Open To Work
David Amarante
Lincoln
Summary
Business development officer with expertise in customer relationship management and data integrity. Utilizes cross-functional collaboration and negotiation skills to execute sales strategies that enhance client satisfaction and drive business growth.
Overview
10
10
years of professional experience
Work History
Business Development Officer
Customers Bank
07.2025 - Current
- Streamlined deal flow follow-ups and client communication, enhancing sales effectiveness and transaction success.
- Oversaw customer accounts, maintaining accurate data entry and CRM tracking for better relations.
- Worked alongside internal teams to ensure prompt transaction processing.
- Guided clients in selecting products and navigating eligibility processes.
- Monitored deal progress, providing updates to stakeholders for seamless execution.
- Built robust relationships with referral partners and business clients.
- Established strategic partnerships to enrich customer engagement and service offerings.
- Collaborated with cross-functional teams to unify business development strategies.
SBA Loan Specialist
BMO Bank
06.2024 - 07.2025
- Reviewed loan applications for compliance with bank policies and regulations.
- Evaluated borrower creditworthiness using financial analysis tools.
- Coordinated with multiple departments to expedite transaction approval and funding.
- Maintained accurate customer records to support efficient loan processing.
- Facilitated communication between clients and underwriters during approval phases.
- Responded to customer inquiries, resolving issues to enhance overall experience.
- Trained new staff on loan processing systems and customer service standards.
- Ensured adherence to all federal, state, and local lending laws.
PPP Loan Specialist / ODA
U.S. Small Business Administration (SBA)
04.2020 - 08.2024
- Processed high volumes of customer applications, ensuring data integrity and accuracy.
- Reviewed loan applications for compliance with SBA guidelines and eligibility criteria.
- Advised small business owners on funding options and loan processes.
- Coordinated with partners to ensure timely request processing and resolution.
- Verified completeness and accuracy of all applicant documents.
- Maintained detailed records of customer interactions and transactions.
- Conducted periodic audits of customer accounts to uphold information integrity.
- Ensured adherence to corporate and federal regulations regarding data security.
Regional Sales Executive
Sterling Talent Solutions
12.2015 - 08.2021
- Developed and nurtured relationships with clients and partners to drive business growth.
- Facilitated client onboarding and account management to enhance sales processes.
- Provided product guidance and support to customers throughout sales interactions.
- Ensured accuracy of CRM data while tracking pipeline activity for effective reporting.
- Collaborated with internal teams to deliver services successfully.
- Resolved customer issues promptly, promoting high satisfaction through knowledgeable service.
- Identified customer needs efficiently and effectively.
- Utilized software tools to streamline processes and optimize overall performance.
Education
Some College (No Degree) - Communications
Fitchburg State University
Fitchburg, MASkills
- Sales project management
- Forecasting and lead generation
- Client acquisition strategies
- Account management expertise
- Customer relationship development
- Pipeline management and support
- Data-driven analysis and negotiation tactics
- Team collaboration across functions
- Effective verbal communication skills
- Detail-oriented time management
- Building relationships with customers
- Proficient in Microsoft Office (Excel, PowerPoint, Word)
- Creating impactful presentations and demos
- Optimizing processes for continuous improvement
- Strategic planning for revenue generation
- Reliable multitasking in sales closing
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteSalary Range
$90000/yr - $200000/yrTimeline
Business Development Officer
Customers Bank
07.2025 - Current
SBA Loan Specialist
BMO Bank
06.2024 - 07.2025
PPP Loan Specialist / ODA
U.S. Small Business Administration (SBA)
04.2020 - 08.2024
Regional Sales Executive
Sterling Talent Solutions
12.2015 - 08.2021
Some College (No Degree) - Communications
Fitchburg State University