Sr. Account Executive
Resume:
Dana A. Kramer-Good
Woodside, NY 11377
****.******.****@*****.***
Objective: To obtain a position in which I can apply my relevant skills and experience in a meaningful, productive role and be afforded the opportunity to grow within a company. Education:
2002-2006 CUNY City College of New York New York, NY
• Major declared in Political Science; four semesters completed on a part-time basis
• Prior to college, attended NYC schools for the gifted (PS 6, Robert Wagner JHS, The Bronx HS of Science). Awards and Relevant Skills:
• Extensive experience in financial industry phone sales involving cold calling, lead generation, independent marketing, lead follow-up and face-to-face contact with clients and prospective clients.
• Extensive experience with financial industry compliance guidelines such as Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), the Equal Credit Opportunity Act, the Bank Secrecy Act For Lenders, as well as extensive training and testing on handling customer complaints and addressing red flags for potential identity theft and fraud
• Experience with development and copywriting of financial services marketing materials aimed at both client and staff acquisition
• Ability to type in excess of 70 wpm; proficient in Word, Excel, Outlook, Salesforce, Quickbase, Leads360, and all uses of the internet, including research, communication, and networking.
• Named MVP of the sales department for the New York City office of Bankers Healthcare Group for the year of 2016, awarded the Organizational Health Award for the New York City office of Bankers Healthcare Group for January of 2016, named Employee of the Month for the credit card department of Bankers Healthcare Group for October of 2014
Work Experience:
Bankers Healthcare Group, LLC
January 2014 to May 2020
Sr. Account Executive/Sr. Portfolio Manager
Responsibilities include, but are not limited to:
• The origination and management of a portfolio of over $100,000,000 in commercial and consumer loans made to medical professionals.
• The origination and management of a portfolio of over $25,000,000 in commercial and consumer credit cards marketed specifically to medical professionals.
• Presenting, reviewing, and negotiating loan terms with prospective borrowers, addressing and responding to their questions and/or concerns, and serving as primary point-person between borrower and underwriting department.
• Document collection and review of files for all required information such as application forms, tax returns, pay stubs, bank statements, profit-and-loss statements, balance sheets, business plans and projections (etc.) prior to submission for underwriting review as well as documentation required prior to funding such as lien releases, payoff balances, and identifying information.
• Constant follow up in response to inquiries, applications, files submitted to underwriting, and completed loan proposals via phone, email, and text message.
• Outbound calling to existing and past clients to notify them of new products, changes to guidelines and options, and to gauge their interest in obtaining additional financing.
• Detailed explanation of the structure, costs and key features of our medical industry-specific loan products
• Management of lead, application, and loan pipeline via Salesforce as well as through an in-house CRM.
• Training and mentoring of new hires for the purpose of growing our sales force. World Business Lenders, LLC
October 2011 to November 2013
New York, NY
Sr. Account Executive
Responsibilities included, but were not limited to:
• The origination and management of a portfolio of over $5,000,000 in loans to small- and medium-sized enterprises.
• Heading up a highly fruitful business development program consisting of developing and maintaining (via phone) contacts at some of the largest retail banks in the country for the purpose of obtaining client referrals.
• Detailed explanation of the structure, costs and key features of our SME loan products.
• Constant contact with prospective clients proceeding through the underwriting and approval process; collecting of relevant documents (applications, bank statements, mortgage statements, asset appraisals and/or titles, A/R reconciliations, profit-and-loss statements, contracts, judgment and/or tax lien releases and/or payment plans, etc.); addressing any and all relevant questions and concerns.
• Maintaining my portfolio of clients to ensure their repeat business; generating an over 60% rate of returning clients.
• Managing my lead-flow and client list using Quickbase database management software and Leads360 lead management software.
• Daily cold-calling and follow-up with prospective and existing clients totaling, on average, over 200 calls per day.
• Training and mentoring of new hires for the purpose of growing our sales force. US Planning Group-A New York Corporation
July 2010 to October 2011
New York, NY
Back Office Support Staff
Responsibilities included, but were not limited to:
• Maintenance of client accounts involving constant contact with the wholesaling, underwriting and customer service departments of some of the world’s largest insurance carriers, brokerage houses and investment advisory firms.
• Management of client databases and case files involving the tracking of client contact information, policy information such as face values, premium schedules, allocation of cash values (for variable products), transaction histories, and other pertinent, highly sensitive information.
• Producing illustrations for insurance products such as life, long-term care, and disability income using proprietary software from multiple major insurance carriers.
• Constant use of account management software such as Advisor’s Assistant, e-Money Advisor and Morningstar Workstation to maintain accurate, up-to-date information on all clients and inforce products as well as to create reports detailing current and past values and fund allocations of variable products such as life insurance, annuities, 529 college plans, mutual funds, brokerage accounts and managed accounts.
• Development of print and electronic marketing materials aimed at both recruiting new advisors and growing our firm’s client base as well as cold calling for recruitment and client prospecting purposes.
• General administrative duties such as reception, filing, faxing, document scanning, word processing, spreadsheet creation and maintenance, errands, etc.
American Sember Trading Company
December 2007 to December 2009
New York, NY
Administrative Assistant
Responsibilities included, but were not limited to:
• Answering phones and properly directing calls; greeting clients & associates.
• Maintaining database of clients’ information and purchases; keeping client files organized and up to date.
• Contacting clients via phone/e-mail; assisting a small business to grow by cultivating an exemplary reputation amongst a small base of well-heeled, influential clients and benefiting from the exposure and recommendations therein.
• Errands and other miscellaneous office duties.
• Handling and transporting bolts of fabric.
• Assorted customer service duties; responsibilities entailed the prompt and complete fulfillment of orders. References
Tyler Crawford, Chief Business Development Officer, Bankers Healthcare Group ~ 646-***-**** Jonathan Grundfast, VP, Relationship Management, Bankers Healthcare Group ~ 718-***-**** Steven Arena, Sales Manager, World Business Lenders ~ 484-***-****
Contact this candidate