Business Development Client Retention

ALEXANDER FREEMAN

Dallas, TX

562-***-**** **************@*****.***

PROFESSIONAL SUMMARY

Results oriented business leader with more than 10 years of success in business development, operations and relationship management. Effective liaison to key clients, accounts and external business stakeholders. Offering ability to leverage trends across industries and markets to derive solutions and approaches focused on creating value for customers and profitability for company. Demonstrated ability to streamline processes for efficiency and productivity. Versatile and innovative at seeing big picture while still focusing on details.

SKILLS

●Equipment Finance

●Business Development

●Commercial Lending

●Relationship Management

●Business Operations

●Contract Negotiation

●Database Management

●Salesforce

●Client Retention

●Vendor Management

●Written and Verbal Communication

●Client Retention

●Account Management

●Risk Management

●Salesforce

●Consultative Sales

●Business Planning

●Credit Analysis

Problem Solving

WORK HISTORY

SR SMALL BUSINESS BANKING RELATIONSHIP MANAGER 11/2021 to Current

Wells Fargo

●Maintaining clients in the $1-10MM annual sales range; targeting businesses that are credit worthy and bring profitable annual revenue thresholds to the bank ensuring complete capture of entire banking relationship: Identifying and implementing Treasury Management (TM), Merchant Card and SBA cross-sell opportunities.

●Credit Analysis

●Generated new business loan volume by 80%

●Complied with established internal controls and policies.

●Delivered exceptional experience and maintained portfolio of 250 clients

ACCOUNT EXECUTIVE 12/2018 to 11/2021

Partners Capital Group

●Sourcing of clients in the $1-10MM annual sales through emails and cold calling

●Credit analysis and underwriting

●Working closely with internal business partners; collecting the necessary documentation in order to structure, price and close equipment finance leases and loans

●Generated new business revenue by 65% while increasing revenue of existing portfolio by 15%

●Implemented quick and effective resolutions to customer issues after sales

CARRIER SALES 05/2017 to 12/2018

Echo Global Logistics

●Supported operations by communicating with customers, filing documents and managing data

●Managed complex problem-solving for upper management in order to complete projects on-time and within budget

●Matched purchase orders with invoices and recorded necessary information

●Streamlined daily reporting information entry for efficient record keeping purposes

●Managed and responded to all correspondence and inquiries from customers and vendors

RAMP AGENT 10/2015 to 05/2017

Delta Airlines

●Coordinated with ramp agents to verify baggage was placed on correct outgoing flight

●Coordinated all ground crew activities to complete objectives on schedule

●Safely operated various types of equipment such as conveyor belts, push-back tractors and tugs

ACCOUNT MANAGER 08/2012 to 10/2015

American Capital Group

●Liaised with clients through email and cold calling to identify and address needs, growing existing accounts through selling equipment finance services

●Credit analysis

●Cultivated productive relationships and maintained quality communications with account contacts to maximize client retention

●Drove team and company profits by developing and strengthening relationships with industry partners and potential clients

EDUCATION

University of Nevada - Las Vegas Bachelor's Degree Psychology

Managers Spotlight Award Outstanding Effort and Achievement, Champions Diversity, Equity and Inclusion

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