Zach Anderson

Developed business pipeline by utilizing various channels, including cold calling, networking events, referrals, and digital platforms, to engage with prospective clients. Conducted market research to identify potential commercial lending clients within the target market segments. Served as a trusted advisor to clients, providing guidance on our loan product and solutions tailored to meet specific requirements. Partnered with underwriters, credit analysts, and loan officers to assess client creditworthiness and structure loan proposals.

• Hosted live webinars educating an audience of business brokers and referral partners on our loan program and presented as a panelist for business brokerage firms on multiple occasions.
• Successfully onboarded a lead opportunity that eventually lead to an $8MM loan engagement.
• Improved lead generation efforts by refining prospecting techniques with the marketing team, resulting in higher-quality leads for the sales team.
• Member of a team that originated $181MM in USDA business loans in 2023.

Supervised office and warehouse operations, material flow, sales, purchasing, logistics, and forecasting. Pricing spreadsheets, requests for quotations, and proforma invoices. Analyze consumer and vendor accounts, select products and suppliers. Generate sales reports for supervisors and pricing spreadsheets for clients. Manage all out of the ordinary situations concerning inquiries, complaints, or comments

• Client relations manager for warehouse and manufacturing accounts ranging up to $3M in annual sales.
• Worked cross functionally across all departments, bridging the gap between upper management and staff.
• Initiated domestic and international shipping programs, increasing revenue by 15% within the first six months.

Promoted to purchasing and inventory management role working directly with management to keep the warehouse stocked and production running smoothly.

• Negotiated with vendors to give the company an edge on the competition.
• Recognized and amended poor packaging / shipping techniques, yielding 5% decrease in damaged goods across three branches.
• Spearheaded the duty of managing the branches new upholstery sample department, as we expanded from the marine industry, into the architect and design community working with furniture and interior design groups.

Hired as an entry level customer service and general office role as I learned the ins and outs of the industry. Quickly excelled to the role of key liaison for two of the company’s largest key accounts within six months.

• Answered phones, processed orders, supported management where needed.
• Assisted with customer inquiries and resolving any issues that may arise.
• Streamlined office operations by adjusting order entry procedures, increasing employee efficiency by 30%.

Facilitated business for luxury vacation rental properties by collaborating with real estate companies. Daily / weekly turnaround, minor repairs, painting, and landscaping. Networked with clients requested aid in their private residences and interior designers looking for project assistance. Negotiated with contractors as necessary for major changes

• Administered upkeep and repairs for more than 30 luxury homes, amounting to well over $1B in total assets.
• Awarded “#1 Rental Management Team” by outperforming 80% of competitors.
• Worked with properties selected to be featured in Coastal Living magazine, reaching a clientele of over 600K nationwide.