Human Resources Business Development

GERALD MCCONNELL

Boca Raton, FL ***** 561-***-**** adyob3@r.postjobfree.com www.linkedin.com/in/GeraldMcConnell New Business Development Lead Account Management Expert Inside Sales Operations Specialist

“Championing Business Process Success by Commanding Change Management Initiatives" Organized sales management professional with 20+ years of extensive experience managing a diverse range of tasks to contribute towards revenue growth and organizational success under tight deadlines.

® Disciplined leader who demonstrates exemplary leadership capacity by providing call center management, coaching, mentoring, and fast- paced troubleshooting support to a team composed of 7+ account executives at BTG Advisors LLC,/RightWay Funding LLC.

® Deadline-driven self-starter able to increase team productivity by utilizing skills learned through a proven track record to analyze trends, coordinate industry best practices, close sales, oversee team production, drive revenue, and foster trust-based relationships throughout the U.S and hire, train and mentor new team additions.

® Team Manager & Account executive candidate with a commendable understanding of various facets revolving around organizational development while emphasizing the importance of complying with ethical, legal, and company standards.

® Detail oriented team player using a remarkable skill set to translate requirements into results by managing a diverse account portfolio, conducting sales training, proposing product value, implementing metrics, cold calling, and delivering on quotas.

® Reliable customer facing expert who leads within various levels of the organization with the fundamental intent of reaching a shared vision towards the success of special projects that specialize in workflow improvements that improve customer satisfaction. CORE COMPETENCIES

Financial Reporting Strategic Selling Skills Strong Mediation Capacity Contract Administration Strategic Direction Pipeline Management

KPI Determination & Implementation Management Training & Development Human Resources Management CRM Market Trend Research Goal Forecasting Sales Analytics Analysis Influential Negotiation Skills Strategic Planning Lead Generation & Prospecting Staff Management Vendor Relationship Management Territory Management Database Management Scheduling Skills Business Planning Experience Creative Marketing SaaS Industry Experience B2B Experience Phone Calls Management Skills Sales Cycle Proficiency Applicant Tracking System Proficiency Coachable Work Ethic Enthusiastic Demeanor Time Management Skills Cultural Awareness & Inclusion

PROFESSIONAL EXPERIENCE

National Sales Manager w BTG Advisors LLC, dba RightWay Funding, Ft. Lauderdale, FL May 2009-Present Apply flexibility, strong attention to detail, good judgment, follow-up skills, administration experience, and creative vision to drive the management strategy for a company that promotes impact through providing recipients of Structured Settlements to access their funds via a court order process to assess that this procedure would be in their best interest resulting in the relief of the financial burden and the enablement of a better financial state, such as the purchase a home and/or payoff of mortgage, car, medical/dental procedures not covered by insurance or other purchases and/ or payoffs.

® Leverage customer solutions department and interpersonal skills as the key point person for all process and operational changes.

® Appreciated by the team manager for overseeing diverse sales activities (lead generation, acquisition, closing preparation, approval, funding, etc.).

® Conceptualize and establish agreed upon plans to achieve both team, personal, and company goals of expanding customer base.

® Expertly assess risks based on complexity, resources, and time constraints to advocate for continuous staff improvement.

® Instrumental for leading the management of account executives’ sales pipeline to measure metrics to monthly quotas throughout tenure.

® Employ training on influential negotiation skills by developing a high volume of outgoing new leads, reviving interest in preexisting customer database, maintaining qualified leads through referrals, telephone canvassing, direct mail/email campaigns, text and networking. Key Accomplishments:

® Provided coaching, mentoring, and fast-paced troubleshooting support to a team composed of 7+ account executives by implementing best practices in the sales process.

® Acted as the customer advocate by maintaining engagement with over 58K+ prospects and 1.2K clients throughout the sales transaction via CRM.

® Recognized for consistently surpassing assigned metric goals by averaging $10M+ to $15M+ per year in annual gross profits.

® Served as the executive liaison with 10+ sales and support teams to maximize revenue generation, and long-term account goals. Territory Manager (Southeast Region, Orlando, FL) w Wells Fargo Home Mortgage, Inc., Orlando, FL July 2004-May 2009 Spearheaded the simultaneous management of multiple territory-focused support functions for the organization.

® Held accountable for sourcing quality accounts and maintaining mortgage broker relationships under minimal supervision for the wholesale team consisting of 5 account executives in the South Floria marketplace. Market consisted of St. Lucie, Martin, Palm Beach, Broward, Miami-Dade and Monroe Counties, respectively.

® Exemplified strong analytical skills by preparing, coordinating, sourcing, and making presentations to loan officers.

® Utilized an extensive knowledge of Agency Fannie, Freddie, Alt-A, jumbo and Super Jumbo programs to contribute to company goals.

® Interview, hire, train and mentor account executives.

® Supported the attainment of quality and production goals by analyzing current work trends and initiating adjustments as needed.

® Led as the frontline ambassador by acknowledging client needs, analyzing the root cause, and recommending solutions. Key Accomplishments:

® Managed the oversight the profit and loss of the southern Florida territory, which was comprised of 6 counties: St. Lucie; Martin; Palm Beach; Broward; Miami-Dade and Monroe. Consistently exceeded plan every year. Received Production Award for our region with a total $295Million in acquisitions, comprised of 1,348 units in 2006.

® Acknowledged as a vital team member for producing $295M comprised of 1.348K units in 2006. EARLIER CAREER EXPERIENCE

Territory Manager w CitiMortgage, Inc., O'Fallon, MO Director of Production (Eastern Division) w Southern Pacific Funding Corporation, Lake Oswego, OR Manager of Business Opportunities (Domestic and International) w American General Finance, Evansville, IN Senior Financial Systems Analyst w American Express Company, New York, NY EDUCATION

Bachelor of Business Administration (Emphasis on Finance), Florida State University, Tallahassee, FL CERTIFICATIONS & LICENSES

Licensed 215 – Life, Health and Variable Annuity - Florida Department of Financial Services - License Number W018795 SPOKEN LANGUAGES

Spanish (Fluent) English (Native)

TECHNICAL SKILLS

Sales Logix CRM Sugar Salesforce CRMs Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

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