Sales Project Manager

Sean-Peter H Heaslet

**** **** ***** ***** *********, NC 28278

*********@*****.*** 704-***-****

Profile:

Result focused, driven professional with 16 years of financial services experience. Applicant possesses

significant facilitation experience, business acumen, and leadership. Also has the ability to manage

diversified customer and/or staff relationships in any business setting. Team player that understands

importance of big picture as well as small details. Can also translate complicated technical information

into easily understandable concepts for delivering to end users, and relay importance of upgrades and/or

needed changes to project leaders when working inside of or alongside with diverse teams.

Professional Experience:

Core Knowledge & Skill Areas:

Professional Relationship Building Experienced Traveler (Road Warrior)

Employee Mentoring and Training Complex Solution/Problem Solving

Organization/Team Building Selling and Sales Growth Strategies

Credit/Risk Analysis Customer Service Relationships and Retention

Independent and Trustworthy 15 Years of Mortgage Industry Experience

HARP and HAMP Learning & Development

Delivery of Web based and Classroom Training) Software Rollout and Implementation

(ERP)

North Highland Consulting / TIAA-CREF

Charlotte, NC March 2014- August 2014

Contract Instructional Designer

o Writing and Producing PowerPoint Presentation Decks for Wealth Management Advisor New

Hire Training (Skill Building, Fundamentals and then Capstone)

o Design for Classroom Demonstration, Self Paced Learning and Webinars

o Writing Participant and Facilitator Guides for Learning and Development Initiative

o Design and Editing of Job Aids

o Frequently Utilized SharePoint for Permanent Housing of Materials for Future Use

o Worked daily with Senior Business Analysis, Subject Matter Experts (SME’s) and Senior Level

Executives for Directives of the Project

Long and Foster/Prosperity Mortgage

Chantilly, VA Oct 2013 – Dec 2013

Contract Trainer/ Instructional Designer/Technical Writer for Encompass Rollout

o Writing/Testing of Test Scripts for All Roles (Origination, Processing, Set-Up, Underwriting, and

Closing)

o PowerPoint Presentation Design for Classroom Demonstration, Instruction and Webinars

o Writing Participant and Facilitator Guides for the Rollout (Technical Writing)

o Design and Editing of Job Aids for all Roles (Instructional Design)

o Break-Down of Technical Process Flow Charts and translating the data into easy to follow step by

step procedures to complete one’s day to day activities. (All Roles)

o Testing of System Upgrades and Customizations to Ensure Proper Working Mechanics Prior to

Rollout (Beta Testing)

o SharePoint Housing of Scripts, Presentations, Job Aids and Job Related Resources

o Worked with Business Analysis, Subject Matter Experts (SME’s) and IT Architect and served as

“go between” or liaison to ensure that the end product was up to standards with the input from the

end users (User Needs)

Accenture Credit Services

Charlotte, NC June 2013- Oct 2013

Nationstar Mortgage Platform Trainer/Facilitator

o Facilitated and Designed Systems and Operations Training for Underwriting, Closing, Processing

and Subordination Roles (Both Live and Web based)

o Worked with Production Management and Subject Matter Experts (SME’s) to implement

procedure enhancements and best practices as well as maintaining compliance with all regulatory

requirements

o Much of productivity was measured through Six Sigma Metrics- (Trend Analysis) so much of

procedure and best practices dictated by those matrices’ findings.

o Trained new hires and members transitioning onto new teams or roles

o Instructional Design / Technical Writing- Job Aid Creation –Power Point,Captivate, PhotoShop

and Snagit

o Taking Materials from SharePoint site and converting them to user guides as well as facilitator

guides for classroom presentations

o Administered Exams, Tests, Pre-Tests and other Measurement Tools to determine effectiveness of

Learning Process

Randstad USA

Charlotte, NC June 2011- April 2013

Underwriting Essentials Trainer/Facilitator for Wells Fargo

(Worked on site weekly and traveled home on the weekend) Jan 2013- April 2013

o Two Week Classroom style facilitation-using many resources, often simultaneously.

