Mortgage Broker Banker

Samantha Squires

Boulder, CO 303-***-**** ado5r3@r.postjobfree.com www.linkedin.com/in/samantha-squires/

Director of Sales

Business Solutions Organizational Sales Leadership Revenue Generation/ Employee retention

Accomplished director-level sales management professional with extensive experience providing the leadership and direction to drive the achievement of key organizational sales-related goals and objectives in many industries including Finance, Insurance and Engineering- ADAPTABLE to any industry! Listens well to both employees and customers and strategically finds win-win scenarios that enable top performing and motivated team as well as a very loyal and happy customer base resulting in a noticeable increase in the bottom line. Creative out of the box thinker. Consulted with businesses of all sizes developing strategy and culture in the workplace. Skilled at assembling and developing high performing sales teams. Very strong motivator successful at creating a driven work force who is excited about making and meeting their goals. Excellent communication skills in any setting and in various languages. Experienced and top standard sales professional. Accredited Business Owner. Award winning closer. Good listener. Able to create and execute strategy designed to maximize the business potential and the associated revenue generated within the marketplace. Proven strength building long-term, profitable relationships with strategic sales partners leveraged to draw alignment with key sales initiatives. Recognized for the ability to deliver impactful results while leading in fast-paced, highly competitive environments.

Areas of Expertise

Consultative Sales

Initiating and closing sales

Relationship Management

Human Resources Practices

Sales Force CRM

Strategic Sales Partnerships

Business Process Outsourcing

New Business Development

Bilingual in Spanish/English

French/ German

Presenter/Negotiator

Understanding International norms/ cultural nuances.

Professional Experience

CONSULTANT/PRESENTER 2010 - Present

Strategic Consulting LLC, Boulder, CO

Work in collaboration with CEOs and executives needing to find and define desired results and with those needing to optimize resources and achieve greater efficiency through clarity and enthusiasm.

Create highly effective solutions by brainstorming, problem resolution, mapping and planning

Hiring well and retaining

Top notch training

Retention and empowerment

Territory Sales Manager

Plexpack, Toronto Canada 2019-2020

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International sales: packaging machines and robots ranging: $6,000- $200,000.

Comprehensive understanding of the engineering solutions: Semi-automated and fully automated

Presented at trade shows and exhibits to increase customer base

Used language skills to communicate both in writing and speech- South America, Mexico, Latin America, Europe

Sales Force

DIRECTOR OF SALES 2016 - 2019

CBIZ, Boulder, CO

Sell Health, Life, Disability, and other group benefits to small, medium, and large self-funded and fully funded groups.

Leverage in-depth product knowledge, strong communication skills, and a persuasive nature to sell product benefits and the organization’s value proposition in a highly effective manner.

Consult with clients to gain a full understanding of client issues and to analyze employer benefits packages.

Notable achievements while in the position included:

oDelivered 1st year results at 200% of the defined target goal.

PRIVATE MORTGAGE BANKER 2014-2015

Wells Fargo, Boulder, CO

Consulted with high-net-worth clients within the Boulder PMB (Private Mortgage Banking) department.

Sales at several million dollars per month closings.

Top Sales awards

Friends School K-5th grade

Spanish Specialist

Developed Curriculum

Teacher Certificate and worked on master’s in early childhood development. 2012-2013

MORTGAGE BANKER 2009 - 2010

Colonial National Savings, Boulder, CO

Led in terms of sales and prospective efforts, financing both home purchases and refinances.

Delivered a level of service that created a positive customer experience that increased both satisfaction and loyalty and generated referral business.

OWNER/CEO/MORTGAGE BROKER 2003 - 2009

Financial Mortgage Solutions, LLC, Boulder, CO

Founded and developed

Multiple areas of focus: human resources, marketing, sales, management, financial forecasting, budgeting, product development, and supervising underwriting and processing of loans.

Worked in collaboration with the operations group to create and execute a vision and action plans.

Assembled and developed a high performing team comprised of 11 employees working in different capacities through a proactive approach to staff training and development.

Notable achievements while in the position included:

oNominated by the Boulder/Denver Better Business Bureau (BBB) for ethics and integrity in the workforce.

oSucceeded in creating a company culture that valued professionalism, education, motivation, and enthusiasm among the employees.

oServed as a broker for as many as 30 lenders while handling several millions in loans.

PREVIOUS EMPLOYMENT: Mortgage Broker – Inspired Lending

Education

Bachelor of Science, Political Science and International Affairs – University of Colorado, Boulder, CO

Honors Thesis Topic: Economic Development and Public Policy in Mexico. Reasons for the Fiscal Crisis of 1981.

Member – Dean’s List

NCAA Division 1 track and Cross-Country Full Scholarship Recipient/Scholarship Recipient for Frank Shorter Fruit of the Loom- High Academic/Athletic Achievement.

Matriculated – Southampton University, U.K./Frankfurt University, Germany (Selected to attend through ERASMUS)

Athletic Accolades

Ranked #9 in the World/1st in Britain – Long Distance Triathlon

Olympic Qualification – TT Cycling

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