Description
Profile: Business development professional adept at consultative selling in a business-to-business environment direct, through partner channels and across industries. Proficient in full sales cycle skills and account management. Goal oriented self-starter with an ability to excel both independently and collaboratively. Formally trained in consultative selling in a "Fortune 50" environment. Recipient of numerous awards for sales excellence. Marblehead Bank February 2010 - Present AVP Business Development Officer Business banker with a primary focus in originating commercial/investment real estate loans Instrumental in the banks proactive push and ongoing expansion of commercial banking Key bank CRE originator with greatest impact to the organization * Promoted to AVP * Commercial lending as a percentage of bank assets have grown from 7-22% during my tenure * Over 14 million in funding 2016 * Mass Bankers Association: School of Commercial Lending Certification * Daily activities centered on servicing clients, developing & deepening relationships, cultivating new opportunities through centers of influence and networking activities Sovereign Bank/Citi-Smith Barney 2008 - 2010 Financial Advisor Financial Advisor working collaboratively in a team environment. Daily tasks included training personal bankers and other key client facing personnel to identify & refer potential clients, self-generate leads & cultivate pipeline * Obtained series 6, 7 & 66 securities licenses Opteum Financial Services 2002 - 2007 Wholesale Loan Representative Built the residential wholesale loan business within the Greater Boston market from zero to a perennial top contributor * Top 10% 4 consecutive years * Two time Champions Club Member-a result driven honor based on dollar/unit volume * Member of President's Council * Outstanding "pull through" ratio, a key efficiency metric for closing sales * Generate, nurture and manage pipeline Utilize skills in networking & consultative selling
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