Experience

Key City Lending

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • Jan 2017 - 7 years

  Addison, IL



Bank of America

• United States
• Banking
• 700 & Above Employee

• Loan Officer

  • Jan 2012 - May 2016

  Barrington, IL - Actively participated in the unit sales planning and generated unit action plans for exceeding and achieving sales targets - Prepared and gathered accurate reports on all sales related activities - Generated new business via outdoor/outbound marketing calls, local sales promotions, seminars and presentations - Structured transaction of deals based on customer requirements - Gave justifications for deviations and waivers from standard pricing

• Banker

  • Oct 2010 - May 2014

  70 Biesterfield Rd Elk Grove Village, IL 60007 - Maintained excellence in cross-selling and referring to business partners, Merrill Lynch and merchant services. - Provided consultation of products and services at offsite events including conventions, enrollment meetings and fairs. Assisted existing clients with financial needs by recommending products, solutions and financial services. Prospected to acquire new business opportunities. - Established positive customer relationships, planned and delivered effective sales strategies and… Show more - Maintained excellence in cross-selling and referring to business partners, Merrill Lynch and merchant services. - Provided consultation of products and services at offsite events including conventions, enrollment meetings and fairs. Assisted existing clients with financial needs by recommending products, solutions and financial services. Prospected to acquire new business opportunities. - Established positive customer relationships, planned and delivered effective sales strategies and monitored the progress of new and existing financial products. Worked with staff and customers to achieve targets. - Responsible for business development, accounting, performance evaluation and customer relationship management. Implemented the delivery of sales strategies and targets while establishing and maintaining effective relationships with new and existing customers.