Thomas Neal
**** ***** **** ****** **. Jacksonville, FL 32225
***/***.**** ***********@*****.***
Professional Summary
Experienced Client Relationship Executive with a successful history of managing sales and sales support teams in a business to business environment. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Demonstrated history of producing accurate, timely reports meeting stringent corporate and/or government guidelines. Flexible and versatile
– able to maintain a sense of humor under pressure. Poised and competent with demonstrated ability to easily transcend cultural differences. Thrive in deadline-driven environments. Excellent team-building skills.
Core Knowledge and Skills Summary
Project Management
Marketing & Sales
Consultative Sales
Process
Team Management
Team Building
Strategic Planning
New Client Development
B2B Sales Growth
Presentation Expertise
Customer Retention
Relationship Builder
Employment History
Florida Capital Bank Mortgage, Jacksonville FL. (May 2017 – January 2018) Inside Sales Manager
Managed Inside Sales Representative (ISR) department including development of all policies and guidelines.
Assisted Account Executives in managing their book of business, including working with established customers to garner additional market share and working with prospects to generate a new customer base.
Assisted sales team in implementing strategic sales plans to meet and exceed corporate goals.
Proactively monitored key performance measures of team, ensuring the quantity and quality of effort met company expectations. Took action as needed.
Responsible for all aspects of customer account management: including cold calling, lead generation, customer service, and pipeline performance management.
Homeowners Mortgage, Jacksonville FL. (May 2014 – April 2017) Client Relations Executive
Created Client Relations Representative (CCR) department including development of all policies and guidelines; also assisted in setting up company operational groups to handle Correspondent business.
Managed CRR department, including budgeting, forecasting, personnel management, review and client relations management.
Cross departmental role working closely with accounting, compliance, and legal to create accurate, executive reports.
Served as liaison between operations and sales departments, generating and overseeing new projects, including technical process, compliance and new product research
Federal Deposit Insurance Corporation, Jacksonville Fl. (August 2009 – April 2014) Resolution & Receivership Specialist [Federal Grade CG 1101-13]
Performed duties as Functional Asset Manager for Resolutions and Receiverships. Responsible for the organization, deployment and management of the Asset Team during the resolution process.
Prepared pre-closing Strategic Resolution Plan (SRP) detailing steps and functions of the asset team during closing activity.
Selected and organized the Asset Team to attend and participate in the closing function; assigned each member of the team specific duties to be conducted during the resolution process to create an efficient and well organized team. Provided any necessary “just in time” training and prioritized activities for the team at closing.
Responsible for collecting information on assets at the failed institutions, securing assets and documentation and determined which assets should be conveyed to an assuming institution or that should remain with the receivership as detailed in the purchase and assumption agreement. Secured target loans for Investigations Team and Other Real Estate (ORE), enabling them to begin their work process for closing weekend.
Conducted review of Asset Team findings and memoranda to insure accuracy of data and reporting. Insured all memos and exhibits are in proper legal format for consumption.
Wachovia Mortgage (September 2008 – August 2009)
Inside Mortgage Loan Officer (Wholesale Channel)
Responsible for all aspects of customer account management: including cold calling, lead generation, customer service, and pipeline performance management. This is a finite project for the refinance of non-liquidable assets to marketable assets in the Wachovia portfolio Countrywide Mortgage (October 2007-August 2008)
Account Executive (Wholesale Channel)
Responsible for all aspects of business-to-business account management including cold calling, lead generation, customer service matrices, pipeline and performance management, and providing answers to all levels of underwriting and loan scenario questions.
Washington Mutual Bank (May 2007 – October 2007)Vice President - Sales Support Manager (Correspondent Channel)
Hired to build and manage a team of inside Sales Assistants in support of 14 Account Executives for a start-up conduit flow channel under the Capital Markets division. Customer base grew from six to 80 in just a few months through high quality account management.
Responsible for:
Evaluation of seller application and made recommendations for approval
Orientation and training seminars for new sellers
All aspects of customer management
Development of procedures and reports
Pipeline management
NetBank (January 2005 – April 2007)
Regional Production Manager (Wholesale and Correspondent Channels)
Hired as an Account Executive and was promoted to Regional Production Manager due to ability to substantially increase production and provide high quality of customer management. Responsibilities included strategic sales planning, financial oversight, and recruiting for national inside sales team (four inside account executives) and central region external sales team (one area manager, five outside account executives).
Florida Bank Mortgage (August 2002 – December 2004) Inside Sales Manager (All Channels)
Hired as inside Sales Rep and was promoted to Inside Sales Manager. Responsibilities included managing a team of Inside Sales Representatives, financial planning, developing growth strategies, and recruiting department personnel. Personally managed accounts and grew volumes by providing high levels of customer service. Highest producing employee including all inside and outside sales personnel. Maintained over $15 million average per month in closed loan production. Personal volumes contributed to the companies increase in production to over $1 billion in annual sales. Closed over $170 million in volume and earned the Outstanding Production Award in 2003.
HomeSide Lending, Inc. (September 1994 – August 2002) Wholesale Inside Sales Representative
Responsibilities included all facets of business-to-business account management for the east coast. Covered Central Florida and North Carolina territories not assigned to an outside account executive and increased market share through customer service and detailed follow through. Earned Employee of the Month award in August 1996 and the Ovation Award in 2000.