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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Account Executive at Mega Capital Funding.
      • Dec 2022 - Present
    • Senior Account Executive
      • Jun 2021 - Nov 2022
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Account Executive
      • Feb 2018 - Jun 2021
    • Banking
    • U.S. BANK WHOLESALE - SENIOR ACCOUNT EXECUTIVE
      • Sep 1999 - Dec 2017

      Build and maintain long term relationships and ensure client retention and satisfaction. Train and educate clients on company systems, programs, products and processes. Ensure a high pull through ratio. Solicit approval packages for new clients and successfully see them through to onboarding Manage the performance of accounts through pipeline and activity reports to ensure the relationship continues to stay mutually beneficial. Go-to source for industry knowledge Build and maintain long term relationships and ensure client retention and satisfaction. Train and educate clients on company systems, programs, products and processes. Ensure a high pull through ratio. Solicit approval packages for new clients and successfully see them through to onboarding Manage the performance of accounts through pipeline and activity reports to ensure the relationship continues to stay mutually beneficial. Go-to source for industry knowledge

    • United States
    • Legal Services
    • 1 - 100 Employee
    • U.S. BANK INDIRECT - SENIOR ACCOUNT EXECUTIVE
      • 1993 - 1999

      Develop relationships with New and Used automobile, recreational vehicle and marine dealers.Build and maintain long term relationships and ensure client retention and satisfaction.Manage the performance of accounts through pipeline and activity reports to ensure the relationship continues to stay mutually beneficial

    • U.S. BANK INDIRECT - LOAN OFFICER
      • 1988 - 1993

      Reviewed employment, income and credit information to underwrite auto, R.V. and boat loans.

Education

  • University of Utah - David Eccles School of Business
    Bachelor’s of Science Degree, Finance

Community

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