Sales Manager

James H Owens

*** **** ****** *****

Dallas GA 30157

Cell: 404-***-****

Email: abhina@r.postjobfree.com

http://www.linkedin.com/in/jameshowens

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Executive Assistant

Relationship Manager

Business Development

Records Management

Operations Manager

Facility Management

Branch Manager

Sales Manager

Securities Operations

Executive Assistant

American Document Securities, Inc.

2010 - Present

Provide high-level administrative support to the CEO. Contract

administration, prepare executive reports, prepare proposals, write

procedure manuals and assist executive team with complex confidential

financial matters of the corporation. Close sales of document destruction

and record storage services. Other duties include project management,

logistic planning, executive and corporate communication.

Facility Management, Investigation, Contract and Lease Consultant

Quantum/G&A Joint Venture / Solomon Edwards Group

2008 - 2010

FDIC contract consultant. After an extensive background investigation and

obtaining a US Government Security Clearance I assisted with highly

confidential investigation of failed banks. Extensive cross-country travel

with skilled teams to participate in the investigation and asset protection

of failed financial institutions.

Vice President Branch Administrator / Head of Retail Banking

Georgia State Bank 2006-

2008

Executive Assistant to the CEO. Lead nine community bank managers to

increase production of business and consumer loans and deposits. Develop,

implement and track results of lending initiatives and loan programs.

Consult with Branch lenders on non standard loans and review loan documents

prior to credit committee review. Decision routine mortgage and consumer

loans. Lead collection efforts of non accrual status loans and collateral

seizure. Review training to assure all bankers and lenders are current and

compliant with applicable regulations. Lead loan officer meetings.

Multiple location facilities management and contract review. Interview and

train branch personnel.

Financial Services Manager- South Atlantic Region FL/GA/TN

First Horizon Home Loans / Wholesale

2004-2006

Established new delivery channels for business and consumer loan products.

Achieved loan growth from zero to $1,000,000 plus monthly production in 9

months. Lead team of lenders to produce cross- sell opportunities for

business credit, leasing, consumer lending and core deposits. Implement

marketing plans for loan products and measure progress. Conduct internal

customer seminars. Developed highly successful loan referral pipelines from

multiple channels. Present complex loan packages to credit committee.

Assistant Vice President/ Branch Manager/ Team Leader

Washington Mutual / Flag Bank. 2001-

2004

Coach sales teams of multiple bank branches. Drive sales of consumer loans

and commercial demand deposit accounts. Achieve regional sales targets;

manage branch P&L, operations, audits. Relationship manager for business

owner and high net worth individuals. Consumer and Mortgage lending

production. Multiple location employee scheduling, security, fraud

prevention, operations training. Conduct lending and sales meetings.

Senior Financial Consultant

Fleet Boston Financial / Quick & Reilly

1993-2001

Consistently ranked in the top 5% of Southeastern sales representatives for

production and asset gathering. Sales of financial services to small

business owners and high net-worth individuals. Educate clients about

complex financial transactions and products. Securities lending. Reconcile

customer accounts.

Regional Marketing Director

Barnett Bank / JMC Marketing

1992-1993

Managed a nine-bank branch sales territory. Created and implemented

marketing initiatives. Coached sales personnel on lead generation and

relationship building. Silver medal award for region improvement, and

improved sales by 30%.

Branch Manager

H&R Block-Olde Discount 1991-

1992

Supervise Securities sales team. Set up de novo NYSE branch.

Account Executive

Dominick & Dominick/Blinder Robinson 1986-

1991

Securities sales to small business owners and high net worth investors.

Regional Manager

Valmor Distributors Inc. 1980-

1986

Sales of building products and services. Supervise installation crews,

Journeyman Carpenter.

EDUCATION

College for Financial Planning-

CMFC designation (Chartered Mutual Fund Counselor)

Kennesaw State -Basic Coursework.

COMMUNITY SERVICE / HONORS RECEIVED

Cherokee County Humane Society / Volunteer - recognized by County

Leadership for service as Treasurer.

Flag Bank Branch Manager - Recognition for relationship acquisition large

deposit relationships.

Quick & Reilly/ FleetBoston - Securities Sales - Top 10% sales producer.

Dominick & Dominick / Securities Sales -Promoted to Sales team Leader.

ValMor Distributors / Building Supply - Installer of the year, promoted to

sales.

PROFESSIONAL COURSEWORK

LENDING - Fundamentals of Lending, Residential Lending, Home Equity

Lending, Consumer Lending, Small Business Lending. Credit Reports Credit

Scoring, HMDA Training.

MANAGEMENT- Branch Managers Academy, Business Writing Skills, Conflict

Resolution, Delegation Skills, Diversity in the Workplace, Sales

Management, Supervisory Management I, Supervisory Management II, Team

Building, Teams and Team Effectiveness, Coaching Employees. Performance

Management

COMPLIANCE- Guide to Loss Prevention, Security Coordinator Training,

Robbery- ATM Safety- and Bomb Threats, Check Clearing and Electronic

Payment Systems, Check Fraud, Coaching Employees, Compliance Training: Bank

Secrecy Act, Reg. CC, Identity Theft, Office of Foreign Assets Control,

Robbery- ATM Safety- and Bomb Threats, Privacy of Consumer Financial

Information (Reg. P), Roth IRAs. Negotiable Instruments and Endorsements,

SALES- Sales Management, Sales Skills for Financial Products, Counseling

and Debt Management, Cross-selling Financial Products, Handling Consumer

Complaints, Handling Sales Objections, Leadership Skills, Motivating

Employees, Oral Communication Skills, Sales Skills for Financial Products,

Successful Direct Mail Marketing Techniques.

LICENSES / COMPUTER SKILLS

College for Financial Planning - CMFC Designation.

NASD Series 4,7,8,63,65. GA Property & Casualty, Life & Health Insurance

Licenses. Microsoft Office, Lotus Notes, Siebel & ACT Contact Management,

QuickBooks, Quicken, FiServ and various CRM programs.

REFERENCES

View Linked In page for my profile/recommendations -

http://www.linkedin.com/in/jameshowens

James Makely - 8831 Masthead Drive, Stuart, FL 34997

561-***-**** VP Seacoast Marine Finance - Former Supervisor

Kelley Long - 1550 Amberwood Creek Drive, Kennesaw GA 30152

770-***-**** Former Supervisor First Horizon.

Joe Carbone - 305 Stevens Creek Ct, Alpharetta, GA 30005

404-***-**** Allstate Insurance, Exclusive Financial Agent- Former co-

worker

Norma Guild - 593 Black Forest Run, Douglasville, GA 30134-5172

770-***-**** VP Marketing Georgia State Bank

Ford Thigpen - 3395 Hamilton Estates Ct, Kennesaw, GA 30152

770- 445-1855 VP Westside Bank - Former CEO of Georgia State Bank

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