Sales Manager

Matthew C. Simmerson, mba

**** ******** **. 216-***-****

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

UNIVERSITY HEIGHTS, OH 44118

Detail focused, highly ethical financial services professional with a MBA degree and diverse work experience demonstrating

consistent achievement of organizational and fiscal objectives and goals. Well respected for excellence in team leadership,

coaching and staff development. Proven expertise in business development with strong capabilities in building and maintaining

a book of business with a well defined track record of exceeding goals. Proficient skills in needs based selling and conducting

appropriate interviews with clients to formulate optimal solutions. Exceptional ability to cross sell appropriate financial products

and services. Highly regarded for generating and sustaining a robust circle of influence from which to draw business referrals.

Capable and seasoned consumer and business leader.

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SALES AND MARKETING STRATEGY – Developed and implemented aggressive marketing and sales plans. Led an effective

cross selling approach to new and existing customers. Developed and implemented successful sales platform to meet or exceed team and

individual service and sales goals. Developed sales and marketing programs to expand individual branch volume. Established and

maintained producing relationships that provide consumer and business referrals. Proactively lea meetings to evaluate sales techniques

and provide appropriate guidance to fulfill client relations.

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COMPLIANCE CULTURE – Ensure thorough and complete adherence of all bank regulations, policies, procedures and operational

integrity. Possess a rich knowledge of underwriting requirements for various loans. Responsible for generation of mortgage loans (loan

origination, assessed applications, and administered underwriting reviews).

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EFFECTIVE LEADER AND COACH – Provided daily team coaching and leadership focusing on advancing the strengths of each

colleague to exceed branch goals. Provided consistent and customer centric client care. Supervised teams up to 12 employees.

Experienced in personnel recruiting, selection, training, developing, scheduling and supervising associates. Motive staff to achieve

performance goals and ensure productive department operations. Responsible for the production and effectiveness for a team of 12 top

lending producers.

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PERFORM THOROUGH CREDIT ANALYSES – Research financial histories, and review account status as a prerequisite to

qualifying new accounts, authorizing purchases, and extending/increasing lines of credit up to $750,000.

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ESTABLISH AND MAINTAIN HUMAN RESOURCES – Related employee files reflecting salary increases, deductions,

garnishments, benefits, payroll exceptions, and W 2 withholdings, exercising a high level of confidentiality.

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MANAGE ACCOUNTS PAYABLE/RECEIVABLE – Managed expense control procedures including; bank and account

reconciliation, cash receipts, disbursements, finance charges, billings, invoicing, purchase order and inventory verification, charge

backs, rebates, and preparation of daily bank deposits.

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RESEARCH ACCOUNT TRANSACTIONS – Demonstrated a keen ability to recognize and resolve discrepancies. Follow through on

timely and accurate month end closings and financial reporting activities.

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BANK REVENUE RESPONSIBILITY – Accountable for achievement of sales goals designed to stimulate branch revenue thresholds.

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CUSTOMER RELATIONS AND SERVICE – Developed and managed customer relations to maximize service satisfaction, promote

goodwill and generate repeat/referral business that contributes to sales growth. Monitored and resolved any service issues.

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OPERATIONS MANAGEMENT – Hold profit and loss accountability. Managed all aspects of day to day department performance

of bank branch with over a $65 Million Deposit Base. Direct Sales, inventory control, visual merchandising, housekeeping, security,

administration and compliance to company policies and procedures.

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PROFICIENT IN PROBLEM SOLVING – Ability to quickly adapt to the unexpected. Able to tackle issues by producing programs

that are relevant, informative, and stimulating. Enjoy performing multiple tasks/projects while keeping an eye on bottom line profits for

the company. Utilized strong troubleshooting and analytical skills to improve the production processes.

BRANCH MANAGER II/OFFICER CHARTER ONE BANK 2007 2013

BRANCH MANAGER US BANK 2006 2007

LOAN OFFICER US BANK HOME MORTGAGE 2004 2006

SENIOR MORTGAGE CONSULTANT PREMIER MORTGAGE INC. 2002 2004

ACCOUNT MANAGER MPOWER COMMUNICATIONS 2001 2002

ACCOUNT EXECUTIVE ADVIZEX TECHNOLOGIES 2001 2001

ACCOUNT EXECUTIVE – SENIOR TEAM LEADER CORECOMM TELECOMMUNICATIONS 1999 2001

CLAIMS PROCESSOR II PROGRESSIVE INSURANCE 1997 1999

• Selected by Regional Manager to serve as the Your Place Banking Champion and Lending Champion for the

Region. Recognized for the ability to recruit quality candidates who have successfully advanced within the

company.

• Resolved 95% of customer complaints resulting in an 11% increase in the customer satisfaction index.

• Streamlined processes resulting in a 14% increase in the Operational Scorecard of the branch within a

quarter.

• Recognized for leadership and commitment to quality improvement. Strong track record of providing

outstanding customer satisfaction.

• Successfully achieved monthly sales quotas on a consistent basis.

• Received Vendor Product Certification applicable to various computer platforms.

• Awarded Prestigious designation: CoreClub –awarded to top Account Executives of company.

• Played pivotal role in leading lending sales to achieve an aggressive $1,500,000 quarterly branch goal by

instituting company wide training initiatives that increased closing rates 25% and enhanced customer

retention by 15%.

• Increased sales volume and profitability by over 28% in first year at branch through effective management

and financial controls.

JAMES J. NANCE COLLEGE OF BUSINESS ADMINISTRATION AT CLEVELAND STATE UNIVERSITY

CLEVELAND, OHIO

MASTER OF BUSINESS ADMINISTRATION (MBA), GRADUATED 1999

GPA 3.5

THE OHIO STATE UNIVERSITY

COLUMBUS, OHIO

BACHELOR OF ARTS (BA), GRADUATED 1993

GPA 3.3 (MEMBER OF THE ALPHA EPSILON PI FRATERNITY)

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