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Agency Manager Resume

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Germantown, MD

SUMMARY:

Director of Business Development, public sector manager and self - motivated professional Risk manager, and project manager. Experience focusing on organizational strategic vision. I possess strong Management and IT knowledge and practical abilities in negotiation and mediation. Proven track record for managing multifamily Receivership. Capable of managing projects from pre-development, financing, project pricing, bidding review, risk analysis development through to stabilization. Recognized as a top performer in various prominent institutions such as Confidential, Confidential, Confidential, Confidential and Confidential .

AREAS OF STRENGTH AND EXPERTISE

  • Financial Stewardship
  • Investment Return Analysis
  • GAAP Compliance & Auditing
  • Business Credit Solutions
  • Financial Modeling
  • GAAP Compliance & Auditing
  • Business Development Manager
  • Asset & Investment Management
  • Real Estate Analysis
  • Budget Management & Forecasting
  • Rehabilitation and Renovations
  • Sarbanes-Oxley Compliance
  • Director of Development
  • Risk Analysis
  • Investment Solutions
  • Marketing Plans
  • Technology Enhancements
  • Process Improvement

PROFESSIONAL EXPERIENCE:

Confidential, Germantown, MD

Agency Manager

Responsibilities:

  • Risk Manager: Manage Agency sales and compliance of life, fire and auto insurance products.
  • Expand insurance coverage into multiple markets across the state and country.
  • Prepare and deliver presentations to large groups and company employees for group health plans.
  • Obtain existing insurance, personal information, home/auto details in order to run insurance quotes.
  • Work with agents to optimize sales scripts and utilize multiple techniques to target individuals.
  • Manages Social Media platforms including: Facebook, Twitter, and LinkedIn. Including all aspects of Marketing and Document Repository Content management.
  • Consult families with respect to Risk Management preparing home and personal budgets and utilize information to show benefits of life insurance and financial services.
  • Develop packaged deals for customers that are willing to utilize company for home, auto and life policies.
  • Underwrite policy applications for error and omissions then work with insurance underwriters to facilitate completion of process.
  • Work with clients to fill out and file insurance claims ensuring that clients get rapid approval, maintaining superb customer service.

Confidential, Washington, DC

Business Development Manager/Staffing

Responsibilities:

  • Drive Sales efforts across vertical and geographies.
  • Provide financial staffing solutions for project engagements with all clients.
  • Responsible for pitching and closing opportunities, developing leads marketing, team building, Contract negotiation and recruiting.
  • Lead and coordinate the Proposal Engineering effort during bid engagements.
  • Manage and provide development opportunities for Recruiting Team consisting of Executive Recruiting Manager and two Senior Recruiting Specialists.
  • Work collaboratively with business leaders to concretely link human resource goals to business strategy, and as a business partner and adviser to senior /executive management.
  • Source and identify talent via the Applicant Tracking System (ATS), associate referrals, professional networking, LinkedIn, Twitter, Facebook, CareerBuilder, Indeed, Glassdoor, and other online career sites.
  • Conduct interviews with prospective candidates and provide interview training and guidance for firm associates with hiring responsibilities.
  • Function in dual capacity as manager and recruiter, working 12-15 positions continually, primarily in the areas of Finance and IT Consulting (Microsoft Dynamics), Application Development, Project Management, as well as some Finance and Accounting positions.
  • Serve as a liaison between field offices and the human capital team with regard to general HR issues.

Confidential, Philadelphia, PA

Director of Business Development

Responsibilities:

  • Performing all tasks necessary to achieve the organization's mission and execute succession and growth plans.
  • Controlled Distressed Debt - 2 funds totaling $13 million of commitments, which seek to make control investments in distressed securities of over-leveraged companies with a goal of converting the debt to equity through a financial restructuring.
  • Spearheaded the development of the annual budget request, justification, and re-estimates, including tables, supporting narrative, for uses with credit risk operational risk standards and policies.
  • Oversee the production of monthly reports including reconciliations with funders and plan requirements, as well as financial statements and cash flow projections for Executive management, Audit, and Board of Directors.
  • Develop and maintain systems of internal controls to safeguard financial assets of the organization and the preparation of the annual financial statements is in accordance with U.S. GAAP and federal, state
  • Prepared a variety of written documents such as decision memoranda, agenda items, analytical reports, and policy documents for the Director, Deputy Director, officers, the Budget Committee, and other senior management officials.
  • Managed all phases of the development of multifamily real estate, increased business 227%.
  • Conducted property management, market analyses, financial analyses, budgeting, and design of rehab projects.
  • Performed business analysis functions and credit risk regulatory initiatives to mitigate portfolio risk to improve credit operations for receivership.
  • Developed marketing plans and strategies for for-sale or rental of the property.
  • Supervised each project’s development budgets and compiled monthly bank progression reports.

