Rob Miles Email & Phone Number

Oklahoma City Metropolitan Area

Norman, Oklahoma, United States

Led turnaround in the success of the franchise via an overhaul of sales training, resulting in a 2.5x increase in total members in less than a year and the fastest-growing studio amongst peers for six months.

Oklahoma City Metropolitan Area

Founded a business helping entrepreneurs create a business model and find funding options, resulting in success for local businesses and positive economic developmentSupport small to medium-sized B2B and B2C businesses navigate funding opportunities by building a bankable portfolio, shopping financial institutions, and securing lending

Chickasha, Oklahoma, United States

Vice Chair of State Board of Regents Economic Development Council – Lead meetings to drive partnerships with the university and the city Developed and taught an experiential entrepreneurial class where students were tasked with developing a product, creating a business model, and running the business. Success resulted in the college VP asking for a sports.

Oklahoma City, Oklahoma Area

Under the supervision of the CFO, created sales strategies and learning programs and developed key sales roles based on data-driven results. Analyzed sales trends and financial capacity of overall company profitability to refocus sales team effortsSet commission structures and sales goals for the upcoming yearDetermined deficiencies in the sales process.

Shawnee, OK

Working directly with loan officers to analyze new business opportunities by identifying credit risks of commercial loans and relationships ranging from $250,000 to $14,000,000 in aggregate exposure.Preparing loan memos for approval units and credit committeeIdentified potential risks and communicating to Relationship Managers and Sr Officers of the.

Dallas/Fort Worth Area

Analyzing, processing, and closing commercial real estate acquisition loans while complying with company and SBA policies and procedures.Reviewing personal and business financial statements, tax returns, credit reports, cash flows, collateral, project costs/budgets for construction or renovation, as well as borrower’s management ability in order to provide.

Dallas, Texas

• Identifying credit risk opportunities, building credit packages and cross communicating with relationship managers and underwriters to provide Credit Risk Officers completed credit packages of potential and current.
• Providing financial spreads based on company and personal financials for Emerging Market, Middle Market and Wealth departments
• Identified potential risks and communicating to Relationship Managers and Underwriters
• Performing annual reviews of current loans based on loan agreements, checking covenants and providing credit package to Credit Risk Officers
• Providing company and industry research to underwriters
• Ordering consumer credit reports and D&B reports for business

Dallas/Fort Worth Area

• Reviewed SBA Commercial Loan packages and connected with the Loan Officers, Underwriters and Eligibility Specialists to provide Commercial loan packages ranging from $350,000 to $5,000,000 with SBA Government backed.
• Organized all loan submissions, checking for missing required documents and working with the Loan Officers to complete files
• Checked package for SBA Eligibility requirements outlined by the Standard Operating Procedures
• Ordered appropriate reports for Credit Underwriters including: Spreads, D&B Reports and Personal Credit Reports
• Submitted modification requests of the original credit package to Credit Risk Officers for updating key facts to credit approved loans and ensuring eligibility, cash flows and other credit risks are addressed
• Developed a database spreadsheet to track and maintain historical closed, approved and working loans

Plano, TX

• Market retail banking products to consumers and small business clients in person and over the phone in order to retain client's relations and meet personal goals.
• Offered customized banking solutions to customers based on Account Recommended Tool
• Met and exceeded consumer lending, business lending, mortgage goals, and credit cards
• Obtained Life and Health Insurance certification
• Discovered Investment needs and referred customers to Financial Advisor
• Opened and maintained checking and savings accounts

Frisco, TX

• The Sales and Service Advisor (SSA) is a hybrid Branch Associate/Financial Sales Advisor position that’s primary responsibility includes:
• Bank Product and Service Sales
• Teller Transactions
• Lobby Management
• Hit 600% of my annual Fee Income goal

Frisco Texas

• Managed the ticket sales database operations for AA minor league baseball stadium housing 12,000 seats and maintaining a sales force of 30 employees, as well as, managing daily duties for the box office and box office.
• Identifying inefficiencies in sales process and ticketing by focusing on the customer experience
• Implementing ecommerce to increase accuracy and efficiency of sales process
• Cutting cost including postage by 32%
• Redesigning excel database leading to increased accuracy, ease of use and readability for Data analytics and strategic sales strategy
• Regulating inventory and distribution of tickets

Frisco, TX

• Focused on client relations of group and season tickets to businesses over the phone and face to face
• Met and exceeded personal and team sales goals
• Made 60-80 calls per day
• Set 12-15 face-to-face business-to-business meetings per week

Frisco, Texas, United States

• Sold and managed large groups of 20+ people at games
• Organized and Supervised all high school baseball games played at Dr Pepper Ballpark
• Set up Dyrk Ryland Burcie fund raiser. - Generated over $20,000 for Dyrk, a 4 year-old with stage 4 liver cancer.
• 100 + phone calls daily

Ba, Business Management, Accounting

Activities and Societies: Polo Club

Master Of Business Administration - Mba, Business Administration And Management, General, 3.79

Associate'S Degree, Accounting

Master Of Business Administration - Mba, Business Administration And Management, General