Member at Garland Downtown Business Association
March 2012 - March 2013
The Garland Downtown Business Association (hereinafter referred to as the GDBA) is a 501(c)6 nonprofit organization as recognized by the State of Texas Secretary of State and the Internal Revenue Service. The GDBA represents all of Downtown Garland including merchants, property owners, nonprofits, and residents.
The GDBA serves to embrace the future of Downtown Garland and assist its members by promoting, revitalizing and increasing business activity in the Garland Downtown Business District while preserving its unique historic character. The Garland Downtown Business District is bounded on the North by Walnut Street, on the South by Avenue D, on the East by First Street, and on the West by Garland Road, and is inclusive of both sides of these boundary streets.
OUR MISSION:
To create an organization that unifies the Historic Downtown Garland businesses and property owners, allowing the Garland Downtown Business Association to speak in one voice for the benefit of all members.
Vice President at JPMorgan Chase
July 2010 - May 2012
Chase is a national bank that constitutes the consumer and commercial banking subsidiary of financial services firm JPMorgan Chase. JP Morgan Chase, through its Chase subsidiary, is one of the Big Four banks of the United States.
Key Results:
o Oversaw a team of 20 employees that executed all sales activities, established and achieved sales goals through effective sales management techniques.
o Recruited, trained and mentored staff on client profiling, conducting sales meetings and closing deals.
o Exceeded goals and expectations; conducted skills assessment, performance management, development feedback, and coaching of employees and sales force.
o Utilized consultative sales approach to define customer goals and develop solution that cultivated strong relationship with customer.
o Increased investment portfolio by more than 200% from prior management.
o Achieved over 120% of acquisition goal in the 4th quarter of 2010 and 1st quarter of 2011.
o Increased business banking portfolio by more than 10% and increased deposit amount by more than 25%.
o Managed and worked with Financial Advisor, Loan Officer and Business Banker to surpass goals.
o Oversaw audits and made sure all employees followed company policies.
Reserve District Manager at Farmers Insurance
December 2009 - June 2010
Farmers Insurance Group is a personal lines property and casualty insurance group providing homeowners insurance, auto insurance, life insurance, and financial services in the United States. It is the third largest insurance group in the US servicing over 10 million households in 41 states. While Farmers Group Inc. is a wholly owned subsidiary of Zurich Financial Services.
Key Results:
o Managed 38 agents to meet and exceed financial goals set by Farmers Insurance. Processed new paperwork for new agents and was in charge of facilitating training for auto, home, commercial and financial products. Facilitated weekly trainings for new and agent to cover company and state requirements.
o Implemented sales training and process implementations to foster an environment of continuous improvement. Trained agents and served as the primary "go-to" troubleshooter on insurance systems, which propelled efficiency gains and significant time- and cost-savings.
o Facilitated internal audits as a result of sound recordkeeping and thorough documentation.
o Developed the recruiting plans for the district, targeting specific demographics and utilizing multiple promotions to capture additional agents.
o Handling all aspects of agency building including joint sales, establishing marketing systems, and monitoring progress of given systems and reports.
o Implemented recruiting tool and programs to increase recruiting traffic in the district office. We used tools like yahoo jobs, career fairs, sales genie and organizations around Dallas to increase candidates.
District Sales Manager at HSBC
May 2000 - October 2009
HSBC Credit Center, Inc., an indirect subsidiary of HSBC North America Holdings Inc., one of the world's largest banks by assets, providing consumer and commercial banking services, personal loans, mortgage loans, auto loans, credit cards, asset management, private banking, securities underwriting and trading, insurance, and leasing.
Key Results:
o Responsible for audits, cash functions (Deposits/Payments), money transfers, loans (personal/auto/home), credit cards sales, customer service, collections and insurance sales.
o Oversight of a $107+M portfolio; 9 Assistant Vice Presidents and 80 professionals in Dallas and Houston.
o Managed and supervised relations with HSBC Mexico where we handled all deposits and transfers to bank accounts.
o Spearhead the training for Texas region and coordinated with training staff to achieve training goals and objectives.
o Supervised corporate strategic plans, as well as State/Federal regulations are enforced district-wide.
o Developed the market plan, targeting specific demographics and utilizing multiple promotions to capture additional market share.
o Analyzed monthly P&L to forecast data and constantly upgrade sales and marketing operations.
o Responsible for HR functions including recruitment, training and employee development. Became SME in consumer loan processes. Initiated weekly benchmarks to improve sales productivity.
o Led through motivation, coaching and market knowledge. Directed retail banking branches and employees to met compliance, sales, reporting, audit and recruiting standards set by upper management. Successfully drove results and exceeded expectations by focusing on key team development and leadership components.
o Implemented a division-wide training program for employees and executives. Communicated the benefits by analysis reports, statistics and processes which increased sales to $353k in 2008; $141,200 went to the bottom line.
Agent/Owner at Farmers Insurance, Bristol West, Geovera, Foremost and Kraft Lake
July 2012
Companies I can write for are Farmers Insurance, Foremost, Bristol West and Kraft Lake.
Offering Auto, Home, Life, and Business Insurance. Desiring to sit down with customers and conduct a comprehensive review of thier current policies. Objective is that every consumer that I come in contact with not only has adequate coveages for their familes, but that they have a true understanding of what is best for their individual households.
Home, Life, Auto, Health & Business
Fundraising Director at Richardson Midday Lions Club International
June 2012
History
Bust of Melvin Jones in Madrid (Spain).Lions Clubs International, a service membership organization of 1,368,683 members world-wide, was founded in the United States on June 7, 1917 by Melvin Jones,a Chicago businessman. Jones asked, with regard to his colleagues, "What if these men who are successful because of their drive, intelligence and ambition, were to put their talents to work improving their communities?" Jones' personal code, "You can't get very far until you start doing something for somebody else," reminds many Lions of the importance of community service.
The Lions motto is "We Serve." Focal Lions Club programs include sight conservation, hearing and speech conservation, diabetes awareness, youth outreach, international relations, environmental issues, and other programs.
PurposeThe stated purposes of Lions Clubs International are:
To Organize, charter and supervise service clubs to be known as Lions clubs.
To Coordinate the activities and standardize the administration of Lions clubs.
To Create and foster a spirit of understanding among the peoples of the world.
To Promote the principles of good government and good citizenship.
To Take an active interest in the civic, cultural, social and moral welfare of the community.
To Unite the clubs in the bonds of friendship, good fellowship and mutual understanding.
To Provide a forum for the open discussion of all matters of public interest; provided, however, that partisan politics and sectarian religion shall not be debated by club members.
To Encourage service-minded people to serve their community without personal financial reward, and to encourage efficiency and promote high ethical standards in commerce, industry, professions, public works and private endeavors.
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