David J. Schweizer

Contact

ad4gl1@r.postjobfree.com

484-***-****

*** **** **, ****** **** Pa 19078

Objective Statement: To Obtain a position that will enable me to use my strong financial skills, business and sales background and abilities to work well with people. My goal is to gain employment with a growing company and to achieve optimum utilization of its resources, to maximize company profits.

Key Proficiencies

Customer Service and purchasing experience

Business Development

Financial Underwriting

Adaptability and time management

B2C Sales

NMLS Certified

Leadership

Chat Support

Education

2005 to 2007

Pennsylvania Institute of Technology

A.A.S. Web Design Technology

Work Experience

Key Impact Sales and Systems

August 2021 - Current

Operator Specialist

Sell top food lines to drive business and commissions for the company by completing timely reporting of activity in the “Game Changer” so it reflects accurate call reporting and results for CRM objective planning

Drive company sales by aggressively marketing and presenting manufacturers’ product lines to our customers to increase sales for company

Use “Game Changer” to report results of sales calls and objective planning goals to record activity

Build relationships with top accounts, key decision makers and distributors by setting up appointments to discuss business activity and needs of customers

Manage daily distributor functions such as answering customer phone calls, reviewing respective buyers and scheduling and preparing for meetings to help meet company objectives

Work trade shows to promote products to customers to increase sales

Track monthly objectives to make sure customer goals and objectives are being made

Cag Truck Capital

February 2020 – August 2021

Loan Processor and Inventory

Assisted with finance contract documentation and funding

Assisted with creating loan documents as needed

Assisted with verifying information and accuracy of loan applications and supporting documents

Assisted and complete inventory costs sheet and invoice filing in inventory truck folders

Coordinated tasks associated with secured inventory according to inventory check list

Coordinated transportation of secured inventory

Coordinated and ensure inventory GPS units are installed, and reporting; also handled GPS documentation system

Coordinated inventory and service accounts payable payment processing

Coordinated inventory repair and engine overhaul documentation system

One Main Financial

September 2018 – February 2020

Loan Processor

Develop relationships and work with customers throughout the loan process and loan life cycle.

Manage the life cycle of the loan complying with all law and regulations while also utilizing credit underwriting techniques

Present financial solutions, based on customer needs, which meet their goal

Adequately Assessing credit risk, while adhering to lending guidelines and principles, to mitigate fraud and overall monetary loss, while also avoiding any possible delinquency

PNC Bank

September 2017- September 2018

Financial Consultant/Customer Support Center Live Chat

Establish and achieve sales targets and promote various banking services to business customers and personal customers.

Maintain effective relationship with customers by analyzing requirements and recommend appropriate product and initiate growth for PNC.

Live Chatting to disperse any information that is needed and necessary for a satisfactory customer experience.

Conduct financial literacy workshops to the community the bank serves.

Work directly with eco partners to help business establish and maintain long lasting relationships with PNC

assisting PNC Customers to resolve complex online and traditional banking issues

Medical Alert

July 2014- August 2017

Senior Safety Consultant

Performed inbound and outbound sales calls with potential customers

Used industry knowledge to find the medical alarm solution that best fits customer needs

Delivered best-in-class service experience in a professional courteous manner to our customers

Maintained a high level of performance & production

JG Wentworth

July 2011 – June 2014

Senior Account Executive

Managed a book of business of clients for the purchasing of their structured settlement and annuity payments for myself and co-workers directly under me

Communicated with Underwriting, Customer Service & Research

departments to efficiently migrate accounts in-house

Maintained a high level of performance & production for myself and my team

Utilized my skills as a ASL to oversee and manage multiple co-worker’s books of business

Franklin Mint Federal Credit Union

April 2008 – June 2011

Cross Trained Teller MSR

Handled all cash and check transactions

Electronic disbursement & ATM custodian

Vault custodian

Customer Service

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