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Sales Customer Service

Location:
Norwalk, IA, 50211
Posted:
September 10, 2010

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Resume:

CHAD M. THEDE

*** **** ****** *******, ** *****

515-***-****

ablaos@r.postjobfree.com

HEADLINE ____

Qualified and versatile sales professional with solid analytical skills and

financial knowledge as well as dedication to results; offers over fourteen

years of sales, finance and managerial experience.

SKILLS & STRENGTHS_______________________________________________

Sales Relationship Problem Leadership Recruiting

builder solver

Communication Analytical Training Organization Results

driven

Self-starter Budgeting Management Detail-orient Team player

ed

C-level Financial Negotiating Commercial Visionary

clients Statements Banking

EXPERIENCE

Waddell & Reed, West Des Moines, IA 1/10 -

current

Financial Advisor

. Cultivating and developing my own client base

. Analyzing investment opportunities and client needs, as well as

recommending appropriate strategies

. Marketing and selling diverse investment products, financial and

wealth management services to clients

. Creating a marketing and sales strategy for new client

relationships

Market of Madrid, Madrid, IA

Consultant

11/08 - 1/10

. Collaborated with management to help develop more current and

unique marketing ideas in the grocery industry

. Finance background provided extensive assistance with bookkeeping

and accounting

Dice.com, Urbandale, IA

Account Executive

12/06-11/08

. Manage a book of business worth $4 million, upselling Dice services

and cross-selling other products to new and existing clients

. Negotiated contracts with clients for the use of Dice products

worldwide

. Performed WebEx demonstrations to potential new customers to show

them how the websites function and how the services would benefit

them

. Provided superior customer service

CitiFinancial Mortgage, Minneapolis, MN

District Sales Vice President

2/05-11/06

. Sourced, hired, trained, and managed 11 account executives in the

Minnesota, Wisconsin, Iowa, North Dakota, South Dakota, and

Illinois markets

. Increased loan volume from zero to $2 million per month in less

than 3 months with limited products

. Standard managerial responsibilities as well as preparing

quarterly/annual reports, budgeting, and forecasting

. Frequently conducted presentations to an audience of Executives and

Sales Representatives regarding certain products, services and best

selling practices

. Helped guide the company's region through a corporate integration

All-Star Mortgage & Real Estate, Lakeville, MN

Owner

2/02-2/05

. Ran the day to day operations of a successful mortgage company

. Recruited and trained loan officers and processors to help make the

company more profitable

. Maintained strong working relationships with 3rd party vendors

. Recorded accurate bookkeeping and all financial statements using

GAAP principles; income statements, tax documents, balance sheets,

profit and loss statements and cash flow statements

. Performed conforming and sub-prime underwriting of loan files

before being submitted to banks and other lenders - gave written

recommendations on approvals/denials and appraisal reviews

Guaranty Bank, Lakeville, MN

Area Sales Manager/Account Executive 9/99-2/02

< Promoted to sales manager after 6 months of being a successful

account executive

< Made successful outside sales calls to large mortgage companies,

banks and credit unions to promote the banks products and services

and developed personal relationships

< Managed 3 account executives, 2 loan processors, a closer and total

loan operations successfully in the state office

< Tripled loan volume to $9,000,000 in 2001 from 2000

< Trained new employees successfully and efficiently

< Pre-underwriting of loan files before being submitted

USBank, Burnsville, MN

Personal Banker/Account Executive 4/96-9/99

< Responsible for direct sales, production and customer service for

the bank and marketed banking products and services to new and

existing customers, including commercial lending

< Analyzed and interpreted financial statements and credit bureaus of

business owners; made recommendations of further documentation

needed

< Responsible for making effective outside sales calls to mortgage

brokers and generating loan volume in the non-conforming markets

< #2 Sales Rep throughout the entire bank in 1998

QUALIFICATIONS

. Proven professional with over 14 year of sales and finance

experience

. History of increasing revenues and cutting costs resulting in

increased profits

. Excels in: budgeting/forecasting, customer relations, negotiations,

recruiting, team building, training and problem solving

. Business to business, solution based sales skills

. Extensive communication skills both written and verbal

. Strong interpersonal skills

. Proficient in Microsoft Word, Excel, Power Point, Outlook

EDUCATION AND LICENSING

Licensed: Series 7, Series 66, Life and Health

University of Iowa, Iowa City, IA B.B.A. Finance 1995

Dowling Catholic High School, Des Moines, IA

Member of West Des Moines Chamber of Commerce



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