Matt Baumgartner Email & Phone Number

Utah County, Utah, United States

Lehi, Utah, Us

Spearheaded the growth and development of a high-performing sales culture, expanding the sales team from 1 to over 30 + representatives.Oversaw sales managers, account executives, development and midmarket teams during a remarkable growth from $4.6 million to $62 million in revenue. Including two rounds of funding including the largest series B funding in Utah State history.Created the sales process and methodology as well as built tracking and data feedback loops in the CRM.Forecasted sales growth numbers, created quotas, and provided pipeline reviews as well as weekly one on ones. Contributed to product go-to-market strategies and developed actionable deliverables for a multitude of projects.

San Antonio, Tx, Us

Responsible for training the sales process, proficiency of sales team, and overall product penetration and growth of the sales regionResponsible for the project management, implementation, time line management, and results tracking of region financial planning and advisementResponsible for administration and efficient daily operation of branch including, operations, product sales, deposit growth, loan portfolio growth including mortgage portfolio growth, investments and retirement planning, and employee growth and career development Responsible for meeting and exceeding branch goals and corporate objectives including branch growth, product penetration, and referrals to business partners Interface with Select Employer Groups, business clients, and local community leaders to develop and maintain organizational strategies, operational efficiencies and mutual growth and development

Boston, Ma, Us

Relationship management/sales.Series 9, 10, 7, 63Due to industry regulations I am unable to post specifics.

Us

Relationship management/sales.Due to industry regulations I am unable to post specifics.

Sandy, Utah, Us

Interface with Select Employer Groups, business clients, and local community leaders to develop and maintain organizational strategies, operational efficiencies and mutual growth and development Manage sales efforts resulting in credit union-leading penetration numbers, steady growth in products per household, and credit union leading loan up-sales numbersPresent financial seminars to Select Employment Group employees, entrepreneurs, and local school and community groupsManage the day to day operation of the branch, including front line and loan staff, loan approvals, transaction processing, and all back room operations

Rexburg, Idaho, Us

Successfully managed and mentored lending staff including mortgage loan officers and collections department totaling approximately 18 individualsEstablished an indirect sales and lending program resulting in over 2.5 million dollar portfolio increaseEnsured federal compliance of the consumer and mortgage lending departments Preformed risk analysis of lending portfolio to ensure exactness Reviewed and revised lending policies, loan rates, loan products, and general lending practices

Madison, Wi, Us

Facilitated client relationship and development management of approximately 20 clients in the Idaho and South West Montana Region Developed, mentored, coached, and maintained Credit Union sales practices and procedures for client baseForged and maintained working relationships with Credit Union Executive management, lending staff, and front line employeesPresented both live and web-based product education seminars to Credit Union Executives and select employee groups

Leading loan closer, indirect lending manager (outside sales) , and responsible for indirect lending marketingLeader in cross-selling credit union productsSuccessfully facilitated and coordinated the opening of a new branchTypical member service representative duties including transactions, balancing, and handling cash