Profile Summary

. Experienced professional with a successful career in retail sales,

financing, and business development. Comprehensive knowledge and

experience in structuring complex retail sales transactions. Diverse

sales background with proactive relationship development techniques that

complement the ability to aggressively build a loyal client base.

Professional Experience

Perception Investment Advisory - Peabody, MA.

12/2013 - Present

Owner

. Develop and create websites, establish e-commerce sales applications

and payment system integration

. Work with development teams and managers for keeping websites up-to-

date, prioritizing needs and maintaining security protocols

. Prepare sites by installing and configuring server software;

installing programming language using authoring and formatting tools;

ensuring cross-platform compatibility

. Upgrade sites by updating content and graphics; monitoring performance

and results; identifying and evaluating improvement options

. Responsible for obtaining clientele and maintaining relationships

through completion of each project

Guaranteed Rate Mortgage - Wakefield, MA

04/2013 - 11/2013

Vice President of Mortgage Sales

Led with refined business acumen and exemplary people skills to

facilitate a team approach to achieve sales objectives & increased

productivity. Tenacious in building new business, securing customer

loyalty, and forging strong relationships with external business

partners. Supervised all aspects of operations for support staff.

. Devised and implemented innovative marketing principles and

promotional sales events for commercial and residential clients to

further support financial growth

. Accountable for soliciting business accounts and developing strategic

alliances with banks and brokering lenders.

. Recruited, trained, and evaluated a staff of 4.

. Closed an average of 8 mortgage transactions per month with an average

monthly volume of $1,900,000

Wells Fargo Bank - Boston, MA.

07/2010 to 12/2012

Senior Home Mortgage Consultant

Proven to excel within highly competitive mortgage environment utilizing

realtor and extensive client contacts. Demonstrated expertise at

consulting with clients to delineate and analyze their financial situation

and develop suitable financing strategies. Exhibited proficiency in

handling both outbound and inbound referrals.

. Funded $28,200,000 in total mortgage volume in 2012

. Executed strategic sales techniques resulting in a solid account base

and consistent performance above quotas

. Responsible for self-sourcing high quality mortgage loans which meet

company guidelines

. Displayed thorough knowledge of company products, policies,

procedures, and underwriting requirements

Vanderbilt Financial - Peabody, MA.

06/2009 to 06/2010

Director of Business Development

Extensive knowledge of residential and commercial mortgage products and

services, responding promptly to customer inquiries received in person, by

telephone, and from colleagues in other branches.

. Directed daily operations including branch sales, business

development, customer service, and credit analysis.

. Developed strategic marketing campaign targeting accountants,

attorneys and realtors which generated substantial referrals.

. Added 8 commercial lenders and banks to serve as new sources of

funding which resulted in additional closings and revenue growth

opportunities.

Continental Home Loans - Melville, NY 11/2007 to 05/2009

Branch Manager

Helped drive growth of company revenues and improve sales team

performance. Proactive approach resulted in capturing numerous

accounts and expanding client base. Maintained high standards of

regulatory guidelines.

. Interfaced with others at all levels to ensure organizational goals

were attained.

. Managed local promotions and marketing packages to grow and drive

clientele to branch.

. Increased business revenue by 250% after six month as manager.

Countrywide Home Loans - Wakefield, MA (Branch 939)

08/2003 to 11/2007

Senior Account Executive

President Council Member for two consecutive years (2006 & 2007),

recognized for outstanding achievement in total sales and mortgage volume

and finishing in the top 1% of all originators in the nation. Met or

exceeded all quotas throughout entire tenure earning multiple company

awards. Awarded branch employee of the year in 2006 & 2007 for being #1

in sales and unit volume for the nation's top performing branch

. Performed credit analysis of consumer accounts in order to sell the

appropriate mortgage product.

. Identified customer needs and sales opportunities through self-

generated leads

. Kept updated with compliance and policy procedures relating to all

aspects of the job

. Ensured prompt and accurate completion of all initial mortgage related

administration and documentation

Brighton Auto Brokers - Allston, Ma

04/1996-07/2003

Sales Manager

. Manage all aspects of day-to-day operation for busy used car lot;

managed one service writer, three mechanics, and lot staff.

. Averaged 8 retail transactions per month while maintaining an average

profit of $2730 per unit between 2000-2003

. Managed all retail operations from customer relations through

negotiations with banks, F&I, and appraisals, manage paperwork and

online inventory system

. Handle all marketing, financing, after-sell processes, and warranties

. Managed advertising and marketing: print, online, signage, and

reciprocal marketing agreements

Education and Training

Bachelor of Science in Business Administration 09/1998 to 06/2004

Northeastern University - Boston, MA.

Graduated with a dual major in Finance & Entrepreneurship

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