Place
Kenosha, WI *****
********@*****.***
James A. Scalzo
Overview
■ 20 + years of proven experience managing,clients, staff and multi million dollar portfolios and projects
■ Quality and results driven individual that consistently exceeds goal and sales requirements
■ Self starter that has the ability to identify and prioritize team and individual goals and objectives
■ Driving efforts in marketing campaigns, sales negotiations, contract review and business development
■ Ability to utilize leadership, technology and alternative delivery channels to enhance and improve client satisfaction
■ Expertise in Direct, Indirect Sale Strategies and Sales and Team Member management
■ Tireless worker that has passion to succeed by excelling at sales and relationship building. I put accomplishment ahead of pay
■ Financial Statement and Budget and Credit analysis expertise
■ Excellent Computer and Phone skills
Professional Experience
Office Manager 2015 Present
Weichert Real Estate Precision Kenosha WI
M anage the office function for a Boutique Real Estate Firm, this includes new business lead generation
Property Manager, contracting out all repair orders, budget and project estimating for 226 units
New Tenant procurement, screening and leasing
Schedule all property showings for new buyers, sellers, and potential tenants
Seek Private Investor funding for the firm for its own property purchases and flips
P repare Cash flow and Credit and Collateral Analysis on all potential acquistions General Manager 2010 – 2103
Meineke Car Care Center – Kenosha WI
Manage the shop from the front service counter to the flow of work in and out of the service area at all times, I ncluding writing estimates, auto evaluations, customer concerns, and franchise reporting
Manage a team of employees c onsisting of a mix of master technicians, automotive technicians, and entry level technicians
Train, and motivate Meineke team members, along with overseeing H.R. policies and procedures.
Maintain an exceptionally clean and well organized facility
Follow and promote company safety policy/procedures
Improve loss control through continuous spot checks of inventory, cash drawer checks, monitoring of employees
Ensure environmental compliance
Ensure all equipment is in proper working order and operated in accordance with safety regulations
Oversee inventory control
Create accurate and reliable estimates for customers
Increased Sales and Profitability by 150% with minimal to no knowledge of Automobiles Vice President Commercial Banking 2009 2010
Consumers Credit Union – Gurnee, IL
Business Development and Sales Director for Corporate Client Services.
■ Oversaw and managed the department of $30+ million
■ Developed standard policies,procedures and the implementation methods required for all operational activities
■ Partnered with Different Departmental Sales Teams to develop client referral process
■ Represented the Sales function to existing and prospective clients
■ Subject matter expert on business development and sales efforts
■ Developed support structure and process improvement plans for operations and technology partners including configuration, support, and training
■ Lead initiatives to establish the department as a major profit center with P&L and Budget responsibilities
■ Established Tracking matrix for sales growth and quality control within the department Senior Vice President 2002 2008
Bank of Kenosha Kenosha, WI
Relationship Manager of Corporate products, sales and services for existing and prospective clients. Senior Management Team Member
● Effectively originated and managed a credit portfolio that exceeded $165MM in assets
● Managed and coached a sales and operations team that was responsible for budget, sales and client expectations
● Partnered with other key departments to implement back office operational efficiencies
● Oversaw the marketing function for the bank and holding company to allow for internal and external image enhancements
● Senior Management Team Member with individual credit approval authority of $750K
● Managed the largest portfolio and was the top producer in the entire bank
● Exceeded goals and objectives each year
● In 2007, closed $19MM in new commercial loans and $24.2MM in Cash Management Products
● In 2006, closed $21MM in new commercial loans and $25.3MM in Cash Management Products
● Established depository programs to sell product to new and existing customers
● Voting member of the ALCO committee
● Chairman of the bank's marketing committee
● Oversaw the development and enhancement of the bank’s website and alternative delivery channels
● Trained and managed a team of 3 credit analysts and three junior lenders Vice President 1996 2002
Johnson Bank Kenosha, WI
Relationship Manager responsible for $65 million in account relationships.
● Developed and implemented business development models for sales team
● Created metrics used to monitor growth and productivity and enhance departmental efficiencies
● Developed internal and external marketing strategies for sales team
● Worked with IT to implement new tracking data, including Sales and Operational efficiencies
● Established quarterly review matrix on all existing clients
● Established and Maintained Cash Management relationships for new and existing clients Vice President 1995 1998
M&I Marshall and Ilsley Bank Kenosha, WI / Milwaukee, WI Market Manager working with all departments to improve business development and operational processes. Manager of all outside vendor, marketing and community involvement related to key company functions.
● Managed existing staff of sales and operational team members responsible for the regions development
● Developed and implemented the branch center and all the day to day business functions
● Worked with key departments to establish a budget, sales and tracking system for this region’s team
● Responsible for all business functions including P&L, Sales, and H.R. and Budget items
● Developed a profit center from z ero to $36 million with 24 months
● Managed a team of 8 BDO’s
● Youngest V.P. in the S.E. Wisconsin Region
Assistant Vice President Retail and Small Business 1 993 to 1995 Johnson Bank of Kenosha Kenosha, WI
● Served as a retail Sales branch manager and small business lender
● Oversaw and managed a staff of 8 employees
● Established and maintained small business clients and contacts Management Trainee & Assistant Cashier 1989 to 1993 First National Bank of Kenosha Kenosha, WI
● Worked in all areas of the bank including, operations and customer service
● Served as a customer contact person and new accounts representative
● Developed sales, and service skills through hands on experience Education and Associations
University of Wisconsin Parkside ( 1985 to 1989)
Bachelor of Arts – English/ Communication
University of Wisconsin Madison Graduate School of Banking (2003 to 2005 ) Salvation Army Board of Directors
Kenosha Youth Foundation Board of Directors
Kenosha Public Museum Board of Directors
U.W. Parkside Alumni Association
St. Joseph High School Athletic Association
Kenosha Achievement Center Board
Sigma Tau Delta
References Available upon request