Matt Pullman

Experience

• 

  Quicksilver Trading Inc

  Mar 2009 - Sept 2014

  Principal and Vice President
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  Wavejet Propulsion, Inc.

  Apr 2014 - Dec 2014

  Director of Business Development

  • Supervised a staff of 10 team members to exceed daily unit production goals by 15%.• Increased product sales 20% by creating an online presence with Amazon.com and offering customers financing options.• Presented hands-on product demonstrations to potential clients, relaying technical and safety information and resolved malfunction issues.• Directed patent process; maintained all active patents and prepared new patents to protect developing product technology.• Designed and implemented marketing strategies to expand product visibility by collaborating with charitable organizations which increased interest in newer product models. Show less

• 

  Evolve Bank & Trust

  Mar 2016 - Dec 2016

  Mortgage Consultant

  • Negotiated competitive interest rates for each client and closed 100% of qualified leads.• Guided customers throughout the loan process and presented mortgage options to meet their financial needs using comprehensive product knowledge and prior real estate experience. • Examined documents for errors and obtained all documentation specific to each client’s loan stipulations prior to submission.• Compiled and analyzed client financial data to calculate debt-to-income and loan-to-value ratios, determine risk level and create monetary planning goals.• Resolved various client issues including settling creditor disputes and improving overall creditworthiness to facilitate closing loans on-time.• Established compliance with federal banking regulations regarding loan documentation, counseling requirements and lender communication.• Coordinated all aspects of customer’s loan from appraisals to funding and following up on each detail until completion of the loan. Show less

• 

  Self-employed

  Mar 2017 - now

  Business Consultant

  • Developing relationships between clients, employees, and vendors through efficient communication and collaboration.• Establishing operational procedures for client communication, sales techniques, department structure, and employee training methods.• Negotiating contracts for new insurance carriers to offer more affordable coverage options and increased product diversity.• Prepare and file documents with the California Department of Insurance to comply with state regulation requirements for consumer protection.• Improving customer service by proactively supervising sales teams to ensure continuity and accuracy of information being relayed to and from clients. Show less