


California State Family Mandated Court Reporter


University of Phoenix


BBS, Behavioral Reporter


Timeline

National Account Executive

Stearns Lending LLC
02.2020 - 01.2021

AVP, Business Banker

JPMorgan Chase
04.2011 - 09.2018

Regional Sales Manager

GBL Santa Barbara Distributing
04.2010 - 03.2011

Account Executive

Fremont Investment, FDIC
11.1997 - 05.2007

Manager

Associates Capital
05.1989 - 10.1997

Finance

Dale Carnegie Business School

Diploma -

Cathedral Christian
Kelly Callahan