Experience

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  Texell Credit Union

  • United States
  • Banking
  • 100 - 200 Employee

  • Commercial Lending Officer

    • Oct 2023 - Present

    Managed a portfolio of 25+ commercial loan accounts, consistently meeting and exceedinglending targets and revenue goals.Cultivated relationships with potential clients and conducted thorough financial analysis toassess creditworthiness and mitigate risk.Negotiated terms and conditions of loan agreements, ensuring compliance with regulatoryrequirements and company policies.Collaborated with underwriters, legal counsel, and other stakeholders to expedite loan approvalprocess and facilitate timely disbursement of funds.

  • Branch Manager

    • Dec 2022 - Present

    Led a team of 6 employees to exceed monthly sales targets by 20% through strategic planningand effective coaching.Implemented new marketing strategies to increase branch visibility and customer engagement,resulting in a 15% growth in customer base.Managed branch operations, including inventory management, cash handling, and customerservice, ensuring smooth and efficient daily operations.Developed and maintained relationships with key clients, resulting in a 10% increase in revenueand improved customer satisfaction ratings.

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  Service Tech

  • Cedar Park, Texas, United States

  • Team Lead - Purchasing and Sales

    • Nov 2018 - Nov 2022
    • Cedar Park, Texas, United States

    ● Oversee all aspects of purchasing, strategic planning, supplier selection, sourcing, cost, and value analysis initiatives for a supply base of 100 vendors with a spend of $25M.● Negotiate with all external vendors to secure advantageous terms and conditions, saving an average of 15% annually in overall costs & fees by working out payment terms and discounts. (pre-pay, etc)● Partner with key stakeholders to develop specifications and expectations, successfully delivering on all pre-determined metrics and exceeding target sales goals by $5m – raising the overall profitability from $10M to $15M over 2 years. ● Proactively identify potential opportunities to facilitate continuous improvements by recommending sources of supply and products for standardization or remedy, resulting $1M In savings by finding alternatives that were in stock – this in turn boosted our annual revenue an additional $150k in profit by collecting payments faster than anticipated.● Develop and implement negotiation strategies to build relationships, influence decision-making, and deliver on shared objectives; successfully secured procured $1M in product within 10 days by working with strategic vendors and sourcing available products during supply chain crisis.

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  Primera Energy

  • San Antonio, Texas Area

  • Senior Account Manager

    • Aug 2013 - Jun 2015
    • San Antonio, Texas Area

    ● Responsible for all aspects of strategy creation and implementation, forecasting, sales account management, training, and education to 15k energy services customers in the San Antonio/Houston/Austin areas.● Transformed key accounts into strategic partners, driving market share growth by 7%, sustaining existing revenue, and increasing product footprint to maximize market potential ● Collaborated with key partners and stakeholders to create go-to-market plans to accelerate growth and boost adoption across mulitple market shares of the enterprise product family● Executed 85+ lead based calls daily to drive new business and identify new areas of growth

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  South University

  • Savannah, Georgia Area

  • Assistant Director

    • Oct 2012 - Aug 2013
    • Savannah, Georgia Area

    ● Coordinated the development of 18k admissions office recruitment and marketing plans to promote visibility and general recruitment efforts, contributing to the acquisition of 10 new advanced degree students per semester● Prospected and cold called potential students to enhance sales pipelines, expanding referral networks by 5% to meet and exceed goals for assigned recruitment areas across Georgia and Arizona● Developed and monitored statistical reports to enhance recruitment strategies, yield management, forecasting, and operational efficiency

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  JC Ehrlich

  • Savannah, Georgia Area

  • Senior Territory Manager

    • Jan 2011 - Oct 2012
    • Savannah, Georgia Area

    ● Generated $450k in new business sales through cold calling, profiling clients, and effectively presenting marketing, advertising, and products to enhance customer needs which resulted in being asked to expand into new territories.● Coordinated 4 business and sales events to expand commercial portfolios and exceed yearly sales goal of $200,000 in new business● Acquired and stewarded new commercial relationships through outside sales efforts; negotiated terms, and executed/administered 200+ contacts in accordance with budget constraints

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  TD

  • Charleston, South Carolina Area

  • Branch Manager

    • Jul 2008 - Jan 2011
    • Charleston, South Carolina Area

    ● Consistently exceeded goals for branch deposit growth, interest income products, and new loan acquisition to eclipse $7M in total branch revenue● Acquired and increased bank profitability by 13% with continuous new streams of revenue and lead generation, quality customer service, external prospecting, and financial cross-selling production● Oversaw 8 branch staff members, rigorously driving others to achieve high levels of individual and organizational performance

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  JPMorgan Chase

  • Dallas/Fort Worth Area

  • Personal Banker

    • Aug 2007 - Jul 2008
    • Dallas/Fort Worth Area

    ● Developed strategic sales plans for clients to provide an array of services including investment management, credit, and personal banking products ● Exceeded monthly production goals for new loans of $250,000, investments of $100,000, and new client accounts of $50,000 ● Achieved revenue and customer retention goals while increasing client profitability by 10% annually through relationship building, outstanding service delivery, cross-selling, and referral development

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  Countrywide Financial

  • Dallas/Fort Worth Area

  • Personal Loan Consultant

    • Mar 2006 - Aug 2007
    • Dallas/Fort Worth Area

     Originated mortgages for home purchases while reviewing and analyzing loan transaction packages for preliminary approval or denial in accordance with guidelines Assembled all required documentation for processing and underwriting each transaction, and present all related deal points when required Succeeded in acquiring mortgage licensure to originate loans in all fifty states Contributed to branch sales goals by recognizing potential sales and referral opportunities Exceeded new loan revenue goal of $2 million per month

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  Dillards

  • Dallas/Fort Worth Area; Charleston, SC Area

  • Area Sales Manager

    • Jan 2004 - Mar 2006
    • Dallas/Fort Worth Area; Charleston, SC Area

     Supervised, developed and coached team of 30-50 associates Coordinated monthly store marketing promotions and merchandise set up for visual in store displays. Responsible for supervising inventory, originating monthly staff schedules and conducting employee performance reviews  Trained, recruited and hired employees with store marketing and sales objectives