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District Manager

Location:
Locust Valley, NY
Salary:
125000
Posted:
July 19, 2022

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Resume:

Julie Lamothe

** ***** *** ** • Locust Valley NY 11560 • Phone: 203-***-**** • Email: adrs0i@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

TERRITORY SALES MANAGER

Accomplished Professional with extensive skills and experience driving business development, expansion and profitability in turnaround and growth environments which can transition fluidly to multiple industries. Visionary leader and entrepreneur with capabilities in strategic partnerships, B2B, B2C, and market forecasting. Skilled in revitalizing and developing teams that achieve impressive revenue gains within highly competitive markets and industries. Earned numerous accolades for outstanding sales performance. Willing to relocate and travel. Background includes:

• Financial Management • Strategic Sales Planning • Market Penetration

• Multi-Million Dollar Accounts • Staff Management • Negotiation Tactics

• Competitor & Market Analysis • Performance Tracking • Networking

PROFESSIONAL EXPERIENCE

SELECTED CAREER ACCOMPLISHMENTS

• Achieved status as Top Sales Volume Producer in District within first 30 days of hire for Bank of America by leveraging business development and market penetration expertise.

• Succeeded in managing 40 Financial Centers for Citimortgage, increased sales volume in distressed area by 92% and managed $360 million+ pipeline by effectively directing strategic sales and marketing plans.

• Received Customer Service Award, at Greenpoint Mortgage, for ranking #2 in the establishment of new accounts, decrease in funding time by 30%, and reduction of the fall out ratio to less than 5%.

• Developed #1 Area Team in closed volume sales by effectively coaching staff of 10-15 outside sales executives as well as 520 indirect reports, and continually surpassing production targets by 25-50% on a monthly, quarterly and annual basis for Chase/Fleet Mortgage.

PROFESSIONAL EXPERIENCE

Silver Thistle Farm and Cheesery. East Lyme CT. 2015 to Present. Owner/CEO.

BANK OF AMERICA, New York, NY 2010 – 2015.

Assistant Vice President Mortgage Retail Sales

• Increased Branch Referral Volume by 300% within first 30 days of production by developing a portfolio of accounts and leading initiative for Cross Sell and Corporate Affiliation Alliance.

• Decreased origination to fund processing times by 50% by developing, implementing and managing a consistent, coordinated approach. Expert Credit Analysis. DE Underwriting.

• Builds commitment for the company vision by facilitating team communication, morale and effectiveness; identifies strategic opportunities to reduce expenditures and streamline budget.

• Ensures collaboration across functional staff areas by serving as a resource and leveraging the expertise of staff; redirects efforts as needed to maintain high productivity and quality of work.

• Conducts competitor analysis to determine strategies for market penetration and tactical sales planning.

JULIE Page Two

PROFESSIONAL EXPERIENCE

(Continued) Julie Lamothe Resume

CITIMORTGAGE (CITIBANK), Melville, New York 2006 - 2009

Area Sales Manager

• Ranked #1 in District for closed sales volume by managing outside and inside sales for Nassau and Suffolk Territories and enhancing community lending and processes. Credit Analysis and Underwriting.

• Analyzed data through multiple sources to navigate business landscape and performed market analysis and forecasts; developed and tracked performance goals; managed resource allocation.

• Developed tactical plans and initiatives to meet corporate sales targets.

• Directed efforts of 520 employees by recruiting, training and supervising skilled team of senior sales executives; set performance goals; conducted evaluations; created motivational incentive plans.

• Achieved 99% Customer Satisfaction Rating by consistently instituting 5 minute call back program and 30 day turn time from application to close.

• Exceeded target growth by 20% by expanding market penetration as well as cultivating and developing internal and external sales networks and relations with joint venture partners.

• Restructured organization into client focused cross functional teams which successfully resolved issues with poor performance accounts and increased efficiencies on all levels of production.

• Maintained $360+ million in pipeline by introducing government loans into product line and establishing and maintaining 500 corporate and affiliate accounts. DE Underwriting.

• Conducted outside sales calls and presentations with Bank At Work, Business Bankers, Financial Intermediaries, Personal Bankers, Private Client Groups and Investment Consultants.

• Oversaw all operations, sales, marketing, advertising, processing, underwriting, closing, funding, compliance, quality control and customer service as well as B2B and B2C sales.

GREENPOINT MORTGAGE, Manhattan, New York 2005 - 2006

Senior Account Manager, Norfolk Bank

• Ranked top 10% in new originations by creating a wholesale sales territory in a new market and generating demand for niche products. Credit analysis and underwriting of loan files.

• Entrusted by management to manage under performers as well as train and mentor loan personnel on sales strategies, marketing techniques, program guidelines, regulation and compliance.

• Led sales efforts by identifying client needs and strategic business opportunities; coached staff to customize client interactions based on these needs and opportunities.

CHASE/FLEET MORTGAGE, Jericho, New York 1997 - 2005

Sales Manager/Loan Consultant

• Built broad based referral networks by enlisting team in community initiatives, organizing network events, conducting B2B group sales and serving as a leader in network sales referrals.

• Received 97% Overall Customer Satisfaction Award for instituting “1000 Times More Service Than Anticipated” rule of thumb; initiated and secured new client accounts while retaining long-standing clients.

• Opened, serviced and maintained Corporate Affiliate Accounts; pioneered brokered out lender services; paved path for government lending and construction programs. Underwriting. Credit Analysis.

• Succeeded as the Top Producer in area by creating processes for pipeline management, installing rate lock maintenance, conducting follow through and leading territory in self source loan originated sales.

• Developed sales and educational seminars, motivational contests and award systems for staff.

• Prospected for account opportunities by cross selling, initiating website sales, advertising, and conducted telesales; performed detailed financial, competitor and credit analysis. DE Underwriting.

JULIE Page Three

EDUCATION

COLLEGE OF ST. JOSEPH/ST. MICHAELS COLLEGE, Winooski, Vermont

Bachelors, Business Administration



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