Manager Sales

Steve Stacey

***East *** North

Providence,, Utah 84332

435-***-****

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

QUALIFICATIONS

• Five years of banking, mortgage, consumer loan origination and underwriting experience.

• Unmatched sales ability; phone sales, business to business and referrals

• Two years experience in interpreting financial statements and tax returns for self employed

customers and business owners.

• Four years experience in marketing, relationship/ portfolio management .

• Extensive MS Access, MS Excel, MS Word, MS PowerPoint, Windows XP

• Analytical, financially minded/Strong organizer, multi-tasker,

• Effective communication skills; both written and verbal

• Exceptional team builder,relationship manager and effective leader

EXPERIENCE

District Banker Relationship Manager/ Store Assistant Mgr

08/2007-present

• Responsible for originating/managing book of business for self employed, small business and

Wells Fargo bank clients.

• Formulating budgets/ratio analysis to determine customer credit capacity and compiling credit

information.

• Required to make 10-15 new contacts via; phone, references, partner referrals and current client

base every day to build portfolio.

• Personally responsible for managing 8 stores (30 employees) including; cross selling, marketing,

referrals and opt-in goals.

• Implemented new tracking system that increased referrals and sales for district and branch by

300% from January 2008 to May 2009.

• Reading financial statements and tax returns to cash flow clients.

Portfolio Relationship Manager/ Supervisor, World Savings Bank/Wachovia Bank

3/2005-6/2007

• Originated new residential and investment loans, total of volume $52 millions (2006-2007)

• Responsible for managing existing clients and creating new relationships

• Marketing to realtors, builders, contractors and perspective clients

• Responsible for a team of 18 loan consultants’ sales, training and hiring

EDUCATION

• BS, Utah State University, December 2006.

• Currently enrolled in MBA program University of Phoenix to be completed 7/09.

• Licensed to sell life, disability insurance products for state of Utah.

• Certified Utah State Notary.

• Eagle Scout.

Business references

1. Scott Mitchell, District Banking Manager for Logan Utah area of Wells Fargo Bank.

2. Mark Howells; Relationship Manager, Wells Fargo Bank, Logan Utah.

3. Dixie Swartz, Branch Manager for Hyrum Utah, Wells Fargo Bank.

4. Bradley Wheeler, Relationship Manager, Zions bank, Richfield Utah.

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