Terrence Martin
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Terrence Martin Email & Phone Number

Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions. at CFS Insight
Location: Naperville, Illinois, United States 27 work roles 3 schools
1 work email found @netzero.net 4 phones found area 630 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email t****@netzero.net
Direct phone (630) ***-****
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Current company
Role
Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions.
Location
Naperville, Illinois, United States
Company size

Who is Terrence Martin? Overview

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Quick answer

Terrence Martin is listed as Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions. at CFS Insight, a with 9 employees, based in Naperville, Illinois, United States. AeroLeads shows a work email signal at netzero.net, phone signal with area code 630, and a matched LinkedIn profile for Terrence Martin.

Terrence Martin previously worked as Credit Union Consulting, Data Integration, Analytics, Account Manger, Business Dev, Sales, Marketing at Cfs Insight and Credit Union Consulting, Data Integration, Account Manger, Business Development, Sales, Marketing at Cfs Consulting Group. Terrence Martin holds Bachelor Of Science - Bs, Economics And Business from Rochester Institute Of Technology.

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Email format at CFS Insight

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*@netzero.net
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Profile bio

About Terrence Martin

Credit Union Data Integration Expert as well as Sales and Business Development Professional in the Credit Union Analytics, Predictive Analytics, and Custom Software market. Specializing in 3rd Party data integration into Credit Union Data Warehouses as well as Symitar's (division of Jack Henry) Advanced Reporting for Credit Unions (ARCU) data-warehouse business intelligence platform. Developed Internet Marketing, Facebook|Google|LinkedIn Advertising, and Social Media expertise at CFS Consulting Group, Zacks Investment Research, Harris Bank, Kodak, and Consulting Projects. Increased profitability and cut costs, while maintaining volume. High customer retention and satisfaction. Developed innovative Online and Offline programs to drive sales and market share gains. Designed superior cross-selling systems for further penetrating existing customers with new products. Considered to be creative, innovative, and an “Out-of-the-box” thinker with an entrepreneurial spirit.- Developed unique Online Affiliate Programs designed to expand Zacks’ retail investor audience by 5 times and increase sales by 50%+- 100% retention rate of customers- Increased Online Loan Account Applications Over 440% at Harris- Managed Mortgage Sales Team to achieve $65M Mortgage sales goal within 5 months at Harris- Turned-around the private label business into a profit center netting 22% at KodakSpecialties: Business Intelligence Software SalesPredictive AnalyticsCustom Software SalesSocial Media ExpertInternet Marketing ExpertBusiness DevelopmentSales Management

Listed skills include Financial Advisory, Consulting, Market, Web Marketing, and 99 others.

Current workplace

Terrence Martin's current company

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CFS Insight
Cfs Insight
Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions.
naperville, illinois, united states
Website
Employees
9
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27 roles · 18 years

Terrence Martin work experience

A career timeline built from the work history available for this profile.

Credit Union Consulting, Data Integration, Analytics, Account Manger, Business Dev, Sales, Marketing

Current

Greater Chicago Area

Consulting with Credit Unions about data integration of key systems into their data warehouse (such as Meridian Link Loan Origination system, Digital Banking platforms, Credit Card systems, Mortgage Origination and Servicing systems, etc.), as well as using Analytical Models for Member Retention, Loan Growth, Membership Growth, Account Anomalies, Predictive Analytics and more.

Jun 2011 - Present

Credit Union Consulting, Data Integration, Account Manger, Business Development, Sales, Marketing

Current

Chicago, Illinois, United States

Jun 2011 - Present

Credit Union Consulting, Data Integration, Account Manger, Business Development, Sales, Marketing

Current
Cfs Consulting Group | Client American Airlines Federal Credit Union
Jun 2011 - Present

Social Media, Advertising Consultant, Business Development

Current
Consulant | Client Re/Max Office

Bolingbrook, Illinois, United States

Jun 2018 - Present

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Sales Activity Management
Jun 2009 - Jun 2011

National Account Manager

Greater Chicago Area

CRM Software Subscription sales to the Financial Services industry.

2009 - Jun 2011

Social Media, Online Marketing, Consultant

Market Trading Guru.Com

Provided Social Media and Online Marketing to companies as well as manage a Blog to educate investors and traders on trading strategies for the S&P, Stocks, T-Bonds, and Forex.

Jun 2007 - Jun 2011

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Consulant | Client The Chicago School Of Trading
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Consulant | Client Judd International
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Consulant | Client Vance Publishing
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Zacks Investment Research
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Harris Bank
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Eastman Kodak
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Kodak Polychrome Graphics
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Chariot Capital Advisors
Jun 2009 - Jun 2010

Business Intelligence, Social Media, Mobile Marketing, Mobile Bi, Consultant, Account Manager

Key Account Manager | Company Lifetouch
Jun 2009 - Jun 2010

Business Development Director

Responsible for developing programs in conjunction with Investment Sites to market Zacks.com subscription services to individual investors. Created a unique Affiliate program designed to reach a targeted audience 5 times larger than current prospect mailing list at no cost. Also responsible for marketing and selling Zacks.com Stock and Mutual Fund subscription services to Independent Broker-Dealers for their Advisors and Registered Representatives.

