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Work Experience

Lending Club (LC)

May 2015 Present

Account Manager

*Account Manager for a publicly traded company (LC) in the patient solutions subdivision. Top performing Sales Rep in company for acquisition. #2 Rep in Company for development and revenue. 19% YOY growth in Revenue. 

*Owned Downtown Los Angeles/ Beverly Hills, Salt Lake City, Utah, and SF/San Jose/ Oakland/Eastbay territory in a hybrid inside/outside sales Role. 

*Duties involved 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. Exceed acquisition and revenue forecasts. Leverage relationships within the industry to further develop existing book of business. 

Digital Federal Credit Union (DCU)

May 2011May 2015

Member Service Representative 

*Consumer Loan Originator, Processor, and Post Closer. Assist in end of day closing with Branch Staff. Experienced in Loan Auditing, IRA account origination & servicing, Trained in Consumer Credit primarily using Equifax Beacon 5.0.

*Achieved sales goals for Digital Credit Union to increase membership base, assets under management, and consumer relationship. 

*Assisted in Business Development initatives, 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. 

Macy's

Jan 2010Mar 2011

Men's Associate

*Handled year-end inventory, front-end sales, and jewelry department.

*Achieved individual monthly sales quota and department-wide sales revenue quota.

Skills/Competencies

Finance

Background in Finance in both the banking and pure lending sector.

Dental Sales

Sales in the Dental Industry. Expertise in the industry and understanding the key players in the space.

Specialty markets

Expertise and skill in specialty markets

Challenger Sale

CEB training for Challenger Sale.

Microsoft Word, Excel, & PowerPoint

Intermediate Word, Excel, & PowerPoint skills.

IRAs

IRA origination and servicing of IRA accounts (withdrawals, contributions, rollovers, and withholding).

Language Skills (Bilingual)

Fluent in English and Spanish. Engaged the Spanish speaking member to help garner business. "Go-to" person for Hispanic community outreach.  

Sales

Sales trained and oriented. Able to respond to sales cues to facilitate/close on sale, while also meeting metrics & excel in customer service.  Able to cross-sell as opportunities arise. Able to offer speficic products/service based on customer needs

Credit Analysis

Trained to analyze consumer credit utilizing Equifax Beacon 5.0 credit score model. Able to make recommendations to establish or re-establish credit based on personal credit history. 

Loan Origination

Origination of all consumer loans, recommend approval or denial (short of underwriting). Tasks include gathering supporting documents, cross selling, & periodic audit/review of closed loan applications for error, efficiency, and verification of supporting documents.

Education

Fitchburg State University

Dec 2011Present

Bachelors of Science in Business Administration

Concentration - Accounting

Mount Wachusett Community College

20092011

Concentration-Accounting

Certifications

Commonwealth of Massachusetts

Aug 2012Aug 2019

Notary Public

Affiliations

LULAC- League of United Latin American Citizens

Member since 2015