Business Development Associate

• Oct 2023 - Present

Business Development Representative

• Mar 2023 - Oct 2023

Account Executive

• Mar 2022 - Mar 2023

Responsible for leading prospective clients from pre-qualification to closing. Growing and maintaining relationships with merchants, underwriters, and lenders. Identify client needs, understanding financial goals, discovering competing & overcoming objections, provide financial consulting, determine best funding options and review with clients. Build and maintain pipeline to support monthly, quarterly, and annual goals. Cross analyzing applicant documents against each… Show more Responsible for leading prospective clients from pre-qualification to closing. Growing and maintaining relationships with merchants, underwriters, and lenders. Identify client needs, understanding financial goals, discovering competing & overcoming objections, provide financial consulting, determine best funding options and review with clients. Build and maintain pipeline to support monthly, quarterly, and annual goals. Cross analyzing applicant documents against each partnered lenders' guidelines to obtain best funding options; to negotiate with lenders and representatives on behalf of clients. Lead sales development representatives meetings for assisting in setting goals and monthly forecasting. Stay up-to-date on market trends, competition, and industry developments & guidelines. Use customer relationship management (CRM) software to manage leads and sales activities. Provide after-sales support to maximize customer loyalty

Sales Development Representative

• Aug 2021 - Mar 2023

Responsible for generating new business opportunities by pre-qualifying prospects. Conducted calls with prospective clients to determine eligibility for funding options. Learning financial goals, overcoming objections, and obtain appropriate documentation for underwriting. Achieved most funded units and collected revenue in a week across al four sales regions (Q3 2021, Q2 2022) while crossing over to Account Executive role. Demonstrated ability to work in team environment… Show more Responsible for generating new business opportunities by pre-qualifying prospects. Conducted calls with prospective clients to determine eligibility for funding options. Learning financial goals, overcoming objections, and obtain appropriate documentation for underwriting. Achieved most funded units and collected revenue in a week across al four sales regions (Q3 2021, Q2 2022) while crossing over to Account Executive role. Demonstrated ability to work in team environment to achieve company goals, in addition, exceeding individual quotas Matched applicants unqualified for our loan products to partnered lenders willing to underwrite high-risk loans

Graduate Assistant

• Aug 2019 - Jun 2021

Bartender/server

• Sep 2016 - Jul 2019

Intramural Supervisor

• Jan 2016 - Apr 2019