- Lead the Inside Sales team's day-to-day operations, overseeing a team of 4-10 remote and hybrid AEs & SAEs focused on selling Lines of Credit, Term Loans to new customers- Promote cross-sell initiatives, selling banking products such as checking accounts to Line of Credit customers and vice versa- Demonstrate extensive understanding of commercial and SMB lending by qualifying prospects and applicants, underwriting business and personal credit, and reviewing business cash flow- Regularly prospect, qualify, pitch, and negotiate offers, covering the full sales funnel of onboarding new clients and fostering strong banking and lending relationships- Use data-driven insights to analyze the sales pipeline, identify trends, and implement initiatives to accelerate sales cycles and maximize conversion rates- Conduct weekly performance reviews and 1:1 coaching sessions with AEs and SAEs to evaluate progress and address skill gaps, driving improved productivity and sales results- Provide training and development sessions for the Inside Sales team, helping attendees grow their sales and communication skills and improve their performance- Collaborate with Sales Development Reps & Partnership Sales teams to provide sales training and support, fueling results across the entire sales funnel- Work jointly with product, risk, operations and marketing teams to optimize sales processes and enhance product experience, with the goal of maximizing customer experience - Collect and share valuable customer feedback, competitor insights, and relevant industry trends to inform strategy- Support employee career development by helping direct reports grow from Account Executive to Team Lead & Interim Manager

- Led the Inside Sales Account Executive team of 4-6 on their day-to-day operations- Tracked daily, weekly, and monthly metrics including application completions, approval rates, booking/funding rates, funding volumes, new clients onboarded as well as effort metrics including call and email volume and sales effectiveness- Led team in 2023 to $136 Million in new business funding over 4,600 loans and onboarded 3,052 new clients- Average loan size 2023: $33,000- Develop Account executives sales skills, including prospecting, qualifying, negotiation, closing, and objection handling, resulting in promotions for salespeople

Senior Funding Advisor

Account Executive

• Manage clients' spot and contract requirements• Execute physical trading of products• Liaise with necessary operations for planning physical supplies• Work with clientele on optimizing vessel routes/port calls for fuel efficiency• Build strategic relationships with key stakeholders in the region• Foster client relationships across the globe ensuring we were key contact in Oceania• Develop new business in Asia Pacific, EMEA, and Americas

• Managed relationships with suppliers• Negotiated pricing and terms for global client spot demands• Handled and traded the company’s daily purchasing requirements in the Panama Canal marketKPI Bridge Oil Inc. is a global bunker broker and trading company with offices in all major time zones that can arrange bunker supplies in more than 2800 ports worldwide.

June 2010-August 2010: Analyzed KPI Bridge Oil's purchasing prices in North American and Central American ports.June 2011-August 2011Day-to-day accounting operations including organizing trade deals, invoicing customers, maintaining daily profit numbers in both traded and brokered deals, assisted with managing payments made to suppliers and received from customers.Continued previous project on analyzing KPI Bridge Oil's purchasing prices in North American and Central American ports.