With 16 years of experience in sales, customer service, operations, and leadership across diverse industries like food service, telecommunications, finance, and waste management, this determined and passionate individual prioritizes delivering results. The track record showcases a proven ability to drive sales and foster meaningful relationships with customers and team members. By employing solution selling techniques and comprehending customer needs, prestigious accolades like President's Cabinet and Winner's Circle status with Verizon were achieved in 2010.
Hi, I’m
Patrick Martin
Upper Arlington,OH
Summary
Overview
14
years of professional experience
Work History
WAS Systems
Vice President of Operations
04.2022 - Current
Job overview
- Company Overview: Two companies fall under the WAS umbrella; Affordable Portables and Papa Boo's.
- Affordable Portables provides services ranging from portable restroom rental to septic services to hydro excavation to secure mini and outdoor storage, we offer industry-leading products and a service-first approach.
- Papa Boo's is a Key West themed bar and grill at Buckeye Lake and is the destination for live music, delicious food and drinks, boat fuel, and more at Buckeye Lake.
- Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
- Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
- Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.
- Negotiated contracts and agreements to secure favorable terms and maximize profits.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
- Increased company profits through performance optimization strategies and efficiency improvements.
- Established performance goals for department and outlined processes for achievement.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
Lower.com
Assistant Vice President of Lending
01.2022 - 04.2022
Job overview
- Supervised team of 8 remote loan officers, promoting positive environment and instilling model of hard work and dedication.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
- Develop relationships with internal contacts/resources who increase the sales team’s ability to comply with customer requests and provide viable solutions for customer needs
- Provided ongoing coaching and support to team members, cultivating an environment conducive to professional growth and development.
- Trained newly hired employees to provide information regarding processes, procedures and deadlines.
Lower.com
Senior Loan Advisor
03.2021 - 01.2022
Job overview
- Stayed current on industry trends, regulations, and competitor offerings to maintain a competitive edge in the market.
- Collaborated with underwriters to expedite loan approvals for qualified applicants.
- Negotiated favorable terms for borrowers by leveraging strong relationships with lenders.
- Identified cross-selling opportunities by understanding clients'' broader financial needs and offering appropriate products or services.
- Provided one-on-one mentoring to new Lending Officers to help them learn processes and procedures to reach their full potential within organization.
- Leader in driving 5 Star customer reviews to main lending websites; Lending Tree, Zillow, BankRate, Google
Lower.com
Loan Advisor
06.2020 - 03.2021
Job overview
- Achieved successful loan closures by diligently managing client relationships throughout the entire application process.
- Boosted customer satisfaction levels with a timely response to inquiries and resolution of issues.
- Conducted comprehensive risk assessments for each borrower, mitigating potential losses for the organization.
- Provided ongoing support for existing clients, addressing concerns or questions related to their loans as needed throughout the life of the agreement.
- Leader in driving 5 Star customer reviews to main lending websites; Lending Tree, Zillow, BankRate, Google
JP Morgan Chase
Private Client Advisor
11.2017 - 06.2020
Job overview
- Conducted comprehensive financial assessments for new clients, identifying key objectives and risk tolerance levels.
- Identified opportunities for cross-selling additional banking products or services based on a deep understanding of each client''s individual needs.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing liabilities.
- Collaborated with internal teams to create customized wealth management solutions for clients.
- Advised clients on retirement planning options, helping them make well-informed decisions for their future financial security.
- Developed strong client relationships by providing personalized financial advice and recommendations.
- Increased assets under management through proactive client outreach and referrals from satisfied clients.
- Maintained strict adherence to regulatory requirements and industry best practices in all client interactions.
- Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
- Monitored economic trends and market developments to provide informed guidance on portfolio adjustments.
JP Morgan Chase Bank NA
Private Client Banker
08.2016 - 11.2017
Job overview
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
AXA Advisors
Financial Consultant/Financial Advisor
04.2015 - 08.2016
Job overview
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
OPOC.us
Retirement Care Advocate/Senior Financial Consultant
10.2013 - 03.2015
Job overview
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Leveraged advanced analytical tools to assess client risk tolerance and investment objectives, crafting tailored strategies accordingly.
