Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Logan Geisler

5604 Datewood Lane Mckinney

Summary

Dynamic Loan Officer with a proven track record at Prestige Community Credit Union, excelling in direct dealership B2B sales and relationship building. Skilled in analyzing market trends and negotiating successful agreements, I consistently exceeded sales targets while fostering trust and loyalty among clients. Proficient in B2B sales and proactive issue resolution, driving growth and success.

Overview

15
15
years of professional experience

Work History

Loan Officer/B2B Sales Representative

Prestige Community Credit Union
07.2017 - Current
  • Stayed on top of all market trends and fluctuations to ensure the product provided is forefront in the market we are targeting
  • Provided education directly to business to ensure a trustworthy process to increase sales across all markets
  • Assisted clients with loan applications, ensuring accurate documentation and adherence to company guidelines.
  • Learned underwriting processes to evaluate borrower eligibility for various loan products.
  • Collaborated and execute a weekly, quarterly, yearly sales plan to understand customer needs and provide tailored financing solutions.
  • Identify and target prospective auto dealerships to establish new partnerships to increase revenue
  • Educated clients on various loan products, enabling informed decision-making throughout the lending process.
  • Able to negotiate and close multiple sales agreements that align with growth between auto dealership and our business bottom line
  • Collaborates with all internal teams to increase B2B sales and ability to close the sale and work within the means necessary to grain trust and strong partnerships

Loan Administrative Assistant/Senior Business Development Manager

Commerical Bank of Texas N.A.
03.2015 - 07.2016
  • Development of partnerships with local and state businesses to increase growth and sales
  • B2B sales both in person and online to increase revenue and ensure targeting of the correct business needs
  • Managed loan documentation processes, ensuring compliance with regulatory standards and internal policies.
  • Coordinated communication between clients and financial institutions to facilitate loan processing and approvals.
  • Streamlined data entry procedures, enhancing accuracy in loan application tracking and reporting systems.
  • Assisted in the preparation of loan closing documents, supporting timely execution of transactions.
  • Cross selling products to increase revenue and build a lasting trusting relationship with all accounts

Account Representative

Prosperity Bank
05.2010 - 02.2015
  • Respond to customer inquires about banking services, such as account balances and or fees
  • Help build strong trusting relationships with all customers to increase there ability to use of products efficiently
  • Resolve and discuss all discrepancies in customer accounts and handle complex issues for all accounts
  • Managed client accounts, ensuring timely communication and resolution of inquiries.
  • Developed strong relationships with clients to enhance retention and satisfaction.
  • Executed sales strategies that increased product knowledge among clients and team members.
  • Analyzed client data to identify opportunities for upselling and cross-selling services.

Education

High School Diploma -

Southeast High School
Lincoln, NE

Associate of Science - Sales And Marketing

Southeast College
Lincoln, NE
04-2008

Skills

  • Ability to analyze sales date, market research, and lead generation to ensure growth and development to close sale
  • Focus on recognizing future sales trends to ensure growth in proper industries and highly potential customers
  • Strong verbal and written communication skills to increase B2B sales and trust within our company
  • Build and maintain strong customer relationships which is key to retention and building loyalty
  • Being able to overcome rejection and still turn a no into a yes
  • Proactive issue resolution
  • Increase and exceeded sales targets throughout the last 4 years in each category weekly, monthly, quarterly, and yearly

Accomplishments

  • Top Sales Representative for 4 straight years selling more than 40% growth in B2B sales in the auto industry
  • Employee of the year in 2022 for Market growth and B2B sales
  • Developed prospects for new loans by conducting weekly cold calls.
  • Repeatedly commended by superiors for excellent customer service.

Timeline

Loan Officer/B2B Sales Representative

Prestige Community Credit Union
07.2017 - Current

Loan Administrative Assistant/Senior Business Development Manager

Commerical Bank of Texas N.A.
03.2015 - 07.2016

Account Representative

Prosperity Bank
05.2010 - 02.2015

High School Diploma -

Southeast High School

Associate of Science - Sales And Marketing

Southeast College

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