TREVOR BURBIDGE
Newport Beach,California
Summary
Accomplished Account Manager at Regents Capital, adept in financial analysis and building strong client relationships, excelled in structuring deals and solving complex credit issues. Recognized for driving sales growth and leveraging online marketing to enhance client retention. Proven track record in prospecting and managing accounts across large markets, with a focus on achieving and surpassing sales targets.
Overview
6
6
years of professional experience
Work History
Account Manager
Regents Capital
05.2022 - 06.2024
- Was hired as an SDR and promoted within 6 months to Account Manager.
- Developed a book of business with C-Suite Executives at companies with revenues averaging 5 million to 1 billion dollars.
- Priced and structured loans using T-Value and Excel.
- EFA, FMV, Dollar buy out, operating leases.
- Used CRM and Softwares: Salesforce, Outreach, and Zoom-info to identify and prospect clients.
- Average deal size around 350k but often bid on larger projects up to 40 million that could not provide competitive economics due to lack of debt sources.
- Evaluated financials and helped paint a clear picture to underwriting on customers financial situation/ needs.
- Addressed problems with credit, accounting, insurance, titling, billing, and vendors.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Mortgage Loan Officer
Lexington Home Loans
06.2019 - 04.2022
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Finance/Sales Consultant
United Imports/Puente Hills Mitsubishi
05.2018 - 06.2020
- Assisted the company in obtaining clients through management of digital advertising
- Salesman of the month several months in a row.
- Aided in financing customer purchases through the bank.
Education
Business/Finance
Fullerton College
05.2021
Diploma -
La Serna High School
04.2016
Skills
- Prospecting Small- Large Market
- Dealing With Lenders And Bank Approval
- Financial Analysis
- Problem Solving
- 5 Sales Experience
- Finance And Deal Making
- Online Marketing/ Building Client Relationships
- Accounting
Hobbies and Interests
- Surfing
- Golfing
- Exercise
- Music
Timeline
Account Manager
Regents Capital
05.2022 - 06.2024
Mortgage Loan Officer
Lexington Home Loans
06.2019 - 04.2022
Finance/Sales Consultant
United Imports/Puente Hills Mitsubishi
05.2018 - 06.2020
Business/Finance
Fullerton College
Diploma -
La Serna High School
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