Summary
Overview
Work History
Skills
Educationlicenses
Timeline
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Phillip Raimondi

Aliso Viejo,CA

Summary

Accomplished sales professional with over 20 years of experience in outside territory sales, solution-based sales, marketing, and new business development.

Overview

16
16
years of professional experience

Work History

Mortgage Loan Officer

Valley Funding
06.2019 - Current
  • Responsible for identifying and closing mortgage loan opportunities, in a field based role.
  • Handle as many as 5 -10 files per month.
  • Participate in industry events and conferences to build relationships and gain market intelligence.
  • Develop extensive network of referral partners to source new mortgage loan opportunities.

Regional Sales Representative – Facility Solutions

Sitelogiq / Foxol
08.2017 - 06.2019
  • Responsible for providing energy based commercial and industrial facility solutions, through the use of energy focused financing, onsite energy generation, and energy saving solutions
  • Facilitated account development through detailed understanding of renewable and non-renewable energy solutions, including advanced energy storage, solar, co-generation, controls and lighting.

Territory Sales Manager - Enterprise Energy Storage

JLM Energy
11.2015 - 08.2017
  • Identified and closed C&I Energy Storage opportunities
  • Responsible for generating, qualifying, managing and closing B2B leads
  • Additionally responsible for channel and dealer sales
  • Successfully met or exceeded quarterly sales quota.

Account Executive, Digital & Print Advertising Sales

Penny Saver USA
02.2013 - 07.2015
  • Held accountable for growing existing and new client base through effective territory based business development efforts, while consistently exceeding sales quotas
  • Successfully expanded territory on average of 20% YOY.

Real Estate Business Development Specialist

First Team
02.2009 - 10.2012
  • Identified and capitalized on distressed real estate opportunities by successfully negotiating over 40 transactions with lien holders
  • Consistently met or exceeded annual production goals.

Skills

  • Territory/Market Growth
  • Key Relationship Building
  • Networking/Referrals
  • Business Development
  • Opportunity Identification
  • Strategic Sales Planning
  • CRM: ZoHo, Pipedrive, BnTouch
  • Goal-Oriented
  • Relationship selling
  • Negotiation Tactics
  • Sales Development
  • Financial Analysis
  • Document Review
  • Marketing expertise
  • Microsoft Office

Educationlicenses

  • National Mortgage Licensing System - License #1878622
  • Orange Coast College – Political Science

Timeline

Mortgage Loan Officer

Valley Funding
06.2019 - Current

Regional Sales Representative – Facility Solutions

Sitelogiq / Foxol
08.2017 - 06.2019

Territory Sales Manager - Enterprise Energy Storage

JLM Energy
11.2015 - 08.2017

Account Executive, Digital & Print Advertising Sales

Penny Saver USA
02.2013 - 07.2015

Real Estate Business Development Specialist

First Team
02.2009 - 10.2012
Phillip Raimondi