Chéri McCarthy
Summary
ENTERPRISE SALES & CUSTOMER EXPERIENCE EXECUTIVE
Growth-focused executive with 30+ years in the mortgage and mortgage insurance industry, driving enterprise expansion, customer experience transformation, and strategic partnerships. Proven ability to scale markets, influence executive stakeholders, and align Sales, Risk, Pricing, and Operations to deliver sustainable revenue growth and differentiated customer outcomes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Managing Director
National Mortgage Insurance Corp
Emeryville
02.2017 - Current
- Drove 3000%+ production growth in undeveloped territory through disciplined market expansion and executive-level engagement
- Lead a 14-state region and team of 8 Account Managers, driving growth, strengthening executive relationships, and influencing enterprise strategy.
- Build and develop a high-performing sales organization across a complex, multi-state market
- Serve as a trusted advisor to senior lender leadership, influencing pricing, internal operations, sales, and product utilization
- Lead customer experience improvements across sales and service touchpoints through cross-functional collaboration
- Drive process enhancements improving turnaround times, service consistency, and client satisfaction
- Advance adoption of technology and AI-driven tools to improve efficiency and decision-making
Regional Sales Manager
Arch Mortgage Insurance Company
Walnut Creek
05.2014 - 02.2017
- Cultivated relationships with key clients to build long-term partnerships and enhance loyalty.
- Developed regional sales strategies to increase market share and strengthen client relationships.
- Trained and mentored sales representatives to elevate team performance and drive sales effectiveness.
- Analyzed market trends to identify opportunities for product positioning and growth.
Education
Bachelor of Science - Finance
Northeastern University
Boston, MASkills
Enterprise Growth Strategy • Customer Experience Leadership • Executive Relationships • Risk-Based Pricing • Market Intelligence • Cross-Functional Leadership • Sales Transformation • Technology & AI Adoption
Executive Impact
- Built territory achieving 3,000%+ growth through strategic expansion and executive engagement
- Selected to influence enterprise strategy across pricing, operations, technology, and sales
- Advisor to senior executives at top national and regional lenders assisting with strategy, retention, and growth
- Engage with industry leaders to address market trends, regulatory developments, and customer experience
Additional Leadership Roles
- Pacific Union Correspondent, Regional Sales Director - 2013-2014
- Cole Taylor Mortgage, Area Account Manager - 2011-2013
- MetLife, Correspondent Account Manager - 2009-2011
- Taylor, Bean, and Whitaker Mortgage Corp, Correspondent Area Manager - 2006-2009
- MGIC, Account Manager - 2000-2006
Board and Enterprise Leadership
- Mortgage Advisory Board, Co-Founder - Established forum to drive strategic dialogue, provide industry based education, and peer networking
- Massachusetts Mortgage Bankers Association - Board of Directors
- Serve on internal advisory boards on risk-based pricing, operational excellence, and sales innovation, go-to-market execution, and technology including AI
- Act as the voice of the customer, driving cross-functional improvements that enhance experience, responsiveness, and consistency
- Support rollout of new strategies, tools, and AI-driven initiatives to modernize sales and operational performance
Certification
- Certified Mortgage Banker (CMB)
Timeline
Managing Director
National Mortgage Insurance Corp
02.2017 - Current
Regional Sales Manager
Arch Mortgage Insurance Company
05.2014 - 02.2017
Bachelor of Science - Finance
Northeastern University