Rachel Lynch
First American Equipment Finance
Victor
7
years of professional experience
Experienced sales and marketing professional with a strong background in desire to help leading organizations establish and maintain loyal client relationships from the inside out. Uses analytical, problem-solving, relationship-building, and strong communication skills to ensure this is executed. Engaged in campaigns that enhanced brand visibility and customer engagement. Demonstrated expertise in market analysis and cross-functional team collaboration.
Work History
Assistant Vice President, LTC Division
2 Years 4 Months- Established Long-term & Specialty Care vertical within First American’s healthcare team by onboarding 12 new clients through cold prospecting to C-Suite finance decision makers
- Leads virtual meetings with C-Suite Decision Makers and Influencers at all points throughout the sales process, attends conferences and leads education sessions, in-person meetings, develops warm relationships through cold prospecting at conferences, and via email, LinkedIn, and voicemail
- Maintained business relationships with cold prospects and clients
- Builds and maintains business relationships with cold prospects and clients
Sales Analyst
10 Months- Brought in 4 new customers, including 2 leasing clients and 2 commercial card programs.
- Developed and nurtured business relationships with cold prospects in legal, insurance, and AEA sectors
- Builds and maintains business relationships with cold prospects in Legal, Insurance, and AEA
- Consistently leads and participates in virtual meetings, introducing First American and keeping prospects engaged during the mid-sale process
- Assisted sales colleagues with data and territory cleanup while managing prospecting activities
Sales Support Intern
1 Year 4 Months- Supported Professional Services team through outbound prospecting, territory cleanup, and marketing initiatives to enhance team outreach and engagement.
- Managed project for Summer 2022 Capstone winners
- Provided support to sales team by preparing documentation and managing correspondence.
Business Development Mortgage Originations Intern
8 Months- Collaborated with Business Development Mortgage Originators (BDMOs) to initiate mortgage preapprovals, engage new clients, triage inbound calls, and foster relationships with ESL members and nonmembers seeking mortgage solutions
- Assisted in processing member applications and ensuring compliance with credit union policies.
- Supported daily operations by managing member inquiries via phone and email, enhancing customer service efficiency.
- Collaborated with team members to streamline administrative tasks, improving workflow efficiency across departments.
Teller
1 Year- Fostered strong relationships with ESL members in front-line team environment
- Top teller in sales leads from August 2020-to December 2020
- Processed a high volume of financial transactions efficiently and accurately.
- Assisted members with account inquiries and resolved issues effectively.
- Conducted regular audits to ensure compliance with credit union policies and procedures.
Education
Bachelor of Science - Marketing
- Saunders College of Business – AACSB Accredited Program
- GPA: 3.7
Skills
Relationship management
Influencing external and internal partners and colleagues to ultimately establish long-term client loyalty and enhance client experience
Software proficiency i.e. Salesforce
Microsoft Office
Excellent oral & written communication abilities
Managing projects
Active listening
Time management
Self-motivated
Awards and Acknowledgements
First American Bestie | May 2022, Vice President of Professional Activities | Delta Sigma Pi | 2022-2023, Delta Sigma Pi Member | 2021 – 2023, Phi Theta Kappa | 2019 – 2021, ESL Federal Credit Union/MCC Scholars Award | 2019
Timeline
Assistant Vice President, LTC Division
First American Equipment Finance
04.2024 - CurrentRead More
Sales Analyst
First American Equipment Finance
05.2023 - 03.2024Read More
Sales Support Intern
First American Equipment Finance
01.2022 - 05.2023Read More
Business Development Mortgage Originations Intern
ESL Federal Credit Union
12.2020 - 08.2021Read More
Teller
ESL Federal Credit Union
12.2019 - 12.2020Read More
Rochester Institute of Technology
Bachelor of Science from Marketing
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