Carol Sawaya Account Manager

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Vice President, Client Success

Coinsource, Remote

Jan 2021 - Dec 2023 (3 years)

• Spearheaded a department overseeing 130+ clients, ensuring exceptional service and satisfaction. • Pioneered the creation of commercial lending documentation to facilitate product lending to clients. • Orchestrated seamless operations and marketing strategies tailored to client needs. • Implemented cross-selling and upselling strategies, collaborating closely with the sales team. • Collaborated directly with the CEO and COO to optimize operational efficiencies. • Participated in and represented company at industry conferences and events nationwide.

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Director of Sales

GardaWorld, Remote

Aug 2019 - Jan 2021 (1 year 6 months)

• Led the sales department with a focus on holistic client impact. • Drove new business development, negotiated contracts, executed implementations, set performance goals, and upheld client retention for major national retail accounts. • Managed an annual billing portfolio of $40 million. • Achieved over $1 million in new business within the first 6 months of tenure. • Delivered consistent monthly new business growth exceeding $60,000. • Conducted comprehensive training for new sales representatives. • Traveled 75% of time

VP, Commercial Lender

Popular Bank

Aug 2018 - Mar 2019 (8 months)

• Successfully cultivated $20 million in deposits and $7.8 million in CRE and C&I loans. • Championed overall success and expansion of the designated sales territory. • Acted as the primary relationship manager for the customer base. • Played a pivotal role in the credit process, encompassing Credit Underwriting, Portfolio Management, and Review. • Managed portfolios, ensuring servicing, covenant compliance, and collateral monitoring.

VP, Branch Manager

City National Bank

Apr 2014 - Aug 2018 (4 years 5 months)

• Orchestrated high-level coordination with the sales team to establish, foster, and maintain lucrative Business Banking relationships. • Acted as the primary relationship manager for the clientele. • Led involvement in the credit process, encompassing Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading, and Risk Identification and Management. • Managed portfolios, overseeing servicing, covenant compliance, and collateral monitoring. • Distinguished as the top-performing banking center out of 26 branches from 2014 to 2018. • Personally selected by the bank to represent in Israel, resulting in the acquisition of a network of clients amounting to $10 million. • Maintained a robust book of business with over 100 cli

AVP, Branch Manager

Regions

Apr 2009 - Oct 2013 (4 years 7 months)

• Accountable for maximizing branch revenues, ensuring customer satisfaction, and controlling expenses. • Managed Small Business Loans up to $500,000. • Focused on both internal and external sales activities, cultivating and nurturing relationships with existing and potential small business customers. • Facilitated training and development of subordinate staff, ensuring adherence to organizational policies. • Maintained a consistent track record of producing $500,000 in Business loans for nine consecutive quarters.

Carol Sawaya

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