Joseph Devery
Santa Clarita, CA 91351
Summary
Polished professional who can build on a successful history of building
client relationships to deliver superior, personalized client service.
Cultivate strong business relationships; make real time decisions in high-
pressure environments and resolve
Issues in a way that propels innovation and growth.
Professional Experience
Pacific Capital Leasing 2000 to
2010
Sales Manager
Responsible for and specialize in commercial equipment financing. Directly
involved in all phases of the management of office and new business
development through B2B sales.
. Establish client base and financial data analysis and preliminary credit
review and financial package preparation.
. Supervised a staff of 5 and maintained and worked with them on reaching
to my success in reaching my goals and increasing the companies overall
revenue
. Use QuickBooks to maintain the invoicing, daily cash balances and bank
deposits.
.
Sanwa Bank 1998 - 2000
Banking Officer
As an officer of the bank, responsibilities included managing all phases of
the business development for the branch.
. Included commercial lines, first and refinances of mortgages, home
equities and all new accounts.
. Responsibility also included opening and closing the branch.
. Worked both with the business and personal community and cross-sold all
products of the bank.
. Achieved steady increase in sales on a monthly basis.
Wells Fargo 1995 - 1998
Branch Manager
Responsible for all in store accounts with a strong focus on new accounts.
. Investment fee income, consumer and mortgage loans.
. Consistently achieved and exceeded sales quota for the branch.
. Supervised staff of seven, mentoring to achieve goals set by the Bank.
Other Experience
Transamerica Insurance 1992 - 1995
Investment Accounting Supervisor
Gibraltar Savings 1985 - 1992
Sr. Financial Analyst
Education
Californian State University of Northridge
B.S. Finance 1985