Rich Goldman Email & Phone Number

Albany, Ny, Us

Managed 200+ universities and colleges in New York State with significant annual loan production. Promoted private student loan offerings and educated clients on features and benefits. Cultivated and maintained strong client relationships with key decision makers and influencers.• Collaborated with school financial aid departments, identifying specific needs and recommending effective solutions that met requirements and aligned with technologies.• Addressed and resolved issues promptly, ensuring positive client experience and fostering sense of trust and reliability.• Promoted company products at industry events and conferences, strengthening company connections within college financial aid and high school counseling communities.• Provided expertise by staying informed about industry trends and changes and confirming peers and clients were well-informed and up to date.• Surpassed annual penetration goals for through relationship building and strategic client engagement.• Exceeded client visit goals by applying strategic client engagement and proactive planning.• Surpassed loan volume goal by employing targeted sales strategy and client-centric solutions.• Increased new loan origination volume and market share by building strong relationships with key stakeholders and utilizing data-driven analysis.• Consistently won requests for proposal (RFPs) from prestigious universities via competitive positioning and understanding client needs.

Directed multi-state territory of 100+ colleges and universities in New York, New Jersey and Delaware with substantial annual loan production. Engaged with Financial Aid Administrators to ensure seamless private student loan processing. Drove consistent increased incremental loan volume.• Optimized outcomes by guiding strategic clients on varied aspects of this strongly regulated, continuously changing industry.• Delivered informed and relevant support to clients by monitoring market trends.• Served as trusted advisor to clients providing effective competitor analysis and product distinction.• Exceeded loan volume goals through strategic initiatives and deal closing.• Surpassed client prospecting goal via lead generation and relationship building.

Directed Fortune 500 companies (including Coca Cola, Home Depot, Hewlett Packard, Philips, Verizon), regional & local corporations, state agencies and small businesses in the development of custom business generation/employee incentive programs leveraging the Atlanta Hawks as part of an overall benefits package. • Designed and developed targeted marketing programs in order to drive game attendance incrementally.• Managed an extensive local territory, via face-to-face and virtual executive meetings to garner interest in marketing programs and packages for themselves and their employees.• Developed corporate sales and marketing materials for client promotional use. • Leveraged current and former Hawks players to assist in reaching corporate business goals. • Coordinated pregame client basketball games and other client events. • Supervised Hawks game time and on-location special events.