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Sales Account Executive

Anthony, NM
April 23, 2021

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Anna Regalado


Professional Summary

Meticulous at juggling multiple tasks and working under pressure. Broad industry experience including sales, finance and legal. Experienced professional with strong leadership and relationship-building skills. Respectful and ethical who believes that implementing firm, clear guidelines and adopting an attitude of understanding clients.


• Analytical

Procedure development

• Performance evaluations

Advanced problem solving

• Conflict resolution

Case management

• Risk and needs assessments

Report writing

• Forecast Preparation


Financial reporting

Account Executive

Feb 2018 - Jan 2021

Triumph Business Capital

El Paso, TX

Executed successful budget, talent and sales campaign development, while analyzing portfolio performance of nearly 500 clients with purchasing authority of $50,000 per transaction. Alerted and contacted customers about account or informational issues to maintain high levels of customer satisfaction. Reviewed accounts monthly to monitor and track customer satisfaction and complaints. Successfully managed client relationships including collateral verification and risk management at service levels consistent with the business objectives of the company with average monthly volume $10-$14 million. Provided outstanding customer service while maintaining credit controls to prevent loss exposure. Strong understanding of risk management, while maintaining portfolio delinquency under 2.5%. Trained and mentored employees assigned to work within team and nurtured an environment where the team can excel through encouragement and empowerment. Managed resolutions of disputes, open credits, post confirmations on accounts as needed.

Account Manager Sep 2004 - Dec 2017

ATT El Paso, TX

Implemented a set of comprehensive tracking processes to monitor performance. Monitored time lines and flagged potential issues. Reviewed customer concerns and new opportunities to drive business strategy at weekly planning sessions. Provided accurate, specific and timely performance feedback for CSRs. Resolved associate, tool and service delivery issues revealed by statistical reports. Elevated account management by predicting potential competitive threats and outlining proactive solutions. Developed highly profitable pipeline based on multiple sales penetration techniques. Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.



University of Phoenix Santa Teresa, NM

Master of Science: Criminal Justice

University of Phoenix Santa Teresa, NM

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