Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Publications
Timeline
Generic

Peter DiNovi

Spokane,WA

Summary

Sales Professional with 25+ years of experience looking for the right fit

Overview

28
28
years of professional experience
1
1
Certification

Work History

President & CEO

Tri City Capital Corp
04.2016 - 04.2024
  • Established relationships with 50+ lenders in the alternative lending space
  • Started a partner program for brokers and ISO's so that we could place with the proper lender and process the deal to help brokers save time and focus on selling
  • Setup a matrix of all 50 lenders with all their guidelines so that we can send the deals to 1 or 2 lenders at most and have confidence we will get the best approval
  • Average of 92% approval if we submit to a lender 3 million+ per month in funded deals
  • Over 55% of clients renewed with us for more funds in the same year
  • Extended the platform out to include more financing options instead of only merchant cash advance, which include SBA Loans, Term Loans, Lines of Credit, Startup Financing
  • Business Credit Cards, Personal Credit Cards, Personal Loans, Equipment Financing, Invoice Factoring, Credit Repair
  • Designed website which allows clients to see various programs and what it takes to qualify and what is needed to start the process
  • Built our custom CRM to track all deals with all the stages of our sales process
  • Integrated Decision Logic to get bank activity and DocuSign for quick applications
  • Put together 15 email templates for different programs and reasons for reaching out to the client with updates or to answer questions
  • Made dozens of marketing videos and flyers to help attract business
  • Wrote all of the scripts for prospecting and selling the deal making sure that the sale was made up front to avoid fallout with funding
  • Established a LinkedIn network of 16,000+ connections
  • Currently have over 1,10 followers of Tri City Capital business page on LinkedIn
  • Started Instagram account for Tri City Capital posting only positive and motivational quotes to help inspire and lift up others

Business Development Manager

Banana Exchange
08.2021 - 05.2022
  • Worked with upper management to grow the sales team and expand our product line
  • Brought in new clients for our funding program
  • Explained how the program works and how it can benefit their business
  • Handled the onboarding process for them
  • Was point of contact for as long as they were in the program
  • Helped build out the CRM to fit our needs
  • Structured the MCA marketplace and helped with the launch
  • Created key data points to allow the system to place the deal properly
  • Wrote all the scripts for the sales team
  • Trained the sales team how to prospect and follow up properly
  • Signed up new ISO's and brokers and got them to use our marketplace
  • Trained our ISO's and brokers on sales and closing tactics

Senior Funding Specialist

BizBloom
07.2014 - 04.2016
  • Sent out 8 applications per day on average
  • Submitted 25 to 30 files per month
  • Funded 18 deals per month on average $400,000 average monthly total funded amount $45,000 $60,000 in revenue per month on average 35% of merchants renewed for more funding
  • Gave sales training's to the other funding specialist to help bring up production
  • Held the top producer spot from first the first month till the last

Credit Repair Specialist

Financial Education Services
01.2007 - 07.2015
  • Reviewed credit reports to determine how to help the client
  • Signed up 20+ people per week for the credit repair program
  • Advised clients on how to maintain good scores and establish new credit as well
  • Taught clients about credit utilization and pay history
  • Created marketing materials and website
  • Built a down line of 23 agents that I would give sales training to along with educating on the credit repair process and business
  • Partnered with a mortgage bank that I was working at that had about 100 loan officers and I handled credit repair for the whole floor

Operations & Sales Manager

Mortgage Banks
06.2002 - 01.2010
  • Started as a telemarketer getting leads of people who were looking to refinance or purchase
  • As a junior loan officer I still got leads daily but was able to help along in the loan process with the designated loan officer
  • As a senior loan officer I was getting my own leads along with leads from a telemarketer and would collect all documents needed and submit them to processing I would walk the client threw the whole process and address and questions or concerns they may have
  • As a sales and operations manager I covered all aspects of the loan process
  • I helped get us on board and build relationships with multiple banks
  • I gave daily sales training to my loan officers going over everything from sales to loan processing
  • I reviewed all files before they went to a processor and checked for errors and would make sure the right program and lender were selected
  • I personally closed loans every month while being operations manager

President

Tri City Waste Oil
07.1999 - 06.2002
  • Was the lead driver with one other truck and I got us a third so we can cover more area in a shorter period of time
  • Started a 24 hour response team for emergency pickup
  • Was picking up 4,000 gallons per day 6 days a week
  • Personally picked up over a million gallons per year and had the company as a whole taking in 2.5 3 million gallons annually
  • Was the only independent waste oil company to set up and run a transfer station allowing us to store and sell the oil by tanker to various waste handlers on the east coast
  • Successfully sold the company for 1.5 million after just 3 years

Investment Banker

Various Investment Banks
10.1996 - 07.1999
  • Cold Calling
  • Account Opening - 100's of accounts
  • Series 7 & 63 License 5 million+ total under management
  • Secondary Trading

Education

High School Diploma -

Archbishop Molloy
Briarwood, NY
06.1996

Skills

  • Senior Leadership
  • Banking
  • Business Consulting
  • Sales Training & Development
  • Business Coaching
  • Relationship Building
  • Financial Sales
  • Business Development
  • Financial Analysis
  • Account Management
  • Recruiting
  • Sales Scripts & Pitch Creation
  • Financial Services
  • Contract Negotiation
  • Lead Generation
  • Sales Analysis
  • CRM Software
  • Direct Sales
  • Loan officer experience
  • High Ticket Sales
  • Interviewing
  • Presentation Skills
  • Credit Analysis
  • Telemarketing
  • Mentoring
  • Inside Sales
  • DocuSign
  • Email Marketing
  • Sales Management
  • Salesforce
  • Cold calling
  • Customer relationship management
  • Outbound sales
  • Google Docs
  • Cash handling
  • B2B sales

Certification

  • Series 7, 09/01/97, 07/31/99
  • Series 63, 09/01/97, 07/31/99

Personal Information

Work Permit: Authorized to work in the US for any employer

Publications

  • Top 100 People in Finance for 2023, https://www.thetop100magazine.com/peter-a-dinovi-jr, 01/01/23
  • Top 100 People in Finance for 2023 Marquis Who's Who in America 2024, 04/01/24

Timeline

Business Development Manager

Banana Exchange
08.2021 - 05.2022

President & CEO

Tri City Capital Corp
04.2016 - 04.2024

Senior Funding Specialist

BizBloom
07.2014 - 04.2016

Credit Repair Specialist

Financial Education Services
01.2007 - 07.2015

Operations & Sales Manager

Mortgage Banks
06.2002 - 01.2010

President

Tri City Waste Oil
07.1999 - 06.2002

Investment Banker

Various Investment Banks
10.1996 - 07.1999

High School Diploma -

Archbishop Molloy

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Peter DiNovi