Provide cash management and lending options to national and regional insurance agencies, brokers, valuation companies, and associations seeking funding for merger and acquisition, expansion strategies, working capital, owner-occupied real estate, producer development loans and perpetuation plans, while addressing unique cash flow patterns. •Manage cash management department providing services designed to streamline cash flow efficiently to all clients. •Manage and coach team on… Show more Provide cash management and lending options to national and regional insurance agencies, brokers, valuation companies, and associations seeking funding for merger and acquisition, expansion strategies, working capital, owner-occupied real estate, producer development loans and perpetuation plans, while addressing unique cash flow patterns. •Manage cash management department providing services designed to streamline cash flow efficiently to all clients. •Manage and coach team on different sales methodologies and instill behaviors to meet and exceed goals by growing customer base. •Deliver information reporting, collection of payables, disbursements, fraud prevention tools, and intelligent cash management solutions designed to assist in operating and expanding agency business profitably.•Review and rewrite cash management policies and procedures where needed to enable smoother and more efficient working methods. Regularly interface with IT, Compliance, Lending and Principals monitoring completion of all daily and monthly reporting. Show less

Accountable for $122M branch. Analyzed branch expenses and implemented strategies to reduce overhead and minimize risk. Directed development, execution, and use of productive strategies utilizing divisional partners. Formulated and executed a customized team plan to acquire new, and retain and grow existing relationships, managing business and personal client portfolio.• Achieved a 97.8% score on operational effectiveness on compliance audits and customer satisfaction surveys. Streamlined… Show more Accountable for $122M branch. Analyzed branch expenses and implemented strategies to reduce overhead and minimize risk. Directed development, execution, and use of productive strategies utilizing divisional partners. Formulated and executed a customized team plan to acquire new, and retain and grow existing relationships, managing business and personal client portfolio.• Achieved a 97.8% score on operational effectiveness on compliance audits and customer satisfaction surveys. Streamlined internal procedures mitigating potential fraud. Managed completion of monthly and quarterly audit requirements.• Increased deposit growth 13% YOY by focusing on companies with revenues of $3M, performing calling activity on existing customers, prospects, and centers of influence, developing new business, and retaining and expanding existing business. Show less

Grew profitability of small to large business client portfolio in the greater Western Massachusetts region. Led short and long-term business development planning for 15 regional branches. Leveraged the bank’s financial solutions to generate new client relationships within the industrial, commercial, medical, and manufacturing industries.• Increased sales 35% and account regional penetration 69% by analyzing clients’ financial conditions and industry trends, recommending holistic financial… Show more Grew profitability of small to large business client portfolio in the greater Western Massachusetts region. Led short and long-term business development planning for 15 regional branches. Leveraged the bank’s financial solutions to generate new client relationships within the industrial, commercial, medical, and manufacturing industries.• Increased sales 35% and account regional penetration 69% by analyzing clients’ financial conditions and industry trends, recommending holistic financial solutions inclusive of SBA programs supporting client’s business needs.• Utilized strategic consultative selling methodologies to position client for best possible solutions in business growth. Cross sold cash management, treasury, depository, credit card, merchant services and lending solutions. Show less

Managed a $39M bank branch. Accountable for the development and retention of a high performing sales and service team through leadership and coaching utilizing Lean Six Sigma methodologies. Oversaw branch functions and customer experience. Responded to RFPs and RFQs on commercial real estate, manufacturing, and industrial financing.• Built strong internal and external relationships. Followed through and leveraged existing relationships with COIs in various industries to create additional… Show more Managed a $39M bank branch. Accountable for the development and retention of a high performing sales and service team through leadership and coaching utilizing Lean Six Sigma methodologies. Oversaw branch functions and customer experience. Responded to RFPs and RFQs on commercial real estate, manufacturing, and industrial financing.• Built strong internal and external relationships. Followed through and leveraged existing relationships with COIs in various industries to create additional revenue streams.• Drove staff involvement in team sales events and community involvement efforts, keeping abreast of competitors’ products, services, and strategies.• Managed revenue, growth, expenses, fee income, and software systems that supported branch transaction processing, increasing deposit growth 18%. Show less

Worked independently as an agent targeting small to large closely held businesses. Focused on business fringe benefit design and implementation in and out of the A/E/C industry. Provided financial planning solutions to meet clients’ financial goals.• Met with clients, gathering information regarding financial situations, and sold group life insurance, annuities, mutual funds, cross purchase plans, buy-sell funding and partnership agreements, key employee protection, and business… Show more Worked independently as an agent targeting small to large closely held businesses. Focused on business fringe benefit design and implementation in and out of the A/E/C industry. Provided financial planning solutions to meet clients’ financial goals.• Met with clients, gathering information regarding financial situations, and sold group life insurance, annuities, mutual funds, cross purchase plans, buy-sell funding and partnership agreements, key employee protection, and business continuation funding.• Evaluated and conducted due diligence, proposal preparation, processing, and submission, and negotiated all regional corporate alliance agreements. Show less

Targeted specific markets within the A/E/C industry in the Eastern Region and nationally for $50M national environmental and engineering firm. Brought more than 21 deals to fruition in 10 months.• Won and project managed a large bottling company account comprised of 27 bottling facilities across 17 states completing asbestos gap surveys. Coordinated with office managers across 17 states, deploying engineers and environmental scientists for data gathering. Project was completed on time… Show more Targeted specific markets within the A/E/C industry in the Eastern Region and nationally for $50M national environmental and engineering firm. Brought more than 21 deals to fruition in 10 months.• Won and project managed a large bottling company account comprised of 27 bottling facilities across 17 states completing asbestos gap surveys. Coordinated with office managers across 17 states, deploying engineers and environmental scientists for data gathering. Project was completed on time, within scope, and within budget.• Facilitated introduction of new clients, creating opportunities to consult on protocol development. Directed field engineers for project controls, quality assurance, material expediting, and project administration, including proposal, planning, scheduling, health and safety programs, and walk-throughs for physical need’s assessments on capital equipment and purchase agreement administration. Show less

Increased annual revenues by 10% in first year for $4.12MM environmental engineering and industrial hygiene firm representing an average increase of 3.9% from the previous year. Oversaw, training and direction of 6 Project Managers and 1 Marketing Assistant in business development activities and the RFP/RFQ bidding process. Marketed services to healthcare, institutional, commercial, manufacturing clients, loss prevention officers, facility management personnel, and collaborated with… Show more Increased annual revenues by 10% in first year for $4.12MM environmental engineering and industrial hygiene firm representing an average increase of 3.9% from the previous year. Oversaw, training and direction of 6 Project Managers and 1 Marketing Assistant in business development activities and the RFP/RFQ bidding process. Marketed services to healthcare, institutional, commercial, manufacturing clients, loss prevention officers, facility management personnel, and collaborated with sub-contractors on large projects. • Composed and initiated a new 5-year focused marketing and sales plan for company. Identified each service area in the public and private market sectors. Created better-defined marketing/sales systems that reduced short/long term operating costs and increased productivity of project managers. • Streamlined proposal process, bid process, risk assessment and interview process. Oversaw Federal GSA procurement approval process and submission preparation with FAR and DCMA. Prepared and submitted State DCAM and OSD vendor agreements. Administered State and Federal compliance audits and ensured company’s bid bonding and insurance requirements were met. Managed the negotiations of new and existing vendor contracts. Show less