Ali Malcolm
Kansas City,MO
Summary
Energetic Sales Trainer aiming to leverage 20 years of sales expertise. Well-versed in collaborating with management and executive teams to coordinate and implement training protocols to drive performance.
Overview
24
24
years of professional experience
Work History
Licensed Sales Coach
Mann Mortgage
04.2023 - Current
- Develop and execute personalized sales coaching sessions with both new and seasoned mortgage loan officers.
- Conduct needs assessments on a regular basis to identify gaps in performance and develop targeted training and coaching solutions.
- Spearhead group coaching sessions and team initiatives to enhance the reach of the coaching team.
- Act as motivational and keynote speaker at management summits.
- Collaborate with department heads and senior management on a growth committee to drive sales and boost the company profitability.
- Assist in developing marketing materials to promote coaching services.
- Streamline onboarding process for new hires, ensuring seamless integration into the sales team and efficient ramp-up time.
Sr. Sales Trainer
TruHome Solutions
04.2020 - 10.2022
- Lead and conducted 8-week loan officer training class consisting of 5-15 loan officers introducing new hires to mortgage industry and acted as classroom teacher and technical trainer during initial training period, and long term coach and mentor thereafter
- Prepared and conducted on-site, off-site and virtual training sessions for credit union partners nationwide, both experienced and new loan officers
- Prepared and delivered all training materials and user guides to align with sales and service goals
- Worked closely with technology department on new system implementations as user experience subject matter expert and deployment plans
- Monitored sales calls for quality assurance
- Created action plans as needed for loan officers not meeting sales quotas
- Assessed training program effectiveness on regular basis and improved upon deficient areas
Loan Officer
BNC National Bank
01.2019 - 03.2020
- Originated, reviewed, processed, closed and administered customer loan proposals
- Ensured full data collection to determine risk factor according to sellable or portfolio guidelines
- Presented loan options available to best match customer's needs
- Assisted processing and closing staff with moving loan through closing
- Managed active pipeline of over 15 loans monthly
- Managed lead database requiring over 50 calls day
- Examined customer loan applications for loan approvals and denials
Loan Officer
KS State Bank
07.2016 - 06.2018
- Submitted loan applications to underwriter for recommendations
- Originated, reviewed, processed, closed and administered customer loan proposals
- Recommended loan approvals and denials based on customer loan application reviews
- Maintained strict confidentiality of bank records and client information.
- Managed active pipeline of over 15 loans monthly
- Managed lead database requiring over 50 calls day
Loan Officer
Pulaski Bank Consumer Direct
05.2011 - 07.2016
- Submitted loan applications to underwriter for verification and recommendations
- Originated, reviewed, processed, closed and administered customer loan proposals
- Recommended loan approvals and denials based on customer loan application reviews
- Maintained strict confidentiality of bank records and client information
- Managed active pipeline of over 15 loans monthly
- Managed lead database requiring over 50 calls day
REO Specialist
North American Savings Bank
05.2010 - 05.2011
- Assisted in marketing, selling and preservation of bank owned properties
- Coordinated closings
- Carried out day-day-day duties accurately and efficiently
- Liaised between property owners and prospective buyers to facilitate purchase and transfer of ownership
- Conducted research and contributed to property, tenant and market analysis to identify as thought leader and increase production
- Negotiated real estate contracts to navigate transactions between buyers and sellers
Loan Officer
Vinson Mortgage
04.2007 - 05.2010
- Submitted loan applications to underwriter for verification and recommendations
- Originated, reviewed, processed, closed and administered customer loan proposals
- Recommended loan approvals and denials based on customer loan application reviews
- Maintained strict confidentiality of bank records and client information
Producing Sales Manager
Solus Financial
05.2000 - 04.2007
- Assembled and maintained team of 10-15 loan officers that greatly increased sales
- Motivated Sales force
- Assisted in troubleshooting in all areas
- Coached and promoted high-achieving sales employees to fill leadership positions with qualified staff and boost company growth
- Set weekly goals for inside sales representatives
Skills
- Training Development and Delivery
- Expert Presentation Skills
- Procedure Manual Writing
- Advanced Mortgage Expertise
- Sales Training and Leadership
- Consultative/Solution selling
Timeline
Licensed Sales Coach
Mann Mortgage
04.2023 - Current
Sr. Sales Trainer
TruHome Solutions
04.2020 - 10.2022
Loan Officer
BNC National Bank
01.2019 - 03.2020
Loan Officer
KS State Bank
07.2016 - 06.2018
Loan Officer
Pulaski Bank Consumer Direct
05.2011 - 07.2016
REO Specialist
North American Savings Bank
05.2010 - 05.2011
Loan Officer
Vinson Mortgage
04.2007 - 05.2010
Producing Sales Manager
Solus Financial
05.2000 - 04.2007
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