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Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ firstname.lastname@example.org
Consistent Top Producer Specializing in Mortgage and Consumer / Commercial Banking LOS, High-Volume Account Management, and Training / Development with a Commitment to Meeting or Exceeding Sales Objectives
Mortgage / Financial Software ￨ High-Volume Sales ￨ Marketing ￨ Account Management ￨ RFPs
Negotiations ￨ B2B Technology ￨ Process Optimization ￨ Business Consulting ￨ Trade Shows ￨ Webinars
Customer Success Management ￨ Sales Solutions Engineering ￨ Comprehensive Product Presentations
New Client Implementation ￨ Training / Development ￨ Strategic Analysis / Planning ￨ Key Trends Tracking
Highly Accomplished Leader who makes sound decisions to rexxxxxxect positively on multimillion-dollar software product implementation, planning, and training in alignment with a client s goals. Top Performer who offers solutions-centric critical thinking for insightful, change-oriented results, and who continually promotes seamless customer accommodation and client relationship development as a valuable professional asset. Visionary Self-Starter who rises above challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving scenarios within the competitive banking software industry. Excellent Communicator who develops synergistic relationships with cross-geographical executives, sales / business teams, and clients / customers, and who leads peers by example and with ethics and integrity to optimize operations success.
Sales Solutions Engineer
Capitalize on the opportunity to lead product presentations, handle RFPs, and train account executives and account managers while mastering Next Generation products, including new Consumer, TPO, and LO platforms, CRM, and Product Pricing Engines. Utilize market trends knowledge and competitor technology awareness to qualify sales, deliver presentations, and provide support for positioning of custom development projects. Collaborate among technical solutions engineers for clarification of custom projects and servicing interfaces.
Profitably emphasize paperless lending and compliance products.
Consistently demonstrate value of B2B technology to the mortgage process.
Achieved Circle of Excellence throughout each year of eligibility (2013 2016).
Support nationwide strategic and mid-market account executives and account managers.
Business Consultant Empower LOS
Strategically steered new client implementation and training of Empower LOS, including conducting functional design meetings with client, as well as documenting and delivering system functional and technical specs to client and Empower Development team. Developed client-specific end user training program and conducted classes.
Successfully supported clients with Empower LOS User Acceptance Testing initiatives.
Liaised among clients to program resources, build databases, and assist with system administration.
Assistant Vice President of Sales Velocity LOS (2010)
Rebuilt pipelines within a Southeast territory via aggressive cold calling and leads generation among potential clients and follow ups among existing clients. Collaborated with senior manager and solutions consultant to assess client needs, respond to RFPs, and promote on-site process review analysis and product demonstrations.
Personally worked with C-level executives to successfully close negotiations.
Participated in ongoing marketing, including trade shows and diverse campaigns.
Engaged with cross-functional management teams for leads generation and cross-sales efforts.
Account Manager Velocity LOS (2008 2010)
Led targeted decision-making to support existing StreamLend and Velocity clients within an Eastern U.S. territory, including managing 65 existing clients; assisting with issues resolution, ongoing support, and upsell solutions; and promoting efficient Velocity migrations. Supported completion of post-implementation deliverables in accounts.
Exceeded 2009 s quota by 147% closing $3+ million in TCV.
Profitably upsold products to existing clients and Velocity migrations.
Converted 16 clients to Velocity LOS and successfully converted at risk clients to referrals.
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Relationship Sales Manager (2007 2008)
Drove business growth by promoting add-on products to current EasyLender client base through webinars, marketing campaigns, and direct phone contact which was instrumental in boosting profits in competitive markets.
Proactively troubleshot clients issues within individual lending environments.
Maximized product potential by delivering strategic consulting on best practices.
Strategic Alliance Manager (2004 2007)
Expertly led alliance relationships among all Fiserv banking units, including promoting the EasyLender Origination System within 11 Fiserv Core Banking Systems and Fiserv Lending Solutions business units. Developed and sustained alliance relationships with CUNA Mutual, ACB, and additional third-party service providers.
Conducted breakout sessions at each core business unit s annual client conferences.
Increased sales leads by 25% annually via 1:1 account manager and sales associate training.
Continually participated in key presentations, webinars, trade shows, and marketing campaigns.
