Sales Project Manager
Resume:
Stephanie A. Shivar
Pike Road, Alabama 36064 *******@****.***
SUMMARY OF QUALIFICATIONS
Successful Executive Professional with robust sales, marketing, human resources, finance, and leadership
proficiency. Vast project and people management expertise. A proven leader who embraces organizational vision
while implementing appropriate strategies to exceed company objectives.
CORE COMPETENCIES
• Sales and Marketing: Expert sales manager proficient in established, proven sales techniques as well as
progressive marketing strategies. Effective communicator adept at addressing and overcoming objections.
• Leadership: Consummate motivator committed to coaching and mentoring staff to reach their highest
potential. Skilled at bringing teams together to understand company vision and direction. Effective change
catalyst able to communicate and lead transformation by encouraging team cohesion and understanding of
the outcomes desired to achieve the strategy at hand.
• Recruiting, Training and Development: Proficient coach and trainer of executive-level managers.
Instructs personnel on sales tactics, strategic vision and core business competencies.
• Finance and Accounting: Veteran financial analyst who identifies improvement methods, operating
efficiencies and profitability by creating financial models and goals for effective change. Evaluates new
projects for revenue generation and ROI. Possesses detail oriented cost management, budget, and
planning skills. Expertise leading and directing internal and external audits. Communicates statistical and
numerical data effectively to non-accounting personnel.
• Project Management: Accomplished project manager able to conceptualize change, develop strategies,
policies and plans for success during entire project life cycle. Proficient innovator of new products and
procedures that improve efficiency and overall firm profitability.
PROFESSIONAL EXPERIENCE
Pulte Mortgage Corporation Englewood, Colorado
Vice President of Mortgage Finance 2006 - 2010
Marketing and Sales
• Managed, coached and mentored sales team consisting of up to 28 new home sales professionals
o Provided mortgage product education, sales techniques, and overall mortgage process guidance
• Achieved a 92%+ market penetration for targeted business prospects for 2007, 2008 and 2009. The
branch became a “Top Ten Market” in the country each year
Finance and Budgeting
• Coordinated the annual budget and planning process for mortgage branch and home builder business.
• Managed over $75 million in production in 2006, 2007, 2008 and 2009.
• Exceeded pretax income budget projections by 298% in 2007, 269% in 2008 and 113% in 2009
Operations Management
• Managed daily loan process operations and interaction between builder, mortgage team and homebuyer.
• Actively trained and communicated changes in the mortgage industry to builder and mortgage team.
Rocky Mountain Area Director of Recruiting and Development 2004 – 2006
Recruiting and Development
• Managed the college recruiting process in a four state, five division area encompassing 22 colleges and
universities. Directed career fairs, information sessions, and interviews through managing local talent
scouts. Evaluated company wide best practices and subsequently managed on-boarding and mentoring
processes for 150+ new hires in 2004.
• Coached 50+ talent scouts and managers on a monthly basis regarding business needs and workforce
planning and management. Coached and facilitated the semi-annual, company-wide human resources
planning process. Contributed to numerous additional company-wide training and development seminars
attended by entry-level personnel through executive-level management.
• Conducted Human Resource education courses to include employee feedback, mentoring and coaching.
Market Analyst/Finance Manager 2002 – 2004
Finance and Analysis
• Researched and created competition analysis to evaluate division-wide pricing structures
• Analyzed and conducted feasibility studies related to new product offerings and land development in order
to advise senior management on purchasing and/or construction decisions.
• Participated in project management by assisting construction, marketing and sales team with targets
thereby meeting project forecast and maintaining budget conscious building.
Marketing and Sales
• Coached and educated sales personnel on sales techniques and product differentiation
• Evaluated marketing programs and assisted in incentive selection
• Reviewed product cost comparisons and assisted sales personnel in identifying innovative marketing
concepts
Merrill, Lynch, Pierce, Fenner & Smith, Inc. Englewood, Colorado
Senior Specialist 1999 – 2002
Project Management
• Designed client asset retention program that increased overall firm profitability
o Developed employee compensation model based on employee participation in retaining firm assets
o Created and facilitated new-hire education program
o Developed Access database to track project effectiveness and create a successful training model
• Led and participated in process improvement initiatives using the Six Sigma methodology
• Chaired Recognition and Responsible Citizenship committees for department. Increased employee
satisfaction survey results by 17% in six months.
• Analyzed overall firm assets under management for the 401(k) product and proposed new products for
institutional clientele
• Participated in RFP process for international clientele, including presentations to executive personnel
Employee Management
• Supervised a team of 18 Registered Representatives who serviced and supported 401(k) plans
• Coached and mentored team as well as conducted performance appraisals to ensure team achieved world
class quality standards
• Interviewed and hired new employees
• Created and facilitated technical training programs for Participant Service Representatives
LeBoeuf, Lamb, Greene & MacRae, LLP Denver, Colorado
Accounts Payable/Receivable 1997 – 1999
• Coordinated and lead internal/external audits with national accounting firm; Maintained and reviewed
journals and general ledger.
• Managed banking relationships, reconciled accounts monthly to ensure accuracy
• Administered multi-million dollar escrow accounts for client real estate purchases
• Participated in annual budget forecasting and planning
EDUCATION
• University of Denver
Masters Degree Candidate-Coursework Completed
Anticipated Graduation-Winter 2010
• University of Denver
Certificate of Advanced Studies in Executive Leadership
April 2002
• University of Colorado
Bachelor of Science-Finance and International Business
December 1998
PREVIOUSLY HELD LICENSES
• Mortgage Broker’s License – State of Colorado
• NYSE, Series 7 General Securities
• NASD, Series 63 Uniform Securities Act
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