Jose M. Acevedo Jr

• Solely responsible for territory across the United States, including Texas, Mid Atlantic Region, Georgia, and the Carolinas. Clients include , and National accounts with exclusive partnerships. 
• Responsible for 40 million in funded volume with LendingClub’s (Fintech Bank) BNPL patient financing subdivision. Compensated on funded volume.  Over 400 million in application volume in territory annually. Average % to plan 114% to date. 
• Business development client facing field territory role. Defend, Develop, and Acquire clients that  produce topline revenue for the company (top 20%) exclusively.  Complete ownership of territory and sole executor of territory.  Top performing rep out of 4 Sr Business Development Managers in all of LendingClub, publicly traded company.  Only bi-lingual rep in company. 
• Serving the Dental,  Bariatric, Hair, Fertility and National Account market. Serving: Aspen Dental, Bosley/Hairclub, ClearChoice,  Institutions/Universities, Mid to Large DSO's and many large national accounts. 
• Includes travel to territory (minimum monthly), business reviews, and partnership strategy to secure long term commitments. Cultivate new distribution relationships (acquisition + onboarding) to add to sales funnel. Continue to nurture existing relationships to defend against attrition and offer dynamic solutions as needed. 
• Obtain market research to help influence product leadership, while increasing company KPI goals. Meeting with VP quarterly to review territory performance and performance toward company objective. Report directly to director of sales.

• Account Manager for a publicly traded company (LC) in the patient solutions subdivision. Top performing Sales Rep in company for acquisition for 2017 + 2018. #2 Rep in Company for development and revenue 2019. 19% YOY growth in Revenue. 2017.  
• *Owned Downtown Los Angeles/ Beverly Hills, Salt Lake City, Utah, and SF/San Jose/ Oakland/Eastbay territory in a hybrid outside sales Role 2015-2018.   
• Account Manager for Central and Southern Florida in 2019 H1
• *Duties involve acquiring new clients in different vertical markets (Dental, Surgery, Fertility, and Hair Restoration) and growing existing client base to increase funded volume. Closing complex deals with large institutional organizations and large groups. Leverage relationships within the industry to further develop existing book of business. 
• Averaged 108% to goal. 
• 65.7% Enrollment rate and 52.8% Registration rate for ACQ H1 2018 (ACQ team leader for both metrics)
• Territory field visit minimum 1 per quarter. 
• Completed 42 Business Reviews in territory.
• Attended 4 tradeshows per year minimum. 
• Continued partnership with Dentsply & Straumann to help with acquisition and development of large revenue potential accounts. Includes co-travel with reps.

• Assisted in Business Development initiatives for existing corporate clients, helping to acquire new companies to use DCU as part of their HR/Benefits plan. Scheduled travel and cold visits to employers to garner new business from company and employee base. 
• Achieved sales goals for Digital Credit Union to increase membership base, assets under management, and consumer relationship. 
• Consumer Loan Originator, Processor,  Underwriter and Post Closer.  Experienced in Loan Auditing, IRA account origination & servicing, Trained in Consumer Credit primarily using Equifax Beacon 5.0.
• Consumer underwriting and commercial loan underwriter (up to 50K)

Concentration - Accounting

Concentration-Accounting