Jan 2009 - Jun 2009

Regional Sales Manager

Responsible for Marketing and Selling Institutional Equity Research, Data, Data Bases and Internet Software Platforms to Institutional Money Managers such as Mutual Funds, Banks, Hedge Funds, Pensions, Trust Departments, etc. Developed effective Email techniques that yield eight times the average of qualified leads. Over 98% customer retention.

Dec 2006 - Jan 2009

Vp, Business Development Manager

Created and implemented on-line marketing campaigns for Harris Bank's lines of business. Developed and created highly successful email campaigns as well as actionable banner ads that resulted in an increase of online applications for Deposits and Loans by 440% in 67 days.

Nov 2005 - Dec 2006

Vp, Sales Manager

Managed two successful teams, an inbound Mortgage Sales Team and a Group Banking Team. The Mortgage Sales Team originated mortgage loans and cross-sold other banking products. The Group Banking Team built relationships with companies to bring the "bank" to them, through special offers and discounts. Exceeded all sales and revenue goals by at least 3%.

Jan 2005 - Nov 2005

Registered Representative/Financial Advisor

Chariot Capital Advisors/World Equity Group

Provide financial advice and money management services including insurance products and retirement planning for clients. At Chariot Capital Advisors provided money management services for High Net Worth clients. Series 7, 63, 65 and Life Licenses.

Apr 2002 - Jan 2005

National Channel Sales Manager

Generated new business, delivered volume, negotiated contracts and maintained relationships with key private label Graphic Arts companies. Achieved margin goals of $1.6M through cost control programs and Business Development programs.

Jan 1998 - Apr 2002

Dealer Relation Manager

Managed branded sales to dealers. Integrated three Graphic Arts companies’ products resulting in inventory reduction, improved product quality and more focused product offerings.

Dec 1997 - Dec 1998

Channel Manager

Managed Newspaper & OEM Segments: $20M business. Raised prices 10% in a highly competitive market while meeting sales goals. Additionally managed branded sales to dealers (Retail Dealers) and conflict Management. Integrated three Graphic Arts companies’ products (from acquisitions) resulting in inventory reduction, improved product quality and more focused product offerings.

Aug 1996 - Jan 1998

Product Manager

Managed Professional Photo’s largest portfolio of products, including Professional Paper, Display Media and Wide Format Inkjet material with sales over $246 million. Responsible for all supply chain forecasting and demand planning, advertising, training and promotions. Created the most successful promotion Kodak’s Professional Division ever had.

May 1994 - Aug 1996

National Account Manager

Responsible for the account management of Professional Photo’s largest National Accounts. Managed these accounts through frequent face-to-face meetings and sales calls. Focused on maximizing client satisfaction and cultivating sales of these complex customers through consultative selling. Influenced and related to all levels within these organizations. Provided superior customer satisfaction resulting in a Customer retention rate of 100%.

Oct 1991 - May 1994

Technical Sales Representative

Managed a territory consisting of Professional Photo’s Key Resellers (Distributors), Labs and Photographers. Prepared proposals via a RFP process. Attended trade shows to generate leads; then followed up on all leads. Provided superior customer satisfaction resulting in a Customer retention rate of 100%.

Apr 1986 - Oct 1991
Team & coworkers

Colleagues at CFS Insight

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3 education records

Terrence Martin education

FAQ

Frequently asked questions about Terrence Martin

Quick answers generated from the profile data available on this page.

What company does Terrence Martin work for?

Terrence Martin works for CFS Insight.

What is Terrence Martin's role at CFS Insight?

Terrence Martin is listed as Specializing in Loan Origination, Credit Card, Online Banking & more Data Integration | Power BI Datamarts & Models | Analytical Models to Retain Members, Drive Loan, Member, & Deposit Growth and more for Credit Unions. at CFS Insight.

What is Terrence Martin's email address?

AeroLeads has found 1 work email signal at @netzero.net for Terrence Martin at CFS Insight.

What is Terrence Martin's phone number?

AeroLeads has found 4 phone signal(s) with area code 630 for Terrence Martin at CFS Insight.

Where is Terrence Martin based?

Terrence Martin is based in Naperville, Illinois, United States while working with CFS Insight.

What companies has Terrence Martin worked for?

Terrence Martin has worked for Cfs Insight, Cfs Consulting Group, Cfs Consulting Group | Client American Airlines Federal Credit Union, Consulant | Client Re/Max Office, and Key Account Manager | Company Sales Activity Management.

Who are Terrence Martin's colleagues at CFS Insight?

Terrence Martin's colleagues at CFS Insight include Kathy Angle, Morgan Bates, Natalie Hernandez Jaeger, Daniel Zamora, and Kevin Schoonmaker.

How can I contact Terrence Martin?

You can use AeroLeads to view verified contact signals for Terrence Martin at CFS Insight, including work email, phone, and LinkedIn data when available.

What schools did Terrence Martin attend?

Terrence Martin holds Bachelor Of Science - Bs, Economics And Business from Rochester Institute Of Technology.

What skills is Terrence Martin known for?

Terrence Martin is listed with skills including Financial Advisory, Consulting, Market, Web Marketing, Insurance, Vendors, Sales, and Cost.

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