Tommy Wallace Email & Phone Number

United States

•Lead Generation: Identify and prospect potential clients through inbound calls, outbound calls and email.•Lead Qualification: Prequalify assessed leads based on lending guidelines, pre-qualification criteria and benefit to the customer. •Client Engagement: Develop and maintain relationships, addressing client needs with tailored solutions.•Sales Process/Strategy: Collaborate with the sales team to create and execute strategies for achieving targets, sales goals and expanding market… Show more •Lead Generation: Identify and prospect potential clients through inbound calls, outbound calls and email.•Lead Qualification: Prequalify assessed leads based on lending guidelines, pre-qualification criteria and benefit to the customer. •Client Engagement: Develop and maintain relationships, addressing client needs with tailored solutions.•Sales Process/Strategy: Collaborate with the sales team to create and execute strategies for achieving targets, sales goals and expanding market presence.•Market Research: Monitored industry trends and competitor activities to uncover new business opportunities.•Reporting: Track and report on sales activities, pipeline status, and performance metrics. Show less

Los Angeles, California, United States

• Engage with customers to understand their financial needs and loan requirements.• Assess loan applications, including reviewing financial documents, credit histories, and collateral.• Analyze applicants' creditworthiness and financial situations to determine their eligibility for loans.• Provide guidance and recommendations to clients regarding suitable loan products and repayment plans.• Explain loan terms, conditions, and policies to customers, ensuring they understand the… Show more • Engage with customers to understand their financial needs and loan requirements.• Assess loan applications, including reviewing financial documents, credit histories, and collateral.• Analyze applicants' creditworthiness and financial situations to determine their eligibility for loans.• Provide guidance and recommendations to clients regarding suitable loan products and repayment plans.• Explain loan terms, conditions, and policies to customers, ensuring they understand the terms of their loans.• Collaborate with underwriters and other internal teams to facilitate the loan approval process.• Collect and verify necessary information and documentation from borrowers to complete loan applications.• Conduct thorough risk assessments to mitigate potential defaults and ensure compliance with lending regulations.• Stay informed about market trends, lending products, and industry regulations to provide updated advice to clients. Show less

Los Angeles, California, United States

Student learned various skills including Skills: SalesLoft · Org Structure · Ideal Customer Profiles · Buyer Personas · Sales Cycles Cold Calling · Cold EmailingSales Terminology · Sales Prospecting · Researching · Sales Cadence · SPIN · BANT · LinkedIn · Outreach · Salesforce CRM ·

Los Angeles, California, United States

• Actively seek out potential clients and generate leads through cold calling, networking, referrals, and online research. Identify businesses that may benefit from merchant cash advance loans.• Understanding of the financial needs and goals of potential clients. Conduct needs assessments to determine if loan is a suitable solution for their business. Educate clients about the benefits, terms, and conditions of the loan.• Build and… Show more • Actively seek out potential clients and generate leads through cold calling, networking, referrals, and online research. Identify businesses that may benefit from merchant cash advance loans.• Understanding of the financial needs and goals of potential clients. Conduct needs assessments to determine if loan is a suitable solution for their business. Educate clients about the benefits, terms, and conditions of the loan.• Build and maintain strong relationships with clients. Provide exceptional customer service by promptly responding to inquiries, addressing concerns, and maintaining open lines of communication throughout the loan process.• Prepare proposals to potential clients, highlighting the features, terms, and benefits for the unique needs of each client.• Assist clients with completing loan applications, gathering documentation, and ensuring all information is accurate and complete. Guide clients through the application process, providing guidance and support.• Liaise with internal teams, to facilitate smooth and efficient loan processing. Provide all necessary client information and documentation to ensure timely evaluation and decision-making.• Work closely with clients to address any concerns or objections and secure loan approvals. Coordinate the closing process, ensuring all necessary documentation is executed accurately and efficiently.• Maintain accurate records of sales activities, prospects, and client interactions in CRM system. Continuously update the sales pipeline, tracking progress and following up on leads to maximize conversion rates.• Set to achieve individual and team sales targets and quotas. Regularly review performance metrics, identify areas for improvement, and implement strategies to meet or exceed sales goals. Show less

California, United States

• Assist clients with completing loan applications, gathering necessary documentation, and ensuring all required information is accurate and complete. Guide clients through the application process, providing guidance and support.• Liaise with internal teams, such as underwriters and operations personnel, to facilitate smooth and efficient loan processing. Provide all necessary client information and documentation to ensure timely evaluation… Show more • Assist clients with completing loan applications, gathering necessary documentation, and ensuring all required information is accurate and complete. Guide clients through the application process, providing guidance and support.• Liaise with internal teams, such as underwriters and operations personnel, to facilitate smooth and efficient loan processing. Provide all necessary client information and documentation to ensure timely evaluation and decision-making.• Work closely with clients to address any concerns or objections and secure loan approvals. Coordinate the closing process, ensuring all necessary documentation is executed accurately and efficiently.• Sales Reporting and Pipeline Management: Maintain accurate records of sales activities, prospects, and client interactions in a CRM system. Continuously update the sales pipeline, tracking progress and following up on leads to maximize conversion rates.• Actively seek out potential clients and generate leads through various channels such as cold calling, networking, referrals, and online research. Identify businesses that may benefit from merchant cash advance loans.• Understanding of the financial needs and goals of potential clients. Conduct thorough needs assessments to determine if loan is a suitable solution for their business. Educate clients about the benefits, terms, and conditions of the loan.• Build and maintain strong relationships with clients. Provide exceptional customer service by promptly responding to inquiries, addressing concerns, and maintaining open lines of communication throughout the loan application and approval process. Show less

Certificate, Tech Sales, 85%

High School Diploma