- Coordinated annual reviews of clients'' accounts, ensuring optimal performance of their investment portfolios over time.
- Conducted thorough research on market trends to provide well-informed recommendations for clients'' 401K portfolios.
- Ensured timely and accurate processing of contribution changes, loan requests, and distribution transactions for clients'' accounts.
- Facilitated training sessions for new hires, ensuring proper understanding of company policies and procedures related to 401K administration.
- Assisted HR departments in developing and implementing effective employee education programs related to 401K plans.
- Enhanced client satisfaction by providing comprehensive 401K plan information and addressing concerns promptly.
AT&T
Strategic Account Manager (SAM): Mid-Atlantic Region
07.2011 - 09.2013
Job overview
- Company Overview: Top provider of wireline and wireless solutions for all business sizes and customer bases
- Premier Client Group works with Enterprise sized accounts by developing partnerships built on trust and credibility
- Responsible for providing account maintenance for 13 Enterprise accounts (billing issues, pricing and contracting activities, solution development, etc.)
- Provides timely responses and action on customer’s business critical issues to develop trust and partnerships with customers
- Develop relationships with internal contacts/resources who increase the sales team’s ability to comply with customer requests and provide viable solutions for customer needs
- Top provider of wireline and wireless solutions for all business sizes and customer bases
- Premier Client Group works with Enterprise sized accounts by developing partnerships built on trust and credibility
Verizon Wireless
Assistant Retail Manager
10.2010 - 07.2011
Job overview
- Retail channel primarily deals with voice, mobile broadband, email, social networking and application solutions
- Responsible for driving sales and maintaining growth metrics for a sales staff of 12 individuals
- Attained top performing location of District OP07 in three of first five months of location being open (October 2010)
- Responsible for driving results in specific data metrics at location, Data Champion
- National provider of wireless communication solutions
- Retail channel primarily deals with voice, mobile broadband, email, social networking and application solutions
- Leader in obtaining 5 Star Net Promoter Score Customer Surveys
- Recipient of President's Cabinet and Winner's Circle status
Education
Ohio Dominican UniversityColumbus, OH
Master’s of Business Administration
01.2011
University Overview
Ohio University-AthensAthens, OH
Bachelor’s Degree from Journalism (Public Relations)
06.2007
University Overview
Skills
- Strategic planning and execution
- Operations oversight
- Cross-functional team management
- Sales operations
- Deal closing
- Sales expertise
- Effective leader
- Employee motivation
- Relationship building and management
- Value-based selling
- Problem-solving abilities
References
References
Available upon requestAreasofexpertiseandachievements
Areasofexpertiseandachievements
- High Level of Rapport/Relationship Building Skills
- Effective Negotiating Skills
- President’s Cabinet and Winner’s Circle Winner (Sales Recognition)
- Verizon Wireless Credo Award Winner
Timeline
Vice President of Operations
WAS Systems
04.2022 - Current
Assistant Vice President of Lending
Lower.com
01.2022 - 04.2022
Senior Loan Advisor
Lower.com
03.2021 - 01.2022
Loan Advisor
Lower.com
06.2020 - 03.2021
Private Client Advisor
JP Morgan Chase
11.2017 - 06.2020
Private Client Banker
JP Morgan Chase Bank NA
08.2016 - 11.2017
Financial Consultant/Financial Advisor
AXA Advisors
04.2015 - 08.2016
Retirement Care Advocate/Senior Financial Consultant
OPOC.us
10.2013 - 03.2015
Strategic Account Manager (SAM): Mid-Atlantic Region
AT&T
07.2011 - 09.2013
Assistant Retail Manager
Verizon Wireless
10.2010 - 07.2011
Ohio Dominican University
Master’s of Business Administration
Ohio University-Athens
Bachelor’s Degree from Journalism (Public Relations)
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