SCOTT COATES
Potomac,MD
Summary
Obtain a position where to maximize management skills, sales ability, program development and training experience. Energetic and motivated professional with the ability to establish long-term strategic partnerships, evaluate complex environments & formulate sales solutions to deliver key results. Proven success in developing new revenue streams, outperforming competition and exceeding targeted objectives. A seasoned contract negotiator who can present solutions in a persuasive manor.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Mortgage Banker
Apex Home Loans/First Home Mortgage
Rockville , MD
2018.01 - 2021.12
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Built positive relationships with realtors to produce client referrals.
- Met with new clients and completed pre-qualification procedures.
- Xinnix certified from Ground School thru Officer School.
- Evaluated client financial positions and identified most appropriate banking products.
- Located and pre-qualified customers for mortgages.
Vice President of Sales
PRN Pharmaceuticals
Rockville , MD
2011.02 - 2017.11
- Directed recruitment /training/ sales staff development initiatives to maximize productivity and revenue potential through continued evolution of sales team.
- Created financial and sales reports in order to identify issues and ensure sales team are on correct growth path.
- Communicated with CEO and executive team, participating in strategic meeting and preparing quarterly sales presentations.
- Established and maintained a territory of over 2 million dollars in annual revenue.
- Created new revenue streams for entire sales force through prospecting and cold calling.
- Responsible for daily sales operations including contract negotiations, profit margin and all ancillary sales objectives.
Owner & COO
Ladd Landscaping, LLC
Gaithersburg , MD
2005.10 - 2011.03
- Produced advertising and coordinated marketing efforts to establish marketplace recognition within corporate community which grew client base by 550%.
- Improved sales volume and customer acquisition rates consistently for 5 years with average revenue increase of 31% per year.
- Managed and expanded employee base by 400% to align with new growth while providing consistent training and support.
- Responsible for: Oversight of plan and creation, model preparation and cost estimates, as well as change control for site development projects based on customer needs.
- Inspecting work for conformance with approved plans, specifications, standards and compliance with municipal codes.
- Performing and managing all financial activities including taxes, payroll, bookkeeping and profitability.
- Establishing sales targets and implementing programs to consistently exceed goals.
- Determining feasibility of specific designs and approved architectural plans while ensuring a safe working environment.
Client Service Manager
Seneca One Fiance
Bethesda , MD
2003.10 - 2005.09
- Served as liaison between 23 State Lotteries, 5 Major Insurance companies and individual annuity holders.
- Consistently exceeded sales objectives, averaging 130% of target.
- Seconded business development & account management for new brand.
- Generated revenue in excess of 1.8 million dollars.
- Directed clients to reach financial goals.
- January 2003 to Educational Testing Standards ETS.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Created customer support strategies to increase customer retention
Consultant
Educational Testing Standards ETS
Princeton , NJ
2003.01 - 2003.11
- Coordinated daily operations for local and national rollout of Criterion.
- Managed execution of account and marketing plan for the sales team.
- Handled heavy client phone contact, served as an intermediary between clients and national sales team.
- Supported clients with business analysis, documentation and data modeling.
Investment Sales Broker
Marcus & Millichap
Washington, DC , Washington, DC
1999.10 - 2000.10
- Underwrote investment property for potential disposition.
- Conducted market surveys and property analysis.
- Supervised research, client development and new lead generation.
Account Manager
CBS Radio EZ103
Palm Desert , CA
1997.06 - 1999.09
- Managed and maintained advertising budgets for existing clients.
- Wrote advertising copy; developed concepts and strategies for radio advertising of local, regional and national accounts.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing increasing revenue by 20%.
Education
Bachelor of Science - Business
San Diego State University
San Diego, CA05.1992
Skills
- WSET Level 1&2 Wines/ WSET Level 1&2 Spirits
- Project management Self-motivated
- Excellent communication skills Customer-oriented
- Business operations organization Market research and analysis
- Client account management Staff development/training
- Business negotiation National account management
- Account management, advertising, advertising copy, bookkeeping, budgets, business development, Business operations, business strategies, cold calling, Excellent communication, contract negotiations, Client, clients, Staff development/training, financial, Inspecting, Insurance, director, managing, marketing plan, marketing
- Plan, Market research and analysis, marketing, market, negotiation, payroll, presentations, product development, profit, Project management, radio, recruitment, research, sales, sales reports, Self-motivated, staff development, strategic, surveys, taxes, phone
- Sales Forecasting
Certification
WSET Level 1 & 2 Wines
WSET Level 1 & 2 Spirits
Timeline
Mortgage Banker
Apex Home Loans/First Home Mortgage
2018.01 - 2021.12
Vice President of Sales
PRN Pharmaceuticals
2011.02 - 2017.11
Owner & COO
Ladd Landscaping, LLC
2005.10 - 2011.03
Client Service Manager
Seneca One Fiance
2003.10 - 2005.09
Consultant
Educational Testing Standards ETS
2003.01 - 2003.11
Investment Sales Broker
Marcus & Millichap
1999.10 - 2000.10
Account Manager
CBS Radio EZ103
1997.06 - 1999.09
Bachelor of Science - Business
San Diego State University
WSET Level 1 & 2 Wines
WSET Level 1 & 2 Spirits
Similar Profiles
Tigran HarutyunyanTigran Harutyunyan
Loan Officer at APEX Home LoansLoan Officer at APEX Home Loans
Norma Patricia AscencioNorma Patricia Ascencio
Loan Officer at Keller Home Loans /Mutual Of Omaha MortgageLoan Officer at Keller Home Loans /Mutual Of Omaha Mortgage
George SteinhauserGeorge Steinhauser
Senior Loan Officer at Paragon Home Loans / Fairway Independent MortgageSenior Loan Officer at Paragon Home Loans / Fairway Independent Mortgage