Customer Service, Sales Executive, Software Sales
Resume:
Duane J. Porter
******.*****@*****.***
**** *** **. **********, **, 33760
HOFSTRA UNIVERSITY
Hempstead, NY
Bachelor Finance (Jan 2001)
EDUCATION
Business management
Profit & loss training
Sales training
Management training
Collection Training
Lead generation
Territory sales
Team management
Stragety development
ADDITIONAL SKILLS
Credit risk Profit & loss training Sales
training Management training Collection
Training Business management Lead
generationTerritory salesTeam
managementStragety development
CERTIFICATIONS
To use my knowledge and management experience as an asset in your organization. I am a motivated self -starter, detail oriented and a dedicated employee. I look forward to challenges daily and work hard to achieve my goals. I am a strategic planner and have several years of sales experience. I have worked in and developed sales strategies in areas around the country. I have supervised sales teams and consider myself an excellent leader.
CAREER OBJECTIVE
REGIONAL ACCOUNT EXECUTIVE/ TPO SUCCESS
COORDINATOR
Cardinal Financial Company Limited Partnership, Charlotte, NC
/ Mar 2020 - Present
WHOLESALE ACCOUNT EXECUTIVE
Residential Acceptance Corp, Tampa, FL / Dec 2018 - Feb 2020 EXPERIENCE
Cold called potential customers to follow through on inbound, outbound and company-provided leads
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Expedited urgent requests of high-priority partners through verbal and written requests
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Explained FHA, USDA VA and Conventional loan guidelines and programs to preemptively reconcile customer
concerns
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Explained All loan guidelines and programs to
preemptively reconcile customer concerns
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Created organizational structure to pipeline sales opportunities from new, important partners
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Followed-up with existing partners to increase volume of current deals
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Uncovered newly opened opportunities to generate
Government & Conventional mortgages and find new
customers
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Managed busy calendar of sales calls, meetings and email correspondence with confidence and productivity.
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• Train new and existing accounts on CRM platform. Sale and training on our SaaS Mortgage system that is unique to the industry.
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• Meet or exceed monthly and annual sales goals
Develop detailed strategic sales plans to demonstrate how to grow business within assigned accounts or territory
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Identifies and qualifies opportunities, develops a pipeline of viable opportunities and effectively manages the pipeline with the account team, including timely follow up of all leads and advancing leads through the selling process to close
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Provides accurate forecasts, customer, competitive and market intelligence to management and business
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SALES ACCOUNT MANAGER
Benworth Capital Partners Inc, Coral Gables, FL / Feb 2018 - Dec 2018
SALES PROFESSIONAL
Comcast Cable Communications, Sarasota, FL / Sep 2013 - Feb 2018
CHIEF EXECUTIVE OFFICER
Porterhouse Financial Servies, Bradenton, FL / Jul 2010 - Aug 2013
leadership and to the account team
Understands and demonstrates an in-depth
understanding of RAC Programs, content and solutions including the ability to articulate competitive differences and our value proposition
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Ability to identify and communicate effectively with executives or other high level officials within a customer's organization
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Collaborate with other RAC sales team members to secure new business, provide input in conjunction with account team on the development of Marketing plans and
programs to maximize goals
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• Work with Brokers in my assigned territory
• Train brokers on Benworth rate sheets and underwriting
• Help with underwriting questions
• Build pipeline with acceptable loans
• Meet monthly goals set by management
As a door to door rep, I am communicating with potential customers daily
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Signing up customers from our competition with the best promotions in the industry
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Maintaining that relations for customer service and potential referrals
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• Meeting and exceeding goals that are set monthly
• Working an assigned territory to work independently. Specialize in assisting brokers place construction loans, construction to permanent loans, large balance refinances and purchases, mezzanine financing, joint ventures equity partnerships and SBLCs,.Processed all loans ad pre underwrite all loans made before submitting to investors
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Closed FHA, VA, non confirming and confirming residential loans
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Working with performing and non-performing assets, locate potential investors for the purchase of this assets
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Evaluate commerical assets, Help clients evaluate CMO on Bloomberg and find off shore investors
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Responsible for marketing lender products, developing and maintain lender and investor/borrower relationships
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• Loan sizes range from 150,000 to 6,000,000.
COMMERCIAL SALES EXECUTIVE
Creative Financial Services of Tampa Bay, Tampa, FL / Sep 2005
- Jul 2010
ACCOUNT EXECUTIVE
Argent Mortgage Company, White Plains, NY / Mar 2002 - Aug 2005
AREA SALES MANAGER
Countrywide Home Loans, Westbury, NY / Feb 2000 - Mar 2002 Responsible for creating and maintaining broker accounts, meeting or exceeding monthly sales goals of 10 million dollars
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Pre-approved loans, provided customer service to brokers as needed
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Acted as liaison between brokers and inside account manager
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Perform monthly profitability with CFO on rates and rebates
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• Manage all sales offices nationwide
• Open and train all CFS offices and our affiliates Maintain a monthly pipeline of 35 million dollars in Commercial loans
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Responsible for all daily logs and call sheet for all Wholesale loan Officers as well as monthly goals sheets
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Train all sales employees on profit & loss, Phrase 1 & 2 Enviromental appraisals
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And Helping all Loan Officers maintain a 5 million dollar pipeline and closing up 2 million per month as well as maintain my own pipeline and close 1.5 million per month
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Do all reports and pipeline adjustments from month to month and hand it in to the Vice President
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• Give all sales training classes monthly.
Responsible for developing new accounts, meeting
monthly sales Goal of 5 million dollars, maintaining and managing accounts in five boroughs
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Structure all incoming deals to the branch, assist brokers with any underwriting questions.
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Responsible for pre-qualifying customers based on the loan amount requested, credit risk and the maximum allowable loan amount and completing loan applications for qualified customers
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Accountable for determining the correct loan parameters to use when calculating loan revenue
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Also responsible for ordering home comparable from appraisers and scheduling appraisals.
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References available upon request
REFERENCES
Contact this candidate