Sales Customer Service

David Nelson

***** ******* ***, #***

Charlotte, NC 28273

Phone: 865-***-**** • *****.**********@*****.***

Highly organized and efficient with proven and capable management skills. Proficient in all phases of organizing and coordinating projects, meetings, deadlines and budgets.

Key Knowledge & Skill Areas

Operations Management

Research / Investigation / Resolution

Policy / Procedure Dissemination

Team / Systems Integration

Internal / External Customer Relations

New-Hire Orientation / Training

Team Leadership / Motivation / Coaching

Customer Needs Assessment

Consultative / Solutions Selling

Strategic / Tactical Planning

Sales / Service Management

Budget Management / Analysis

Profit / Loss Management

Competitive Market Analysis

Academic Background

MBA in Business Administration; Graduate School of Nova South-Eastern University

BA in Management; Florida Atlantic University

Employment History

Consumer Loan Underwriter (November 2011 – Present)

Talent Bridge Staffing/Wells Fargo, Charlotte, North Carolina

Responsible for reviewing, analyzing, approving and underwriting moderate to complex individual consumer real estate loan requests within company and industry guidelines.

Functions include evaluating and ensuring overall loan documents are accurate, complete, and compliant.

Update loan condition sheet to request any and all additional documentation needed.

Sales Consultant (January, 2008 – September, 2011)

Travelers Insurance, Knoxville, Tennessee

Used sales techniques and strong product knowledge to identify customer-specific needs in order to generate sales.

Effectively employed skills to overcome objections and close sales as well as to retain current customers.

Evaluated and underwrote for risk, recommended appropriate products and coverage, quoted, bound and issued policies.

Once becoming fully licensed by Travelers, my sales averaged over 130% of goal.

Auto Sales Consultant (2007 – January, 2008)

Twin Cities Motors, Alcoa, Tennessee

Responsible for consultative selling of new and used automobiles from this dealership group.

Set dealership's record for most front-end gross on the sale of a new car.

Consumer Lender (2005 – 2007)

Riverside National Bank, Fort Pierce, Florida

Actively participated in the solicitation of lending business and cross-selling of products to customers in person, by phone, internet or fax.

Qualified, approved, denied, or counter-offered the loan within assigned credit lines and company policy and had to be prepared to justify that decision to both the customer and management.

My production exceeded my monthly goals by as much as 180%.

Ranked as the bank’s #1 Consumer Lender for the 1st Quarter of 2006 versus goals.

Ranked as the bank’s #3 Consumer Lender for the 2nd Quarter of 2006 versus goals.

Assisted in creation and maintenance of departmental intranet site.

Branch Manager (2004 – 2005)

Riverside National Bank, West Palm Beach, Florida

Achieved 150% of my branch's monthly loan goal and 200% of my branch's deposit goal within the first six months of taking over branch.

My branch set a record for becoming the most efficiently staffed branch within our network of 65 total branches.

Initiated new ways of using our existing bank software to generate an additional $100,000 of monthly revenue for the bank.

AVP/Business Development Officer (2003 –2004)

Sterling Bank, Lantana, Florida

Initiated a relationship with one of the largest law firms in the state of Florida which led to a deposit relationship of well over $1,500,000.

Generated and managed up to $15,000,000 in deposit relationships.

Managed business development activities, including community involvement which generated more relationships and income for the bank.

Banking Center Manager (2002 – 2003)

Bank of America, West Palm Beach, Florida

Managed operations of an in-store bank branch which led to 135-150% growth in monthly production of deposits and loans.

Increased the efficiency of my branch by a measurable 110% through ongoing training and coaching of associates.

Six months after taking over this branch it became the second highest performing branch in our region of over 40 branches.

Call Center Sales & Customer Service Manager / Assistant Store Manager (1999 – 2002)

BellSouth Mobility/Cingular Wireless, Boca Raton, Florida

Effectively managed a diverse population of over 50 call center sales professionals into cohesive sales teams.

Responsibilities included hiring, training, coaching and terminating associates as well as assisting the marketing department, supply chain management and assisting with various other activities.

My ‘team” was responsible for approximately 15 - 18% of BellSouth Mobility new activations (between 24,000 - 30,000 lines of service annually) for the South Florida region.

Inside Sales & Customer Service Manager (1997 – 1999)

ACR Electronics, Ft. Lauderdale, Florida

Supervised an inside sales staff responsible for both global and domestic sales and support.

Responsible for supervising a team of sales and service associates, generating and maintaining reports and assisting with marketing activities.

Forecast sales to ensure purchasing and manufacturing provided adequate product.

Planned, organized & attended trade shows, met with trade partners and helped negotiate contracts.

Implemented and documented policies and procedures that led to the sales and service departments being ISO certified.

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