TERENCE PALMER

2026 Stoney Chase Drive, Lawrenceville, GA 30044

Phone: (404)784-6649 E-mail: tp421668@westpost.net
MANAGEMENT
PROFILE: Energetic business management professional with over 10 yrs experience
in leading, educating and motivating teams of individuals in the sales manageme
nt and finance industry. Successes lie in developing employees to perform at the
highest levels and implementing new ideas and methods to assist in the continua
l growth of organizations.
HIGHLIGHTS OF QUALIFICATIONS
* Leadership Skills * Business Processes
* Strong Communication Skills * Credit Management
* Team Leader and Coordinator * Customer Relations
* Project Management * Cash Flow Management
* Lending/Financial * Auditor
SELECTED ACCOMPLISHMENTS
RESOLVED: Reviewed and completed daily audits for accurate spending. Conducted r
etention calls to all clients to ensure increased sales and customer satisfactio
n.
RESULT: reduced loss of revenue resulting in monthly budget savings of 10k. Endi
ng result drove monthly revenue up by more then 75%.
TRAINED: Hired and cross trained employees. Implemented a one-on-one training me
thod to increase productivity and reduce labor cost. Provided on the job process
support to all employees, and conducted educational training seminars to assist
all employees.
RESULT: Through my educational training seminars I increased employee's knowledg
e base in various functions and reduced average training period from 3 weeks to
1.
DEVELOPED: Created a standardized checklist packet for representatives to use wh
en conducting meetings with clients. Ensured consistent usage of checklist and a
nalyzed results to present to top executives. Completed follow up discussions wi
th clients for quality assurance. RESULT: Increased revenue for branch by over 3
00k per month.
ORGANIZED: Managed multi-task related projects from reconciliations, skip trace,
and collections. Organized and communicated results to superiors.
RESULT: Reduced labor cost by 15%, and worked along with management team to crea
te reports for future forecasting.
IMPLEMENTED: Consistently reviewed loss and profit reports for improvements, and
delivered solutions through developing new materials for all employees to use w
hen discussing products and services. Conducted numerous meetings to emphasize c
ompany objectives, and provided on going assistance to employees and clients.
RESULT: Increased customer acceptance by 50%.
EDUCATION
* Walden University
Professional DBA in Leadership, Anticipated Graduation March 2011
* SUNY Institute of Technology Utica, NY
MBA in Management, December 2003
Bachelor of Science Studies in Business /Public Management, May 2001
* Utica School of Commerce Utica, NY
Associates in Applied Science in Business Management, May 1999
TERENCE PALMER
2026 Stoney Chase Drive, Lawrenceville, GA 30044
Phone: (404)784-6649 E-mail: tp421668@westpost.net

POSITIONING STATEMENT: To transition over 10 years of professional experience in

sales management, managing projects, developing client relations, enhancing pro
duct lines and marketing. I'm looking to secure a challenging leadership positio
n.

PROFESSIONAL EXPERIENCE:
Community 1st Bank, Roswell, GA 2008-2009
Production Manager
* Financial Sales
* Conduct Training Classes
* Direct Marketing Leader
* Hiring
* Personal Production
Beneficial Financing, Duluth, GA 2005-2008
Assistant Manager
* Sales Management
* Lead Trainer
* Refinancing
* Home Equity Loans
* Personal Financial Services
Edward Jones Investments, Utica, New York 2004 -2005
Investment Advisor
* Investment Advisor
* Assist clients in meeting their financial goals.
* Buy and sell securities, including stocks, bonds and mutual funds.
* Licensed insurance representative, including life, health, and long-term disab
ility.
* Series 7 & 63 licensed.
ACS, Utica New York 1998-2004
Senior Account Representative/Trainer
* Senior Customer Service Specialist
* Trainer/Senior Representative developed new employees and work procedures.
* Received certificates in productivity, work quality, dealing with difficult pe
ople,
* Resolving conflict, computer based training, career leadership, and coaching.
* Reconciliation of personal government loans.
EDUCATION
* Walden University
DBA in Leadership, Anticipated Graduation March 2011
* SUNY Institute of Technology Utica, NY
MBA in Management, December 2003
Bachelor of Science Studies in Business /Public Management May 2001
* Utica School of Commerce Utica, NY
Associates in Applied Science in Business Management May 1999