Joe Stepan Email & Phone Number

Solon, Ohio, United States

Solon, OH 44139

Solon, OH

• Manage ongoing service for over 200 clients accounting for approximately 50% of Loan Protector’s revenues. Oversee client relationships, directing and mentoring EasyPlace Client Care team to ensure client satisfaction.
• Worked cross departmentally to revamp onboarding process resulting in a 1-2 week reduction in process time while improving the client experience impacting satisfaction and retention.
• Mentored and directed client care team efforts ensuring the successfully onboarding of 90 new clients.
• Rescued and rehabilitated account responsible for over 100k in annual revenue preserving the relationship and improving the account status.
• Wrote and compiled a 122 page Manual for EasyPlace clients improving the successful use of the program.
• Identified and corrected a system issue responsible for up to $952,000 in lost revenue.

Independence, OH

• Build and manage Midwest territory with responsibility for new business generation and recruiting of accounting and finance professionals. Time divided between recruiting efforts, client development and client service..
• Developed over 100 client relationships in six markets, including Proctor and Gamble, General Electric, Macy’s and Firth Third
• Consultative approach led to favorable client and candidate relationships fostering strong repeat and referral business
• Record first year production in firm and top 10 national ranking of over 1200 affiliate MRI offices globally

Independence, OH

• Effectively sold products with low industry penetration by creating marketing campaigns and sales strategies based on market conditions. Targeted various organizations, including manufacturers, service providers.
• Number one sales volume with consistent top national sales numbers
• Led team, including account managers and client service advisor to achieved 100% customer retention ratio
• Formed several partnerships and referral relationships, including: The Hylant Group, Brower Insurance, Huntington and First Merit

Solon, OH

• Successful in securing new corporate accounts, growing existing accounts and reviving damaged relationships with this leading business practice outsourcing provider in the banking and mortgage field. Highly.
• Earned contract with S.E. Johnson forecasted to generate an 80% profit margin on $1M sales over 5 years; secured MuniMae Midland, of the top 20 commercial loan servicers
• Representative new financial institution clients include American Home Bank, National City Insurance Group, Chattanooga Neighborhood Enterprises, Entrust Mortgage and Citizens Bank
• Turned around a damaged relationship with West Virginia Bankers Association resulting in adding 2 member banks to client base; wrote article published in Association newsletter

Greater Denver Area

• Awarded fast-track promotions through Manager Trainee, Manager Assistant, Assistant Manager, and Branch Manager and ultimately AccountExecutive in Fleet Services Division.
• Numerous individual and branch management awards including Top Sales & Profitability Producer, Top Ancillary Sales Producer, #1 Corporate Lead Generator, Fleet Services Employee of the Month, Fleet Growth and.
• Managed a $1.5M annual revenue producing store with $2.5M in inventory; turned around an underperforming store: achieved 35% profit increase in 6 months & increased fleet size by 25%

Master’S Coursework, Business Administration And Management, General, 4.0

Bachelors, Communcations And Business