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B2B Sales, Portfolio Management, Team Leader

Location:
Lafayette, Louisiana, United States
Salary:
55,000.00
Posted:
August 30, 2017

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PROFILE

** ***** ** ****** *********** strengths in retaining a book of business by building rapport & maintaining trust.

Working with small & mid-size commercial companies with revenues up to $20 Million.

Work closely with other departments to cross sell and identify strong referrals.

Balance the needs for the client/prospect with company’s standards and profitability requirements.

Presentation skills with the ability to overcome objections, negotiate and close the deal.

Profile, identify opportunity and create proposals & “wow” the customer.

Meet & exceed sales goal requirements on monthly, quarterly and annual basis.

Able to establish effective priorities among completing daily, monthly and annual requirements.

Leadership; outgoing, competitive, disciplined, self-motivated, result-focused professional

Demonstrate teamwork along with managerial expertise with coaching sales personnel.

Stay up to date on all training requirements and compliant with all company required materials.

Proven ability to drive increased sales and build winning teams.

PROFESSIONAL EXPERIENCE

R & Z, Inc. LAFAYETTE, LA 04/2015 – Present

PROPERTY MANAGER

Management of residential and commercial client accounts with a focus of maintaining high quality of expectations for their tenants.

Controlling marketing and advertising budgets to fulfill occupancy goals.

Promote and show properties to prospective tenants.

Consistent screen process for prospective tenants by interviews, credit and criminal background checks.

Negotiate, prepare and enforce leases, collect security deposits and rents.

Responsible for all daily administrative duties to include documentation, reports, data entry, A/R and A/P, bank deposits, scheduling and tenant communications.

Maintaining confidentiality and security of client and tenant information.

Maintain all statutory required records and compliance with relevant laws and regulations.

Process and coordinate all work orders with the maintenance team and monitor process and keep repairs cost-effective before, during and after each lease.

Prepare and distribute monthly client statements.

Investigate and resolve residential complaints and concerns in a timely and efficient manner.

Perform move out inspections, checking for damage to determine what portion of security deposit will be returned.

Coordinate default proceedings from start to finish.

Manage specialty renovation project budgets.

Assist onsite with deliveries, bids and perform job completion inspections.

Acquire new clients by obtain referrals from existing clients and tenants.

FM BANK BREAUX BRIDGE & LAFAYETTE, LA 12/2012 – 04/2015

COMMERCIAL LOAN OFFICER, VICE PRESIDENT

Manage an existing book of business and responsible for annual growth by acquiring new clients.

Annual client reviews via phone, email & onsite visitation.

Daily management over one Loan Assistant.

Responsible for full sales cycle of Interim Construction, Term Loans & Lines of Credit loan products.

Analyze & assess credit worthiness of existing and potential borrowers.

Prepare, recommend for approval by present in front of the bank’s Board of Directors.

Submitting SBA applications via the E-Tran System, compliance monitoring of guarantees, funding & documentation.

Responsible for monitoring clients LTV of collateral, to included inventory, real estate, and equipment.

Monitoring & authority of approval over all assigned client loan draw request.

Daily approval or decline of assigned clients overdrafts and loan delinquency.

Responsible for reviewing & collecting client’s annual compliant financial documentation.

Generate referrals to branch banking for depository product/services and to Merchant Services, Quick Deposit partners.

REGIONS BANK LAFAYETTE & NEW IBERIA, LA 09/2010 – 06/2012

COMMUNITY BANKING RM, VICE PRESIDENT

Relationship management & responsibility for generating growth of assigned portfolio $47 million.

Weekly reporting requirements of 8-12 calls, tracked & reported sales & pipeline in Pinnacle software.

Responding promptly to customer issues, questions and concerns, with persistent follow up on service work.

Prospect for clients with revenue range of $2-$20M, Lending needs up to $10M, exposure up to $5M.

Continuously building account profitability with clients, primarily by providing core banking products/services.

Responsible for managing loan renewals, identify & cross sell Treasury Management products/services.

Strategic call planning around industry research, competitors, economic conditions and trends.

Following the CashCOR call process to learn the businesses Cash Flow Cycle, daily operations, past, present & future objectives.

Executing a 3-4 Call process, and adding value to assigned clients & prospects by incorporate expert business partners.

