Matthew T. Email & Phone Number

United States

Leominster, Ma

Identify financial needs for members. Execute sales, servicing, and banking transactions/tasks accurately. Knowledgeable of all credit union products and services and promote all appropriate options available to members and potential members. Develop member relationships and take ownership to resolve any member issues efficiently. Selected accomplishments:• Top branch sales performer• Exceeded 108% of sales goal quotas• Trained new branch reps. to meet credit union requirements and expectations

Marlborough, Ma

Performed functions associated with processing Direct and Indirect loan applications and car dealer packages for funding, including pulling credit reports and opening new membership accounts. Presented detailed information on the Credit Union’s loan programs, as well as prompt and courteous customer service within the Consumer Loan department. Achieved monthly sales goals and referrals by identifying members’ needs and by making recommendations for cross-sales opportunities.• Analyzed information received to determine loan integrity and perform Quality Control on loan packages. • Reviewed applications to limit the risk of exposure to fraud and losses, while preparing accurate loan closing documents to members and dealers. • Provided professional assistance to members, branch staff, and car dealer partners.

Sturbridge, Ma

Managed sales of Life Insurance, Long Term Care Plans, Disability Insurance, and Annuities. Generated, qualified, and converted leads into customers. Delivered informative and persuasive sales presentations, clearly explaining complex insurance products and answering all customer questions. Collaborated with cross-functional colleagues and leadership to develop strategies to grow customer base and increase revenue. Assisted in coordinating volunteer efforts and activities.• Successfully closed on 60%-70% of first-time policies and drove ~25% increase in membership of local councils.

Fitchburg, Ma

Developed and managed accounts in the industrial metal and wood cutting industries. Provided support throughout the sales cycle, including preparing custom quotes and ensuring on-time product delivery. Responded to, researched, and resolved customer complaints and issues, serving as key liaison with outside sales representatives, vendors, and distributors. Tracked sales activity by product line, forecasted future demand, and maintained inventory at appropriate levels. Issued and maintained Return Authorizations for multiple product categories.