Kimberly Haffey
Kenessaw,GA
Summary
An accomplished Executive Sales Leader with a proven track record of building and maintaining a top performing loan portfolio and Sales Team. Experienced in building, recruiting, and hiring the best. Highly skilled at implementing strategies and building team structure. Consistently operates a multi-million dollar portfolio from forecasting to execution. Offering 7 years of extensive leadership experience in the financial sector.
Overview
12
12
years of professional experience
Work History
Team Lead-Senior Executive
IOU Financial
07.2019 - Current
- Increased originations by 28.6% in Q3 and 42.1% over same period in 2021 through effective management practices and team development.
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures that led year-to-date total originations of $192.7M.
- Led employee relations through effective communication, coaching, training and development to execute on IOU's Post-Pandemic Growth Plan.
- Collaborated with upper management to implement continuous improvements and exceed team goals to grow loan originations while reducing corporate debt by 2.4 million.
Account Executive
IOU Financial
06.2015 - 07.2019
- Drove new business development through broker acquisition, optimization and executing strategic sale's agreements. Loan originations increased 23.4% to $154.2 million in 2019.
- Secured high-value accounts through consultative selling, effective customer service and promoting IOU's visibility in th market.
- Consistently achieved top ranking in revenue and profit growth year over year.
Operations Manager
Plan B Growth, LLC
03.2013 - 06.2015
- Established positive and effective communication among staff, partners and organization leadership, to improve efficiencies.
- Increased loan approval rate from 68% to 82% in less than 12 months.
- Provide software solutions and platform technology education including training sessions with new and current executives.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
Administrative Assistant
Drew Eckl & Farnham, LLP
01.2011 - 02.2013
- Supported development and management of legal communication internal and external.
- Responsible for recording and categorizing all electronic/paper records.
- Created and foster beneficial vendor relationships for increased revenue.
- Top Legal Case Contributor to CaseMetrix from Drew, Eckl & Farnham in 2011 for Premise Liability and Motor Vehicle Accidents.
Education
Bachelor of Arts -
Concordia University
Irvine, CASkills
- Team Recruiting and Onboarding
- Team Goal Setting
- Sales Statistics Analysis
- Trade Show Coordination
- Interdepartmental Collaboration
- Profitability Assessments
- Operating Procedures and Policies
Timeline
Team Lead-Senior Executive
IOU Financial
07.2019 - Current
Account Executive
IOU Financial
06.2015 - 07.2019
Operations Manager
Plan B Growth, LLC
03.2013 - 06.2015
Administrative Assistant
Drew Eckl & Farnham, LLP
01.2011 - 02.2013
Bachelor of Arts -
Concordia University
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