Summary
Overview
Work History
Education
Skills
Websites
Recognition And Awards
Timeline
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Steven Wodecki

Charlotte,NC

Summary

Committed life-long learner who places value in knowledge. Collaborative leader with a dedication to communicating with all stakeholders... honesty is key. Documented strengths in building and maintaining relationships with diverse range of stakeholders in a dynamic, fast-paced settings. Proven track record of sales and account management success.

Overview

14
14
years of professional experience

Work History

Director of PropTech/RegTech & LendingTech

Yoh FinTech Services
01.2022 - Current
  • Provide a full range of talent sourcing solutions for FinTech companies including SOW, Contract-to-Hire and FTE.
  • Finished 2023 (first fully ramped year) as the #89 ranked contributor out of 300+, providing over $350,000 in Gross Profit.
  • Selected for pilot program of Salesforce integration and implementation.
  • Developed and implemented full sales lifecycle cadences for the sales team.

Senior Business Development Specialist (Solar Division)

Sunlight Financial
01.2018 - 10.2021
  • Awarded the Top Solar Salesman (SaaS - SMB) award for 2019 (Q1, Q2, Q3) & 2020 (Q1). Sourced and onboarded 60+ new partners onto the platform.
  • Communicated business performance, forecasts and strategies to investors and shareholders.
  • Coordinated efforts across departments such as sales, marketing, and product development teams to ensure smooth execution of strategic initiatives.
  • Provided comprehensive training for junior team members to enhance their skills in driving sales performance.

Product Manager

Sunlight Financial
03.2020 - 10.2021
  • Tasked with developing and maintaining a new business vertical (mortgage refinance) for Sunlight Financial.
  • Devised content strategy to effectively engage target audiences.
  • Thrived in fast-paced, highly-adept team to develop and prioritize product features and build product roadmap.
  • Launched successful products by conducting thorough market research and identifying customer needs.

Mortgage Loan Officer

AmeriFirst Financial of Texas
01.2017 - 01.2018
  • Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
  • Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.

Business Development Representative/Team Lead

AmeriFirst Financial Inc
01.2015 - 01.2017
  • Worked directly with top producing Loan Originators to find ways to creatively grow their brand.
  • Collaborated closely with marketing teams to develop targeted campaigns for lead generation.
  • Contributed to event marketing, sales and brand promotion.

Inside Sales Specialist

Phoenix Pumps Inc
01.2013 - 01.2015
  • Receive and handle inbound customer requests and provide product solutions to their specifications.
  • Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
  • Generated detailed reports outlining individual performance metrics for review at quarterly evaluations.

Merchandising/Sales Analyst

The Pet Firm
01.2011 - 01.2013
  • Work directly with various pet manufacturers to analyze sales trends with the goal of planning creative ways to promote future projects.
  • Manage state registrations for multiple vendors to insure all consumable products are licensed in accordance with AAFCO regulations in all states.

Video Scout Internship

Phoenix Coyotes
01.2010 - 01.2013
  • Edit and compile game film of amateur players for the Phoenix Coyotes' scouting department.

Sales/Marketing Internship

Phoenix Coyotes
01.2010 - 01.2011
  • Collaborate directly with members of the Phoenix Coyotes Sales and Marketing team to coordinate an 'ASU Night' at a Phoenix Coyotes Hockey game.

Education

Bachelor of Arts - Business Sustainability

W. P. Carey School of Business, Arizona State University
05.2013

Skills

  • Proficient in Microsoft Word, Microsoft Excel and Microsoft PowerPoint
  • Experience with JIRA
  • Sales management
  • Verbal and written communication
  • Teamwork and Collaboration
  • Proficient with SalesForce CRM including HVS

Recognition And Awards

Top SMB Business Development Specialist (Solar Division): Sunlight Financial: (Q1, Q2, Q3 for 2019 / Q1 2020)

Timeline

Director of PropTech/RegTech & LendingTech

Yoh FinTech Services
01.2022 - Current

Product Manager

Sunlight Financial
03.2020 - 10.2021

Senior Business Development Specialist (Solar Division)

Sunlight Financial
01.2018 - 10.2021

Mortgage Loan Officer

AmeriFirst Financial of Texas
01.2017 - 01.2018

Business Development Representative/Team Lead

AmeriFirst Financial Inc
01.2015 - 01.2017

Inside Sales Specialist

Phoenix Pumps Inc
01.2013 - 01.2015

Merchandising/Sales Analyst

The Pet Firm
01.2011 - 01.2013

Video Scout Internship

Phoenix Coyotes
01.2010 - 01.2013

Sales/Marketing Internship

Phoenix Coyotes
01.2010 - 01.2011

Bachelor of Arts - Business Sustainability

W. P. Carey School of Business, Arizona State University
Steven Wodecki