Software Sales Support Manager (1999 2000)
Contributed sharp analytical abilities toward representing 7 sales executives across all U.S.-based territories, including marketing EasyLender software for Mortgage, Consumer, and Commercial lending initiatives. Conducted extensive product demonstrations to potential clients within on-site and WebEx environments, including averaging up to 18 demos per month. Promptly responded to RFPs and resolved sales/ marketing issues.
Led details-focused training of new enhancements.
Updated sales executives software, laptops, and databases.
Supported sales cycles per sales executive request, and assisted with top trade shows.
Trainer (1998 1999)
Comprehensively trained new clients on EasyLender Mortgage Software and Consumer / Commercial Origination Software products within classes across 3-day sessions per product. Emphasized database origination and maintenance, as well as promoting seamless operational processes by focusing on front-end user training.
Led targeted training sessions for clients on-site, as well as at Lake Mary-based training facilities.
Senior Account Executive (2002 2004)
Maximized bottom-line performance by handling all sales inquiries for ACquire Report Management / Data Mining Solution for all non-Horizon banks across the Top 100 U.S. banking accounts, international banking accounts, and non-bank customers. Built existing Value-Added Reseller (VAR) relationships marketing the ACquire system.
Successfully conducted ACquire-focused sales and product presentations.
Added DASH ATM / EFT solution and Image Item Processing Solution to key offerings.
Collaborated with account managers from Top 100 U.S. banking accounts to offer Fidelity ATM / EFT solutions and Image Item Processing solutions.
Senior Product Consultant (2000 2001)
Played a vital role in representing 7 sales executives across all U.S.-based territories, including marketing the Horizon Integrated Solution core banking system focusing on banks from $500,000 to $10 billion in assets. Led comprehensive on-site demos with clients emphasizing Relationship Management System in core, Mortgage Servicing in core, and front-end products (i.e. Mortgage Origination, Consumer / Commercial Origination, Account Origination, Teller Functionality, Collection System).
Delivered solutions-centric marketing support needed for sales and marketing director.
Proactively assisted sales cycle per sales executive request, and provided trade show support.
MCSE Certification Track Xxxxxx Community College
Business Administration Studies University of Toledo
Principles of Banking ￨ Computer Technology Institute of Financial Education
Sales to Win ￨ Demo to Win ￨ Sales ￨ Negotiations ￨ Account Management ￨ Public Speaking
Microsoft Office (Word, Excel, PowerPoint, Outlook) ￨ Sybase ￨ Salesforce.com ￨ Windows Explorer
Yyyyyy x. yyyyyy
Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ email@example.com
Hiring Agent Name
I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your success.
To acquaint you with my background, I can offer proven experience in state-of-the-art Mortgage / Financial Software, Customer Success Management, High-Volume Sales, Marketing, RFPs, Account Management, Business Consulting, and Product Presentations, and am well-versed in New Client Implementation, Training / Development, Sales Solutions Engineering, Strategic Analysis / Planning, Process Optimization, and Trends Tracking, among other areas.
Currently, as a Sales Solutions Engineer for Ellie Mae, Inc., I expertly lead product presentations, handle RFPs, and promote integral training for account executives and account managers while mastering Next Generation products, including new Consumer, TPO, and LO platforms, CRM, and Product Pricing Engines. Within this role, I use market trends knowledge and competitor technology awareness to qualify sales opportunities, deliver sales presentations, and provide support for positioning of custom development projects. During this time, I also collaborate among technical solutions engineers for clarification of custom projects and servicing interfaces.
A sample of my career accomplishments include:
Profitably emphasizing paperless lending and compliance products.
Consistently demonstrating value of B2B technology to the mortgage process.
Achieving Circle of Excellence throughout each year of eligibility (2013 2016).
Supporting nationwide strategic and mid-market account executives and account managers.
To complement this experience, please note that I participated in Business Administration studies at the University of Toledo and Principles of Banking / Computer Technology at the Institute of Financial Education, as well as training in Sales to Win, Demo to Win, Negotiations, Account Management, and Public Speaking.
As this is just an example of my abilities, please refer to my enclosed resume for additional experience.
I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.
Yyyyyy x. yyyyyy
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