career objective                              

results-driven sales executive eager to contribute superior business development, strategic marketing, and customer service skills toward supporting the employer in optimizing revenue performance

profile                                                

ø  offer more than five years of progressive business to business sales experience with expertise in the financial products industry

ø  solid experience in targeting and managing high profile clientele/accounts; develop strong, competitive bids that generate high-volume contracts

ø  effectively identify and capitalize on opportunities to penetrate and develop markets; simultaneously cross-sell and nurture client relationships

ø  excel in recruiting, building and leading top-performing, client-focused sales teams

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  sharp business acumen and experienced in managing broad scope of operations; ability to efficiently assess and respond to customer-specific needs

ø  proactive team player equally effective in independent and collaborative environments

~ technical proficiencies~

microsoft word ~ excel ~ powerpoint ~ access ~ calyx ~ encompass ~ emagic ~ power lender

professional experience                

wachovia corporation                                                                                                                             4/03 c present

district loan origination manager/mortgage banking leader c wachovia mortgage, bensalem, pa (4/07 c present)

         in recognition of superior performance, steadily progressed within company to achieve managerial position entrusted with oversight of nine account executives

         successfully provide outstanding service for existing accounts while expanding client base; consistently exceed sales targets in highly unstable market conditions

         generate accurate sales forecasts and lead team to achieve performance goals; analyze data and create competitive business development strategies

         presently hold #1 ranking in divisional loan volume plan and #3 spot in personal production

account executive c wachovia mortgage, bensalem, pa (6/05 c 3/07)

• worked closely with mortgage brokers, financial professionals, and realtors to continually exceed monthly goals for units and volume; sold more than 50 loan programs to wholesale brokers
• conducted market research and analysis to develop and implement competitive sales plans; ranked #1 in tenure band (2006 c 2007)
• selected for leadership development program (2007) and summer heat national sales competition (2007); won first place in division world series competitions (2006) and third place in divisional march madness competition (2007)

treasury sales associate c wachovia bank, philadelphia , pa (4/03 c 5/05)                                                                    

         effectively created and conducted sales presentations and proposals for fortune 100 executives; specialized in retail/wholesale lockbox, integrated payables/receivables, and dropbox products

 

ubs, radnor, pa                                                                                                                                       11/00 c 3/03

registered client services associate

         collaboratively steered asset management portfolio in excess of $50 million; worked directly with customers to develop individualized retirement plans and savings strategies

         actively placed buy and sell orders for financial securities; worked closely with mutual fund and annuity wholesalers to ensure consistently excellent customer service and a fully integrated experience

education                                           

university of scranton, scranton, pa
bachelor of science in finance