General Business, Customer Service, Sales, Purchasing

ZACH ANDERSON

Atlantic Beach, FL *****

904-***-**** - ************@*****.*** - www.linkedin.com/in/Zach-Anderson89 EDUCATION

Bachelor of Science in International Affairs

Florida State University - Tallahassee, FL

CERTIFICATIONS

• Six Sigma - Green Belt

Management and Strategy Institute (MSI), 2021

• Project Management - Lean Process

Management and Strategy Institute (MSI), 2020

• Executive Management

Management and Strategy Institute (MSI), 2020

AREAS OF EXPERTISE

Lead Generation Negotiation Networking

Relationship Management Sales Statistics and Analytics Microsoft Office & Teams Strategic Planning Interpersonal Skills PROFESSIONAL EXPERIENCE

BayFirst National Bank - St. Petersburg, FL June 2024 to September 2024 AVP, SBA & USDA Rural Development Lending Officer

Built a strong business pipeline using a mix of strategies like cold calling, attending networking events, tapping into referrals, and leveraging digital platforms to connect with potential clients. Dug into market research to pinpoint promising commercial lending opportunities in target segments. Worked closely with underwriters, credit analysts, and loan officers to evaluate creditworthiness and structure loan proposals.

• Contributed to elevating the bank's visibility in USDA business lending by creating marketing flyers, designing slide show presentations to educate both clients and fellow staff, and regularly sharing content on social media.

• Prequalified businesses for SBA loans to support potential future buyers.

• Reviewed and analyzed documents for $162 million in loan requests from both referral partners and direct borrowers.

North Avenue Capital - Ponte Vedra Beach, FL January 2023 to May 2024 Business Development Specialist

Developed business pipeline by utilizing various channels to engage with prospective clients, including cold calling, networking events, referrals, and digital platforms. Conducted market research to identify potential commercial lending clients within the target market segments. Served as a trusted advisor to clients, providing guidance on our loan products and solutions tailored to meet specific requirements. Partnered with underwriters, credit analysts, and loan officers to assess client creditworthiness and structure loan proposals.

• Hosted live webinars educating an audience of business brokers and referral partners on our loan program and presented as a panelist for business brokerage firms on multiple occasions.

• Successfully onboarded a lead opportunity that eventually led to an $8MM loan engagement.

• Improved lead generation efforts by refining prospecting techniques with the marketing team, resulting in higher-quality leads for the sales team.

• Member of a team that originated $181MM in USDA business loans in 2023. Reliatex Inc. - Jacksonville, FL March 2018 – January 2023 Assistant Branch Manager

Supervised office and warehouse operations, material flow, sales, purchasing, logistics, and forecasting. Pricing spreadsheets, requests for quotations, and proforma invoices. Analyze consumer and vendor accounts, and select products and suppliers. Generate sales reports for supervisors and pricing spreadsheets for clients. Handle all unusual situations involving inquiries, complaints, or feedback.

• Client relations manager for warehouse and manufacturing accounts ranging up to

$3M in annual sales.

• Worked cross functionally across all departments, bridging the gap between upper management and staff.

• Initiated domestic and international shipping programs, increasing revenue by 15% within the first six months.

Purchasing & Inventory Management. February 2016 – January 2023 Promoted to purchasing and inventory management role working directly with management to keep the warehouse stocked and production running smoothly.

• Negotiated with vendors to give the company an edge on the competition.

• Recognized and amended poor packaging / shipping techniques, yielding 5% decrease in damaged goods across three branches.

• Spearheaded the duty of managing the branches new upholstery sample department, as we expanded from the marine industry, into the architect and design community working with furniture and interior design groups. Customer Service & Inside Sales April 2015 – February 2016 Hired as an entry level customer service and general office role as I learned the ins and outs of the industry. Quickly excelled to the role of key liaison for two of the company's largest key accounts within six months.

• Answered phones, processed orders, supported management where needed.

• Assisted with customer inquiries and resolving any issues that may arise.

• Streamlined office operations by adjusting order entry procedures, increasing employee efficiency by 30%.

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