Customer Service Business Development

David J. Schweizer

484-***-**** ***************@*****.*** Ridley Park, PA www.linkedin.com/in/DaveJSchweizer

Customer focused financial professional with experience delivering intuitive customer service and sales assistance in the financial industry. Motivated professional who builds strong relationships with clients and colleagues to build customer loyalty, achieve sales goals, and maximize profits. Clear communicator gathers customer requirements and proposes appropriate solutions to build sales and improve customer experience.

Customer Service Purchasing Business Development B2C Sales CRM Data Management

PROFESSIONAL EXPERIENCE

Key Impact Sales and Systems

Operator Specialist 09/2022 – 01/2024

•Developed new business and drove company sales by proactively marketing and presenting product lines to prospective and current customers; achieved and exceeded quarterly sales quotas

•Used internal CRM to report results of sales calls and record activity related to objective planning goals

•Built relationships with top accounts, key decision makers, and distributors; scheduled meetings to discuss business activity and needs of customers

•Managed daily distributor functions including answering customer phone calls, reviewing prospective buyers, and scheduling and preparing for meetings to help meet company objectives

•Understand market conditions and competitors' offerings and share information with customers

•Communicated with restaurant operators to track monthly objectives, identify trends, and ensure customer goals and objectives are met

Cag Truck Capital

Loan Processor 03/2022 – 08/2022

•Created loan documents as needed and assisted with finance contract documentation and funding

•Verified information and accuracy of loan applications and supporting documents

•Curated and completed inventory costs sheet and invoice filing; performed secured inventory

•Gathered inventory and service accounts payable payment processing documentation

•Coordinated inventory repair and documentation system; gathered quotes and organized documents

One Main Financial

Loan Processor 03/2021 – 02/2022

•Built trusting relationships while guiding customers throughout the loan process and loan life cycle

•Managed the life cycle of the loan complying with all laws and regulations

•Utilized credit underwriting techniques to fine tune each file

•Gathered customer requirements, conducted analysis, and presented financial solutions to meet goals

•Assessed credit risk while adhering to lending guidelines and principles to avoid delinquency

Career Break $2 2 5 2 2

7 ) )

Career Break $2 2 5 2 2

7 ) )

Career Break $2 2 5 2 2

7 ) )

Career Break 09/2020 – 03/2021

Part of an organization-wide layoff; provided caregiving for family member during Covid-19

PNC Bank

Financial Consultant Customer Support Center Live Chat 09/2019 – 09/2020

•Established and achieved or exceeded monthly sales targets while promoting banking services

•Built and maintained relationships with customers, analyzing requirements and recommending products

•Answered questions and resolved issues through Live Chat platform to achieve customer satisfaction

•Conducted financial literacy workshops for community members to promote the bank brand

•Worked closely with cross-functional team members to generate business and resolve complex issues

Medical Guardian

Senior Safety Consultant 02/2018 – 05/2019

Handle inbound and outbound sales calls daily to convert potential customers into subscribers

Documented sales calls and activities utilizing Salesforce CRM and Microsoft applications

Achieved targeted sales goals by carefully listening, seeking solutions, establishing value, making a strong recommendation, and overcoming objections

Medical Alert

Senior Safety Consultant 07/2016 – 02/2018

•Initiated and received inbound and outbound sales calls with potential customers while delivering best in class customer service experience

•Consulted with customer to determine specific requirements and identify and recommend solutions

•Maintained a high level of performance and production by achieving specific revenue targets

JG Wentworth

Senior Account Executive 07/2013 – 06/2016

•Built relationships with and managed 25+ accounts for myself and two direct reports, gathering documentation and building relationships; routinely recognized as top 10 account executive

•Collaborated with cross-functional teams including Underwriting, Customer Service, and Research departments to efficiently migrate accounts in-house

EDUCATION

Associate of Applied Science in Web Design Technology Pennsylvania Institute of Technology

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