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Customer Service Sales

Location:
Madison, WI, 53719
Posted:
March 09, 2010

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Resume:

D AVID L . M UELLER

**** ******* ***** *******, ** 53719 608-***-**** abnvx9@r.postjobfree.com

Qualifications for Senior Sales Management in Banking / Consumer Mortgage Lending

Possesses 12 years of award-winning sales/branch management experience in consumer lending, consistently

increasing profits and exceeding performance expectations. Background spans strategic planning, marketing,

relationship management, and business development. Offers expertise in all facets of financial operations,

encompassing asset management, transaction recording, portfolio reconciliation, cash liquidity, risk analysis,

and investment strategies. Leverages outstanding leadership qualities to train, develop, guide, and mentor a

diverse workforce to function as a cohesive team to meet aggressive goals. Core strengths include:

Organizational Leadership Operations/Financial Management Policy/Procedure Development Expense Control

Sales Development Customer Service Client Relations Financial Consulting Public Speaking

Human Resources Recruiting Training/Development Team Building Problem Resolution

CAREER TRACK

HSBC BANK, CONSUMER LENDING

Key Contributions: Accolades:

Exceeded expectations of all branch office sales goals for nine HSBC National President’s

consecutive years. Council Winner (3 times) –

Led a district to deliver consistent, profitable growth for more than top 1%

HSBC Divisional

two years through loan account gain and insurance sales.

Developed a $12M portfolio of cards, personal, auto, home equity, President’s Council Winner

and mortgage loans to $200M+. (21 times) – top 10%

HSBC Million Dollar Club

Cut appraisal costs by 66%, from $24M to $8M, by facilitating a

pilot program for pre-paid appraisals. Member (30 times)

HSBC Regional Clear Award

Designed and delivered practical training in sales techniques and

business development, including a face-to-face program to enhance Winner for exceptional

employee fundamentals, sales results, and customer service. customer service

Promoted eight account executives to branch sales manager roles.

Progression:

Vice President/District Sales Manager, Madison, WI 2006-2009

Directed the activities in 8-10 branch offices within the Midwest region, overseeing property management,

loan review, compliance, sales process, customer service, secret shopper reviews, incentive plans, and

promotions. Provided guidance in administering a $500M portfolio. Oversaw loan and delinquency review

and compliance as well as high-level audits and state licensing. Supervised 65 employees. Maintained

personnel records, conducted performance appraisals, and enforced ECOA, TCPA, and RESPA guidelines.

Managed underwriting process for all loan products including Prime, Sub-Prime, Freddie Mac/ Fannie Mae.

Assistant Vice President/Branch Sales Manager, Madison, WI 1997-2006

Managed the daily activities and operations of a sales office, including monitoring and evaluating sales results,

productivity levels, and profit opportunities. Recruited and selected new sales staff; handled terminations.

Ensured sales staff complied with all established policies and procedures, including those for loan

documentation and regulatory compliance. Trained and developed sales staff to facilitate effective solicitation,

marketing, and business development. Completed reports required by the District Sales Manager.

CREDENTIALS

University of Wisconsin-Platteville: B.S-Business Administration; Emphases-Finance/Marketing/Management

Licensed - Life, Health, Property, Casualty



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