Avp, Treasury Management, Commercial Real Estate
Greater Los Angeles Area
Commercial Real Estate - Commercial Card and Payment Solutions- Developed and executed strategic sales plans encompassing lead generation, client calling strategy, and effective management and growth of portfolio revenue for 400+ clients- Collaborated cross-functionally with product managers and technical implementation teams using data-driven analytics; evaluation of product performance, assessing market variables, enabling improved end user experiences and industry leading solutions - Supervised successful execution of strategic and complex treasury management implementations; 250+ throughout tenure; fulfilled industry leading payables, receivables, fraud protection, information reporting and global treasury solutions via Commercial Card, Payment Manager®, Receivables Manager, Fraud protection suite (Positive Pay, ACH Fraud Filter) -- Accessed SQL data, helping partners identify strategic opportunities for sales growth- Tracked sales pipelines achieving yearly sales goals with CRM and ERP technologies; SAP, Microsoft Dynamics- Negotiated, analyzed, and crafted pricing proposals, relationship reviews, and quarterly market plans ---Accomplishments: - Met and exceeded annual sales goals of $1.5MM+ since 2013 2013: $750K (115%), 2014: $1MM (110%)2015 & 2016: $1.4MM (105%)2017: $1.5MM (103%)2018: $1.5MM (75%) - Coached peers, serving as the champion and primary contact for complex reporting resources for analytical use - Lead strategist combating check, imposter and ACH fraud; 30% reduction of fraud cases between 2017-2018 - Contributed >$50K per year in Sales Analyst sourced deals from 2014-2016 (Top 3 among CRE sales analyst team)