Build proposals to capture solutions for the full relationship, Lending Term Sheets & Commitment Letters.

Executing on immediate client needs & introduce products/services to streamline current processes.

Leading and coaching partners around the Community Banking RM Focus and my niche.

Community Involvement, Volunteering and Building Referral Resources through Centers of Influence

CHASE BANK LAFAYETTE & BROUSSARD, LA 08/2003 – 08/2010

BRANCH BUSINESS BANKING RM, VICE PRESIDENT

Relationship management & responsible for generating growth of portfolio size $63mm.

Document daily client & prospects interaction in Contact Manager System.

Productions monitored through lending, deposits, develop cross sells into activated product/service.

Responsible for driving Year-Over-Year Sales growth by managing the Banking Centers Business P&L.

Responsible for processing documentation for Business Deposit product/service, lending packages & Treasury Management.

Execute quarterly client contacts to deepen, retain, and follow up to activate new product/service.

Acquire new prospects & existing client referrals from internal partners and centers of influence.

Coaching the branch team & bank partners to Identify opportunities to provide quality referrals.

Monthly Incentive Point System, tiered payout determined by new sales, product activation, cross sell ratio and category profitability year-over-year.

LICENSED BRANCH MANAGER & SMALL BUSINESS BANKER, VICE PRESIDENT

Responsible for managing the branch P&L, managing a team of six, direct training, daily coaching, hiring/termination.

Responsible for guiding the Asst. Mgr. in all areas of operations to achieve a successful annual branch audit.

Grow consumer & business by managing both the sales and service aspects of the customer experience.

Leading Personal Bankers by example of product knowledge, sales techniques, strong profiling, preplanning call blocks, monitoring contact manager entries & follow ups, coaching profiling to generate partner referrals.

Develop & cultivate long-term business/consumer relationships to ensure branch sales growth and retention.

Participate in a Monthly Incentive Scorecard (percent of branches accumulated monthly sales) and Annual Scorecard (stack ranked in peer group based on final P & L performance).

LICENSED RELATIONSHIP BANKER & SMALL BUSINESS CHAMPION, ASSIST VICE PRESIDENT

Growing existing small business & consumer portfolios.

Document daily client & prospect interaction in Contact Manager System.

Enrolling local businesses in the Chase-At-Work program, to include company presentation and enrollment.

Profiling for product cross sell opportunities and quality partner referral.

New product set up, service/maintenance, data entry, documentation,

Tele-Consulting to specific product/service campaigns.

Back-up Vault, ATM and Branch Teller, perform audits, order & process vault shipments in/out.

Monthly Incentive (calculated on a point scorecard), Incentive Trip award to Top10% of Peer Group.

AWARDS, RECOGNITION

OUR LADY OF LOURDES

2012 Recipient of the “Supporter of the Year” Annual Volunteer

2011 Recipient of the “Supporter of the Year” Annual Volunteer

CHASE BANK

2008 Branch Manager Peer Group #29, Perform Level #1, National Rank #12

2007 Branch Manager Peer Group #29, Perform Level #1, National Rank #07

Qualified for Branch Manager National Sales Conference in Puerto Rico

2006 Branch Manager Peer Group #29, Perform Level #1, National Rank #1

Qualified for Branch Manager National Sales Conference in Boca Raton, FL

Recognition as #1, Top Performing Branch Manager in the state of Louisiana

2005 Personal Banker National Achiever in top 10%, Peer Stack Rank # 12

Qualified for National Sales Conference, Nashville, TN

LICENSING

NMLS Active 2004-Present

Group Life & Health Insurance Active 2004-2010

Series 6 & 63 Active 2004-2010

COMMUNITY INVOLVEMENT

Broussard Chamber of Commerce 02/2011 – Present

Small Business Development Member

Executive Board of Directors, Secretary

Committee Chair

Our Lady of Lourdes Blood Center 01/2011 – Present

Co-Founder, OLOL High School Scholarship

Boys & Girls Club of Acadiana 01/2014 – Present

Volunteer

Lafayette Chamber of Commerce 09/2004 – Present

Small Business Development Member

Volunteer

Acadiana Renaissance Charter Academy, PTO 05/2013 – Present

UL Rebounders Club 10/2009 – 2014

Member & Volunteer

Ernest Gallet Elementary School, PTO 05/2009 – 2013



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