Sponsorship Acquisition at FinanceIQ
Greater New York City Area
Sponsorship Acquisition at FinanceIQ
Greater New York City Area
Finance based conferences,relationship management, credit analysis, SBA loans, mortgages, leasing, sales calls.
(Privately Held; 11-50 employees; Media Production industry)
December 2007 — Present (2 years )
(Public Company; 10,001 or more employees; JPM; Banking industry)
December 2004 — July 2006 (1 year 8 months)
Understanding the needs of customers. Recommending the appropriate product/services/advice solutions, resulting in a trusted advisor status.
Ensuring service needs of customers are met by handling requests directly or referring to appropriate service channels.
Proactively soliciting new Small Business clients through cultivation of key referral sources
Small Business subject matter expert in assigned branches.
(Public Company; 51-200 employees; Banking industry)
April 2002 — December 2004 (2 years 9 months)
Responsibilities
Solicitation and origination of new loans through leads and referral sources.
Devotion of all due diligence to close and fund all originations
Maintenance of continuing self promotion campaign to generate new referral originations and expand referral base.
Accomplishments
10th out of 122 loan officers in new loan originations in 2004.
- Opened satellite office with two colleagues on Wall Street
BS , Economics , 1986 — 1990