Julie Ditta
Summary
Proven leader in client relationship management and business development, leveraging expertise from roles at BDC to exceed performance metrics and foster collaborative environments. Skilled in credit analysis and employee mentoring, consistently driving growth and enhancing client satisfaction. Achieved strong results with handling a large portfolio through strategic partnership development and effective time management.
Overview
12
12
years of professional experience
Work History
Senior Account Manager
BDC
08.2016 - Current
- Developed long-lasting relationships by providing exceptional customer service and support to over 400 clients.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Trained and coached sales team members servicing small and steady virtual accounts.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Exceeded performance metrics consistently by efficiently managing a large portfolio of accounts and effectively prioritizing tasks.
Senior Client Relationship Officer
BDC
08.2015 - 08.2016
- Developed relationships with both internal and external partners, fostering an environment of collaboration and mutual support for achieving shared goals.
- Assisted account managers in prospecting activities by applying advanced search criterion to large amounts of data, compiling industry research and reviewing existing portfolios.
English Teacher
International Language School
02.2015 - 07.2015
- Developed innovative lesson plans to engage students in English language learning.
- Prepared and implemented lesson plans covering required course topics.
- Assessed student progress and provided feedback to improve performance and establish academic success.
- Improved classroom management by implementing consistent routines and clear expectations for behavior.
Senior Portfolio Management Analyst
BDC
05.2013 - 01.2014
- Complete amendments in line with the Portfolio Management Due Diligence Thesis
- Analyze financial statements to identify risks or potential opportunities
- Complete risk grid updates
- Review files with keen attention to detail
- Make recommendations for alternative solutions to Account Managers and Credit Risk Management
Senior Underwriting Analyst
BDC
02.2012 - 05.2013
- Collaborated with the branch managers and account managers to screen and put together strong packages to be reviewed by the underwriter.
- Completed thorough analysis and financial spreading prior to handing over to the underwriter.
- Reduced risk exposure through thorough analysis of financial statements, credit reports, and industry trends.
Education
Master of Science - Business Administration
California University of Pennsylvania
California, Pennslyvania12.2011
Bachelor of Arts - Psychology
California University of Pennsylvania
California, Pennsylvania05.2010
Skills
- Business Development
- Time management and prioritization
- Goals and performance
- Client Relationship Management
- Client acquisition
- Credit
- Marketing
- Employee Mentoring
- Customer Relations
- Partnership Development
Accomplishments
BDC Career
-Successfully completed the Aspiring Leaders training in June 2024.
-Consistently chosen as a subject matter expert in carrying out several special initiatives and campaigns outside of regular duties.
-Consistently recognized for my patience, understanding and ability to coach/mentor my colleagues.
Athletic:
-5 time Boston Marathon Qualifier
-3 time Boston Marathon Finisher
-ESPN Academic All American, Issued by ESPN the Magazine, 2009 and 2010
-Pennsylvania State Athletic Conference 1st team outfield, 2010
-Pennsylvania State Athletic Conference 2nd team Second Base, 2008
Education:
-Graduated University with highest honours, Summa Cum Laude
-Outstanding Sophomore and Junior (Psychology Class) 2008, 2009
Languages
English
Native or Bilingual
Timeline
Senior Account Manager
BDC
08.2016 - Current
Senior Client Relationship Officer
BDC
08.2015 - 08.2016
English Teacher
International Language School
02.2015 - 07.2015
Senior Portfolio Management Analyst
BDC
05.2013 - 01.2014
Senior Underwriting Analyst
BDC
02.2012 - 05.2013
Master of Science - Business Administration
California University of Pennsylvania
Bachelor of Arts - Psychology
California University of Pennsylvania
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