Sales/Customer Service & Mgmt./Finance

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SALES/CUSTOMER SERVICE * MANAGEMENT/FINANCE

Career History Blends Successful Leadership Positions in

Corporate and Community Environments

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CORE COMPETENCIES

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* P&L Responsibility

* Productivity Improvement

* Strategic Business Planning

* Expense Control

* Team Building

* Client Maintenance/Retention

* Client Management

* Relationship Building

* Staff Supervision

* Solution Selling

* Sales Presentations

* Vendor Negotiations

* Margin Improvement

* Financial Planning

* Cost Benchmarking

* Code Of Conduct

* Performance Evaluations

* Major Account/National Sales

* Employee Relations

* Staff Development

* Communications

* Customer Service

* Start-up/Turnaround

* Creative/Strategic Selling

* Time Management

* Staff Training & Development

* Financial Statements

* Relationship Management

* Budgeting & Expense Reports

* Cost Review

* Project Development

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CAREER HIGHLIGHTS

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* Consistently performed amongst top loan managers in

company nationally; achieved highest rate of potential to

sign loans at 90% and highest closing rate of loans at 65%

since opening Columbus office.

Loan Manager ... AAMES Financial Services/First Union

* Saved more than $250,000 by streamlining and consolidating

reports as well as training new employees on daily

responsibilities and systems.

Fund Accountant ... Mutual Fund Services

* Successfully closed more than $25 million in loans through

strategic relationship management as well as effectively

locating methods to meet client mortgage needs and budget

goals.

Mortgage Sales Manager ... Chemical Bank

* Guided operations at 2 branches and orchestrated marketing

plan increasing car rentals 40%; performance facilitated

through employee training and customer satisfaction leading

to increased market penetration.

Branch Manager ... Enterprise Rent-A-Car

* Led Southern California region in damage waiver sales for

10 consecutive months; also increased damage insurance

coverage sales 35% in 6 months after coordinating sales

technique seminars for branch offices.

Branch Manager ... Enterprise Rent-A-Car

* Collaborated with training department on development of

improved selling techniques (incorporated throughout Boston

region); also successfully managed staff of 12 sales and

customer service representatives resulting in key

promotions of 6 to assistant manager/manager levels in 9

months.

Branch Manager ... Enterprise Rent-A-Car

* Contributed to development of scholarship program

providing student athletes opportunities to engage in

sports; worked in concert with NALA Board providing

financial means to athletes otherwise unable to fund access

to team.

Lacrosse Coach and Board Member ... New Albany,

Ohio Parks & Recreation

* Secured donated venues through collaboration with

independent and religious organizations; negotiated

alternative subsequent to approval by Parks and Recreation

department for use of facilities.

Athletic Coach ... New Albany, Ohio Parks & Recreation

* Developed sportsmanship code of conduct (endorsed by Parks

and Recreation Department) and secured commitment

throughout players and parents; effectively dealt with and

ensured grievances and misunderstandings between players,

participants, coaches, officials communicated through

proper channels and procedures.

Athletic Coach ... Wycoff NJ YMCA Board Member

* Guided team to 2nd place in state tournament and received

personal correspondence from parents addressing fairness

and honesty in leadership position.

Basketball Coach ... New Albany, Ohio Parks & Recreation

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PROFESSIONAL EXPERIENCE

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NEW ALBANY, OHIO PARKS & RECREATION ... New Albany, Ohio

September 2005 to Present

Athletic Coach - Swimming: Provide training and technique

improvement, oversee daily practices and coordinate swim

meets for 130 girls and boys in grades k-12; delegate tasks

to 2 assistant coaches. Function as liaison with parents;

recipient of positive correspondence from parents and swim

team members.

Athletic Coach - Lacrosse/New Albany Lacrosse Association

Board Member: Lead 6th/7th grade boys through sports

program/events and skill/attitude development;

simultaneously serve as member of NALA board representing

player interest throughout community and responsible for

approving club sports and school-related decisions

(including hiring coaches and selecting tournament players).

