MARVIN WILDS
Jacksonville,FL
Summary
Senior account manager with extensive experience in financial sales. Specialized in commercial equipment finance with a background in residential mortgages. Wide variety of experience building strategic partnerships within the finance industry. Strong drive with superior communication and team-building skills.
Overview
5
5
years of professional experience
Work History
Account Manager
First Citizens Bank
Jacksonville, Florida
01.2023 - Current
- Responsible for the entire originations process for the Golf & Turf market segment within equipment finance (commercial)
- Work with vendors, customers, and internal sales rep to ensure a superior vendor and customer experience.
- Maintained an average quality score around 97.5% above the 95% benchmark
- Independently manage/process $1MM+ complex transactions, including variable pay structures, municipal, enterprise, and fleet deals
- Serves as Golf & Turf and Agriculture (market) Subject Matter Expert, owning program nuances, documentation requirements, reporting, and workflows.
- Played a key role in Salesforce (SF1) and EFSF migration, identifying bugs, raising TechWorx tickets, and developing workarounds to maintain SLA performance.
- Lead weekly pipeline review calls with Sales and Originations to ensure accountability and proactive issue resolution.
- Actively mentor peers, support escalations, and maintain strong partnerships with Sales, Credit, Legal, Insurance, and Operations.
- Ranked #1 in weighted activities across the Equipment Finance Originations team during 2025 Q3 (20+ peers)
- Booked 205 deals totaling $24.2MM in funded volume (2024)
- Booked 267 deals totaling $36.3MM in funded volume (2025)
Syndication Sales Rep
First Citizens Bank
Jacksonville, Florida
06.2022 - 01.2023
- Worked with customers to identify financial needs and recommend appropriate solutions.
- Worked with multiple affiliate finance partners to qualify customers that would otherwise not qualify at the commercial bank for equipment finance and working capital loans.
- Collaborated with internal and external team members to ensure smooth transaction processes.
- Was responsible for pricing the deal to make additional fee income and building relationships through cold and warm calls.
Mortgage Professional
Freedom Mortgage Corporation
Jacksonville, Florida
10.2021 - 05.2022
- Converted an average of 10 IB servicing phone calls a day to sales call through rapport building and goal exploration while providing superior customer service
- Assisted clients with mortgage applications and documentation requirements.
- Ensured an exceptional customer experience by overseeing the loan process from origination to closing and providing on-going communication to customers and business partners
- Built customer relationships by actively listening and resolving servicing complaints quickly, efficiently, and accurately.
Mortgage Loan Officer
Intercontinental Capital Group, "ICG"
Jacksonville, FL
09.2020 - 10.2021
- Managing inbound and outbound calls through CTM and Velocify/Encompass with various lead sources
- Building relationships with customers and sales support to ensure a smooth process through the pipeline for everyone involved.
- Provide superior conforming product knowledge to determine the loan program that will best benefit the borrower.
- Gathering all necessary documents for lock/ITP as well as any supporting documents that may be needed by processing or underwriting.
- Maintaining contact with borrowers throughout and after the sales process to drive retention and referrals from customers.
- Taking call allotments of 25 inbounds per week and converting under 1/10 ratio
Education
Bachelor of Business Administration - Business Management, Transportation and Logistics
University of North Florida, Coggin College of Business
Jacksonville, FLSkills
- Strategic planning
- Program development and management
- Reporting analysis
- Process mapping
- Leadership
- Time management
Additional Information
- HONORS AND ACTIVITIES , Star Certified - UNF Professional Development Program, Fall 2017 - Spring 2018
- Previously held a MLO license in over 20 states; including but not limited to: AZ, CA, CO, FL, GA, IN, MD, MN, NJ, TX
Timeline
Account Manager
First Citizens Bank
01.2023 - Current
Syndication Sales Rep
First Citizens Bank
06.2022 - 01.2023
Mortgage Professional
Freedom Mortgage Corporation
10.2021 - 05.2022
Mortgage Loan Officer
Intercontinental Capital Group, "ICG"
09.2020 - 10.2021
Bachelor of Business Administration - Business Management, Transportation and Logistics
University of North Florida, Coggin College of Business