Sales Customer Service
Resume:
S teve Knapik
Chicago, I ll inois 60625
************@*****.***
Summa ry in Sales
• I have a driven tenacity in exceeding sales quotas and goals, with a crazy
appetite for penetrating and growing new business and developing accounts
• Ravenous in learning new cutting edge solutions that best benefit clients
• Passionate and enthusiastic professional in S ales, Business Relationship
M anagement, and Consulting Solutions Management w ith Decision
M akers and "C" Level Executives
• I prove myself with expert proficiency i n Negotiation Management, New
Account Penetration, and Value Selling by leveraging my understanding
of the Customer, the Industry, and the Competition
• My broad experience in a variety of applicable technologies and strong
Service and Solution Sales execute well for Account Strategy &
P lanning . I am able to understand, articulate and directly craft large
complex solutions (wri t ten as well as verbally) providing a core vision and
solution to a wide variety of clients. Most importantly, I have a proven t rack
record in superior sales growth
• Aggressively work the pipeline to consistently meet or exceed quarterly and
annual
revenue quotas
• Ability to manage day-to-day activities with a entrepreneurial spiri t of a
h unter with an eat what you kill mentality
• Ability to multi-task and remain friendly and collaborative in high stress
working environments
• Self-motivated and passionate and can consistently meet t ight deadlines with
a s trong attention to detail.
S umma ry in F inancial and Commodity Ma rket Knowledge
• Solid knowledge of the financial and commodity markets and how they drive
business and t rading decisions
• Solid knowledge in Stocks, Yield Curve, Crack, Henry Hub, F utures, Swaps
and Options
• E nthusiasm for t rading and the technology needed to make highly profitable
decisions
• Ability to identify, communicate, and understand the needs of a t rader and
guide the user into the products that best suit their needs
• Ability to identify, communicate, and understand the needs of t raders and
companies hedging commodities or financial positions in the market, and
guide them into the products that best suit their needs
• In teract professionally and proactively with international settlement
departments to ensure settlement of t rades around the world
• Self -motivated; excellent customer service and relationship-building skills
• E xcellent communication skills being able to communicate with individuals
a round the world resolving high stress international t rading settlement
p roblems in a cool and professional manner
• Consistent Profitable Proprietary Trader due to strict Risk Management.
M aster's Student Computer Science a t Northeastern I l linois University 10/12
t i ll 4/2014
O pen Mo rtgage
Oakbrook, I l linois 60523
.
Operations Manager: 01/2009 ti ll 10/2012
1. Assisted Loan Officers with all tasks related to mortgage loans and
maintenance of their loans on company Database.
Maintained Database of all current and past mortgages.
2.
Developed and maintained records of revenues and profits on Excel
3.
Computerized Mortgage process so that Mortgage Documents could be viewed
4.
and analyzed by mortgage broker on his/her computer
Conducted t raining on proper mortgage, file preparation, compliance, and use
5.
of the systems software.
Sales Manager:
1. Managed a staff of Mortgage Loan Professionals
2. Directed Sales Campaigns to Customers and Prospects
3. Responsible for establishing and achieving Sales and Budget goals and
market strategies
4. Recruited, t rained and developed procedures to increase profitability of fi rm
5. Developed short and long term Sales Plans for mortgage staff
6. Educated staff in sales and changing Industry Guide L ines to increase
mortgage sales.
Americorp Mo r tgage
Homewood, I l linois 60430
Mo rtgage Broker: 06/2007 ti ll 01/2009
1. Commercial and R esidential Mo r tgage Broker .
2. Developed and grew my business along direct and indirect lines.
a. Direct lines where contacting individuals that had made mortgage
i nquires on line.
b. Indirect lines where established by cultivating relationships with Real
Estate Brokers, Financial Planners, and Attorneys.
3. Consistently exceeded my M onthly Sales Goal of 1 M illion Dollars i n
Monthly Sales Production.
4. Analyzed clients’ needs, proposed mortgage solutions, and sold the mortgage
package that best suited the client’s needs with an emphasis on both the
current and future environment.
