Tom Wheeler
Reno,NV
Summary
Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client engagement and increase overall production.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Client Success Consultant
Open Lending
Reno, NV. (Remote)
03.2024 - Current
- Developed strong client relationships, ensuring satisfaction and retention through personalized support.
- Analyzed client feedback to identify areas to improve certificate volume from low producing clients.
- Monitored client success metrics, providing yield data to enhance overall certificate performance.
- Conducted comprehensive analysis of client feedback data, identifying areas for improvement and implementing necessary changes.
- Boosted client retention rates by building strong relationships and providing proactive support.
Regional Account Manager
Open Lending
Reno, NV. (Remote)
01.2022 - 03.2024
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met existing customers to review current services and expand sales opportunities.
- Built relationships with customers and community to promote long term business growth.
- Managed 21 strategic accounts and increased overall production by 17% within the first year.
- Renegotiated contracts with expiring accounts to continue relationships with current company clients.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Uniform and Facilities Account Manager
Cintas
Reno, NV
08.2021 - 12.2021
- Delivered engaging and polished presentations to highlight products and draw favorable competitor comparisons.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Improved account management by predicting potential competitive threats and outlining proactive solutions and handled over 100 client touch points each day.
- Oversaw new business development and customer servicing.
- Summit Club Sales Award every month. Facility record to this day.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Lending Manager
Greater Nevada Credit Union
Carson City, NV.
08.2013 - 08.2021
- Increased Overall Lending Production by 67% over six years
- Managed and grew consumer loan portfolio of over $1 billion
- Trained newly hired employees to provide information regarding processes, procedures and deadlines.
- Advised clients of financial services that could prove to be beneficial.
- Coached sales team to average ancillary to loan penetration of 71%.
- Recruited, interviewed and hired new employees bringing value to lending department.
- Conducted weekly one-on-one meetings with employees to provide performance evaluations, resolve issues and answer questions.
- Approved and underwrote consumer loans for lines of credit and home equity.
- Managed 15 highly capable and talented individuals
Education
Bachelor of Arts - American And English Literature
University Of Nevada Reno
Reno, NV05-2003
High School Diploma -
Incline High School
Incline Village, NV06-1998
Skills
- Consumer Loan Underwriting
- Relationship Building
- Indirect Lending
- Business Development
- Sales Management
- Retail banking
- Coaching and Mentoring
- Financial Literacy Facilitator
- MS Office Certification- Level 3
Accomplishments
- History of vetting and testing Loan Origination Software
- Certified in Lending Analytics Academy from CU Direct
- Analyze specific credit attributes to create successful pre-screens quarterly.
- Certified in Project Management
- Board of Governors for the Northern Nevada League of Credit Unions
Certification
- Project Management Certification
- Lending Analytics and Portfolio Management Certified- CU Direct
- Market Ambassador for Residual Based Financing from Auto Financial Group
Timeline
Client Success Consultant
Open Lending
03.2024 - Current
Regional Account Manager
Open Lending
01.2022 - 03.2024
Uniform and Facilities Account Manager
Cintas
08.2021 - 12.2021
Lending Manager
Greater Nevada Credit Union
08.2013 - 08.2021
Bachelor of Arts - American And English Literature
University Of Nevada Reno
High School Diploma -
Incline High School