o Resources include - Power Point, Learning and Development (L&D) materials/manuals, Excel

based spreadsheets and tools, Web based materials, and Product demonstrations, Sharepoint

o The purpose of the class is to teach Wells Fargo’s ideology to newly hired underwriters

(immediately following onboarding) as well as expose them to materials and resources that will

help them in their day to day lifecycle of the position.

o Compliance Training

Microsoft Dynamics CRM Trainer/Facilitator for Wells Fargo June 2012 - Jan 2013

(Traveled to sites to present materials and typically moved to another location daily and

then traveled home on the weekend)

o Facilitation of the Microsoft Dynamics CRM Product being rolled out to Wells Fargo Mortgage

Loan Officers Note- Classes were typically 6-7 hours in length over one day

o Working with Facilitation Centers (mainly hotel/convention type venues) to ensure that the

Meeting Venue is up to the technology and support standards required for the event

o Instructional Design- The training materials we were given were in a fashion that was designed

for an end user, we were required to modify those materials into a trainer/facilitators guide

o Instructional Design of Job Aids - Mainly Power Point, Captivate, PhotoShop and Snagit

o Weekly Meeting(s) with Programmers and Architect of this CRM engine

o Direct contact with the lead Programmer for CRM for Wells to have open lines of communication

in the event that an update/patch created an issue with the systems performance and/or

functionality

o Used Webinars for Pre-Class introductions and high level overview/ preview of the class, and to

make sure the participants have updated their contacts in a manner that would allow a smooth

migration from current system into Microsoft Dynamics CRM

o Update SharePoint site with Class Rosters, Attendance and Results of Data Migration

o Migrated Existing Contacts from one platform to the new location (CRM) for all participants

o Frequent contact with Area and potentially Regional Sales Managers to discuss roll out and how

to best utilize the software to increase productivity of Loan Officers, and how to take data and use

it in reports/reporting

CORE Post Training Support- Division of Wells Fargo’s National Support Pool (NSP)

(Worked on site weekly and traveled home on the weekend) March 2012- April 2013

o Training Mortgage Sales Professionals (HMCs) Loan Processors (HLPs)Underwriters and

Closers/Funders how to correctly and efficiently use the CORE Mortgage Software System

(Core is a new system for Wells Fargo that is paperless and proprietary)

o Training is a combination of facilitation (large classroom learning using existing Time Allocation

Grids (TAGs) to develop agenda ) as well as on site one on one training (Post Training Support)

o Help clients with problem solving and correct processes/best practices to complete their workflow

efficiently

o Troubleshooting Business Design Teams (BDTs) and Subject Matter Experts (SMEs)in order to

ensure that workflow is being tasked to the correct parties throughout the lifecycle of the loan- as

well discussing re-engineering possibilities and more efficient workflows

o Working with Sales, Processing and underwriting managers to make sure they are fully trained in

CORE. Showing Managers how to utilize CORE reporting so that they can track productivity as

well as identify areas where improvement is needed.

o Provide timely reporting to Divisional Implementation Team (DITs) and Branch/Site

Management to communicate the findings for the time assigned to the individual location. The

report provides useful information that highlights training opportunities and reinforces which

areas are functioning correctly.

o Used Webinars for end users who could not be on site at time of scheduled meetings

o Instructional Design – New manuals were published only twice a year, so many of the courses

were required to be constantly updated and customized depending on system changes and

company policy

o Instructional Design of Job Aids - Mainly Power Point, Captivate, PhotoShop and Snagit

o Ensure branches were acting in accordance to compliance specifications and guidance

/Operational Risk

Bank of America Managed Resource

CRM- Customer Relationship Manager October 2011- March 2012

o Assist customers in the Loan Modification Process using HAMP guidelines from within the Call

Center

o Single Point of Contact (SPOC) for customers to ensure fair and compliant treatment during the