Count ry wide Home Mo r tgage
Oakbrook Terrace, I l linois 60181
Loan Officer: 06/2006 ti ll 06/2007
1. Contacted Countrywide’s large existing customer base and offered and sold
new mortgage solutions for the client’s changing needs.
2. Consistently exceeded monthly sales goals and awarded Top Office Sales
P roducer 4 times and Top Regional Sales Producer 3 times.
3. Assisted in Sales Meetings for the t raining in sales and processing of loans.
Ameriquest
Schererville, I N 46375
Loan Officer: 12/2005 ti ll 06/2006
1. Contacted potential clients via internet leads and offered solutions to their
c redit and mortgage needs.
2. Exceeded sales goals and was recognized and awarded T op Office Sales
P roducer 5 t imes, T op Regional P roducer 3 t imes, and 1 time T op 100
P roducer in Nation .
3. Recognized and awarded The Visionary Award for outstanding Customer
Service.
D I RA T rading
Chicago, I l l inois 60610
P ropr ieta ry T rader: 06/2000 ti ll 11/2005
1. Momentum Trader in Stocks, Options and Stock Indexes for consistent short
term daily profits consistently being a Top Revenue Producer.
2. Hedge Futures and Options Trader in Treasuries along the entire Yield
Curve implementing Option and Spreads Strategies for consistently being in
t he T op 5 i n revenues.
3. Engage in proprietary t rading in derivatives instruments i.e. t rading on its
own book for profit to meet team objectives
Dean Witter Reynolds
Chicago, I l l inois 60610
I nstitutional Futu res Sales T rader: 01/1996 till 04/1999
1. Execute derivative t rades (ie futures, swaps & options) on behalf of
I nsti tutional Clients in coordination with their global management
s trategies.
2. Executed Institutional orders in Foreign Exchange Futures Markets for
Hedge Funds, Fund Managers, and Natural Corporate Hedgers.
3. I t was my responsibility to service and develop my U.S. and In ternational
C lients by building a relationship with them.
4. Provided market analysis and exceptional execution on U.S., European, and
Asian Markets.
5. Provided exceptional service to my clients from execution of a t rade to
settlement of domestic and international t rades.
6. Proactively provide technical and fundamental market information to the
I nsti tutional Clients.
7. Advise the Institutional Clients on the best way of managing their positions
8. Offer r isk management services, including education, advice, execution and
market-making to customers to enable them to manage their own exposure
to price r isk
9. Support the Physical Products Teams and the Risk Marketing Unit & i ts
partners by offering market making services .
10. In teract with in ternational settlement departments to ensure settlement of
t rades around the world
11. Contribute toward surpassing the team's annual profit target. Perform all of
t hese activities to Trading standards within a highly controlled environment
governed by external regulatory requirements as well as internal controls
Fidelity Capital Ma rkets
Los Angles, California
O perations Manager: 06/1992 till 12/1995
1. Providing t rade support and reconciliation as well as performing confirmations and
settlements on all t rades.
2. Responsible for handling DTC t rade settlements.
3. Used Swift, Bloomberg, and Trade Web to process all t rades.
4. Responsible for working closely with the NYSE execution t raders to provide
back-up and desk coverage as needed
5. Assisted Traders and Institutional Clients during peak t rading periods.
6. Performed settlements, Explored and resolved discrepancies.
7. Confi rmed t rades with clients and offered operations support for t raders.
8. Also responsible for back office operations support.
PU R D U E U N I V ERS I TY Bachelors of Science in Accounting GPA 3.49
Northeastern I llinois University M asters Computer Science Graduation May
2014 finishing Master's Project
Cha r tered F inancial Analysis Level 1
Licensures: Series 3 Series 4 Series 7 Series 24 Series 27 Series 55 Series 63
Securities T raders Association of Chicago Member
F ormal Solution Selling Methodology T raining M iller Heiman and Dale
Carnegie
Computer P rogramming K nowledge
Java, Python, C++
HTML, CSS, JavaScript, Ruby on Rails, .NET, PHP
Microsoft Office, VBA, C#, SQL
References: Available Upon Request
Contact this candidate