Paul Reitz
Fairfield,OH
Summary
I'm a Financial Service Representative with a long history of experience in business to business sales. A big believer in listening to my clients and then coming up with ideal solutions have allowed me to be a top performer. Most of my focus has been on accounting software, financial services, and business to business roles though I now help individuals meet their financial goals. What I don't know, I find out with passionate curiosity.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Superior Credit Union, Inc.
05.2022 - Current
- Participated in Tax Filing Service helping 35 members per year
- Helped members with all lending needs including HELOC's, auto loans, and more
- Monitored changes in relevant federal regulations related to lending practices.
Account Executive
Decisions
11.2021 - 03.2022
- Actively Prospected with 30+ outbound calls per day
- Learned Microsoft 365 Suite offerings as a part of the product
- Helped to develop training program for startup company
Account Executive
Deltek + ComputerEase
09.2017 - 11.2021
- Ran Year End Printing service responsible for the printing, mailing, and filing of +20,000 W-2's, 1099's, and ACA documents
- Developed ActiveCampaign CRM system for marketing and onboarding of new clients
- Grew Payroll service from 82 clients to 428 in 4 years
Education
University of Cincinnati Carl H. Lindner College of Business
12.2014
Skills
- Construction
- SPIN Selling
- Financial Accounting
- Month-End Close Process
- Journal Entries (Accounting)
- Sales Systems
- Analytical and Critical Thinking
- Campaign Management
Certification
- Notary Public, Ohio, 07/01/22-07/01/27
- NMLS - Nationwide Multistate Licensing System & Registry, 2407501
Timeline
Financial Service Representative
Superior Credit Union, Inc.
05.2022 - Current
Account Executive
Decisions
11.2021 - 03.2022
Account Executive
Deltek + ComputerEase
09.2017 - 11.2021
University of Cincinnati Carl H. Lindner College of Business
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