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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Results-focused, disciplined and expert-level Sales Manager with a reputation for delivering cutting-edge products and services. Skilled in generating revenue, establishing effective networks and building strong, effectual sales teams focused on the delivery of top-notch customer service. Extensive experience in marketing, management and banking. Proven ability to thrive in both group and independent working environments. Able to think strategically, assess crucial issues and deliver on follow-through. Demonstrated aptitude for determining customer solutions using a consultative sales approach. In search of a challenging and exciting Inside Sales Representative role that will allow for a remote work environment in the retail or administrative sectors.


Key Areas of Knowledge & Expertise


Relationship Management | Profit Optimization | Revenue Generation | Operations Management | Cost Containment

Performance Assessment | Project Management | Customer Service Delivery | Risk Mitigation | Event Planning | Promotions

Interpersonal Communication | Critical Thinking | Problem Solving | Strategic Planning | Closing | Production Efforts

Contact Management | QuickBooks | ZOHO CRM | Salesforce | MS Office | Windows


Professional Experience


Rotonda West Golf and Country Club

Assistant to the Club Golf Professional (2015-Present)

         Deliver unsurpassed customer service at all times to a diverse client base; included handling all key and cash handling

         Spearhead engaging and effective marketing and communication strategies

         Facilitate event planning for tournament and league play

         Increase membership sales by catering to active Semi-Private Golf Club members; also boost pro shop and restaurant sales

         Guide, mentor and supervise a dynamic team of golf course personnel


Sean Barrett Distribution

Owner/Sales Manager (2010-Present)

         Fuel sales amongst over 300 on-and-off premise accounts; call on up to 60 each day to sell products and related services

         Garner maximum sales profit, growth and account penetration within an assigned territory

         Personally contact and secure new business accounts/customers; foster lasting relations with both prospects and current clients

         Craft concise and effective written proposals and quotations for current and prospective clientele; also work diligently to expedite the resolution of client concerns

         Devise a personal sales strategy by maximizing the Return on Time Investment within assigned territory

         Deliver reports to management regarding customer needs, concerns, interests, as well as ideas for new products/services

         Stay informed of product applications, technical services, market conditions, competitive activities and advertising, as well as promotional trends by reading current literature and consulting with the marketing and technical service areas

         Serve as an active participant in industry trade shows and conventions

         Data mine social networks for new/existing account information

         Manage a team of Sales Representatives; train them on product specifics and closing techniques

         Clients include Go Qualifi, Sysco Broadline Food Distribution, Noble Food Service, Sunset Spices and Specialties, Mermaid Spice and Opici Wines


Wholesale Mortgage Representative

Account Executive (2005-2011)

         Drove sales and service efforts to more than 200 Correspondent Lenders, Mortgage Brokers and Loan Officers

         Developed a territory for Mortgage Bankers, used to market and sell products focused on conformance, government, commercial, Alt-A, sub-prime and niche products

         Implemented a strategic business plan via email blasts, fliers, online presentations and in person to illustrate a total package of product offerings; done to maintain and strengthen business relationships

         Drove initial contact with Brokers to determine their respective needs and qualifications; demonstrated excellence in developing and maintaining positive broker relationships

         Directed the broker approval process from start to finish; provided vital direction to the Broker while also advising Mortgage Brokers and the internally-sourced Broker Approval department

         Provided all approved Brokers with current rate sheets and underwriting guidelines; educated each on pricing/program requirements, submission/documentation and approval criteria


Yyyyyy x. yyyyyy



Account Executive (Continued)

         Completed field underwriting and pipeline monitoring with precision and strong attention to detail

         Thoroughly assessed the content of all loans prior to submission

         Served as an effective liaison between the Broker and internal personnel; included the delivery of sales and technical training

         Headed a series of weekly seminars for new and experienced brokers, this presenting Mortgage Bankers with unique programs

         Reviewed broker activity to determine whether it was in sync with the Mortgage Banker appetite

         Played a pivotal role in the launch of a new website; included providing valuable feedback to the Website Administrator

         Created standards for pipeline reporting and broker approval status; set expectations with Brokers for desired results to adhere to performance standards

         Discussed current market trends with Brokers and internal leaders

         Saw an all-time high monthly accomplishment in closing 45 loans; generated $12M in total volume for the Mortgage Banker



Consumer Loan Officer/ Relationship Manager (2000-2005)

         Aided in establishing an entire deposit and loan process to internet-based clients

         Sold and serviced Home Equity credit lines, along with credit cards, automobile loans and deposit account products

         Fielded over 1K applications per month in a high-application environment

         Oversaw the continual sales process by developing relationships at all levels within each account; effectively responded to and anticipated needs in order to attain the utmost in customer satisfaction

         Acted as a team leader and coach to motivate a qualified team that surpassed departmental objectives in a Call Center setting

         Encouraged clear and open communication to improve front-line employee expertise related to products, competitor activity and behaviors that benefitted the customer

         Communicated on a daily basis with customers to propose and implement products that met each client s respective fiscal needs

         Leveraged superb organizational skills to anticipate, plan, organize and self-monitor the team workload


         closed 312 auto loan products that generated more than $5M in volume for the Bank


Citibank, N.A./ First Union National Bank, Brokerage Services & Insurance Group

Client Financial Specialist/ Analyst (1998-2000)

         Developed, sourced and acquired new clients by maximizing sales opportunities and proactively seeking out opportunities to turn each interaction into a sales pitch

         Developed and introduced a tailored plan to execute an established sales strategy that was performed against individual goals

         Increased levels of client acquisition, new sales and non-portfolio sales; drove overall customer satisfaction by providing quality service rooted in company values across the entire sales process

         Completed extensive training program for dual employment status, as well as both the Series 6 and 63 exams that allowed for the sale of mutual funds

         Was a consistent top producer for mutual fund products from September 1999 to April 2000

         Marketed and vended traditional bank products including lending authority for consumer loans, as well as lines for prime equity, home equity and preferred bank

         Also facilitated product sales to clients after extensive profiling; surpassed monthly sales quotas

         Also led area in new account openings and cross-selling opportunities


Education & Credentials


Bachelor of Science, Business Administration-Economics, Xavier University

Exam Completion, Series 6 and 63

Membership, NASD

Also engaged in company trainings, including an equivalent of Six Sigma



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