Summary
Overview
Work History
Education
Skills
Timeline
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Rick Switalski

Clarksburg,MD

Summary

Award-winning inside sales manager with 20 years closing $100 million in revenue. Highly effective and consistent leader with strong market presence and established business development protocol.

Overview

32
32
years of professional experience

Work History

Mortgage Loan Officer

Lafayette Federal Credit Union
06.2021 - Current
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Implemented sales strategies that established relationships with realtors and CPAs.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.

Sales Manager

Crosspointe LLC, Maple Life , Kapp LLC
01.2016 - 07.2021
  • Utilize multiple company models to provide the client with long term solutions to reach their personal financial needs and goals.
  • Facilitate large scale marketing campaigns to reach new clients and utilize Sales Force to ensure prompt response rates to clients in cue.

Business Development Executive

Pinnacle Settlement Services
06.2018 - 06.2021
  • Developed impactful and strategic partnerships with Realtors to drive business development.
  • Assisted with the creation of the marketing strategy and advertising initiatives that are used to promote the company

Sales Representative

Cogent Communications
08.2015 - 01.2016
  • Sold all-fiber Internet and co-location services to mid-sized companies.
  • Successfully completed Cogent Training Program

National Sales Manager

Stone Street Capital
07.2007 - 06.2015
  • Developed and implemented company wide sales process, policies and procedures
  • Maximized team productivity by utilizing Salesforce and promoting client responsiveness
  • Entered into competitive markets and attained the highest customer retention and lowest default rate 
  • Facilitated team force training and business development meetings for of 60 employees
  • Supervised a sales force of 60 sales associates.

Account Executive

Stone Street Capital
07.2003 - 07.2007
  • Managed a portfolio of 60 accounts and $1,000,000 in sales per year.
  • Top Salesperson 2004, 2005, 2006
  • Consistently exceeded team sales goals by 15% quarterly
  • Built dynamic customer relationships that expanded returning client database through
  • Attended monthly and quarterly sales meetings, trainings and professional seminars.
  • Maintained meticulous records of daily activities through Salesforce-CRM, consistently exceeding team goals of 60-80 daily outbound calls


General Manager / Head Golf Professional

Westwinds Golf Course (Gotham Golf)
01.2000 - 01.2003
  • Controlled all aspects of golf course operations and long range planning
  • Implemented fresh marketing strategies to maximize customer traffic
  • Managed and trained a staff of 50 employees

Financial Services Representative

Potomac Valley Bank (PNC)
04.1997 - 12.1999
  • Obtained 7,63 health , life

Financial Services Representative

1st National Bank Of MD
04.1992 - 03.1997
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Education

Bachelor of Arts - Economics

University of Maryland - College Park
College Park, MD
1992

Skills

  • Strong interpersonal skills
  • Energetic and driven
  • People-oriented
  • Sales Associate of the Year Award 2004-2006
  • Salesforce
  • Life & health insurance Licenses
  • Excellent work ethic
  • Superior organizational skills
  • Motivated team player
  • Excellent communication skills

Timeline

Mortgage Loan Officer

Lafayette Federal Credit Union
06.2021 - Current

Business Development Executive

Pinnacle Settlement Services
06.2018 - 06.2021

Sales Manager

Crosspointe LLC, Maple Life , Kapp LLC
01.2016 - 07.2021

Sales Representative

Cogent Communications
08.2015 - 01.2016

National Sales Manager

Stone Street Capital
07.2007 - 06.2015

Account Executive

Stone Street Capital
07.2003 - 07.2007

General Manager / Head Golf Professional

Westwinds Golf Course (Gotham Golf)
01.2000 - 01.2003

Financial Services Representative

Potomac Valley Bank (PNC)
04.1997 - 12.1999

Financial Services Representative

1st National Bank Of MD
04.1992 - 03.1997

Bachelor of Arts - Economics

University of Maryland - College Park
Rick Switalski