Customer Service Sales

Joseph P. Hartman 206-***-****

**** ****** *****, ****** ** 98403 abnjz4@r.postjobfree.com

Executive Summary:

Resourceful sales professional with16 years of B2B experience with J.P. Morgan Chase. Skilled

in relationship building, customer service, field sales, problem solving and marketing of services

and products. Strengths include customer management, sales plan implementation, and

introducing new products and programs to the market. A goal orientated professional who

adapts well to change.

Professional Experience:

JP Morgan Chase & Company

B2B Account Executive 1993 – 2009

Achievements:

• Top Ranked Volume Producer in the Northwest Region

• Consistently Exceeded Yearly Volume Quota

• Successfully trained customers on web based product delivery system and obtained

100% usage within 30 days of roll out

• Developed a diversified customer database from ground up to become the Top

Account Executive in the Region by prospecting to targeted customers via cold

calling efforts and networking to Generate Incremental Business for the Bank

• Designed and implemented streamlined process for funding transactions that cut

funding cycle times by 50%

• Increased Volume, Efficiencies and Market Share from the Introduction of a

Preferred Customer Program that increased business by 30% by providing

guaranteed service levels

• Solidified Customer Relationships with provided investor sales leads increasing

market share and profitability for Chase by approximately 10%

• Introduced New Programs and Products to the market that produced Incremental

Business in New and Existing Accounts

Responsibilities:

• Conduct Presentations and Training for Large Customer Groups and Individuals on

Chase Programs, Policies, Industry Trends, New Technology and Home Ownership

Initiatives in person or over the Web

• Consult with business owners and loan originators to maximize results in business

development and solution based initiatives to increase efficiencies and profits

• Establish and Maintain Consultative Relationships with Existing and Current Chase

Clients and Provide Services to licensed Mortgage Brokers, Mortgage Bankers and

Loan Originators.

• Train & Mentor New and Junior Account Executives

• Forecast Volume of Business for Territory Tracked by Quarterly Goals and Action

Plans

Affiliations/Memberships:

Washington Association of Mortgage Brokers – Affiliate Member

Tacoma Lawn Tennis Club – Board of Trustees & Treasurer

Education:

Seattle University, Seattle, WA, 1989

BA - Business Administration – Finance

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