Strategic Consultant focused on local economy, non-profits and charitable entities. Specialties—budget/expense/profit analysis. Client management expert. Certified therapy dog trainer and handler. Expert hiker/rock climber and supporter of preserving the local community and protecting local and historic properties and real estate. An accomplished and results oriented sales professional with over 30 years of diverse experience in financial services including prospecting and developing long term client relationships supported by an in-depth knowledge of diverse dynamics and understanding of multiple bank programs including commercial real estate, wealth management, treasury services, merchant services, deposit accounts and national competitive programs for floorplan lines, real estate lending, cash management, treasury services and private banking, leading to a documented ability to exceed sales goals:• Active relationship with over 400 new car and 100 independent dealerships in PA, NJ, NY and DE• Consistent and reliable leader of client service teams with effective and proven product presentation skills with powerful closing abilities targeted at quick and efficient relationship building leading to immediate, profitable and sustainable portfolio growth• Specialist in mentoring new hires, newly promoted partners and client team members in understanding transactional and balance sheet impact of asset growth and potential losses• Substantial competitive advantage with an in-depth knowledge of multiple finance sources’ indirect lending programs and policies• Expert in long term successful telecommuting
Listed skills include Credit Analysis, Banking, Relationship Management, Consumer Lending, and 12 others.
