Marshall Archer
Lockhart
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
9
9
years of professional experience
Work History
Manager of Business Development and Sales
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Remote
06.2025 - Current
- Developed and implemented business development strategies to drive revenue growth.
- Managed cross-functional teams to streamline operations and enhance client engagement.
- Oversaw training programs for sales staff, improving performance and product knowledge.
- Established metrics for sales performance, enabling data-driven decision making.
- Led team meetings focused on sharing best practices which contributed significantly to overall team success.
- Collaborated with sales, marketing and other internal teams to meet shared goals.
- Mentored junior sales staff for improved performance, providing guidance on best practices and customized training programs.
- Generated detailed reports on sales performance metrics for senior management review, enabling informed decision-making regarding future strategies.
Business Development Supervisor
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Remote
05.2024 - 06.2025
- Mentored team members in best practices for lead generation and conversion techniques.
- Implemented process improvements that enhanced operational efficiency and reduced turnaround times.
- Collaborated across departments to ensure effective communication and alignment on common goals.
- Evaluated performance metrics regularly, implementing necessary adjustments for continuous improvement.
- Provided exceptional customer service, fostering loyalty and satisfaction among our clients.
Loan Consultant
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Remote
06.2023 - 05.2024
- Improved loan processing efficiency by streamlining workflows and implementing best practices.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Enhanced customer satisfaction rates with timely responses to inquiries and thorough explanations of loan processes.
- Reduced loan application errors, implementing strict quality control measures for document verification.
Loan Support Lead
Caribou Financial (formally MotoRefi
Remote, Remote
08.2020 - 03.2023
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Coordinated responses and resources to handle special client requests.
- Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
Account Manager
Dell EMC
Round Rock , Texas
05.2017 - 08.2020
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
- Contributed to annual revenue goals by selling new services and developing new accounts.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
Education
No Degree -
Austin Community College
Austin, TXSkills
- Salesforce CRM Experience
- Collaborative Environments
- Consultative Selling Techniques
- Customer Service and Assistance
- Operational Efficiency
- Information Updates
- Renewing Accounts
- Best Practices and Methodologies
- Renewal Opportunities
- Client Interactions
- Client Rapport-Building
- Employee Relationships
Timeline
Manager of Business Development and Sales
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06.2025 - Current
Business Development Supervisor
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05.2024 - 06.2025
Loan Consultant
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06.2023 - 05.2024
Loan Support Lead
Caribou Financial (formally MotoRefi
08.2020 - 03.2023
Account Manager
Dell EMC
05.2017 - 08.2020
No Degree -
Austin Community College