Daniel Morgan
Digital Mortgage Specialist - Stearns Lending
Frisco, TX 75033
**************@*****.***
Work Experience
Digital Mortgage Specialist
Stearns Lending
* Develop and maintain an account base of key accounts and contacts Nationwide Broker Customer Base
* Maintained and grew knowledge of Mortgage Programs (FHA, VA, USDA, Conforming) Loan Programs
* Sell the ability to broker full service Mortgage Package for Retail Broker.
* Prepare quotes for customers, and manage appointments by efficiently balancing schedule and calendar
* Report sales activities electronically on a regular basis, using SalesForce and PC utilization Business Development Manager
Lifetime Garage
2016 to 2017
* Recruited to engage and manage existing Builder Reseller Customer Base
* Additionally recruited new resellers, oversaw all customer installations, managed installation staff.
* Inventory Management, Cost Control, Scheduling, Vendor Relations, Full P&L responsibility
* Grew the business 112% via month over month revenue. Territory Sales Manager
Ergogenesis Workplace Solutions LLC
2014 to 2016
* Develop and maintain an account base of key accounts and contacts with Fortune 100-500 companies
* Leverage advanced product knowledge to present products, utilizing consultative selling methodologies
* Manage and maintain accountability for all products used during demonstrations with customers
* Prepare quotes for customers, and manage appointments by efficiently balancing schedule and calendar
* Report sales activities electronically on a regular basis, using company software and hardware Field Sales Leader
Horace Mann Insurance Company
2011 to 2013
* Oversaw recruitment process for new agents, ensuring the most qualified individuals were hired
* Delivered valuable assistance in the distribution, support, sale, and service of Horace Mann products
* Collaborated directly with agents to gain access to public schools and increase sales and profitability
* Trained and consulted with agents on business planning and operations, and meeting target initiatives
Field Sales Leader
Allstate Insurance Company
2008 to 2011
* Worked collaboratively to increase sales and market share, and generate profitable premium growth
* Recruited new agents, and assisted in the distribution, support, sale, and service of Allstate products Branch Manager
Security National Mortgage Company
2006 to 2008
* Opened wholesale branch to oversee operations in Oklahoma and Arkansas with accountability for supervising operational and sales staffs, underwriting, loan closing and shipping, and quality control
* Supervised team of 10 and allocated $1.2 million in resources with responsibility for managing all aspects of budgeting, forecasting, purchasing, and resource allocation, as well as expense control
* Managed relationships with banks, mortgage brokers, and investors, as well as outside sales team
* Regularly closed $10,000,000 in conventional, FHA, and VA real estate loans on a monthly basis
* Served as an effective liaison with the corporate office regarding post purchase issues, problem loans, collections, bid sales, and audit reports for investors, HUD, and VA on closed loans Regional Manager
First Magnus Financial
2003 to 2005
* Opened wholesale branch to oversee operations in Oklahoma and Arkansas with accountability for supervising operational and sales staffs, underwriting, loan closing and shipping, and quality control
* Supervised team of 15 and allocated $1.9 million in resources with responsibility for managing all aspects of forecasting, budgeting, purchasing, and resource allocation, as well as expense control
* Managed relationships with banks, mortgage brokers, and investors, as well as outside sales team
* Regularly closed $8,000,000 in conventional, FHA, and VA real estate loans on a monthly basis
* Served as an effective liaison with the corporate office regarding post purchase issues, problem loans, collections, bid sales, and audit reports for investors, HUD, and VA on closed loans Education
License
Southern Nazarene University - Bethany, OK