Tom Neal Email and Phone Number

• Identify critical sales competencies and develop short, medium and long term plans to increase sales• Manage a book of business to generate revenue in the benefit administration industry• Develop and present webinars and lead sales presentations in an engaging manner, conveying complex government regulations and industry-specific information• Responsible for all aspects of customer account management, including cold calls, lead generation, customer service, and pipeline performance management

• Managed Inside Sales Representative (ISR) department, including development of all policies and guidelines.• Assisted Account Executives in managing their books of business, including working with established customers to garner additional market share and working with prospects to generate new customer base. • Provided follow-up coaching and support, including acting as a subject-matter expert during client calls• Proactively monitored key performance measures of the team.• Responsible for identifying, developing, and fostering business relationships with key outside parties that supported business plans and growth objectives • Responsible for all aspects of customer account management, including cold calling, lead generation, customer service, and pipeline performance management.

• Created the Client Relations Representative (CCR) department, including development of all policies and guidelines. Also assisted in setting up company operational groups to handle correspondent business.• Managed CRR department, including budgeting, forecasting, personnel management, review, and client relations management. This was a cross departmental role working closely with accounting, compliance, and legal to create accurate executive reports.• Provided follow-up coaching and support, including acting as a subject-matter expert during client calls• Served as liaison between operations and sales departments, generating and overseeing new projects, including technical process, compliance, and new product research.

• Functional Asset Manager for Resolutions and Receiverships, responsible for the organization, deployment, and management of the Asset Team during the resolution process.• Prepared pre-closing Strategic Resolution Plan (SRP) detailing steps and functions of the asset team during closing activities.• Selected and managed the Asset Team- assigned responsibilities, organized training, and prioritized closing activities for the team.• Collected information at failed institutions, securing assets and identifying target loans for receivership during closing weekends.• Reviewed Asset Team findings to ensure accuracy of data and reporting. Further ensured all closing memos and exhibits were in proper legal format for submission.

Inside Account Executive

Inside account executive for both prime & subprime.