Sales Manager

CLAUDE A HARRIS

***** ***** ***., *********, ** *4030 H: 816-***-**** C: 816-***-****

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

Executive Profile

Ambitious Independent Financial Advisor who creates strategic alliances with organizational leaders to effectively align

with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating

skilled professionals.

Skill Highlights

Small business development, Project Commercial Accounting I & II, Understanding Cash flow

management, Leadership/communication skills, Product (KAMB), Excel & Power Point Presentations,

development, Product line expansion, Client account Understanding Depreciation Schedules and K1.

management, Budgeting expertise, Negotiations Understanding C-Corporations. FIC Designation, Certified

expert, Self-motivated, Market research and College Planner. Quick Books, Microsoft Money, Peach

analysis, Customer-oriented, Tree, Navision. Project management, Sales Force.

Core Accomplishments

Operations Management:

Managed Business-to-Business and community affairs division. I created award winning programs that helped

secure over $3,000,000 in scholarships for youth and grew our branches revenue 30% through personal

production.

Handled all functions related to marketing, creating online and direct mail campaigns, sales, presentations and

customer acquisition. Spirit of service award winner 2015.

Professional Experience

Franchise Owner 01/2009 to Current

Independent Financial Advisor Grandview, MO

Generated over $40,000,000 in production for Commercial Companies like MassMutual, Transamerica, Mutual of

Omaha, Modern Woodmen, Athene, Coventry, Assurity, Cigna.

Coordinated community events, scheduled speakers, created marketing materials, sponsored events that

increased our partnerships 120%.

Increased our referrals by 33% in one quarter due to improving our crm management systems and improving our

referral scripts.

Created new revenue streams through creating a scholarship software that enabled us to cross-sale other

products and services.

Managed team of 40 sales professionals by creating our first national mastermind group.

Strengthened company's business by leading implementation of education marketing and consultative sales

systems.

Commercial Loan Officer-Business Banker 07/2006 to 08/2008

US Bank Shawnee mission, KS

Accountable for Wyandotte county and spearheaded lunch and learn meetings with local business owners.

Increased appointments in that area 50% in 6 months.

Increased pipeline production 150% for clients interested in obtaining financing for expansion, working capital or

lines of credit in 1 year.

Generated new business through cold-calling over 100 companies per day 5 days per week and door knocking 40

new prospects each week to ensure pipeline goals and objectives were exceeded.

Hosted training sessions for Banking Officers.

Created Training programs on Internet based platforms.

Attended every training event given which resulted in the development of outstanding knowledge of: Reviewing

fixed assets, general ledger and financial statements, month-end balance sheet reconciliations and Income

Statements, Analyzing C-Corporations, S-Corporations, Limited Liability Corporation and Sole Proprietors.

Cash flow analysis of depreciation schedules and year-to-date profit and loss statements.

Branch Manager 03/2000 to 07/2006

Allied Home Mortgage Capital Corporation Overland Park, KS

Responsible for opening a new branch and doubled revenues for 20 consecutive quarters.

Generated new business through starting and managing our 1st direct mail division over 17,000 mailers sent per

month.

Marketing copywriter and doubled response rates by 100%. Our response rates were 2.35% which doubled the

industry average.

Managed team of 15 professionals of which I hired and trained each support staff member. (processors, sales

division, marketing coordinator, accountant and relationship manager)

Spearheaded cross-functional initiative to achieve realtor relationships and streamline our customer experience

through technology innovation and automated our sales systems. First division to go completely paperless.

Servicing Banks and Credit Unions.

Conducted Staff Training Sessions Facilitated daily operations for staff.

Recruited top producing loan officers, processors and underwriters.

Established referral relationships with Realtors, Banks, and other mortgage lending institutions.

Accounting for the branch: payroll, AP and AR, Bank Reconciliations, Journal Entries and General Ledger.

Orchestrated sales meetings and established goal setting objectives.

Insurance Accountant II 01/1998 to 03/2000

National Association of Insurance Commissioners Kansas city, Mo

Discovered over $10,000,000 in errors, fraud or inappropriate claims; regarding Insurance companies annual

statements.

Reduced billing errors and inconsistencies by 20% per quarter.

Strengthened company's business by leading implementation of proactive annual statement reviews. Following up

with customers to resolve issues or trends that I felt needed to be addressed so they could have fewer issues in

years to come.

Insurance companies loved the training and coaching given to them and felt we were an advocate to help them and

not just auditing them to assess penalties.

Increased moral and communication within the department and created a culture of helping our customers instead

of demanding items from our customers.

Education

BACHELOR OF BUSINESS ADMINISTRATION: Accounting December 1997

Pittsburg State University Pittsburg, Kansas

Accounting

References

REFERENCES: Available upon request.

Interests

Teach Senior High Sunday school, Husband, Dad, Basketball, Board of Directors YMCA, President of Trustee Board.

Skills

Accounting, Accounting I, accounts receivable, AP, AR, auditing, B2B, balance sheet, Bank Reconciliations, Banking,

billing, budgets, C, Cash flow analysis, Cash flow, Coaching, Commercial Lending, Credit, Credit Analysis, Client,

Client Relations, direct mail, Staff Training, Financial, financial statements, fixed assets, General Ledger, goal setting,

Insurance, marketing, Marketing and Sales, meetings, Excel, Microsoft Money, Microsoft office, Office, Power Point,

word, mortgage lending, Navision, Network, payroll, Peach Tree, Presentations, processors, producing, profit and loss

statements, Quick Books, Sales

Additional Information

ACTIVITIES: Teach Senior High Sunday school, Husband, Dad, Basketball, Board of Directors YMCA,

President of Trustee Board, Golf, Reading Books, Helping Youth.

Contact this candidate