Sales Account Executive

Steven Rodriguez

*** ******* ******, **** #*

Middleboro, MA 02436

508-***-****(H) 508-***-****(cell)

****************@*****.***

SUMMARY

Sales and Marketing executive with knowledge in mortgages, insurance,

equipment leasing and financial markets with experience in sales and

marketing, client management, training and development and expanding sales

through market penetration.

PROFESSIONAL EXPERIENCE:

Lending/Finance/Business Development/Account Management 1998-

2010

. Build sales department and developed staff while providing

direction, setting goals and evaluating results

. Implemented sales strategies that effectively converted prospects

into customers to ensure sales goals were met

. Managed associates to meet organizational sales objectives on a

timely basis

. Developed and presented training programs for sales groups

featuring leasing/mortgage programs and the productivity of selling

leasing/mortgage services.

. Develop and maintained professional relationships with a diverse

group of brokers/vendors, including the development of lending

practices, procedures, operation goals and objectives to new

loan/leasing programs.

. Oversaw development of marketing material and marketing strategies

for trade shows and special promotions to promote the

leasing/mortgage company.

. Developed strategies for new business development, ongoing

relationship and business expansion for leasing and mortgage

programs

. Identified and developed new clients by research and direct

sourcing

. Worked with staff to prepare and provide proposals for business to

business transactions and strategies.

Loan Officer and Loan Processor/Credit Analyst 1985-1998

. Established marketing strategies for potential mortgage programs,

while maintaining high customer satisfaction

. Managed a mortgage pipeline and maintained a monthly closing rate of

80%

. Determined which loans clients qualified for with 100 different

mortgage programs

. Assisted clients with questions regarding various mortgages, rates,

existing loans and credit worthiness

. Calculated data to determine customer quality and equity on

residential, personal and credit card loan applications

. Prepared loan/mortgage documents for approval and closings

COMPANIES:

Mutual of Omaha Representative 2010-

2010

New York Life Insurance Company Agent

2009-2010

Aflac

Agent 2008-2009

American Nationwide Mortgage Company Sales Manager

2007-2008

MortgageIT

Account Executive 2007-2007

Argent Mortgage Company Account Executive

2005-2007

Beacon Finance/SkyLine Leasing Sr.Account Executive/Owner

2003-2005

Leasecomm Account Manager 1999-2000

Aames Home Loan Loan Officer 1998-

1999

North American Mortgage Company Sr. Loan Processor

1997-1998

Seidwell Capital Group Account Executive 1993-

1997

EDUCATION:

SUNY Empire State College Bachelor of Professional Studies

Business

Management/Economics

1999

SUNY Farmingdale University Associates of Applied Science

Food Technology

1983

CERTIFICATIONS/AWARDS:

Individual Producers Insurance License, State of MA & RI MA #1854582 RI

#2086324

Life/Accident and Health

2008

Aflac: Fireball/Star Series Qualifier Award

2008

Aflac: Fireball Fast Start Award

2008

New York Life: Career Life Success Award

2009

REFERENCES:

Available upon request

Contact this candidate