Customer Service Business Development

Andrew Rey Wallace

Apple Valley, California 714-***-****

PROFILE SUMMARY

Highly accomplished professional with over a decade of experience in the financial services and marketing sectors. Expert in strategic planning, business development, and marketing strategy, with a proven track record of driving company growth and profitability. Adept at cultivating strong relationships with stakeholders, conducting market analysis, and developing customized solutions to meet client needs. Demonstrated ability to lead cross-functional teams, optimize operational efficiency, and implement innovative solutions to enhance client satisfaction and retention. With exceptional skills in negotiation, presentation, and customer service. CORE QUALIFICATIONS

Proven ability to lead and optimize operations to achieve strategic goals and enhance efficiency.

Skilled in mentoring and developing high-performing teams to deliver exceptional results and foster a culture of continuous improvement.

Expertise in developing and implementing strategic plans to drive business growth and profitability.

Commitment to delivering superior customer service and ensuring satisfaction through effective service protocols and quality standards.

Strong proficiency in overseeing projects from inception to completion, ensuring on-time delivery within budget constraints. KNOWLEDGE AND SKILLS

Strategic Planning

Business Development

Market Analysis

Stakeholder Relations

Client Retention

Operational Efficiency

Innovative Solutions

Customer Service

Marketing Strategy

Sales Optimization

Presentation Skills

Relationship Building

Client Satisfaction

Team Collaboration

Budget Management

Revenue Growth

Cross-Functional Leadership

Negotiation Skills

Lead Generation

EXPERIENCE

Chief Executive Officer & Trusted Business Funding Advisor January 2017 - Present Flow Business Funding, LLC, Greater Los Angeles Area

Spearheaded strategic planning and execution to drive company growth and profitability.

Cultivated strong relationships with key stakeholders to secure funding and business opportunities.

Led cross-functional teams to achieve company objectives and enhance operational efficiency.

Analyzed market trends to identify new business opportunities and mitigate risks.

Implemented innovative solutions to improve client satisfaction and retention. National Marketing Director October 2017 - Present Flow Business Funding, LLC, Orange County, California Area

Orchestrated comprehensive marketing campaigns to boost brand visibility and market share.

Developed and implemented marketing strategies that increased lead generation and conversion rates.

Collaborated with sales teams to align marketing efforts with sales objectives and targets.

Conducted market research to inform marketing strategies and identify customer needs.

Managed marketing budgets to optimize spending and achieve maximum ROI. Account Executive March 2019 - December 2019

Excelerate Capital, Newport Beach, California

Drove revenue growth by identifying and closing new business opportunities.

Built and maintained relationships with clients to ensure satisfaction and repeat business.

Conducted detailed needs assessments to tailor solutions to client requirements.

Negotiated terms and conditions of sales agreements to benefit both the company and clients.

Delivered compelling presentations to prospective clients to secure new business. Account Executive March 2017 - October 2017

JMAC Lending

Managed a portfolio of accounts to meet and exceed sales targets.

Identified and pursued opportunities to upsell and cross-sell products and services.

Provided exceptional customer service to foster long-term client relationships.

Analyzed client financials to recommend appropriate lending solutions.

Collaborated with internal teams to ensure smooth loan processing and timely approvals. Account Executive September 2014 - March 2017

Citadel Servicing Corp. Non-Prime Lending, Irvine, California

Prospected and onboarded new clients to expand the company's market presence.

Developed customized lending solutions to meet the unique needs of non-prime clients.

Monitored loan portfolios to identify potential risks and take corrective actions.

Facilitated communication between clients and underwriting teams to expedite loan approvals.

Educated clients on non-prime lending products and processes to ensure informed decision-making. Sales 2012 - March 2014

HouseHunt, Inc., Huntington Beach

Achieved sales targets through effective prospecting and closing techniques.

Developed and implemented sales strategies to increase market penetration.

Provided personalized support to clients throughout the sales process.

Conducted market analysis to identify trends and adjust sales tactics accordingly.

Collaborated with marketing teams to develop promotional materials and campaigns. EDUCATION

California State University Stanislaus 1998 - 1999 Bachelor of Arts (BA), Social Sciences

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