- Pomona, NY US
- [email protected]
Worked alongside owner of Bank to develop and implement marketing and advertising strategies designed to increase revenue while keeping lead cost at approximately 10%. Managed 6 Loan Officers providing support on pricing, processing, underwriting and closing residential mortgage loans. Utilized technology to streamline communications between branch and main offices, creating efficiencies that increased per-loan profitability and decreased turn-around time. Directed 12 Telemarketers who consistently met leads / hour and sales / lead goals.
Utilize business development, sales, sales management & relationship management skills to grow loyalty and profitability while acting as the primary point of contact for Fixed Income Traders, FX Spot, Forward, Options, Emerging Markets Traders and FX Sales / Analysts at high-profile banks as well as for Corporate Treasurers at Fortune 500 Corporations and notable media accounts. Collaborate internally with Account Management, Technical and Data experts as well as Salespeople to drive solutions and increase net sales. Provide expert front-line support and training for suite of market data desktop products and FX transaction platforms while aggressively hunting for upsell opportunities. Maximize desktop revenue, enhance customer usage and transactions, and offer timely resolutions to end-users via work-flow management. Anticipate customer needs by focusing on end-user challenges and relate business intelligence to technology development organization creating client-centric solutions.
Leveraged financial and sales management experience to join #1 rated Life Insurance Company. Successfully managed portfolio of personal retirement funds in excess of $1M for clients. Created and executed business plan revolving around company’s strengths and targeted markets facilitating generation of maximum leads with minimal investment. Marketed company via community and networking events, business-canvassing, walk-and-talks, elevator approaches, direct mail and an online presence to garner necessary name-flow to set and maintain 8-10 face-to-face appointments each week. Utilized fact-finding and educational approach while meeting with clients to achieve a high closing ratio, customer satisfaction, consistent referrals and maximum commissions. Used technology to provide outstanding, comprehensive presentations to clients joining integrated and comprehensive solutions for insurance and financial needs.
Oversaw enterprise that consisted of 50 employees including 20 inside and outside sales representatives spread over 3 locations with a multi-million dollar annual budget and gross average annual revenue of $2.62M. Devised and executed marketing strategies that aligned with revenue expansion goals. Established standards for sales processes and customer interaction/closing techniques. Identified and implemented process improvement and cost reduction measures to increase efficiency and improve bottom-line results. Managed relationships with lenders, title companies and appraisers, leveraging volume for superior pricing and turn-around time. Developed and taught sales, processing and compliance training programs. Held weekly status meetings with salespeople, telemarketers and processors, while administering payroll and benefits package. Helped design proprietary Web-based software to maintain full visibility into sales supply chain. Worked with bank executives on creation of new products and brought them to market minutes after release.
Attended on Full Academic Scholarship
Cumulative gpa: 3.94 / 4.0; Final Rank, Public Communications: 1 / 37
Cumulative gpa: 3.917 / 4.0; Communications gpa: 4.0 / 4.0; English gpa: 3.9 / 4.0
Final Rank, College of Arts & Sciences: 8 / 1301