Terry Kuehl
Indianapolis,IN
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
34
34
years of professional experience
2
2
Certifications
Work History
Mortgage Account Manager
Everwise Credit Union
Indianapolis
03.2005 - Current
- Establish relationships with realtors and real estate offices and inform them of current products, programs, promotions and interest rates
- Conduct sales presentations to real estate office sales meetings and Professional realtor organizations
- Responsible for educating and working with Service Center Managers and Business Development Officers to further establish relationships with business partners and promote mortgage services
- Responsible for participating in Realtor and Professional groups and other community related activities
- Responsible for cross selling and promoting all other TCU products
- Voted by Indy Monthly readers “Top Lending Professional” 2012 - 2015 and 2020 - 2022
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Educated clients on new products or services to increase customer engagement with brand.
- Negotiated prices for products and freights to reduce cost of acquisition by achieving lower price.
- Developed and implemented strategies to increase client retention.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Built diverse and consistent sales portfolio.
- Attended monthly sales meetings and quarterly sales trainings.
- Maintained current knowledge of evolving changes in marketplace.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Presented professional image consistent with company's brand values.
- Built relationships with customers and community to promote long term business growth.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Contributed to event marketing, sales and brand promotion.
- Negotiated prices, terms of sales and service agreements.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Developed and maintained strong working relationships with professionals within assigned territory.
Commercial Lending Specialist
Everwise Credit Union
Indianapolis
03.2017 - 08.2019
- Evaluate credit worthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and feasibility of granting loans
- Determine all applicable ratios and metrics and set up debt payment plans
- Communicate with clients either to request or to provide information
- Justify decisions (approvals/rejections) and report on them
- Complete loan contracts and counsel clients on policies and restrictions
- Update job knowledge on types of loans and other financial services
- Maintain and update account records
- Assess customer needs, explore all options and introduce different types of loans
- Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas.
- Assessed loan portfolios for compliance with underwriting policies.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Explained very technical financial information to applicants in easy to understand language.
- Developed and maintained relationships with customers, lenders and other third parties.
- Monitored pipelines to track and log status of loans.
- Researched and updated industry knowledge on changing legislation and regulations.
Mortgage and Financial Consultant
LANGDON MORTGAGE COMPANY, INC.
Indianapolis
06.2001 - 03.2005
- Responsible for identifying and acquiring new residential loan business
- 12.8M in purchase and refinance business exceeding 2004 goal by 24%
- Established and managed a defined customer base to ensure growth and profitability
- Implemented strategic sales techniques and customer service models to ensure total customer satisfaction throughout the entire lending process/cycle.
Commercial Account Manager
FORD MOTOR COMPANY
Indianapolis
07.1997 - 05.2001
- Identified, solicited and serviced major commercial vehicle accounts
- 5.6M in major account sales 4/2000 – 4/2001
- Honored recipient of Ford Motor Company’s Blue Oval Award, 8/2000 for achievement in providing Highest Level of Customer Satisfaction.
Regional Marketing Manager
SIX FLAGS THEME PARKS
11.1994 - 06.1997
- Solely managed total business marketing operations while maximizing park attendance in St
- Louis and Chicago parks
- Sold and promoted mass retail programs and third party promotional opportunities by teaming with McDonald’s, Indianapolis Motor Speedway, and Coca-Cola
- Increased distribution of promotional materials from 200,000 to 2,200,000 pieces, which generated sales of $2M+ annually.
Group Sales and Tourism Manager
INDIANAPOLIS ZOO
12.1989 - 11.1994
- Consistently met and exceeded group sales attendance and revenue objectives by generating 60% of new business
- Personal sales goals totaled 200,000 out of 956,000 Zoo visitors
- Developed promotions, employee appreciation events and corporate events including the NFL, NBA, NCAA, and the Indianapolis Motor Speedway.
Education
Bachelor of General Studies -
BALL STATE UNIVERSITY
Muncie, IndianaSkills
Introduction of Products/Services to Marketsundefined
Certification
Professional Realtor, Indiana, 1995, Present
Affiliations
- Board of Directors, YMCA Camp Eberhart, 2002, Present
- Board President, Care for Kids Foundation, 2009, 2014
- Volunteer, Cystic Fibrosis Foundation, 2004, Present
- Volunteer, National Kidney Foundation, 2006, Present
Timeline
Commercial Lending Specialist
Everwise Credit Union
03.2017 - 08.2019
Mortgage Account Manager
Everwise Credit Union
03.2005 - Current
Mortgage and Financial Consultant
LANGDON MORTGAGE COMPANY, INC.
06.2001 - 03.2005
Commercial Account Manager
FORD MOTOR COMPANY
07.1997 - 05.2001
Regional Marketing Manager
SIX FLAGS THEME PARKS
11.1994 - 06.1997
Group Sales and Tourism Manager
INDIANAPOLIS ZOO
12.1989 - 11.1994
Bachelor of General Studies -
BALL STATE UNIVERSITY
Professional Realtor, Indiana, 1995, Present
Mortgage Broker, Indiana, 2001, Present
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