Certified coach in State of Ohio.

Athletic Coach - Travel Basketball: Guide 6th grade

basketball travel program; responsible for player

fundamental learning, practice and game scheduling, talent

scouting, and facility booking. Led team to 2nd place in

state tournament.

Athletic Coach - Baseball/Football and Soccer: Lead parent

and department-funded grade school programs played by both

girl and boy athletes.

Athletic Coach Basketball/Baseball/Football/Soccer -

Birmingham, Alabama Parks and Recreation

Athletic Coach Basketball/Baseball/Football/Soccer -

Nashville, Tennessee Parks and Recreation

Athletic Coach Basketball/Baseball/Soccer - Wyckoff,

New Jersey Parks and Recreation

Board Member - Wyckoff, New Jersey YMCA

Athletic Coach Basketball/Baseball/Football/Soccer -

Charlotte, North Carolina Parks and Recreation

AAMES FINANCIAL SERVICES/FIRST UNION ... Columbus, Ohio

1996 to 1999

Specialized in subprime loans assisting clients with

outstanding debt or mortgage needs.

Loan Manager

Brought in to coordinate and initiate launch of Columbus

office; oversaw and ensured performance of staff including 2

loan officers, 2 administrative assistants and 1 appraisal.

Scope of responsibilities included strategic business

planning, profit and budget administration, business

development and customer relationship management, customer

financial analysis, loan packaging, and collaboration with

underwriters and title company; mentored and developed

techniques of loan and administrative staff.

* Increased volume of loans 20% in 12 months after

collaborating with loan officers to locate solutions for

difficult loans; ensured win-win outcomes for both company

and clients.

* Reduced closing time from 45 days to 30 days and increased

bottom line 40% by streamlining loan process to

underwriter; collaborated with appraisal staff to gain

understanding of volume of equity provided to work with on

each loan.

* Effectively monitored profit and budget performance

against plan and modified accordingly to achieve 95% to

budget.

* Increased bottom line 40% by recognizing and seizing on

opportunity to do business with A credit rating prospects;

campaigned inside to do capture business and led nationwide

in obtaining loans for prospects with good credit.

* Elevated overall productivity through employee training

refining product knowledge.

CHEMICAL BANK ... Worthington, Ohio 1994 to 1996

Large financial institution catering to consumer and

business markets; merged with Chase Bank.

Mortgage Sales Manager

Orchestrated daily operations providing loans for home

purchases and refinance transactions; consistently

functioned as top loan producer in branch; contributed to

training and development of new employees.

* Increased mortgage sales 35% after receiving appointment

to spearhead launch of special programs (with Morgan

Stanley and IBEW) supporting customer and union member

mortgage needs.

* Increased income 20% through collaboration with financial

advisors at Morgan Stanley to ensure quality service met

client needs.

MUTUAL FUND SERVICE COMPANY (US Bank & Trust)

Boston, Massachusetts 1992 to 1994

Regional superbank providing both personal and business

banking services; purchased by Wachovia.

Fund Accountant

Performed in role determining accuracy of mutual fund

income, yield, expenses corporate actions, transfer agents

and trades; preparing financial statement proofs for fund

reporting, monthly reconciliations, and daily mutual fund

reports; pricing new funds; reviewing and researching

variances.

* Determined cash available for short-term investments

ranging from 2%-30% of net assets on funds valued at

$50 million - $200 million.

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EARLY CAREER HISTORY

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Fund Accountant, Fidelity Investments,

Boston, Massachusetts (1990 - 1992)

Branch Manager, Enterprise Rent-A-Car,

Southern California/Boston, Massachusetts (1988 - 1990)

Partner, New Age Books & Games,

Sommers, Connecticut (1986 - 1988)

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EDUCATION

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UNIVERSITY OF ARIZONA ... Tucson, Arizona

Bachelor of Science in Finance

HARVARD UNIVERSITY ... Boston, Massachusetts

Sales Management * Investment Finance

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