Ability to maintain and develop good business relationship with different clients
Strong analytical skills that help interpret data and make conclusions
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sr. Performance Consultant
DEALSHIELD-Cox Automotive
05.2018 - Current
Respond to and follow-through on customer requests and needs.
Anticipate customer situations and act proactively.
Performance Management to ensure maximum profitability.
Understand and utilize data from the DealShield Analytics team to price product and services for prospective and existing customers.
Perform analysis on an ongoing basis for each existing customer to determine profitability.
Develop recommendations and take action to address both unprofitable customer situations and overly-profitable customer situations.
Self-manage time and tasks, setting priorities based on need, urgency and strategic importance
Follow-through on commitments to customers, team members, others on the DealShield team and to DealShield management.
Respond to and follow-through on leads coming from a variety of sources.
Listen and understand customer needs, crafting proposals and solutions within the parameters of DealShield’s products, services and strategy.
Demonstrate value to potential customer, while building trust and rapport.
Manage leads and track status; perform follow-ups as needed to convert leads to customers
Client Solutions Exec- Discover
Manheim
10.2016 - 05.2018
Responsible for growing transactions and revenues for Manheim. Foundational to the success of this role is the experience of being able to plan, execute and follow up on sales and service calls.
Achieve or exceed sales goals (50 calls/ 25 Live conversations daily)
Partner with the rest of the sales team to grow loyal customers
Respond to inbound sales opportunities immediately, make outbound calls as directed
Team player and great communication & relationship skills with internal and external customers
Utilize CRM tools on a daily basis to monitor customer product usage to ensure engagement and retention
Manage and service an account list via phone and email
Routinely deal with multiple levels within automotive dealerships
Work closely with the product team as the product evolves · Resolve customer concerns
Repetitively demonstrate Manheim, pitch our value proposition and overcome objections
Sr. Relationship Manager, Business Banking
Wachovia Bank/Wells Fargo Bank
02.2010 - 09.2016
Successfully closed $7.9 million YTD in commercial loans compared to a goal of $7.5 million
Develop commercial banking relationships through aggressive outside calling on prospects, clients, and referral sources (COI).
Focusing prospecting efforts on businesses with revenues up to $50 million
Managing a $29 million commercial loan portfolio that also consists of $36 million in deposits
Utilize sold credit and underwriting experience to identify strong credit prospects
Create value-added solutions for prospects and clients by using the Consultative Sales Approach
Provide excellent client service by referring both prospects and clients to other area of the bank while producing additional revenue of the bank
Participate in various community and professional associations to develop external networking opportunities.
Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateral.
Structure and complete straight forward secured and unsecured business loans.
Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers.
Small Business Banker
Ironstone Bank
03.2006 - 02.2010
Support 6 branches in Atlanta region business development and portfolio expansion goals in the areas of commercial loans, SBA loans, deposits, and treasury services
Business development and relationship management with cross selling products and services to other affiliate Ironstone lines of business
Actively manage a portfolio of clients with a average Rev of $500,000
Primary focus of Business and commercial loan growth of $550,000
Responsible for analyzing complex companies and industries and conducting presentations on findings to senior management. · Conducting complex credit investigations and analyzing diverse credit information for loans
Analyzing/formalizing documentation of loan transactions and/or credit history of customers
Assisting in preparation of credit reports for presentation to lending officers and/or approval committees
Perform research/analysis related to projects such as industry studies and management reports.
Education
MBA - Business Administration
Webster University
St Louis, MI
BBA - Marketing
Savannah State University
Savannah, GA
Skills
Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint and Microsoft Outlook Express
Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft PowerPoint and
Saleforce and CRM Tool knowledge
AS400
Synergy
Manheim Workbench
Box
Knowing of Tableau
SAP
Accomplishments
Graduate of Cox Mentorship Program 2021
Graduate of Cox 2023 Future Leaders Development Program
Affiliations
2010 - Liaison Award- Habitat for Humanity, Northwest GA Smyrna