Carlos Marroquin
Simi Valley
Summary
Highly motivated sales leader with exceptional analysis and leadership skills, driving client retention and achieving sales goals. Demonstrating over a decade of valuable sales experience consistently delivering outstanding results. Recognized for the ability to build strong relationships with clients and exceed their expectations, committed to driving business growth and maximizing profitability.
Overview
18
18
years of professional experience
Work History
VP Business Development Officer
Lendistry
04.2025 - Current
- Drive nationwide business development efforts to expand Lendistry’s small business lending portfolio
- Cultivate strategic partnerships with financial institutions, community organizations, and referral sources to increase market reach
- Represent Lendistry as a minority-led fintech leader, delivering innovative lending solutions to underserved communities
- Identify and pursue new growth opportunities to scale lending volume while ensuring compliance with regulatory standards
- Build and maintain strong client relationships, guiding small businesses through lending solutions tailored to their needs
- Collaborate cross-functionally with underwriting, credit, and operations teams to streamline funding processes and maximize client satisfaction
SBA Loan Officer
CDC Small Business Finance
07.2024 - 04.2025
- Developed partnerships with referral sources, including business brokers, bankers, business resource centers and industry colleagues
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Conducted thorough financial analyses for assessing risk and viability of loans
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Evaluated creditworthiness to determine eligibility for loan approval
- Collaborated with underwriters to ensure we remained compliant with SBA standards
- Identified potential risks in loan applications, safeguarding financial interest
- Exceeded customers expectations delivering exceptional service during loan process
Regional Sales Manager
PEAC Solutions
07.2022 - 05.2024
- Cultivated strong relationships with dealer principals, F&I managers, and/or sales leaders at large equipment sellers in assigned territory
- Maintained a track record of meeting and surpassing 20MM quota
- Enhanced communication of PEAC Solutions value proposition resulting in increased market penetration for dealers/manufacturers
- Successfully identified, signed and sourced new partnerships to surpass volume origination targets
- Key relationship owner between PEAC and accounts supported
- First to lead the Regional Sales team in the healthcare vertical
- Assist in training and developing prospecting efforts with healthcare team
- Conducted product demonstrations and presentations to potential clients to capture more sales
- Finalized sales contracts with high-value customers
Regional Manager
Balboa Capital
02.2018 - 12.2021
- Successfully drove growth in the vendor healthcare market by launching Balboa Capital's innovative financing solutions for partners and clients
- Provided coaching and training to representatives in areas such as business development, including relationship building, cold calling and program development
- Managed a team of 3 representatives in healthcare division
- Handled all aspects of new relationship onboarding to meet partner expectations
- Assisted in developing customized finance solutions for healthcare equipment resellers, vendors and manufacturers
- Contributed to the development of our syndication desk
- Managed profitable pipeline to meet and exceed goals
- Managed personal book of business of over $20MM annually
- Properly forecasted monthly and quarterly goals
- Assisted vendors at tradeshows and developed new relationships in person at tradeshows
Director of Business Development
Finance Exchange
06.2017 - 02.2018
- Brought to market Finance Exchange's new lending platform
- Grew funded volume from $0.00 to over $5MM
- Created effective marketing material to successfully launch in the marketplace
- Developed relationships with resellers, manufacturers, and distributors
- Collaborated with President/CEO to launch FE’s platform into multiple vertical markets
- Forecasted monthly and quarterly funding volume
- Utilized Quickbooks to enhance internal finance and operational processes
- Developed relationships through extensive phone prospecting
- Expanded network of partners through active participation in industry trade shows
Vice President of Sales
Ascentium Capital
05.2015 - 06.2017
- Focused primarily within the transportation and healthcare markets
- Directed the growth and ensured results at our Westlake office
- Oversaw the operations of our office, leading a team of 5 sales representatives
- Coached and trained representatives on business development efforts
- Secured key accounts with targeted presentations, strengthening brand reputation amongst industry leaders
- Built strong relationships with clients through effective communication and networking
- Managed personal book of business exceeding $6MM annually
- Collaborated with SVP to ensure achievement of quotas
- Managed goal exceeding portfolio and pipeline
- Forecasted funding volume monthly and quarterly for our office
- Conducted weekly and monthly meetings with representatives to provide necessary support and track performance
- Attended industry trade shows to develop new vendor relationships
Business Development Manager
Timepayment Corp
06.2014 - 05.2015
- Managed and oversaw various vertical markets including heavy machinery, office technology, restaurant and healthcare
- Managed existing relationships while driving the success of new partnerships
- Managed profitable pipeline, exceeding goals and expectations
- Implemented creative financing solutions fo micro ticket equipment vendors
- Conducted daily cold calling with an average of 90 calls to establish new vendor relationships
- Collaborated with VP of Sales to launch a new division targeting previous customers
- Consistently achieved top performer status
- Generated new business with marketing initiatives and strategic plans
- Negotiated and closed long-term agreements with new clients in assigned territory
- Mentored junior team members in effective sales techniques, fostering a high-performance culture within the organization
Account Executive
Oak Capital Group
01.2013 - 06.2014
- Conducted a minimum of 150 cold calls per day to end user as part of daily prospecting efforts
- Prospected current and new clients needing financing for equipment purchase
- Focused on delivering equipment financing options along with working capital programs
- Assisted with inbound leads generated through direct mail marketing for equipment financing and working capital
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients
- Negotiated contracts successfully, securing favorable terms for both the company and clients
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities
Teller Operations Specialist
Bank of America
02.2008 - 07.2011
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries
- Managed high-volume transactions with precision, ensuring accuracy and timely completion
- Contributed to branch success with exceptional cross-selling of bank products and services
- Streamlined teller operations by implementing effective cash management procedures
- Supported team members through training and mentoring, fostering a positive work environment
- Safeguarded bank assets through strict adherence to security protocols during daily operations
- Participated in ongoing professional development activities to stay current on industry trends and best practices for teller operations specialists
- Collaborated with colleagues to achieve branch goals, contributing to a unified work atmosphere
- Assisted managers in monitoring key performance indicators, identifying areas for improvement within daily operations
- Balanced cash drawer accurately each day, minimizing discrepancies within branch accounting records
- Performed routine maintenance on teller equipment, ensuring optimal performance throughout the day
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
Education
Bachelor's Degree - Business Administration
University of Phoenix
06.2018
Skills
- Skilled in MS Office Applications, Sales Team Leadership, Strategic Planning, Deal Closing, Business Development, Partnership Development, Effective Communication Skills, Exceptional Organizational Skills, Client Relationship Development, Loan Origination Expertise, Financial Credit Evaluation, Financial Reporting, Loan Application Processing, Sales Strategy Development
Timeline
VP Business Development Officer
Lendistry
04.2025 - Current
SBA Loan Officer
CDC Small Business Finance
07.2024 - 04.2025
Regional Sales Manager
PEAC Solutions
07.2022 - 05.2024
Regional Manager
Balboa Capital
02.2018 - 12.2021
Director of Business Development
Finance Exchange
06.2017 - 02.2018
Vice President of Sales
Ascentium Capital
05.2015 - 06.2017
Business Development Manager
Timepayment Corp
06.2014 - 05.2015
Account Executive
Oak Capital Group
01.2013 - 06.2014
Teller Operations Specialist
Bank of America
02.2008 - 07.2011
Bachelor's Degree - Business Administration
University of Phoenix
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