Brooke Fozzard
Transaction Manager
Layton,UT
Summary
Experienced Business Manager skillful in monitoring and managing daily business operations with focus on continuous improvement. Transforms underperforming operations into successful enterprises using resourcefulness and high-level business acumen. Decisive and analytical with 10-year history of successful industry performance.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
Work History
Transaction Manager
Varilease Corporate Finance
Salt Lake City, UT
05.2023 - Current
- Streamlined transaction processes by implementing efficient systems and procedures, resulting in reduced processing time.
- Managed complex transactions for high-profile clients, ensuring timely completion and client satisfaction.
- Negotiated favorable contract terms with vendors and partners, contributing to overall cost savings for the company.
- Coordinated cross-functional teams to facilitate seamless transaction execution, maintaining clear communication channels throughout the process.
- Analyzed financial data to identify potential risks and opportunities, leading to better-informed decision-making by senior management.
- Developed strategic relationships with key stakeholders to foster collaboration and improve transaction outcomes.
- Reviewed legal documents for accuracy and compliance, minimizing potential disputes or delays in closing transactions.
- Resolved conflicts between parties involved in transactions through effective mediation and negotiation techniques, ensuring successful outcomes for all parties involved.
- Ensured adherence to regulatory guidelines by conducting thorough due diligence on prospective deals and partners.
Sales Manager
Fink & McGregor Mortgage
Salt Lake City, UT
09.2016 - Current
- Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
- Mentored junior team members in project management best practices to enhance their skills and contribute to better overall performance.
- Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
- Reduced machine downtime through regular maintenance and proactive troubleshooting of automation equipment.
- Performed root cause analysis on automation-related issues, recommending corrective actions to prevent future occurrences.
Financial Advisor
Empower Financial
Denver, CO
06.2022 - 05.2023
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Senior Loan Officer
Veterans First Mortgage
Salt Lake City, UT
01.2012 - 09.2016
- Enhanced loan application process by streamlining documentation and improving communication channels with clients.
- Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Conducted comprehensive market research to identify emerging trends and design competitive loan products accordingly.
- Achieved high levels of client retention by providing exceptional service throughout the loan origination process.
- Maintained strict compliance with industry regulations, ensuring accuracy in disclosures and adherence to lending guidelines.
- Increased mortgage revenue by developing targeted marketing campaigns aimed at specific customer segments.
- Managed a diverse portfolio of loans while maintaining low default rates through careful risk assessment and proactive borrower support.
Corporate Trainer
American Red Cross
Murray, UT
03.2007 - 01.2011
- Boosted employee engagement by developing and implementing interactive training sessions.
- Enhanced corporate culture by conducting team-building activities and workshops.
- Supported company growth by designing targeted training programs for new hires.
- Improved employee retention rates with ongoing professional development opportunities.
- Streamlined onboarding processes, resulting in decreased time to productivity for new employees.
- Collaborated with department managers to identify skill gaps and develop tailored training solutions.
- Optimized training materials using a variety of multimedia formats, such as video presentations, e-learning modules, and written manuals.
- Facilitated open communication between employees and leadership by organizing regular feedback sessions and focus groups.
- Delivered impactful presentations at industry conferences, raising brand awareness while sharing best practices with peers.
- Conducted evaluations and observed employee performance to identify areas of needed improvement.
- Held online and conference call training session to accommodate off- site employees.
Education
Bachelor of Science - Business Management/Finance
Weber State University
Ogden, UT 01.2022 - Current
Associate of Science - General Studies
Salt Lake Community College
Salt Lake City, UT05.2002
Skills
- Financial Management
- Cross-Functional Communication
- Staff Management
- Operational Efficiency
- Business Administration
- Project Management
- Financial Transactions
- Customer Experience Control
- Cross-Functional Collaboration
- Coaching and Mentoring
- Operational Oversight
- Contract Drafting
Certifications
- FINRA Securities Licenses-Series 7 and Series 66
- NMLS Licensed Loan Officer-870545
- Utah Notary Public
- Six Sigma Certified
References
References available upon request
Hobbies
Backpacking, Hiking, Oil Painting, Krav Maga, Travel
Timeline
Transaction Manager
Varilease Corporate Finance
05.2023 - Current
Financial Advisor
Empower Financial
06.2022 - 05.2023
Bachelor of Science - Business Management/Finance
Weber State University
01.2022 - Current
Sales Manager
Fink & McGregor Mortgage
09.2016 - Current
Senior Loan Officer
Veterans First Mortgage
01.2012 - 09.2016
Corporate Trainer
American Red Cross
03.2007 - 01.2011
Associate of Science - General Studies
Salt Lake Community College
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