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Skills

  • Trained in consumer marketing
  • Advanced Excel for Financial Modeling
  • Growth hacking in sales
  • B to B sales
  • Profitability analysis
  • Coaching and mentoring
  • Business development and planning
  • Client Retention Strategies
  • Contract review and negotiation
  • Analytical problem solver

Work Experiences

  • Met with Credit Sales Officers one-on-one to identify selling roadblocks and provided advice, including project management, on how to best address them.
  • Researched and implemented new strategies to expand the company's operations and customer base.
  • Cut 18 months spending by 16% by using Salesforce to create effective budgets.
  • Researched competitor products, services, and trends to target prospects in other territories.
  • Worked cross-functionally with headquarters, regional, and other teams across the country to ensure that the message and experience were consistent.
  • Made recommendations to improve brand effectiveness and product benefits, which resulted in 8 long-term accounts being secured in 6 months.
  • Evaluated the individual and team performance of each location, analyzing data trends to determine the best methods for increasing sales.
  • Organized sales meetings for the staff to talk about development strategy, best practices, and process improvements.
  • Kept financial controls in place, planned business operations, and kept expenses under control while identifying and pursuing opportunities to expand business operations and increase profits.
  • Increased profitability by utilizing marketing and sales strategies to build pipelines.

Summaries

  • Persuasive brand imaging has a proven track record of growing network connections.
  • Dedicated to streamlining processes while maximizing employee potential.
  • Achieved results through precise financial analysis.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved bad debt reduction by 29%.
  • Strengths in risk assessment and performance reporting backed up by Banking and Financial Services training.
  • Successful Credit Sales Officer with a passion for leading sales teams to new heights in revenue.
  • Achieved revenue growth of $8 per month.
  • Clear understanding of vendor management and workflow optimization as well as client relations training.
  • Accelerated project sign-off processes.

Accomplishments

  • Implemented a KPI-driven approach to assess client profitability, increasing retention rates by 29% and cross-selling opportunities by 18.
  • Oversaw a project to automate client onboarding processes, reducing onboarding time by one year and improving client satisfaction.
  • Generated $15 in additional annual revenue by implementing targeted upselling strategies tailored to high-net-worth clients.
  • Partnered with internal teams to reestablish credit relationships with high-value dormant accounts, adding $9 in new loan business within the past year.
  • Optimized the client reporting process by integrating ServiceNow, reducing manual input errors by 76% and saving 16 in operational costs.
  • Customized credit sales presentations for target clients using advanced risk assessment tools, leading to a conversion rate increase of 61%.
  • Designed client segmentation models leveraging Workday, resulting in a 77% increase in loan application submissions from new markets.
  • Led a cross-functional initiative to target high-risk accounts, reducing defaults by 35% within 6 months.
  • Developed a referral program in partnership with the marketing team, expanding the potential client base by 29% in a saturated market.
  • Documented and resolved process which led to system.

Affiliations

  • Association of Corporate Treasurers (ACT)
  • Association for Financial Professionals (AFP)
  • Society for Human Resource Management (SHRM) for team leadership
  • American Society of Safety Professionals
  • Association of Consumer Credit Professionals (ACCP)
  • Loan Sales and Trading Association (LSTA)
  • Association for Supply Chain Management (APICS)
  • Association of Information Technology Professionals
  • Jaycees
  • Certified Financial Marketing Professional (CFMP)

Certifications

  • Credit Risk Certification (CRC) from Risk Management Association (RMA)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Sales Management Certification from framework
  • Portfolio Management Professional (PfMP) from Project Management Institute (PMI)
  • Apple Certified Associate (ACA)
  • Certified Lending Specialist (CLS) from American Bankers Association (ABA)
  • Certificate in Financial Planning (CFP) from Financial Planning Standards Board (FPSB)
  • Certified Risk Manager (CRM) from program

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