Rick Garvey Email & Phone Number

Aliso Viejo, California, United States

Our firm enables commercial banks, credit unions and finance companies to streamline and enhance their credit process and efficiently manage risk and exposure. This helps translate into reduced costs and improved efficiency by delivering an on-demand straight through processing solution. It also helps meet increasingly stringent government regulations by efficiently managing and monitoring risk and exposure across the commercial loan portfolio.

Newport Beach, California, United States

Responsible for the automation of lead generation and follow-up with the implementation, customization, coordination, and maintenance of the Customer Relations Management (CRM) database software Ricochet. Manager of the telemarketing department. Discovery and nurturing of agent relationships to generate leads. Managed loan officers to assure follow-up and ultimately closing of mortgage loans.

Irvine

Executed new business sales of geospatial SaaS and data content solutions to prospects in the institutional real estate market including government agencies, engineering firms, transportation, utility and solar industries. Collaborated with team lead and V.P. of Sales to establish aggressive sales goals. Demonstrated cloud based solutions through web-based appointments.

Irvine, Ca

Automated operations with the implementation, customization, coordination and maintenance of the Customer Relations Management (CRM) database software Sales Force. Serviced existing accounts and created new orders. Studied account history and modified presentations as needed. Performed conference call training for new accounts. Assisted clients with reaching their monthly projected volume of procedures. Generated and provided daily, weekly and monthly progress reports to Management.

Irvine, Ca

Collaborated with the Director of Consumer Properties to set aggressive sales goals. Established sales strategies and tactics, and executed to meet or beat goals. Drove revenue by adding new high quality online publishing partners. Developed, managed and grew a strong pipeline of qualified prospects. Identified decision makers and/or key influencers within target prospects, engaged, and closed. Cultivated new types and categories of business. Represented Local Corporation at industry related tradeshows.

Newport Beach, Ca

Implemented the strategic goals, objectives and operations of the organization. Maintained the financial, tax, risk, and marketing activities. Managed day to day operations of an eCommerce firm, including production and distribution of client contracts and billing. Implemented and maintained Customer Relations Management (CRM) database software Zoho. Generated reports using CRM and MS Excel. Liaison between third party vendors (banks and ISO offices) and clients.

Placentia, Ca

Managed day to day operations of an eCommerce firm, including production and distribution of client contracts and billing. Automated operations with the implementation, coordination and maintenance of the Customer Relations Management (CRM) database software NetSuite and Sales Force. Generated reports using CRM and MS Excel. Developed effective methods of tracking all leads, prospects, current and new customers, and forecasting trends. Representative of firm at eCommerce conferences. Liaison between third party vendors (banks and ISO offices) and clients.

La Palma, Ca

Analyzed client’s payroll/HR complex needs and determined appropriate product needs and service requirements. Implemented additional features and products to maximize efficiency of client’s payroll process. Coordinated training of client personnel and ensured effective and proper product use. Programmed and designed custom reports to meet client’s internal requirements as well as third party software specifications. Educated clients on proper product use. Served as technical support to members of the Account Executive team.