CHARLES HARVEY
*** ** **** **, **********, FL ***72 C: 818-***-**** *****************@*****.*** Experienced account manager with superb client and project management skills. Utilize diverse sales tactics, including qualifications, persuasion, strategy, proposal and closing. Strategic thinker who can implement sales, marketing, and business initiatives to support corporate objectives. Ability to communicate effectively with technology, executive, and business audiences. Proficient in learning product lines quickly, connecting with customers and maintaining high sales performance. Friendly, reliable and hard working. Key Account Management
Lead Generation
Sales Presentations
Customer Service
Cold Calling Prospective Clients
Excellent Listener
Account Manager, 11/2014 to Current
McQueen's Tax & Financial Services – Okeechobee, FL Prepared correspondence, accounting and financial documents for analysis. Penetrated dozens of profitable accounts.
With one account, succeeded in reversing poor perception of the company through positive relationship- building and product demonstration Became the lead "go-to" person for new reps and particularly challenging calls as one of the company's primary mentors/trainers of both new and established employees.
Contributed to an 37% sales increase in 2015 by improving lead-generation and sales-tracking techniques.
Met with an average of 2 clients per week consistently, resulting in a 90% client retention rate. Senior Sales Associate, 08/2012 to 09/2014
The Brother's Trade – Los Angeles, CA
Created a detailed customer contact list which established a personal connection with customers to ensure their return for future sales.
Achieve personal sales goals as given to you monthly (15k). Helped them in their decision making process and built up a clientele base. Answer telephone, direct calls, take messages and provide information. Loan Originator/Officer, 09/2011 to 10/2013
J.R.E Investment Services – Los Angeles, CA
Approve loans with specified limits, and refer loan applications outside those limits to management for approval.
Meet with applicants to obtain information for loan applications and answer questions about the process. Review and update credit and loan files.
Generated leads, initiated cold calls to prospective customers, followed up, performed pre-sales activities and closed transactions.
20 credits: Communications,
University of Florida - Gainesville, Fl
NMLS ID: 1044930:
Loanofficerschool.com -
PROFESSIONAL SUMMARY
SKILLS
WORK HISTORY
EDUCATION