2022 Legendary Team Award winner - Small Business Personalization2020 CEO Leadership Award winnerManage the sales effectiveness & marketing of multiple small business products/servicesDevelop and manage Sales Strategies and Sales Programs for the Small Business SegmentDrive CRM strategy and user adoption – Salesforce, Prospecting platforms, BizEquity, Customer Insights EngineDrive innovation and find ways to execute on the sales strategy including, sales enablement programs, and digital tools for our Sales EmployeesManage the delivery of Commercial Reporting (Pipeline Reports, Sales dashboards and scorecards)

Co Led product launch communications and marketing support for small business online account opening (OAO), digital small business loan applicationManaged internal communication delivery for Small Business segment

As a Small Business Banker, I focus on companies with sales between $100,000 to $5,000,000 to provide them with traditional business lending solutions including SBA loans, credit-card processing solutions, and cash management services.In 2017 I identified and closed 50 business loans for $2.7MM and closed booked 108 business banking product opportunities.Responsibilities:Boost wallet share in current business relationships by identifying cross-sale opportunities among branch locationsMonitor and maintain new and existing portfolio of commercial clients. Review and maintain portfolio, including approving draw requests, covenant compliance and quarterly updates.Participated on projects regarding loan closing procedures and practices to help mitigate loss.Assisted with Salesforce (CRM) training for Small Business Specialists in TD Bank (US)Completed intensive 6 month Risk Management Association (RMA) small business credit training curriculum

Current inside sales role encompasses outbound/inbound prospecting (average of 70 dials per day with a strong conversation and lead conversion ratio), experienced in calling on companies with revenues of $1MM-20MMSpecialize in Business Development from Business deposit products to loans, Lines of Credit, Commercial Mortgages, Term Loans, Leases to Business Acquisitions, SBA Loans, Medical, Dental and Veterinary, Restaurant & Franchise, Wealth, Cash Management/Treasury Management, and even retail banking Proven ability to generate potential Small Business & Commercial Lending opportunities, through outbound, inbound, click to chat, and internet requests, providing detailed lead information for Store Managers, Small Business Relationships Managers, Commercial Lenders and RVP's• FY 2013 Closed Booked $4.8M FY 2014 Closed Booked $10M FY 2015 Closed Booked $10M Proficient in credit policy and risk management within Small Business, Commercial Lending and SBA, experience evaluating business tax returns, work-sheets, and other financial statementsAccountable for managing a pipeline of sales from lead generation through to settlement and fundingApart of TD Bank's first group in the U.S. to implement live customer web-based communication utilizing eGain Click to Chat

Promoted to the intial bank pilot for placing insurance producers within TD Bank's retail stores I held two primary NJ licenses, Life Producer and Accident and Health Producer., which allowed me to help customers with life insurance for individuals, key person insurance for partnerships, and fixed annuities for individuals and small business owners.I supervised a team of customer service representatives and professional bank tellers . Also, in this role as a banker I helped local businesses and consumers with their lending needs and other banking products.

As a CSR my role was to work with the customers by helping them find financial solutions through traditional bank products such as, checking, savings, and IRA's. Also, through a referral system I was able to help the customer find bank specialists in variety of deparments.