Sales and Sales Management

Experienced in selling complex solutions to C-Level Executives and Decision Makers.

Qualifications Profile

Accomplished, results-oriented, and dynamic executive, offering proven record of success in driving sales optimization, business development, as well as revenue and profit generation. Equipped with extensive experience in self-generated leads, account and territory management, client acquisition, and marketing operations. Concept-to-execution leader, adept at leading key initiatives to consistently meet and surpass goals, quality and funding ratios, and loan volume. Expert at overseeing and motivating top-performing teams toward operational efficiency and continuous performance improvement. Effective communicator, able to establish and maintain beneficial relationships with diverse professionals of all levels.

Areas of Expertise

Sales Calls and Pipeline Management

Branch Management

Client Referrals and Training

Market Trends and Competitor Analysis

Staff Hiring, Recruitment, and Development

Internal and National Pricing

Strategic Planning and Implementation

Credit Grading and Loan Submission

Business Expansion and Growth

Loan Volume and Insurance Penetration

Professional Experience

AMC Settlement Services, Pittsburgh, PA

Director of Business Development 2011–Present

Proven and verifiable track record in National B2B sales and customer service, while working remotely

Expertly lead all facets of new outside sales and territory management, which involve facilitating calls on mortgage bankers, lenders, credit unions, and wholesale lenders throughout the nation

Conduct training regarding valuation services and national settlement

Render keen oversight to national accounts and client acquisitions, along with the delivery of full-service appraisal management and title services

Notable Accomplishments:

Played an integral role in achieving 100% of volume goal within the first 180 days of operation

Brought significant growth to the company by completing 150% of goal in gaining new clients as well as consistently attaining quality and revenue ratios since first day of operations

Wells Fargo Home Mortgage, Minneapolis, MN

Senior Account Executive, Wholesale Lending 2009–2011

Initiated the implementation of a new outside sales territory involving calls on mortgage bankers within the Ohio region

Display skills in acquiring and training new clients

Efficiently fulfilled multiple tasks such as credit grading Federal Housing Administration (FHA) and agency loans submission in the Ohio market

Notable Accomplishments:

Positioned company toward growth by reaching 300% loan volume goal in the first 90 days of operation as well as 700% goal in new clients within the first 60 days of operation

Demonstrated competency in facilitating effective training and promoting accountability, thus continuously attaining quality and funding ratios

Goldman Sachs Senderra Funding, Fort Mill, SC

Senior Account Executive, Wholesale Lending 2008–2009

Capitalized on industry expertise in establishing a new outside sales territory through calls on mortgage bankers in the Ohio region

Assumed responsibility in obtaining and maintaining clients, while leading various trainings

Carried out credit grading and FHA and agency loans submission within the Ohio market

Notable Accomplishments:

Made major contributions in accomplishing the following:

-150% of goal in loan volume within first 60 days of operation

-200% of goal in new clients within first 60 days of operation

Lehman Brothers Aurora Loan Services, Englewood, CO

Vice President Area Sales Manager 2004–2008

Established and directed a new outside sales team from concept to launch, in charge of calling on mortgage bankers in the Great Lakes region

Administered human resources functions which included recruitment, hiring, and training of the Sales Team with monthly volume of more than $40M

Effectively handled budgets, sales, marketing, client relations, business development, and market and competitor analysis

Served as a member of the Competitive Landscape Committee consisting of 12 memberships nationwide with a direct trading desk relationship

Presided over multiple internal training courses for sales staff including pipeline management, pull through, and basic sales strategies implementation

Notable Accomplishments:

Earned recognition as the top producer in the Great Lakes region, attaining an average of 800 units annually within a three-year period

Won numerous President’s Club awards for demonstrating excellent sales performance

Built and oversaw an outside sales force which surpassed corporate goals for sales production and broker development

Earlier Career

Premier Mortgage Group, LTD, Middleburg Heights, OH

Vice President Sales and Marketing Manager

Mortgage Investment Lending Associates, Inc., Lynwood, WA

Senior Business Development Manager

Citizens Bank Mr. Money Finance, Sandusky, OH

Vice President of Wholesale Lending

Detroit Mortgage and Realty Financial Services, Indianapolis, IN

National Business Development Manager

Chase Manhattan Mortgage, Woodcliff lake, NJ

Branch Sales Manager

Household Finance Corporation, Elmhurst, IL

Branch Sales Manager

Education

Bachelor of Arts in Social and Behavioral Sciences, Major in Communication

Ohio State University, Columbus, OH

Related Coursework: Interpersonal Persuasion and Organizational Communication

Member, The Ohio State University Alumni Association

License and Certification

Licensed Life, Accident, and Health Insurance Agent, State of Ohio- 2020

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