Sales Manager
Resume:
Brendan M. Caulfield
*** **** ****** **** *** 508-***-****
Franklin, MA 02038 *******.*.*********@*****.***
Professional Experience
Lapointe Insurance Agency December 2013 Present
Manager of Life and Health Department Fall River, MA
• Prospect for new life insurance accounts through outbound calling, social media updates,
blogs, and mailings.
• Rounds out existing property and casualty business within Agency.
• Prepares proposals for presentation.
• Educates Account Managers on speaking about life insurance.
• Actively refer clients to property and casualty lines of business.
• Prepare quotes and applications, submit information to carrier and follow up for timely
response.
• Network with community organizations and other sales producers to build relationships in
agency footprint and beyond.
• Counsel clients in Life, Long Term Care, Disability, and Financial Planning.
• Currently Licensed Producer in Massachusetts and Rhode Island for Life, Accident, and
Health Insurance.
UniBank for Savings August 2013 December 2013
Controlled Loans Specialist (Temporary) Whitinsville, MA
• Contacted delinquent borrowers that are past due 60 days or less, in an effort to secure
payment.
• Documented all phases of collection efforts to ensure due diligence of collection activities on
all delinquent accounts.
• Monitored monthly credit bureau reports to ensure that delinquencies are reported correctly.
• Resolves credit bureau disputes initiated by borrower within legally required response time.
• Processed paperwork and maintains files on bankruptcy filings.
• Initiated insurance claims on vehicles and homes, and sets up checking accounts and
inspections.
• Kept abreast of developments in the fields of finance, banking in general, and collections in
particular. Ensures compliance with state and federal laws and regulations.
Bank of America, N.A. July 2002 January 2013
Mortgage Servicing Specialist III Dedham, MA (April 2011 January 2013)
• Consistent productivity top performer among 400 peers in 50 offices nationwide.
Exceeded Overall Expectations in both the “What” and “How” categories of 2012
•
performance review. Excellent feedback from manager on communication and leadership
skills.
Met with mortgage customers who were facing financial hardships and assisted them through
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the home loan modification process.
Worked with underwriters to ensure accuracy and completeness of documentation.
•
Traveled throughout New England region and made presentations at outreach events, bank
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branches, and community organizations.
Followed up with clients regarding status of modification applications or decisions.
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Assisted in training of new office staff in Chicago.
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Performed Assistant Manager and Manager Duties in their absence.
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Worked with several different investors: FHA, VA, FNMA, FHLMC, Wells Fargo, US Bank,
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and Bank of New York.
Small Business Specialist –Framingham, MA (February 2010 April 2011)
• Increased sales by promoting products and building new and existing relationships with small
business clients.
• Provided status updates with customers to ensure satisfaction.
• Identified banking needs and made suggestions that would benefit customers financially.
• Organized, promoted and led meetings with clients and business partners to expand our
customer base.
Sr. Personal Banker Norwood MA (July 2006 January 2010)
• Ranked in top 2% of the region among over 1200 Personal Bankers.
• Achieved 170% of sales goals for the 3rd and 4th quarters of 2009.
• Consistently exceeded aggressive sales goals each month and quarter.
• Mentored and coached teller staff informing them on new products and promotions.
• Acted on behalf of management team on conference calls in their absence.
• Worked well with all lines of business to increase referrals: merchant services, payroll, loan
officers, and client managers.
• Made presentations at local businesses, speaking with employers and employees about the
benefits of banking with Bank of America.
• Successful in building mortgage pipeline for center.
Personal Banker Milford, MA Banking Center (July 2003 July 2006)
• Selected by management for role of Small Business Champion for Banking Center, attending
business sales meetings, calling nights and participating in conference calls.
• Selected by supervisor to be Sales Captain and Spirit Champion for the Banking Center.
• Accepted a lead role in new sales initiatives resulting in increased success in new mortgage
and refinance sales.
Brendan M. Caulfield 508-***-****
Personal Banker Ashland, MA Banking Center (July 2002 July 2003)
• Sold and serviced bank customers, assisting with Home Equity Loans, Checking/Savings
Accounts, Credit Cards, IRA’s, and CD’s.
• Input applications for Personal Loans, Car Loans, Credit cards Home Equity Loans and Lines
of Credit, and Cash Reserve Overdraft Protection.
• Built relationships with customers, advised them on banking accounts and financing options.
• Called customers regarding investment options and referred them to Financial Advisors.
• Opened and closed Banking Center, followed security procedures, set/disarmed alarm system.
• Acted as ATM custodian, which consisted of auditing machines and adding cash throughout
the week.
Education
Dean College Associates Degree in Business Studies 2010
Boston University Corporate Education Center Desktop Support Technician Training 2000 2001
Massachusetts Bay Community College Criminal Justice (Courses in Intro to Criminal Justice,
Criminal Law and Procedures, Drugs People and Problems, Criminal Investigation, and Introduction
to Corrections)
Millis High School 1994 1998
Technology
Desktop Support Specialist Training (Proficient with Microsoft Outlook, Word, Excel, computer
repair, networking, basic hardware installation, software installations, troubleshooting and
maintenance, networking and support, security configuration and analysis, routing and switching
concepts, securing, maintaining and troubleshooting a Windows operating system), Quickbooks,
Salesforce, and CRM.
Brendan M. Caulfield 508-***-****
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