Loss Mitigation Process

o If Loan Modification is not possible then we assist the customer in the transition to the liquidation

phase (Short Sale, Deed in Lieu, or Foreclosure)

o Process mortgage payments, forbearance payments, trial modification payments

o Manage and maintain pipeline of 100+ customers at a time

o Gather appropriate loan documents and organize for underwriting consideration

o Loan Modification includes MHA, HAMP, Non-HAMP, Unemployment Programs as well as

programs prescribed by individual Investors (not only Bank of America Loans)

o Working in the Non-GSE SFO (Serviced for Others) department which encompasses dozens of

investors and portfolios, this requires a much broader scope of product and solution

understanding than the groups working for strictly FNMA, FHMC or VA

o Webinars used almost exclusively for delivery of job updates and training

o Resolving Technology issues with Lead Programmer- Ensuring that patches/updates were not

creating unintended issues elsewhere in the software

o Worked with head programmer to discuss enhancement requests and implementation schedule

o Utilization of SalesForce CRM tool to insure regular conversations with customer assigned to

pipeline

Monarch Bank- Monarch Mortgage

Mint Hill, NC April 2010- Oct 2011

Mortgage Banker (NMLS # 93182)

o Originate Mortgage Loans

o Complete all tasks relative to the origination process from initial contact to closing

o Develop relationships with Realtors for referral and repeat business

o Maintain NMLS licensing and all continuing education requirements

o Designed and sent out weekly newsletters to all Realtors and referral partners

o Accumulated and maintained a database of over 300 Realtors and referral partners

o Required to complete formal Bank Testing and Education Standards/Requirements on an annual

basis

Hunter Ventures LLC Mortgage Company

Pineville, NC April 2002- Jan 2010

Member/Organizer/Owner (NMLS # 93182)

o Established the Company through proper state and federal licensing and legal requirements

o Marketing of sales products from over thirty different lenders to end user (consumers)

o Sales Cycle Management, Sales Management, Project Manager, Internal Audit Functions

o Management of all files from beginning to the eventual sale to investor (Residential and

Commercial Loans)

o Recruitment and development/mentoring of employees

o Instructional Design –Building of all internal control procedures, policy and policy manuals to

ensure compliance with government, financial/accounting and legal requirements- Via

PowerPoint and Microsoft Office

o Management of indirect relationships by acting as liaison between clients, realtors, lenders and

attorneys

o Designed and managed company website

o Correspondence, licensing upkeep, and compliance with NC Banking Commission (NCCOB) and

National Mortgage Licensing System(NMLS)(currently inactive- but can reactivate upon request)

o All accounting and Payroll functions

o All staff training, technology training, continuing, management, education and coaching

functions- Much of this completed via webinars since most of employees were virtual

o Solely responsible for all Compliance, Operational Risk and Audit Functions

Computer Skills:

Calyx Point Software (10 years)

Encompass Mortgage Origination Software (Ellie Mae) (4 years)

CORE- Wells Fargo’s Mortgage Software for Origination and Underwriting (2 years)

AS400-LIS, LSAMS and TMO (all similar software to NTS- CPI – Lawson- Attachmate), Quantum, LPS,

Blitzdocs, and Iportal (2 years)

Salesforce- CRM Tool (2 years)

Concur Travel Software (2 years)

Microsoft Dynamics (CRM)-Utility for Managing Customer Relationships ( 2 years)

SharePoint (4 Years)

Microsoft Office- Word, Excel, Outlook, Microsoft Suite, Adobe Acrobat, PowerPoint (15 Years)

Centra, Microsoft Office Webinar/Lotus, Webex, GoToMeeting (3 years)

Visio, Photoshop, Captivate (1 year)

Siebel (<1yr)

Microsoft Access (<1yr)

SQL (<1yr)

Education, Professional Development and Recognition:

Bachelor of Science in Public Management

APPALACHIAN STATE UNIVERSITY Boone, NC 28608

Dale Carnegie Public Speaking Course Graduate

APPS Member of the Year (Student Programming-Movies)

Pi Lambda Phi - Omega Tau Chapter President

Charlotte D.A.D.S. (Dads Appreciating Down Syndrome) Leadership Group (Current)

Contact this candidate