Robert Tom Email & Phone Number

Orange County, California Area

Worldwide e liquid and CBD sales

Orange County, California Area

• Develop professional relationships with new vendors via; phone, trade shows, andbusinesses.
• Manage multiple accounts with CRM, driving the deal from application to funding.
• Originated and funded applications from preexisting book of business, and referrals.
• Attend networking events to establish relationships and promote companies’ offerings
• Listen to, identify and understand prospects’ viewpoints and tailor communication to meet their needs and expectations

Orange County, California Area

• Excelled in first month; Awarded highest Gross Margin in first 30 days of business in company history.
• Delivered average of 121% of monthly quotas, highest in company.
• 35% of funded business; repeat clients from Ascentium, 15% of funded business; repeat clients from Zip Capital. Increased new funded business 50%; from new client relationships.

Orange County, California Area

• Recruited to build an equipment finance business from scratch.
• Built a portfolio of lenders; covering all areas of equipment and credit
• Created and implemented an effective lead system from Working Capital to Equipment financing department. Deepening existing customer relations and developing new ones
• Implemented Zoho CRM, for efficient client relation management, effective in house communication, which expedited credit and funding process

Orange County, California Area

• Awarded Top 5 in the nation (total sales performance of 125+ peers) four times. RepeatedlyTop 10 in the nation
• Developed successful long term vendor relationships
• Successfully retained repeat business from clients
• Company representative at Industry Equipment Conventions
• Increased sales 35%, 2013-2014. 50%, 2014-2015
• Received 37 Customer Appreciation letters with highest scores from Customer Service Department

Orange County, California Area

• Work with preexisting and develop new databases to fund equipment lease and financetransactions
• Broad knowledge of bank lines and their guidelines
• Work with and prospect an array of vendors, and franchisers to get new business
• Maintained pipeline of business while always prospecting new vendors and end users
• Assisted in set up of small and big ticket vendor funding model to streamline funding process and time frame

Orange County, California Area

• Responsible for contacting business executives nationwide to structure customized equipmentfinance or lease packages,
• Negotiated the structure of transactions for the acquisition of the client’s business equipment, while maintaining an excellent working relationship with the client and vendor(s) of choice.
• Provided high motivation, energy, decisiveness, excellent communication and problem-solving skills to drive sales and exceed goals.

Orange County, California Area

• Worked closely with borrowers and employees to find solutions, and effectively managed the loan process from origination through booking, while continuing to actively manage the borrower relationship throughout the.
• Responsible for identifying, acquiring, and expanding community development lending opportunities in target markets with a focus on providing loan financing and technical assistance to clients, and realtors.
• Determined the most appropriate type of loan for each particular borrower, and explained their tailored mortgage and financing options
• Responsible for all company operations and human resources.
• Recruited, interviewed, hired and trained all personnel.
• Created Marketing, Sales and Public Relations programs and strategies.

Orange County, California Area

• Developed and implemented a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability.
• Developed and managed high-powered sales teams.
• Maintained accurate records of all pricings, sales, and activity reports submitted by Sales Reps.
• Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy.
• Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting.
• Review file documentation and make sure all items needed are requested. Order and coordinate loan documents.

Orange County, California Area

• Originating conforming mortgage loans by building and developing strong relationships directly with customers. Building and fostering strong internal working relationships with underwriters and processors. Maintaining.

United States

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Associate Of Science - As, Culinary Arts/Chef Training

Associate Of Arts - Aa, Hotel, Motel, And Restaurant Management

Associate Of Arts - Aa, Liberal Arts And Sciences, General Studies And Humanities