Experience

Quality Equipment Finance

• United States
• Financial Services
• 1 - 100 Employee

• Sales Consultant

  • Feb 2023 - Present



North Mill Equipment Finance LLC

• United States
• Financial Services
• 1 - 100 Employee

• Broker Relationship Manager

  • Aug 2020 - Feb 2023



Marlin Capital Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • 2015 - Aug 2020

  Senior Business Development Manager (Transferred to Broker Channel from previous role 2018 to Present) Managed a territory of over 50 Broker deals which generated over $1 million a month in sales. • Achieve daily, monthly, and quarterly sales volume and account management quotas • Grow existing partner relationships to increase sales volume • Create partner programs to grow sales volume and fit the needs of the market place • Prepare equipment financing and working capital loan proposals and quotes • Interface with credit department to migrate risk and gain approvals • Develop and maintain accurate data within Salesforce Senior Business Development Manager 2015 to 2018 Managed a territory of over 60 copier dealerships which generated $700K in monthly sales. • Meet with dealer principals, finance managers and sales manager to introduce and present company programs and services, promptly relay credit decisions, negotiate terms, close deals and explain the benefits the company brings to the market. • Self-manage a multi-state territory by planning, scheduling and preforming dealer visits, handling dealer issues/questions/concerns and handling other administrative needs as necessary. • Develop and maintain accurate data in client database • Work with inside sales team and support to ensure the highest level of service and customer satisfaction • Ability to prescreen, compile sales/credit package, structure and price larger transactions when necessary. Show less



Siemens Financial Services

• Malvern, Pennsylvania

• Inside Sales/Account Executive

  • Nov 2014 - Aug 2015

  Contacted new and existing customers to discuss how their needs could be met with specific products and services. Quoted prices, credit terms, and other bid specifications. • Produced $2 million in net sales volume during an average month, in the transportation industry, by nurturing client relationships. • Delivered exceptional account service that strengthened customer loyalty while responding to all customer inquiries in a timely manner. Contacted new and existing customers to discuss how their needs could be met with specific products and services. Quoted prices, credit terms, and other bid specifications. • Produced $2 million in net sales volume during an average month, in the transportation industry, by nurturing client relationships. • Delivered exceptional account service that strengthened customer loyalty while responding to all customer inquiries in a timely manner.



PNC BANK, N.A

• United States
• Banking
• 200 - 300 Employee

• Branch Manager - Vice President

  • Sep 2012 - Oct 2014

  Directed the management of seven bankers that executed all sales activities. Established and achieved sales goals utilizing effective sales management techniques. • Recruited, trained, and mentored staff on client profiling which resulted in the employee exceeding their individual sales goal. • Actively recruited and oversaw training for all new branch employees to give them the knowledge to be successful at their job. • Exceeded goals and expectations; conducted skills assessment, performance management, development feedback, and coaching of employees and sales force by having daily meetings and open dialogue. • Utilized consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with customers. Show less



TD

• Canada
• Banking
• 700 & Above Employee

• Branch Manager - Vice President

  • Jul 2005 - Oct 2012

  Branch Manager - Vice President Managed daily operations of a metropolitan Philadelphia bank branch facilitating an average of 45,000 transactions a month. • Managed branch budget within determined deposit dollars and assured proper, timely reporting of progress versus targets • Coordinated agendas, conducted store meetings, and managed schedules according to full time equivalent levels and budgets. • Developed the annual branch business plan for maximum profitability and effectiveness. • Managed a store business/retention plan that included ways to motivate employees and effectively communicate with team. Show less



Canon Financial Services, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Dealer Service Representative

  • Jan 2002 - Jul 2005

  Managed a territory of over 50 copier dealerships which generated $1 million in monthly sales. • Negotiated rates and loan terms with dealerships through proactive communication via phone, facsimile, and email. • Achieved sales volume quotas, as well as other internal goals by building dealer relationships. • Prospected and maintained new business through daily proactive marketing efforts. • Completed documentation and data entry as needed to assure timely funding of deals. Show less