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Click here or scroll down to respond to this candidateCandidate's Name
Street Address EMAIL AVAILABLE PHONE NUMBER AVAILABLEMANAGEMENT PROFESSIONAL:Award winning customer service manager, skilled in coaching best practices, training and development, and relationship building with new and potential clientele. Ability to manage a multifunctional team in an operational or sales environment. Experienced in Bank management and Retail sales management. NMLS Certified.PROFESSIONAL EXPERIENCELyons Commercial Data/Autoscribe Corporation, Jacksonville, FL July 2024Sr. Business Development and Account ManagerDevelop sales strategies to attract potential buyers or solicit new customers.Collaborate with sales executives to ensure the company's goals and targets are achieved.Develop different strategies as the market demands.Provide technical support for onboarding and new client training sessionsInitiate contact with potential customers by calling or responding to inquiries to generate new sales opportunities.Research target customers thoroughly and develop an informed approach when responding to inquiries.Build a comprehensive understanding of the Companys products and services to function as an expert with prospects and leads.Identify how our solutions meet potential client needs and present products for consideration.Move solid leads to a salesperson, and arrange in-person meetings, emails, or phone calls.Manage and maintain a pipeline of interested prospects following up with potential customers who expressed interest but did not purchase any goods or services.Develop outbound lead generation campaigns to improve the companys brand name and target new prospects.PRP Wine International, Jacksonville, FL 2019-2024Branch Manager/ Wine Consultant July 2024-June 2024Responsible for the Northeast Florida Region, recruiting and human resource functions.Sales manager, provides Coaching, Training and DevelopmentEnsures sales and marketing for the region, events in home wine tasting experience and tradeshowsManages a staff of 5-15 to ensure sales goals are made above and beyondSales and Inventory audit controlsExtensive wine knowledge trainingFood and Wine Pairing preparation and presentation trainingFedEx, Jacksonville, FL 2017-2019DriverDeliver packages to various locationsDot CertifiedSunTrust Bank, Jacksonville, FL 2016-2017Personal Banker IVLoan ProcessingMortgage originations (various loan types)Wealth managementRisk managementInternal auditing and quality controlWoodforest National Bank, Jacksonville, FL 2013-2016Branch ManagerManages a staff of 5 to ensure quality of training, account production, lending and personal bankingTraining and DevelopmentQuality audits/quality controlBudget and goal forecastingVault and cash handling operationsLending origination and closing/compliancePHH Mortgage, Jacksonville, FL 2012-2013Loan ProcessorResponsible for the processing of loans after registration, ensure compliant processing and accurate closing proceduresQuality audits/quality controlLoan Processing (various loan types)Escalate research issuesReportingInbound/Outbound callingFirst Florida Credit Union, Jacksonville, FL 2009-2012Branch ManagerManages a staff of 6-10 to ensure quality of lending, mortgages and general personal bankingQuality audits/quality controlLoan Processing (various loan types)Escalate research issuesReportingInbound/Outbound callingProvides continual coaching and mentoring to staffUrban Trust Bank, Jacksonville, FL 2008-2009Assistant Vice President, Branch ManagerManages a staff of 8-10 to ensure production goals are met and monitors personal banking and salesTrainingCoaching and DevelopmentQuality audits/quality controlBudget and goal forecastingVault and cash handling operationsLending origination, closing and complianceSun Trust Bank, Jacksonville, FL 2006-2008Branch Manager-Retail Banking and Investment Service/ Financial Sales RepManages a staff of 8 banking professionals for in-store retail bankingLoan Processing, origination and complianceMortgage originations (various loan types)Wealth managementRisk managementInternal auditing and quality controlBB&T Branch Banking and Trust, Jacksonville, FL 2005-2006Relationship BankerAssisted in loan originations and closing on various loan types. Ranked in the top 5% of production Company-wide.Promoting new account servicesMortgage lending and Loan ProcessingComplianceCustomer profilingCompass Bank, Jacksonville, FL 2003-2005Floating Financial Customer Service Representative:Responsible for the coverage of 22 financial banking centers along with a proactive approach in promoting all products and services offered.New account setupResearchLoan Origination and Loan ProcessingComplianceNew account/Lending AuditsSouthTrust Bank, Daytona Beach, FL 2001-2002Financial-Customer Service RepresentativeResponsible for promoting all products and services offered, soliciting and maintaining customer relations, lending practices/origination, processing and closing, financial consultation, and alternative investment counseling.New account setupLoan originations and Loan Processing (various loan types)Financial needs assessment profilingMellon PSFS Bank N.A, Vineland, NJ 1997-2000Branch Manager Retail Banking and Investment ServiceResponsible for generating, maintaining and servicing profitable financial relationships for the branches over all annual goals. Originate and approve applications for home equity loans, business equity lines of credit, unsecured lines of credit, commercial and residential mortgage, and security based loans.Managed a staff of 8-10 banking professionals.Provided coaching and development sessionsLoan Origination and Loan ProcessingComplianceAudit and Quality controlEDUCATION:Atlantic Cape College, Mays Landing, NJ Business Management, Florida State College, Jacksonville, FLAmbassador Christian Academy, Glassboro, NJ College Preparatory High SchoolADDITIONAL SKILLS:20 years of retail banking management and loan origination, loan processing and closing on various types of loans Home Equity Specialist, Microsoft office efficient, bank software applications, Novell, Bank Star, BankPro, Kronos, Altell, Fidelity, MSP, Host, Pega, DOD (Department of Defense), i-Vault, InfoSource, CCW (Customer Care Workbench), Iperformease Cash, Idesk Argo, Microsoft Office Salesforce, LinkedIn, |
