-Streamline processes in sales cycle, including intake process, underwriting stage and post approval to closing stages.-Coordinate with processors and LO's/Brokers on pipeline to push deals in a timely and efficient manner. -Identify potential problems on transactions during intake stage and help LO's/Brokers structure transactions in a way that will make approval/ closing process more efficient.- Review pricing and compensation on files and confirm rate locks on all Closings before signing.- Run monthly trainings with LO's and remote Brokers to foster team building while also providing valuable learning experiences in the field of NON-QM mortgage lending. Training includes best sales practices, Product and Program knowledge, the art of structuring a transaction, how to price your deal to win, clearing conditions with underwriter, requesting UW exceptions and maintaining long term relationships with clients/Brokers.

- Train and supervise sales staff regarding customer service, handling inbound and outbound sales - Monitor sales staff metrics.- Develop online marketing materials with marketing department regarding email, radio and various online platform campaigns.- Work closely with broker/referral channel to establish successful support and relations.- Define and coordinate sales training programs for CSR and Sales Associates.- Manage key customer and broker relationships

- Help clients by conducting a complimentary FNA. Go over all aspects of the FNA to consult on different products or programs that can be beneficial.- Go over life insurance and retirement programs where applicable.- Hired new employees and conducted training on sales skills, phone skills, presentation skills and leadership skills.- Went on presentations with 1 new hire at a time to conduct business and also show new hire our process in a real life face to face environment.- Consulted potential clients in a face to face meeting, zoom meeting or over the phone. Whichever method was more convenient for the potential client.

-Oversee and Manage Pipeline of Lines of Credits, Term Loans, SBA, Equipment Leasing, and Credit Card Transactions-Assist Sales Reps with the initial sales and back end sale of transactions- Held monthly training sessions for 22 sales reps to help familiarize them with all our financing products and platforms.- Created training assistance literature and cheat sheets for reps that went over product guidelines, product features and funding parameters for all our financing products.

-Worked as a sales associate to our executive VP of sales.-Assisted with managing existing clients and financing new transactions for them while guiding them through the sales cycle.-Solicited vendors and franchisors to self originate business and establish new relationships for our bank.

• Managed a portfolio of accounts responsible for renewing and growing small business customers (approx. $22.5M and 900 customers) with an average annual spend of $5,000-$750,000. Provide business solutions that impact performance within the customer’s functional areas: risk management, finance, marketing, purchasing, and technology• Forecasted accuracy +/-5%. Portfolio management including advanced renewals, 70% of clients renew and 85% of renewed clients re-renew- Effectively utilize sales force automation tools to effectively communicate with sales leadership and organize customer relationships• Remained knowledgeable of customer’s industry trends, general economic conditions and financial practices- Manage and process loan files, gather required loan documentation from merchants and sales representatives- Pull Personal credit and understand where to place clients for financing options- Oversee processing for loans in SBA, Equipment leasing, Term loans, LOC's, Factoring advances and Business credit cards- Act as a liaison between lenders and sales representatives; ensuring speed , correct options and trust- Help onboard new lenders onto our marketplace platform and equip our representatives with tools, guidelines and training to help them place merchants with those new lenders

• Proven ability to prioritize tasks, organize and coordinate activities, manage time, set and achieve goals, meet deadlines and establish procedures• Prospected for new business with approximately 150 outbound calls per day• Identified small companies overlooked by other competitors, substantially increasing sales by servicing previously underserved market niches• Excelled in a fast paced environment, exceeding customer expectations for first call effectiveness and providing prompt follow up when additional follow up was required• Obtained accurate information from vendors relating to pricing, product availability and expected delivery dates