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Business Development Customer Experience

Location:
Bradenton, FL
Posted:
November 28, 2023

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Resume:

Joseph M. Bugliosi

Sales Director / Business Development / Revenue / Business Operations / Customer Experience / Lending / Training / Loan Servicing / Process Analysis / VP / SVP

Address - Bradenton, Florida 34212. Phone - 443-***-**** E-mail – ad1i9x@r.postjobfree.com LinkedIn - https://www.linkedin.com/in/joebugliosi/ Skills and Expertise:

A seasoned professional with extensive leadership experience in sales, operations, business development and leadership within the finance and education industries. I possess a wide range of transferable skills with experience and success covering all aspects of sales, business development and management, training, marketing, operations, leadership, compliance and customer experience.

A highly skilled sales and operations leader versed in developing best practices, driving sales and revenue, cost cutting, and large team development. Equipped with quick situational analytics and decision making with the ability to focus and prioritize. Using a people first approach with a focus on building culture, collegiality and implementing a solution orientated approach to problem solving and increasing production. Adept at driving high volume business and results while providing white glove customer service.

I have developed and managed large quota busting sales teams using a multi-dimensional approach to drive growth, customer satisfaction and profit. I have extensive experience in all aspects of the sales cycle, business development, marketing, analysis and leadership. A people first leader that drives business and production with a combination of customer focused strategies, collaborative sales skills and building trusting relationships. My experience and skill set encompasses a strong combination of intangibles including coaching and leadership, putting people first, quick situational analytics and the drive for success. I have personal production of over 12,000 self-generated funded loans and trained and managed a team with an additional 8,500. I am adept at driving high volume business and results while providing white glove customer service. Work History-

VP of Sales – Innovative Lending Corp – Commercial Broker, St Paul, Minnesota - 2023-05 - Current

• Consult with potential investors to assess objectives and discuss optimal strategies.

• Assessed financial data and determined suitable actions for investments.

• Hire, train and manage commercial and investment brokers

• Develop partnerships relationships with local and National lenders and investors

• Manage company pipeline

• Develop process and procedures for loan flow in order to optimize efficiency.

• Member of executive team that approved all deals. Regional Operations Manager - Guaranteed Rate, Chicago, IL - 2021-06 - 2023-03

• All day-to-day operations of Consumer Direct Division. 6 teams 75 staff members. Funded 6.5 billion.

• Reduced processing turn-times from 35 days to 9 days RESPA to CTC.

• Created best practices that increased division NPS scores from 70-92% while reducing errors and costs from $175 to $15 / funding

• Enhanced National performance by implementing a team approach to processing departments to increase efficiency and production from 100 to 21500 loans/ month.

• Developed comprehensive reporting and analytics that allowed for management to quickly consume relevant data.

• Led the acquisition and integration of Owning and Mechanics bank into GR processing departments. Production Manager - Guaranteed Rate, Chicago, IL- 2020-12 - 2021-06

• Reviewed work for quality and compliance with company standards and design specifications.

• Led a division that funded 6.5 billion in 2021 and 2022.

• Increased customer satisfaction from 70 to 92% NPS scores.

• Reduced turn times to company leading 9 days.

• Led transition to GR for Owning and Mechanics Bank.

• Managed internal operational standards and productivity targets.

• Created streamlined production schedules and collaborated with production employees to communicate objectives and goals.

• Standardized production procedures, job roles, and quality assurance guidelines.

• Conducted performance reviews and management plans. Sr Loan Officer / Business Development - Blue Ridge Bank Charlottesville, VA- 2020-02 - 2020-12

• Originated, reviewed, processed, closed, and administered customer loan proposals.

• Built refinance department for residential loan division.

• Developed systems to efficiently track loan documents and enhance accuracy.

• Trained processors and underwriting team on Government loan products.

• Trained loan officers in refinancing programs.

Production / Sales Manager - Allied First Bank, Oswego, IL- 2014-08 - 2020-11

• Managed continuous improvement initiatives to drive gains in quality, flow, and output.

• Created streamlined production schedules and processes to collaborate with production employees to communicate objectives and goals.

• Managed internal operational standards and productivity targets.

• Monitored team budgets to keep projects on task and avoid waste. National Branch Manager - Service 1st Mortgage, Baltimore, MD- 2009-12 - 2014-08

• Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.

• Enhanced branch production rates by funding 8500 units.

• 97% closing rate

• Developed and implemented Chase Manhattan Mortgage Company's National Government streamline process.

• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

• Opened 5 state offices for company

• Training and KPI.

President Owner - Fairway Capital Mortgage Corp., Baltimore, MD - 2006-04 - 2009-12

• Self-Funded opened 12 states as Mortgage Broker.

• Enhanced operational efficiency Developed best practices

• Managed day-to-day business operations.

• 97% closing rate.

• Market research and direct mail marketing campaigns.

• 1st Broker to offer Reverse Mortgages nationally.

• Compliance and all back-office responsibilities.

• State audits and reporting.

Branch Manager - Service1st Mortgage, Baltimore, MD- 2000-09 - 2006-04

• Hired and trained sales staff and processors.

• Assessed employee performance and developed improvement plans.

• Self-Generated production of 12,000 funded units

• Company professional development trainer.

• Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.

• Developed KPI and quarterly performance reviews. Assistant Principal- Baltimore County Public Schools, Baltimore, MD- 1997-08 - 2000-01

• Supported hiring, training, and disciplinary action in compliance with legal guidelines and requirements.

• Led meetings to convey policy changes, gather information, and assess employee thoughts.

• Monitored student behavior and enforced discipline policies.

• Trained teachers on effective teaching techniques, classroom management strategies, and behavior modification.

• Increased standardized test passing rate from 70 to 93%.

• Supervised and evaluated teaching and support staff through instructional leadership and professional development.

• Performed classroom evaluations to assess teacher strategies and effectiveness.

• Built productive relationships with parents of students facing difficult situations at school or at home. Teacher - Baltimore County Public Schools, Baltimore, MD- 1992-08 - 1997-06

• Incorporated exciting and engaging activities to achieve student participation and hands-on learning.

• Planned and implemented integrated lessons to meet national standards.

• Graded and evaluated student assignments, papers, and course work.

• Kept students on-task with proactive behavior modification and positive reinforcement strategies. Education:

Master of Science: Administration Supervision

Loyola University Maryland - Baltimore, MD

Bachelor of Science: Education

Towson University - Baltimore, MD



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