CHARLEEN CESARIO
Conway,South Carolina
Summary
Results-oriented leader in business development and partner growth within mortgage and financial services. Drives effective onboarding and training programs that boost productivity and compliance while enhancing customer and partner satisfaction. Demonstrates strong operational rigor, executive communication, and cross-functional collaboration. Willing to travel.
Overview
21
21
years of professional experience
Work History
Market Loan Advisor
Zillow Home Loans
07.2024 - Current
- Onboarded 450+ Zillow Preferred real estate partners nationwide, in person and virtually accelerating launch readiness, compliance alignment, and standardized adoption of Zillow Home Loans programs and workflows.
- Facilitated high-volume loan officer introductions and partner launch meetings to accelerate time-to-productivity and strengthen agent-lender collaboration across multiple markets.
- Served as primary liaison among real estate partners, regional managers, growth advisors, and loan officers to ensure compliance alignment and operational readiness while enhancing partner and buyer experience.
- Led national onboarding and launch execution for Zillow Preferred real estate partners through structured workflows, loan officer introductions, and launch readiness initiatives.
- Partnered cross-functionally with Regional Managers, Growth Advisors, and Loan Officers to optimize capacity planning, coverage strategy, and partner expectations during active launches.
- Met and exceeded performance expectations for six consecutive quarters, earning top-tier monthly and quarterly incentive payouts through sustained overperformance.
- Enhanced partner engagement and buyer experience through standardized onboarding presentations and structured follow-up, reinforcing long-term, high-trust relationships.
Senior Loan Originator
Philadelphia Company
Ambler, PA
01.2022 - 01.2024
- Assisted clients with mortgage applications at Philadelphia Mortgage.
- Managed personal pipeline and CRM activity, ensuring timely follow-ups and nurturing referral partner relationships to enhance client acquisition.
- Ensured compliance and operational execution through meticulous documentation and effective communication with partners.
- Enhanced brand visibility by actively participating in industry networking events and conducting training workshops.
Senior Loan Originator
Arc Home LLC
Mount Laurel, NJ
01.2021 - 01.2022
- Closed and managed $40M in business in first year.
- Managed clients and business development strategy while leading a team of loan officers, enhancing market presence and establishing organization as preferred lending partner.
- Coached and trained seven loan officers to achieve productivity goals and exceed benchmarks.
- Successfully led startup channel to exceed goals.
- Recognized for securing and managing high-value contracts with C-suite stakeholders nationwide.
- Led training and events, negotiated contracts, and managed budget to achieve performance outcomes.
Growth Consultant and Relationship Manager
Anywhere Real Estate
Madison, NJ
01.2016 - 01.2021
- Managed portfolio of 80 offices and 50 owners, overseeing training, technology adoption, and retention strategies.
- Achieved 97% success rate in renewal, vendor, and M&A contract negotiations.
- Managed franchise agreements, expanded territories, and led national training initiatives for the world's largest real estate brokerage franchisor.
- Supported offices in rebranding and technology adoption while facilitating strategic growth planning through extensive travel.
- Led onboarding and SaaS implementation efforts, strengthening long-term client partnerships.
- Presented at and organized the Global Yearly Event Conference on Customer Experience and Value Propositions.
- Century 21
Software Sales and Channel Enablement
Bentley Systems
01.2014 - 01.2015
Sales Management and Marketing Consultant
Liberty Property Tax Appeal Consulting
West Chester, PA
01.2011 - 01.2014
Community Banker and Account Executive
Homesavings of America
Charlotte, NC
01.2008 - 01.2011
Account Executive
Homecomings Financial & GMAC
Parcipany, NJ
01.2005 - 01.2008
Education
Some College (No Degree) - Finance
Southern New Hampshire University
Hooksett, NHSkills
- Customer relationship management
- Salesforce CRM
- Market Research
- Financial Analysis
- Data Analysis
- Project Management
- Microsoft Office
- Office 365
- Microsoft Teams
- Zoom
- Graphic Design
Professional Development And Licenses
- The Ken Blanchard Companies - Self Leadership Training
- FranklinCovey - Business Writing Skills
- Licensed Loan Originator, NMLS #170258
- Real Estate Licenses expected April 2026
Professional Highlights
- Zillow Home Loans (ZHL): Exceeded performance goals by 120%+, earning top-tier bonus payouts in every eligible quarter through sustained national onboarding execution and partner adoption.
- Arc Home LLC: Ranked #2 nationally; selected for top regional leadership role; licensed in 22 states; exceeded regional partner and contract-closing benchmarks.
- Anywhere Real Estate (Century 21): Drove 70% business growth, surpassing performance targets while leading large-scale rebranding, onboarding, and market expansion initiatives.
Timeline
Market Loan Advisor
Zillow Home Loans
07.2024 - Current
Senior Loan Originator
Philadelphia Company
01.2022 - 01.2024
Senior Loan Originator
Arc Home LLC
01.2021 - 01.2022
Growth Consultant and Relationship Manager
Anywhere Real Estate
01.2016 - 01.2021
Software Sales and Channel Enablement
Bentley Systems
01.2014 - 01.2015
Sales Management and Marketing Consultant
Liberty Property Tax Appeal Consulting
01.2011 - 01.2014
Community Banker and Account Executive
Homesavings of America
01.2008 - 01.2011
Account Executive
Homecomings Financial & GMAC
01.2005 - 01.2008
Some College (No Degree) - Finance
Southern New Hampshire University