Helen Alli
Mobile Phone:
Secondary Phone:
E-mail: **********@***.***
Helen Alli
Richmond, VA 23228
**********@***.***
Regional Manager & Business Development
Senior marketing professional with a 15-year accomplished career track
known throughout the financial industry for delivering and sustaining
revenue and profit gains within highly competitive markets. Exceptional
communicator with a consultative sales style, strong negotiation skills,
exceptional problem solving abilities, and a keen client needs assessment
aptitude. Aggressively identify opportunities, develop focus, and supply
tactical business solutions.
- Strategic & Tactical Planning
- Target Marketing & Penetration - Budget Management
- B2B Marketing
- Sales Team
Training/Supervision - Account Development/Acquisition -
Competitive Sales Analysis
- Policy
Formulation - Sales
Presentations/Closings - Contract Negotiations
- Consumer Marketing
PROFESSIONAL EXPERIENCE
US MORTGAGE, Richmond, VA
2003 - Present
President, CEO
Successfully launched the start-up of US Mortgage and held the position of
CEO by managing the daily operations of small business loan brokering
including recruiting, marketing, analyzing financial documentation,
fostering commercial relationships, rescuing financially troubled
corporations and motivating a team of loan officers.
. Market small balance B2B commercial loans and financial investment
products through-out the United States.
. Secured funding for companies unable to qualify for traditional loan
programs.
. Re-positioned assets to allow for increased cash flows.
. Improved client's financial accounting methods to allow for growth.
. Loan Modification.
ECONOMIC DEVELOPMENT AUTHORITY, Richmond, VA 2007 - 2010
Director
Appointed as Director to facilitate the turn-around of a previous failed
authority by implementing new policies and procedures, financial accounting
enhancements, restructuring the small business incubator, improving
communications between the Authority and the City Administration, securing
EDA financial security, and the restructuring of loan administrations.
. Re-positioned assets to secure financial stability and foster growth.
. Stabilized the small business commercial loan program by decreasing
losses and increasing profits.
. Increased City administration and public confidence levels of the
Authority to further promote economic development for the City of
Richmond.
. Analyze and interpret commercial financial portfolios and make loan
recommendations based on common sense underwriting that would ensure
the financial security of the EDA.
Page 2
. Review Bid Proposals.
. Employee Supervision
. Seek development opportunities
. Strategic planning
. Operational Management
CARTERET MORTGAGE CORP, Centreville, VA
2001 - 2005
Branch Manager
Held the position of Branch manager by exceeding expectations in the daily
operations of a branch office marketing residential mortgage loan and
financial products, recruiting new loan officers, creating relationships,
implementing market strategies, team building, prospecting, and analyzing
financial data.
. Managed a team of originators to cover VA, DC, MD and NY.
. Implemented marketing techniques to maximize leverage of individual
wealth.
. Combined mortgage, life insurance and annuities to stabilize future
financial position.
PERFORMANCE MATTERS @ ASSOCIATES, a Conseco Company, Dallas, TX
1998 - 2001
Regional Manager
Held the position of Regional Manager by exceeding expectations in opening
and servicing worksite commercial accounts, recruiting new insurance sales
producers through-out the region, achieving premium growth with
conservation of insurance in force, providing leadership and development to
all regional personnel and traveling regionally to increase group
activities. Marketed life, health and disability insurance products.
. 1999 Sales agent of the year.
. 2000 District Manager of the year.
. Top producer for supplemental health product penetration of existing
group servicing.
EDUCATION
BA - Business Administration, Averitt University, Danville, VA
Concord Law School, Los Angeles, CA
Finance Specialist - US Military
TECHNICAL TRAINING
MS Word, MS Excel, PowerPoint, Calyx, QuickBooks, NoteSmith, MS Outlook
ASSOCIATIONS
USTA - Local Tennis Organizer
Examiner.com - Richmond Business Examiner