Joseph Sherman Email and Phone Number

Business Development for Consulting, Software Development and Training

• Promoted from Capital Specialist to Senior Capital Specialist and later to Team Lead.• Prospect, cultivate and maintain new and existing client relationships• Liaise between clients and lenders to negotiate contracts to derive full value potential on business transactions.• Effectively qualify businesses to deliver capital and provide opportunities to a market underserved by banks.• Manage and oversee the development of new members of the sales floor on product knowledge, sales strategy, client relations, and best business practices.• Successfully manage internal time constraints and deadlines, while balancing workloads from several clients simultaneously. • Collaborate and assist with underwriting initiatives to provide businesses with affordable financing.• Track and analyze data using Salesforce platform in order to manage personal and team pipeline, and client relationships. Professional Achievements & Awards• #1 sales representative in 2015 on a 50+ person sales floor in monetary volume funded. • Achieved 250% of companies expected annual goal per rep in 2015. Closed $3.7M in new business. Annual goal is $1.5M.• One of four sales representatives inducted into the Presidents club in Q1. The only sales representative to attain presidents club standing in Q3; an honor received for vastly exceeding goals every month in a quarter.

• Prospected physicians, clinics and law offices for development, launch and expansion of QRS’s IME division.• Implemented operational infrastructures to enhance accounting and administrative functionality.• Collaborated with IT for the design, presentation, and format of the company website - goqrs.com.

• Worked cooperatively with multiple engagement teams for the preparation of audits, reviews and compilations.• Aided a large array of clients including real estate developers, medical technology companies, and law firms.• Effectively communicated with client personnel of all levels (staff to executive officers) to coordinate efforts, resolve arising issues, analyze business processes, assess risk, strengthen internal controls, and increase bottom line figures

• Traveled to several client locations, including Las Vegas to Audit a $326 million dollar strip mall, helping to secure a line of credit for expansion, renovation, and provide cash flow for future endeavors.• Performed profitability analysis of a general contracting client’s major projects, such as the construction of a forty story, 1.1 million square foot skyscraper in Times Square.• Drafted timely financial statements used by the contracting client to successfully secure $70M dollars in project financing.• Directly supervised and mentored junior members of the engagement teams on a daily basis.