Jonathan Reilly Email & Phone Number

Washington, Dc, Us

Sacramento, California, Us

Washington, Dc, Us

Washington, Dc, Us

Sales Strategy and Visit Performance•Own and be accountable for visit performance for team•Monitor and report key business metrics for each PDR on a monthly basis including outreach, visits, warm lead conversion, meeting recruitment, fall-off and visit quality•Analyze historical visit data to forecast monthly visit performance and establish monthly and quarterly cases to goal that maximize visit volume across all visit channels•Manage a partnership with Partner Development leads to maintain visit acquisition strategies•Accountable to accurate and consistent reporting on leading metrics (noted above) and weekly progress against goals•Listen and observe PDR outreach phone calls; coach PDR on an initial hook, objection handling, etc.•Engage with and receive coaching from the Managing Director of Demand GenerationBusiness Process Management•Lead PDR support of integrated campaigns; oversee and develop targeted outreach strategies in concert with PDR•Facilitate as well as participate in regular (monthly/quarterly) product, constituency and competitor scripting refreshes and sign-offs•Utilize and effectively manage team compliance with Salesforce reporting and data accuracy•Communicate and enforce department policies•Responsible for timely and accurate audits, expense tracking and budget managementCulture and Staff Management•Recruit and interview PDR candidates throughout the year to maintain robust staffing levels and a strong talent pipeline•Oversee and run a standard PDR onboarding boot camp and facilitate ongoing training for new PDRs•Assist in the preparation and delivery of informal reviews, semi-annual formal performance reviews, and individual performance plans•Provide input on staffing needs, identify staffing gaps and offer recommendations during times of transition•Capitalize on team and department incentives (trips, auction) to support PDR achievement and culture-building•Mentor PDR staff to help guide career pathing

West Palm Beach, Florida, Us

NewDay USA is a leading VA mortgage lender focused on helping active military personnel, veterans and their families. NewDay was voted a “Top Workplace for Career Training” by The Baltimore Sun, and a “Top Entry Level Employer” by CollegeGrad.com. Our team also actively volunteers with the NewDay USA Foundation and partners with organizations that help make things better for service members, veterans, and our community.Responsibilities:• Provide coaching and mentoring for Account Executives within division• Responsible for training team with various tenure and skill level• Actively helping with teams recruiting efforts to help grow the division to increase production• Helped establish a plan for success while starting a new division within company• Effectively prepare and present customized mortgage solutions to potential customers• Analyze credit worthiness, calculate risk and provide unique financial solutions• Analyze customer application, credit reports, and supporting documentation• Follow up on inbound, direct marketing leads• Engage and present to potential customersMLO NMLS #1242137Company NMLS #1043

West Palm Beach, Florida, Us

NewDay USA is a leading VA mortgage lender focused on helping active military personnel, veterans and their families. NewDay was voted a “Top Workplace for Career Training” by The Baltimore Sun, and a “Top Entry Level Employer” by CollegeGrad.com. Our team also actively volunteers with the NewDay USA Foundation and partners with organizations that help make things better for service members, veterans, and our community.Responsibilities:• Effectively prepare and present customized mortgage solutions to potential customers• Follow up on inbound, direct marketing leads• Analyze credit worthiness, calculate risk and provide unique financial solutions• Analyze customer application, credit reports, and supporting documentation• Engage and present to potential customersMLO NMLS #1242137Company NMLS #1043

Pittsburgh, Pennsylvania, Us

Responsible for acquiring desirable time slots and media space for clients. Using market research information, such as demographics, media usage, ratings and the type of content in a given vehicle, was required to present findings to clients to help form successful advertising campaign. Formed strong relationships with advertising sales agents over 5+ markets to obtain the best prices and values for advertisement placements, campaigns, or media bundles. Monitor the purchased media to make sure the advertisements appear as planned, and they credit or bill clients as necessary to settle accounts. This job helped with with sales more than I would have anticipated at the time. It gave me the viewpoint from the other side of the sale, and allowed me to understand the idea of "put yourself in the consumers shoes." Also built strong communication skills, and became resilient in getting the deal closed while negotiating price points with TV/Radio networks.

Pittsburgh, Pennsylvania, Us

Pittsburgh, Pa, Us

Helped business owners in my territory develop marketing campaigns for the academic year. Worked independently and visited local businesses daily to sell advertising space within the "Plan-It" daily planner. Managed my ownterritories and accounts, but also set and work towards group goals with teammates and managers.-Facilitate the research and acquisition of local/national partnerships-Collect, evaluate and compare competitive marketing materials around campus-Traveled from business to business, door to door, scheduling meetings and presenting to decision makers.-Gaining an understanding of what their marketing efforts are currently, and showing each business about how myproduct could help fuel their customer base.-Split West Chester University with one other Intern, but after clearing the entirety of the area requested andreceived permission to expand and my territory.-Closed 15+ deals, only one being a returning client. Previous clients from the area were not in my territory makingall of my business new business.This internship helped me to develop professional communication, interpersonal, sales, marketing and advertising skills.