simpson matt resume

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Matthew A. Simpson 11440 Dutch Iris Drive Riverview, FL 33578 813-505-5255 [email protected] Recognized for developing and managing strong strategic relationships and partnerships with clients, vendors and colleagues, as well as implementing plans that produce results Credit trained – Analyzing financials, cash flows and industries, developing projections Over 10 years of management experience; results oriented and regularly ranked in the top tier of production Consistent member of President’s Club and recipient of Achievement Awards EXPERIENCE Bank of America – Assistant Vice President/Manager, Tampa, FL January 2012 – Present Setting goals and coaching associates on daily activities by analyzing and monitoring pipeline activity to ensure process runs smoothly and production goals are obtained. Assist team in becoming higher producers and maintain high quality Regularly exceeded team production and quality goals Analyze and manage department reports to maintain high quality production results and monitor areas where improvements can be made Build and deepen departmental relationships for ultimate flow of multi-level department processes Serve as a Subject Matter Expert for new managers and teams in developing their philosophy, skills and knowledge of processes and procedures accelerating associate ramp up; presenting these theories in group training sessions Review loan files for quality to avoid defects prior to sending a loan to the closing department Member of Bank of America’s Associate Engagement Team and Career Path Engagement Team PRIOR EXPERIENCE Reach Local – Sales Consultant August 2009 – August 2011 Designed and delivered a technology-enabled digital marketing solution and strategy to SMBs Effectively prospected for new clients via networking events, current client referrals, outbound calls and cold calls Identified and reacted to current industry trends in order to maintain a competitive edge EquiFirst Corporation – Sales Manager/Account Executive, Tampa, FL April 2007 – February 2009 Company dissolved February 2009 Successfully sold financial products to small and medium size businesses via inside and outside sales platforms by educating clients on the products and processes to gain their utmost confidence, respect and satisfaction; established a consultative sale with a meaningful, long-term relationship Managed and coached associates; implemented pipeline routines to continually deepen current relationships and acquire new clients by creating custom individual sales plans President’s Club - Averaged over $5,000,000 monthly production Developed a strong understanding of clients’ business and needs, conveying the benefits of each product; prepared and presented proposals to clients Analyzed financial documents, credit profiles and other relative attributes Evaluated market and competition activity to maintain an advantage over competition and maximize sales Fremont Investment & Loan – Sales Manager/Account Executive, Tampa, FL September 2004 – March 2007 Company dissolved March 2007 Sold financial products to small and medium size businesses with a consultative style sales approach Managed sales team associates to achieve targeted performance and growth President’s Club Member; averaged over $6,000,000 monthly production Studied products, policies and procedures for the purpose of enhancing sales productivity, efficiency and quality performance HSBC – Sales Manager/Account Executive & Business Analyst, Brandon, FL October 2000 – September 2004 Sold financial products on a wholesale basis to small and medium businesses Managed sales team associates to meet and exceed sales goals President’s Club - Averaged over $4,000,000 monthly production Assisted in the development, design and implementation of loan origination system; Served as Project Manager for various projects and assisted in writing Business Requirements Managed the Mortgage Services Data Warehouse – Credit Risk EDUCATION / CERTIFICATIONS Bachelor of Science in Finance, Butler University, Indianapolis, IN

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Page 1: Simpson Matt resume

Matthew A. Simpson11440 Dutch Iris Drive Riverview, FL 33578

813-505-5255 [email protected]

• Recognized for developing and managing strong strategic relationships and partnerships with clients, vendors and colleagues, as well as implementing plans that produce results

• Credit trained – Analyzing financials, cash flows and industries, developing projections • Over 10 years of management experience; results oriented and regularly ranked in the top tier of production• Consistent member of President’s Club and recipient of Achievement Awards

EXPERIENCE

Bank of America – Assistant Vice President/Manager, Tampa, FL January 2012 – Present• Setting goals and coaching associates on daily activities by analyzing and monitoring pipeline activity to ensure

process runs smoothly and production goals are obtained. Assist team in becoming higher producers and maintain high quality

• Regularly exceeded team production and quality goals• Analyze and manage department reports to maintain high quality production results and monitor areas where

improvements can be made• Build and deepen departmental relationships for ultimate flow of multi-level department processes• Serve as a Subject Matter Expert for new managers and teams in developing their philosophy, skills and

knowledge of processes and procedures accelerating associate ramp up; presenting these theories in group training sessions

• Review loan files for quality to avoid defects prior to sending a loan to the closing department• Member of Bank of America’s Associate Engagement Team and Career Path Engagement Team

PRIOR EXPERIENCE

Reach Local – Sales Consultant August 2009 – August 2011• Designed and delivered a technology-enabled digital marketing solution and strategy to SMBs• Effectively prospected for new clients via networking events, current client referrals, outbound calls and cold calls• Identified and reacted to current industry trends in order to maintain a competitive edge

EquiFirst Corporation – Sales Manager/Account Executive, Tampa, FL April 2007 – February 2009Company dissolved February 2009

• Successfully sold financial products to small and medium size businesses via inside and outside sales platforms by educating clients on the products and processes to gain their utmost confidence, respect and satisfaction; established a consultative sale with a meaningful, long-term relationship

• Managed and coached associates; implemented pipeline routines to continually deepen current relationships and acquire new clients by creating custom individual sales plans

• President’s Club - Averaged over $5,000,000 monthly production• Developed a strong understanding of clients’ business and needs, conveying the benefits of each product;

prepared and presented proposals to clients

• Analyzed financial documents, credit profiles and other relative attributes• Evaluated market and competition activity to maintain an advantage over competition and maximize sales

Fremont Investment & Loan – Sales Manager/Account Executive, Tampa, FL September 2004 – March 2007Company dissolved March 2007

• Sold financial products to small and medium size businesses with a consultative style sales approach• Managed sales team associates to achieve targeted performance and growth• President’s Club Member; averaged over $6,000,000 monthly production• Studied products, policies and procedures for the purpose of enhancing sales productivity, efficiency and quality

performance

HSBC – Sales Manager/Account Executive & Business Analyst, Brandon, FL October 2000 – September 2004• Sold financial products on a wholesale basis to small and medium businesses• Managed sales team associates to meet and exceed sales goals• President’s Club - Averaged over $4,000,000 monthly production• Assisted in the development, design and implementation of loan origination system; Served as Project Manager

for various projects and assisted in writing Business Requirements• Managed the Mortgage Services Data Warehouse – Credit Risk

EDUCATION / CERTIFICATIONS

Bachelor of Science in Finance, Butler University, Indianapolis, IN

Page 2: Simpson Matt resume

Bachelor of Science in Management Information Systems, University of South Florida, Tampa, FL

Oracle Database Administrator Certified Associate and Oracle Data Warehouse Analyst