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career objective
results-driven sales executive eager to contribute superior business development, strategic marketing, and customer service skills toward supporting the employer in optimizing revenue performance
profile
ø offer more than five years of progressive business to business sales experience with expertise in the financial products industry
ø solid experience in targeting and managing high profile clientele/accounts; develop strong, competitive bids that generate high-volume contracts
ø effectively identify and capitalize on opportunities to penetrate and develop markets; simultaneously cross-sell and nurture client relationships
ø excel in recruiting, building and leading top-performing, client-focused sales teams
ø dynamic communication, presentation, negotiation, and relationship management skills
ø sharp business acumen and experienced in managing broad scope of operations; ability to efficiently assess and respond to customer-specific needs
ø proactive team player equally effective in independent and collaborative environments
~ technical proficiencies~
microsoft word ~ excel ~ powerpoint ~ access ~ calyx ~ encompass ~ emagic ~ power lender
professional experience
wachovia corporation 4/03 c present
district loan origination manager/mortgage banking leader c wachovia mortgage, bensalem, pa (4/07 c present)
in recognition of superior performance, steadily progressed within company to achieve managerial position entrusted with oversight of nine account executives
successfully provide outstanding service for existing accounts while expanding client base; consistently exceed sales targets in highly unstable market conditions
generate accurate sales forecasts and lead team to achieve performance goals; analyze data and create competitive business development strategies
presently hold #1 ranking in divisional loan volume plan and #3 spot in personal production
account executive c wachovia mortgage, bensalem, pa (6/05 c 3/07)
- worked closely with mortgage brokers, financial professionals, and realtors to continually exceed monthly goals for units and volume; sold more than 50 loan programs to wholesale brokers
- conducted market research and analysis to develop and implement competitive sales plans; ranked #1 in tenure band (2006 c 2007)
- selected for leadership development program (2007) and summer heat national sales competition (2007); won first place in division world series competitions (2006) and third place in divisional march madness competition (2007)
treasury sales associate c wachovia bank, philadelphia , pa (4/03 c 5/05)
effectively created and conducted sales presentations and proposals for fortune 100 executives; specialized in retail/wholesale lockbox, integrated payables/receivables, and dropbox products
ubs, radnor, pa 11/00 c 3/03
registered client services associate
collaboratively steered asset management portfolio in excess of $50 million; worked directly with customers to develop individualized retirement plans and savings strategies
actively placed buy and sell orders for financial securities; worked closely with mutual fund and annuity wholesalers to ensure consistently excellent customer service and a fully integrated experience
education
university of scranton, scranton, pa
bachelor of science in finance
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