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Click here or scroll down to respond to this candidateCandidate's Name
Dallas, TXPHONE NUMBER AVAILABLE EMAIL AVAILABLEPROFESSIONAL SUMMARYResults oriented business leader with more than 10 years of success in business development, operations and relationship management. Effective liaison to key clients, accounts and external business stakeholders. Offering ability to leverage trends across industries and markets to derive solutions and approaches focused on creating value for customers and profitability for company. Demonstrated ability to streamline processes for efficiency and productivity. Versatile and innovative at seeing big picture while still focusing on details.SKILLSEquipment FinanceBusiness DevelopmentCommercial LendingRelationship ManagementBusiness OperationsContract NegotiationDatabase ManagementSalesforceClient RetentionVendor ManagementWritten and Verbal CommunicationClient RetentionAccount ManagementRisk ManagementSalesforceConsultative SalesBusiness PlanningCredit AnalysisProblem SolvingWORK HISTORYSR SMALL BUSINESS BANKING RELATIONSHIP MANAGER 11/2021 to CurrentWells FargoMaintaining clients in the $1-10MM annual sales range; targeting businesses that are credit worthy and bring profitable annual revenue thresholds to the bank ensuring complete capture of entire banking relationship: Identifying and implementing Treasury Management (TM), Merchant Card and SBA cross-sell opportunities.Credit AnalysisGenerated new business loan volume by 80%Complied with established internal controls and policies.Delivered exceptional experience and maintained portfolio of 250 clientsACCOUNT EXECUTIVE 12/2018 to 11/2021Partners Capital GroupSourcing of clients in the $1-10MM annual sales through emails and cold callingCredit analysis and underwritingWorking closely with internal business partners; collecting the necessary documentation in order to structure, price and close equipment finance leases and loansGenerated new business revenue by 65% while increasing revenue of existing portfolio by 15%Implemented quick and effective resolutions to customer issues after salesCARRIER SALES 05/2017 to 12/2018Echo Global LogisticsSupported operations by communicating with customers, filing documents and managing dataManaged complex problem-solving for upper management in order to complete projects on-time and within budgetMatched purchase orders with invoices and recorded necessary informationStreamlined daily reporting information entry for efficient record keeping purposesManaged and responded to all correspondence and inquiries from customers and vendorsRAMP AGENT 10/2015 to 05/2017Delta AirlinesCoordinated with ramp agents to verify baggage was placed on correct outgoing flightCoordinated all ground crew activities to complete objectives on scheduleSafely operated various types of equipment such as conveyor belts, push-back tractors and tugsACCOUNT MANAGER 08/2012 to 10/2015American Capital GroupLiaised with clients through email and cold calling to identify and address needs, growing existing accounts through selling equipment finance servicesCredit analysisCultivated productive relationships and maintained quality communications with account contacts to maximize client retentionDrove team and company profits by developing and strengthening relationships with industry partners and potential clientsEDUCATIONUniversity of Nevada - Las Vegas Bachelor's Degree PsychologyManagers Spotlight Award Outstanding Effort and Achievement, Champions Diversity, Equity and Inclusion |
