David Jin Email & Phone Number

Austin, Texas, United States

Developed and implemented sales strategies and tactics for our services and productsProactively managed the law firm sales channel pipelineBuilt sales playbooksPartnered with marketing and product management to ensure brand consistency, help inform product design, and increase salesOnboarded and trained the legal partners to offer our products to their.

Austin, Texas, United States

Hired and onboarded new loan officers and account executivesManaged 30 sales personnel which ranged from sales loans officers to managementFunded between $600K - $800K in revenue on a monthly basisBuilt sales playbooks based on campaignsFacilitated weekly stand-up meetings Worked with sales operations and data team to develop consistent reportingTested out.

Austin, Texas, United States

Tasked with building out the Austin branchResponsible for maintaining monthly goals and quotaFunded between $70K - $100K between 3 loan officersFacilitated weekly stand-up meetings with the team to go over metricsConducted monthly one on ones with the team membersLed weekly training and role play sessions for the teamWorked closely with processing.

Austin, Texas

Oversee the sales department which consists of inbound, outbound, and chat sales agentsResponsible for over 130 sales personnel which range from sales specialist to managementOversee daily check-ins with management to review previous day metricsConduct weekly and monthly management meetings to discuss various operational topicsCoordinate weekly role play.

Austin, Texas

Managed a sales force of approximately 80 individuals ranging from sales specialists to managersConsistent check-ins with management staff to help with their career developmentConducted weekly and monthly management meetings to discuss various operational topicsHelped facilitate weekly sales training to improve overall production and customer.

Austin, TX

Strategized and executed the build out of LegalZoom’s first account management department.Helped hire and train 30 account managers.Analyze operational process to improve efficiencies and throughput.Modeled a call flow to help maximize profit opportunities and net promoter score.Responsible for implementing new process to increase contact rate.

Glendale, CA / Austin, TX

Managed a team of 3 Managers, 3 Assistant Managers, 3 Leads and approximately 80 sales agents that closed approximately $2.2M on a monthly basis.Conducted weekly and monthly management meetings to discuss various operational topics.Enforced consistent operation, sales policies, and performance management.Assisted with the Phase 2 rollout of SalesForce.

Glendale, CA

Managed a team in two locations (CA/TX) that consisted of 4 leads and 3 assistant managers.Managed the performance and all aspects of operations of a sales team consisted of approximately 50 agents.Created daily, weekly, monthly, and yearly sales reports.Conducted performance reviews with agents and leadership to help develop skillsets and career.

Glendale, CA

Managed a team that consisted of 2 Leads and 10 sales representatives.Maintained daily / monthly reporting (e.g. daily and monthly revenue reports).Conducted initial training and ongoing training/coaching of the leads and sales representatives.Conducted monthly, quarterly, and annual reviews with the sales team.Closed approximately $220,000 - $300,000 in.

Managed a team of 10 loan officers and was responsible for production and branch processing. Provided training on a regular basis to ensure that the team has all the tools needed to sell at highest levels.Reconciled the branch balance sheet on a monthly and quarterly basis. Maintained daily contact with wholesale banks to ensure our clients get the best.

Made approximately 100 outbound calls from Internet leads to access what their financial needs were.Provided clients with the best refinance option, enabling them to maximize their savings on a monthly basis.Closed approximately $1,000,000 - $1,500,000 in volume on a monthly basis.

Managed a team of 10 loan officers. Performed QCs for files that are opened by loan officers, resulting in loans funding in a timely fashion. Funded approximately $3.5M - $5.0M in volume on a monthly basis.

Sold home refinance and purchase loans via the telephone.Responsible for making 80-100 outbound calls on a daily basis.Closed approximately $750,000- $1,000,000 in volume on a monthly basis.

Performed A/R audits to access the financial situation per client. Analyzed receivables on a daily basis to increase client ABL loan availability.Reconciled A/R agings on a bi-monthly basis in order to check for fraud and establish payment history.Interacted with clients in day-to-day Factoring/Asset Based operations.

Managed a portfolio of corporate accounts monitoring for quality, risk, and adherence to policy.Maintained a daily relationship with clients to ensure all cash needs are met.Determined and allocated products to clients based on their need and budget.Managed a portfolio of 25 accounts (i.e. start - ups, high tech, VC backed companies) with a range of $20.