Pamela E.

Lahoda
PROFILE
Client Relationship Manager /Sales Representative who is consistently over targe
t with exceptional sales and relationship building skills.
Sales skills acquired in project management, Real Estate, B2B Technology Service
s, Corporate Finance, Banking, Investment planning/analysis and Lending options.
Experienced in Real Estate, Banking, IT and Financial Products industries.
Completed many self-study programs to obtain licensing and registrations.
Strong technical knowledge and sales experience utilized to facilitate efficient
and organized client account management selling IT services.
Well versed in research, direct, B2C and B2B sales, marketing, and client manage
ment.
Ambassador to a very successful network marketing group to further B2B contacts.
Strong emphasis on relationship building through networking associations and con
sistent client follow up.

EXPERIENCE
2009-Present Vantage Point Bank Fort Washington, PA
Vantage Point Bank Financial Services
Bank Representative / Lending Specialist
Specialized in Business Lending and Mortgage Services including new business lin
es, purchase financing, refinances, both commercial and residential.
Experienced in FHA, Conventional and Commercial processing.
Offered Mortgage Planning Services, Budget Management, Credit Repair and Debt Re
duction Solutions, Financial Planning Solutions.
Strong emphasis on B2B networking and self generated relationship business as we
ll as working multiple lead generating sources.

2007-2009 United Capital Lenders, LLC Southampton, PA

United Capital Lenders, LLC
Sr. Mortgage Consultant
Mortgage Services including new purchase financing, refinance, both commercial a
nd residential.
Experienced in FHA, Conventional and Commercial processing.
Offered Mortgage Planning Services, Credit Repair and Debt Reduction Solutions.
Strong emphasis on B2B networking and self generated relationship business as we
ll as working multiple lead generating sources.

2004-2007 BestTech Services LLC Newtown, PA

IT Services
Owner/Manager
Experienced in B2B and B2C selling of IT services. Marketed the business through
local networking associations, print materials and on line presence.
Listened to the customer's needs and suggested IT solutions / services including
installations and troubleshooting services that may be subcontracted out.
Strong emphasis on relationship building, both B2B and B2C, through networking a
ssociations and consistent client follow up.

2001-2003 UBS PaineWebber Newtown, PA

UBS PaineWebber Financial Advisory Services
Financial Advisor/Consultant
Worked with clients to develop a financial plan to meet their needs and goals.
Executed the plans through customer transactions and ongoing monitoring to help
them create and preserve assets.
Marketed and coordinated business development activities and the Corporate Stock
Option Program.
Assisted employees with the execution of their stock options and reinvestments.
Handled Equity, Fixed Income, Corporate and Municipal Bond Trades, as well as ma
ny mutual fund selections and other products.

1995-2001 TradeStar Investments Inc. Bryn Mawr, PA

TradeStar Brokerage Service (formerly PNC/TradeSaver Brokerage)
Corporate Stock Option Plan Coordinator / Securities Trader
Developed and Managed Corporate Stock Option Program.
Marketed and coordinated the Corporate Stock Option Program.
Assisted employees with the execution of their stock options and reinvestments.
Handled Equity, Fixed Income, Corporate and Municipal Bond Trades as well as man
y mutual fund selections.
Worked with clients to meet financial planning needs.
- Developed marketing plan, materials and trade show exhibits for Employee Stock
Option Plan to new prospects while managing existing relationships.
- Established Procedures and Standards for execution of employee stock options a
nd a compliance monitoring system.
- Strongly involved in advocating the use of the DWAC system for settlement of E
SOP trades and the CMS system for ESOP account management.
- Developed and Maintained Reports to monitoring trade volumes, statuses, produc
tion and efficiency processes.
- Maintained and pro-actively developed corporate (B2B) as well as retail custom
er relationships.

1992-1995 CoreStates Securities Corporation Philadelphia, PA

DirecTrade Brokerage
Securities Trader
Executed customer transactions, provided market and account information.
Monitored daily reports for compliance and market regulations.
Handled Equity, Fixed Income, Corporate and Municipal Bond Trades as well as ext
ensive Mutual Fund selections.
Assisted employees with the execution of stock option exercises.
- Headed compliance with new NYSE suitability requirements.
- Maintained exceptional accuracy level in daily trading activities well below t
he accepted standards.
- Implemented training course for new recruits-speeding profitability.
- Developed new brokerage marketing strategies and informational product materia
ls.

EDUCATION
(2001) Arcadia University/Beaver College Glenside, PA
B.A., Business Administration and Finance
(1993) Bucks County Community College Newtown, PA
Associate of Arts Business Administration - Deans List
1031 Kings Avenue, Bensalem, PA 19020
plee1c7e@westpost.net
215 939-4521