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Title Service Agent Sales Associate
Target Location US-MN-Bloomington
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Bloomington, MN Street Address   PHONE NUMBER AVAILABLE  EMAIL AVAILABLEDEDICATED SENIOR ACCOUNT MANAGERKey Account Manager  Lead Account Manager  Account Manager  Account RepresentativeSales Forecasting & Needs Analysis  Order Processing  Trade Agreements  Finance CentersWORK EXPERIENCEFloorplan XpressAccount Manager Minnesota Region January 2023 - PresentResponsible to maintain and drive inventory finance activities with a group of dealers in set region. Daily meeting with diverse group of established dealer group.Balboa Capital a division of Ameris Bank, Minneapolis, MN June 2022  Sept 2022Direct Sales Representative, Vendor GroupDrove success by holding responsibility for originating productive customer sales agreements.Merchants Bank Equipment Finance, Edina, MN Nov 2018 - May 2022Sales Coordinator / Transaction CoordinatorExceeded performance goals via overseeing multiple accounts and diligently communicating with clients via email, phone, presentations, screen-sharing, and in-person meetings.Improved sales through developing productive relationships with business representatives and consulted closely with customers to uncover needs and match available solutions.Enhanced offerings by calling warm contacts for additional business, communicating with external outside sources on credit approvals and questions, and analyzing monthly sales data.Optimized goal setting through establishing sales spreads for monthly deals, ensuring that the department was on track for quarterly and yearly goals, and calculating weekly deal approvals.Augmented communication by using Excel and PowerPoint to track information and share results with management on a monthly basis and monitor numbers on a daily basis.Supported customers through working directly with clients to find the most optimal solutions for their needs, serving as a customer service agent awhile at Merchants Bank Equipment Finance.Streamlined workflow by answering client billing and payment issues, resolving tax and yearly balance questions, and optimizing the supply chain to effectively handle longer shipping times.TCF National Bank, (Equipment Finance Division) Minneapolis, MN Aug 2002 - Oct 2018Sales AssociateWorked on National accounts as a point of contact for questions concerns or resolutions.Standardized work stream through supporting asset transfers, comprehensive lender and equity requests, and audit inquiries, serving as a pricing expert.Generated customer support by championing pre-funding audits, serving as a sales assistant for national accounts, and steering all aspects of pre-credit reviews.EDUCATIONUniversity of Wisconsin-Stout, Menomonie, WIBachelor of Science, HospitalityTECHNOLOGIESSalesforce, Microsoft Office Software Suite (Word, Excel, PowerPoint), DocuSign, Lease Plus, Aspire

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