Confidential, DC

Manager of Business Development

Responsibilities:

  • Led the Business Development team for the District of Columbia Government in advancing the Business Development programs multiple stages. Increased operations 120% through my leadership.
  • Achieved tremendous results with newly developed Access to Capital program, $130 million pipeline and $31 million in loans closed within the first 3 months.
  • Leverage sophisticated negotiation expertise, to successfully mediate numerous disputes between General contractors and the District of Columbia Certified Business Enterprise (CBE) clients.
  • Directed the account relationship management team, to evaluate business functions including sales, marketing, operations, and administration, while focusing on uncovering deficiencies within the program.
  • Provided on going technical advice and assistance to managers of national programs on a wide range of budget formulation and execution issues with a focus of turning data into high level information.
  • Experience overseeing, inspecting, and reviewing the work of others to ensure that quality standards and specifications are met and procedures are followed.
  • Event planning for the entire small business community within DC government. Largescale events 5000ppt.

Confidential, Reston, VA

Applications Manager/Senior EPM Representative

Responsibilities:

  • Led the application Team of 20 reps in Hyperion Sales for State and Local Applications 5 straight qtrs.
  • Exceeded goals by 144% to plan $1.885 million sales quota in my first 4 qtrs.
  • Closed 2 million in sales in the first year through planning, account strategy, and received Top Performer in Q3 and Q4 out of 20 reps in 2011
  • Achievements at Oracle include, MVP of State and Local Applications Team, Top Rep State and Local
  • Applications Team, Rep of the Quarter - State and Local Applications Team, Top Rep of the Year State and Local
  • Supported consultations and pre-sales in the Oracle Hyperion BI and Enterprise Performance Management
  • Ensured clients achieved the highest possible performance and Return on Investment (ROI).
  • Navigated the implementation performance management software, including Hyperion Financial Management (HFM) programs and reporting tools.
  • Conducted full life-cycle development pre-sales meetings and demonstrations to post implementation support using the Oracle, Business Intelligence and EPM (Enterprise Performance Management).
  • Developed financials proposals using GSA Contracts, State Contracts, and Procurement

Confidential, Washington, DC

Vice President and Financial Advisor

Responsibilities:

  • Created marketing plans, promotional material, and promotions to move the company forward in a fast-paced sales environment with demanding sales goals and productivity.
  • Responsible for building, coaching, and overseeing different banking center teams with diverse compositions to build morale to achieve unit and individual goals.
  • Communicated performance expectations and conducted performance reviews with personnel
  • Ensured operational excellence and compliance for banking center reviews for the Federal and SEC in conjunction with bank policies, security procedures, operational integrity and federal regulations.
  • Conducted team meetings, team solidarity building exercises, business meetings, and provided feedback to CEO, Senior VP, and Regional Area Managers.

Confidential, Washington, DC

Vice President and Financial Advisor

Responsibilities:

  • Provided advice and investment education to prospective clients by identifying specific needs and customizing investment solutions that meet those objectives including equity, fixed-income, options, insurance, and mortgages within a fee-based consultative environment.
  • Created marketing plans, promotional material, and promotions to move the company forward in a fast-paced sales environment with demanding sales goals and productivity.
  • Managed account opening procedures, credit, new loan accounts, and provided all supporting collateral documentation according to (Know Your Customer) requirements, Anti-Money Laundering Policies, and Bank Secrecy Act.
  • Provide mortgage loans to borrowers in the purchasing or refinancing of their properties. Requires constant analysis and review mortgage guidelines, programs and market condition.

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