Sales Manager

Lee Ann Casanova

**** ********** ***** * Troy, MI 48085 * 847-***-**** * abkjsa@r.postjobfree.com

Distinguished by extraordinary, proven ability to develop, recruit, coach, train and retain new and

existing Loan Production Offices/Branches and staff along with Loan Fulfillment Operational Centers to

support production in both Retail and wholesale lending. Insightful and creative problem solver who

develops programs to overcome operations and customer/sales challenges.

Experienced in technology/product launch, market expansion, and restructuring of sales and operation

organizations following mergers, acquisitions, and spin-off and new launches.

CORE COMPETENCIES

• Experienced Underwriter with DE/FHA Endorsement/VA Automatic/Conventional/Home

Equity/Jumbo – 15 + years

• Seasoned Manager in Operations/Fulfillment Center covering Loan Processing, Loan Set-up,

Underwriting, -Closing/Shipping& Insuring-15+years

• Strategic Planning

• Product Development

• Sales & Marketing both in Management and Direct Sales-20 years

• Due Diligence/Compliance/Risk Management

• Large Volume Sales

• Employee Development-Coaching-Training

• Skilled Recruiter of top talent

• Communication verbal & written to all levels of management

• Tradeshow and Travel planning/scheduling

Professional Experience

Currently performing freelance projects for Mortgage Bankers involving

QC/Underwriting,

Auditing. Willing to relocate.

ARCOLA HOMESTEAD SAVINGS BANK Chicago, IL

Lending Manager - 2008 – 2010 – Bank closed in June 2010

Retained by Community Bank to develop Residential Retail Lending Platform

Developed complete Operations procedures including Underwriting/Lending Decisions/Loan

Approval, Monitoring Credit

Quality, work with other departments to set Compliance rules, establishing Company policies and

procedures, Monitor

department’s procedures to ensure banking regulations are adhered to.

In one year established

• Agency approvals along with performing and obtaining HUD/FHA approval

• Secondary Marketing Relationships established

• Workflow and roll out plans to support diversity of branch base, IT/LOS, Accounting, Human

Resources, Licensing, Compliance, Risk Management, Pricing, Lock Desk, Training, Coaching

Boarding Policies and Procedures, origination

• Audit Procedures

• Branch Approval Process

• Recruited, trained and retained new Loan Production Offices in various states

• Profitable within six month of inception of business roll-out

• 20 million dollars in funded monthly production

• Processing, Underwriting, Closing, Funding, Insuring Staff recruited and trained

GATEWAY BANK OF ST. LOUIS – St. Louis, MO

Operations Manager – 2007 – 2008 -Bank closed by FDIC

Retained by bank to build lending platform previously brokered all residential business.

Revamped staff and retained new staff to convert to true lender.

• Converted Secondary Marketing contracts to Correspondent status

• Applied and obtained outside Warehouse line

• Applied for Agency HUD approval and performed test cases

• Recruited, trained, coached new and existing Fulfillment Center staffing covering Loan Setup,

Processing, Loan Coordinator, Underwriting, Closing, Shipping, Insuring

• Setup systems LOS, Pricing Engine (Price My Loan) Calyx, Compliance-Ease, NYLX, Core-logic

• Implemented Quality Control/Compliance/Risk Management Procedures

• Recruited, coached and trained new and existing loan production offices and staff

• Increased Production by 300 percent

Please note in 2008 bank was forced to end lending platform prior to bank closing the following year.

LOANCITY – SAN JOSE, CA

DIVISIONAL V.P. – 2006-2007- downsized due to warehouse capacity issues

Retained by Wholesale Mortgage Banker to revitalize dormant division for Midwest

• Recruited, retained, coached and mentored Area Managers and Wholesale Account Executives

covering territory in states east of the Mississippi

• Production within 30 days funded volume of 11.8 million dollars

• All territories were covered within first 90 days of hire

• Development of Account Executive training nationwide

• Coached and conducted training monthly nationwide for on boarding of new Area Managers and

Account Executive sales staff

• Development team member for Broker Approval Rules and Process

• Instrumental in development of relationship between Operations and Sales

• Implement Ramping procedures and process

• Increase each and every month in production and profitability

• Development strong Operations Branch Manager and support staff

FINANCE AMERICA/BNC/LEHMAN Chicago, IL

REGIONAL VP 2004-2006

• Increased production levels within 30 days by 60 percent

• Recruited open territories within 60 days of hire

• Promoted within six months of hire to cover Operations and Sales Managers and Staffing

• Implement training and coaching procedures for new hires

Prior to 2004 I was responsible for the development of two Wholesale Operations that were startup based

out of Chicago covering the Midwest and manage to a P&L. I was able to obtain recruit, hire, train,

coach, and become profitable within first six months in both ventures. My mortgage background started

out as a Loan Originator –Loan Officer to move on to have an interest in a Mortgage Company of which

we became a correspondent and during this time I personally learned all facets of Processing, Closing,

Underwriting, Shipping and Insuring. I then went on to join the Wholesale side and started as an Account

Executive before moving into Management.

EDUCATION – College Courses – Business, Oakland Community College, FHA Direct

Endorsement,

Compliance/Fraud, Risk Management and various Underwriting courses

Contact this candidate