Monte Carlo

ICP+ Inside Sales Representative

Strategic BDR

Business Development Representative

OptimalWork

Looking at deepening your professional prowess, get connected to Optimal Work for an experience that will change the way you look at challenges and live out your life!

Professional Mentor

Continental Battery Company

Business Intelligence Analyst

Spikeball Inc.

Teaching others about the great sport of Spikeball and bring comradery to all people who play.

Ambassador

Tecovas

Providing help and excellent customer service to all who meander through our doors looking for high-quality cowboy and cowgirl apparel

Sales Associate

NEXU Partners

Mergers and Acquisitions Analyst

Beer Capitol Distributing, LLC

Problem solved on my feet in different situations, while also being courteous to customers.

Special Events Worker

"Another break!", "Who was working on this last?", "I can't spend another hour on this!", "I just want this to work!!"

If you have said any of these things (or even worse), I understand your pain. Data managing can be frustrating, a chore, or even worse, the thing you spend most of your job doing! Monte Carlo takes away that pain through data observability, allowing you to keep building while we monitor your pipelines. 

Schedule a time to talk if you want to sleep peacefully again: https://montecarlodata.na.chilipiper.com/book/me/phil-volkert

Phil Volkert

Salesforce

Account Executive, Small Business

New American Funding

•	Recognized for top production, increasing Team Funded Units from $9M to $15M+ per month, Averaging 115% of quota 
•	Awarded  #1 sales team of the month out of 12-15 total teams nationwide. (Most recently in Jan, Feb, May, June, and July 2022)
•	Promoted to Sales Manager based on top-level production as an Individual Contributor with leadership acumen, and excellent time management/organization skills. 
•	Demonstrated skill as trainer and coach; Regularly asked to present sales training materials to 50-100 sales professionals.
•	Recruited, Managed, Developed, and Coached a team of 10-15 Senior Sales Executives in a Call Center Environment.
•	Implemented MEDDICC and Challenger Sale Methodologies.
•	Recognized as a self-taught subject matter expert on products, guidelines, organization, customer service, and sales strategy.
•	Developed detailed, relevant reporting and collaborative call reviews to increase production of Individual Contributors.
•	Calculated pricing structures and negotiated with IC’s to hold maximum profit margin while facilitating closings.
•	Lead daily team meetings to effectively communicate goals and expectations, train on sales tactics and best practices, and present relevant updates on market/industry changes, product guidelines, and innovative sales strategy.
•	Engaged in regular 1:1 sessions with direct reports that increased transparency and communication while empowering team members to collaborate on improvements and agree on achievable individual goals to drive their success.

Sales Manager

•	Exceeded goal in 22 out of 25 months, averaging 120% of quota and $1.8M billed per month.
•	Top Producer Award, July 2019 & October 2018 - Top individual biller out of 200+ Sales Executives
•	4.76/5 Star Average Client Satisfaction -based on over 200 individual reviews.
•	Proactively solicited new business by converting competitive marketing leads into refinance and purchase transactions. 
•	Actively developed and maintained a network of relationships as a source of new business to meet/exceed quota.
•	Accurately forecasted projected revenue for monthly/quarterly goals analysis.
•	Practice Solution Based Selling and negotiated pricing with clients to maximize revenue. 
•	Assisted Management by mentoring new hires, sharing best practices, and collaborating with peers to boost team sales.

Senior Sales Executive

Military Direct Mortgage

•	Prospected leads obtained through Lead Aggregates and personal connections.
•	Worked with veterans to understand and meet financial goals, reviewed financial and credit data; worked closely with processing and closing of deals in a small-business atmosphere. 
•	Consistently achieved top production in an underperforming branch.

Senior Sales Consultant

Homeward Residential, Inc.

•	Converted leads on current customers as well as cold leads through outbound contact into completed applications. 
•	Maintained timely and accurate records of all customer activity within SalesForce and Velocify.
•	Consistently finished in top 3 out of 50 agents in Deals closed per month.
•	Reliably produced accurate and complete files with follow up to clients throughout process to ensure timely closings and satisfied clients. Regularly received excellent customer survey results. 
•	Funded Balances of over $2M in three of first 4 active months.

Sales Advisor

Residential Credit Solutions, Inc

•	Earned promotion as the sole Team Lead of 20 negotiators based on top level production and subject matter expertise.
•	Ensured 20+ retention and liquidation negotiators produce high quality results through monitoring, coaching, and detailed reporting. 
•	Provided oversight on Compliance and Production including a weekly summary of 300-500 deals under active loss mitigation review; giving special attention to CFPB regulatory timelines, and HAMP partial package denials. 
•	Prepared and presented Excel reports focused on production and compliance to help improve performance. 
•	Served as a subject matter expert on internal processes and underwriting programs while maintaining personal production goals.
•	Trained both new hires and tenured agents to maximize productivity.

Senior Negotiator & Team Lead

•	Promoted from previous position after consistently leading my team of 8-10 in production and quality metrics.
•	Analyzing borrowers’ financial documents, calculating income, determining eligibility, and creating revenue through mutually beneficial workout solutions.
•	Developed and used critical thinking and time management skills which resulted in a demonstrated ability to drive deals that exceeded set goals. Achieved 100% of goal 6 out of 7 first months. Top performer on team for 3 of first 6 months. Terrific quality record, including 6 perfect months of QC scoring.

Retention Negotiator

•	Effectively managed contact and communication with delinquent borrowers, their attorneys, and realtors. 
•	Generated revenue by negotiating repayment plans and actively facilitating the completion of modifications, short sales, and deeds-in-lieu-of-foreclosure by politely leveraging negative consequences of late fees and foreclosure. 
•	Recognized for displaying a keen ability to quickly solve problems and professionally answer a wide range of questions in a fast-paced environment, maintaining control of sensitive conversations with delinquent borrowers.
•	Consistently surpassed set goals: Maintained a QC Average above 96%. Achieved 100% of goal 10 of 11 months.

Relationship Manager

I am a sales professional who succeeds by teaching myself something new every day. I strive to be the best by lifting up those around me. I love exchanging ideas with new people, so please reach out and introduce yourself!

taplio

The Battle

Phil Volkert

Patrick Rowles

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