LEVI SOLOMON
Brooklyn,New York
Summary
Highly organized and accomplished Finance professional, well-versed in fluctuating market conditions and regulatory changes, providing best-in-class financial services to customers. Gifted in building connections, demonstrating products and maintaining consistent sales. Persuasive negotiator with analytical, forward-thinking and performance-oriented nature.
Overview
7
7
years of professional experience
Work History
Sales Account Executive
ProficientRx
05.2024 - Current
- Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Engaged in daily cold calls and followed up with small business prospects monthly to verify pipeline sufficiency.
- Collaborated with current and potential small businesses extensively to understand needs before proposing specific solutions.
LENDING ASSOCIATE
CELCIUS NETWORK
03.2021 - 08.2022
- Streamlined and executed daily operations to facilitate loan book growth from 250 Mil to 900 Mil
- Processing loans from origination to termination of up to $5 mil
- Oversaw account management of 10% of total loan clientele
- Conducted systems and operational training for teams sized 5+
- Conducted KYC/AML verification to comply with international regulations
- Analyzed customer data to identify trends and anticipate customer needs.
ACCOUNTING ASSISTANT
VEREDCA
04.2020 - 02.2021
- Created, processed, submitted, and amended client tax returns
- Led bookkeeping operations for Business owners in alignment with business needs
- Processed client financial data using system accounting software
- Financial assessment of new and existing client accounts for yearly tax returns.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
SALES ACCOUNT MANAGER
OFFICENET
11.2017 - 06.2019
- Contacted regular and prospective customers to explain product features and solicit orders.
- Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
- Collated and transferred company data for newly developed website
- Managed accounts to retain existing relationships and grow share of business.
- Anticipated clients' needs by staying in touch on regular basis.
Education
Diploma - Talmudic Law And Jewish Philosophy
Mayanot Institute of Jewish Studies
Jerusalem, IL05.2024
BBA - Finance
University of Technology Sydney
Sydney, Australia01.2021
Skills
- CRM proficiency
- Objection handling
- Data Analysis
- Project Management
- Key Account Management
- Excel
- MYOB, XERO, and Sage accounting systems
- Zendesk Administration
- GSUITE
- Relationship Building
- Prospecting skills
- Positive and upbeat
Timeline
Sales Account Executive
ProficientRx
05.2024 - Current
LENDING ASSOCIATE
CELCIUS NETWORK
03.2021 - 08.2022
ACCOUNTING ASSISTANT
VEREDCA
04.2020 - 02.2021
SALES ACCOUNT MANAGER
OFFICENET
11.2017 - 06.2019
Diploma - Talmudic Law And Jewish Philosophy
Mayanot Institute of Jewish Studies
BBA - Finance
University of Technology Sydney
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