Diligent employee with solid background in financing and funding operations. Successfully managed funding processes and contributed to completion of numerous high-impact projects. Demonstrated analytical and problem-solving skills in assessing funding needs and securing necessary resources.
Contact and discussed funding options with Merchants
Collect funding documents from Merchants
Prepare file for submission and choose funders
Close Funding Agreements
Managed up to 8 Originators
Reviewed funding documents for acceptance before final submissions to funding partners
Review completed business files submitted for funding
Price files for funding amounts based on the Merchants file
Inside Sales Representative
Plan Hub LLC
Lehi, US
06.2021 - 04.2022
Company Overview: Plan Hub provides an online software platform for general contractors to post their construction projects to allow subcontractors to access them and bid on them
Over-the-phone consulting with subcontractors about the benefits of our software
Zoom software demonstrations with potential customers
Hub Spot.com CRM proficient
Consistently a top salesperson
Plan Hub provides an online software platform for general contractors to post their construction projects to allow subcontractors to access them and bid on them
Inside Sales Representative
Puppy Spot LLC
Lehi, US
01.2018 - 05.2021
Company Overview: Puppy Spot, LLC is the largest company in the US that responsibly places puppies in qualified homes
Over-the-phone puppy placements
Quickly became a top salesperson
Quickly qualified for 'Senior' Status
The only sales rep in our office with 'Senior' status
Consistently met and exceed company sales goals
Puppy Spot, LLC is the largest company in the US that responsibly places puppies in qualified homes
Inside Sales Representative
Landmark Home Warranty
South Jordan, US
01.2017 - 01.2018
I consulted with Homeowners regarding home warranty coverage
Over-the-phone home warranty sales
Provided warranty coverage education
Managed my lead flow that was provided once per month
Met and exceeded the company's monthly sales goals my first month
Consistently met and exceeded the company's sales goals
Owner/Manager
Progressive Business Essential, Inc.
Salt Lake City, US
01.2012 - 12.2016
Provided over-the-phone business consulting
Helped business owners with tax and accounting services & options
Helped business owners understand & obtain business credit
Hired, managed and trained salesmen
Hired, managed and trained office staff
Organized and managed sales
Organized and managed the sales procedures and systems
Organized and managed product fulfillment
Organized and managed lead disbursement
Organized and managed sales statistics
Networked with business owners to obtain new lead sources
Help business owners create business entities for their new businesses (LLC, Scorp, Corps)
Helped business owners understand tax benefits
As a person new to telesales, I quickly surpassed seasoned salesmen and became a top salesman among 40 others within a few months
Numerous Salesman of the week recognitions
Multiple Salesman of the month recognitions
Company Owner
Certified Properties, Inc.
Saint George, US
01.1999 - 01.2008
I organized and participated in all aspects of the business responsibilities and have listed several below:
Managed 4 general office employees
Provided Training for employees
Managed the professional Real Estate activities of 10+ Real Estate Agents
Provided Training for Real Estate Agents / Compliance Issues / Reviewed Contracts
Managed over 100 properties
Managed over 15 Homeowners association consisting of 20 to 200 units per association
Managed over 100 Property Owners and/or Investors
Managed over 10 Storage unit facilities totaling over 500 Storage Units
Managed 1000's of renters
Processed rental application paperwork
Managed all application approvals & denials
Managed repairs & maintenance
Financial accounting for the managed real estate
Provided financial accounting for over $250,000 per month in rental income
Education
License - Real Estate Broker
Dixie College
High school diploma or GED -
Skills
Cold Calling
Customer Service
Call Center
Telesales
Selling
B2B
Telemarketing
Quota
Inside Sales
Financial Accounting
Business Development
Business Consulting
Statistics
B2B Sales
Outside Sales
Salesforce
Financial Report Writing
Management
Sales Management
Account Management
Payroll
Personal assistant experience
CRM software
Project leadership
Adobe Acrobat
HR sourcing
Communication skills
Microsoft Office
Yardi
Certification
Driver's License
Graduate, REALTOR® Institute (GRI) - National Association of Realtors State Associations.
Real Estate Broker License -Utah Real Estate Commission.
Additional Information
Strong Phone Skills, Strong Computer Skills, Strong Task Management, Detail to Paperwork, Detail to Accounting, Multi-tasker, Flexible, Professional Communicator, Strong Work Ethics, Fast learner
Personal Information
Work Permit: Authorized to work in the US for any employer
Engage with small business owners to understand their funding needs at Premium Merchant FundingEngage with small business owners to understand their funding needs at Premium Merchant Funding