Self-motivated business builder with ten years’ experience in managing high-net worth client accounts and a proven track record, both in organic and acquisitive sales growth and customer experience. Proven success by building relationships through educating clients on products and services as well as applying a deep focus on continued communication throughout the business relationship. With a demonstrated aptitude for analyzing market trends, developing sales strategies, and fostering a collaborative environment, I aim to contribute to the continued growth and profitability of an organization through its financial services.
Graduated with a degree in Marketing
As a loan officer at Back Bay Funding, I have cultivated relationships with 35 different lenders, as well as their processor and underwriting teams to close loans on time. In adherence to all State and Federal regulations, I was able to close $20 million in loans in 2021. Adapted to new and innovative lending products in 2022 based on economic conditions and closed with $10.8 million in primarily investor loan products.
Supported the CEO and executive leaders on strategic and financial decision making for the organization, by providing weekly and monthly reports.
Provided financial modeling and scenarios for prospective clients and current clients.
Kept up to date on economic health and macroeconomic conditions, in addition to trending analysis for the financial industry.
Use advanced Excel skills to create & consolidate data for reporting in a digestible and intuitive manner for the executive team.
Identified and cultivated current and potential customers for Ancon’s industrial division. Maintained existing accounts to ensure that the customer’s needs were satisfactorily fulfilled in a manner that was profitable to Ancon. In addition, was responsible for generating new business for some of America’s largest companies in the oil and gas industry i.e., Valero, Chevron, and Edison.
Built relationships with customers by engaging them via multiple channels including in-person, by appointment, and virtually in order to provide the best possible financial counsel. Built trust with potential customers and current clients by assessing and attending to their banking needs, by ways of educating on available deposit and loan products and services and recommend solutions based on their goals and needs.