Christian Elza
Goodyear,United States
Summary
Dynamic and results-driven professional with extensive experience in project management and operational leadership. Former Chief Operating Officer of a startup financial advisory firm, instrumental in scaling assets under management to over $156M. Proficient in optimizing workflows and delivering successful projects in operations, leveraging expertise in industry-leading tools such as Jira, Asana, Salesforce, and Zendesk. Google Project Management Certified, with a proven track record of enhancing efficiency and driving growth. Adept at leading cross-functional teams, streamlining processes, and executing strategic initiatives to meet organizational goals. Seeking to bring innovative solutions and operational excellence to a Project Management of Operations role.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Mortgage Loan Officer
Cardinal Financial
07.2024 - Current
- Conducted thorough pre-qualification analyses to match potential borrowers with appropriate loan products for their needs.
- Collaborated with underwriters, processors, and closers to ensure a seamless loan process for clients.
- Analyzed applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
- Managed pipeline of mortgage applications for timely processing and closing, resulting in satisfied clients.
- Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
- Exceeded monthly mortgage closing goals on average by 200% to goal.
Presidents Club Mortgage Banker
Rocket Mortgage
08.2020 - 05.2024
- Maintained client list of over 400 clients while actively originating and underwriting 25-30 clients a month
- Licensed and proficient in 23 states and federal rules and regulations including government and conventional ordinances
- Responsible for gaining client trust, originating mortgage loan, underwriting loan, and establishing relationship with closing team while staying in compliance of risk management.
- Earned the Rocket Mortgage 'Love Our Clients' annual award 3 times for maintaining the highest client satisfaction in the company above all other bankers, considered to be the companies most prestigious award
- Advanced knowledge of Salesforce, Microsoft Office, Jira, Velocify, Clickup, and LiveChat
Chief Operations Officer
Paradigm Money Management
06.2019 - 07.2020
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Streamlined operations by identifying inefficiencies and implementing process improvements.
- Overseen all aspects of business and client operations from internal growth to client goal satisfaction
- Conducted financial analysis of the company's operations and identified areas of cost savings and potential growth opportunities
- Collaborated with head RIA in establishing the book of business from $0 to growing assets under management to $156M in one year
- Proficient and trained staff in Zendesk, Jira, Freshworks, Mytime, Pipedrive, Slack, Google Suite.
BC Project Manager
Simplicity Financial Marketing
06.2018 - 06.2019
- Trained financial advisors nationwide on the intricacies of over 2,500 retirement products from 150 different carriers, enhancing their product knowledge and sales capabilities
- Collaborated with the lead Business Coach to manage a robust book of business, supporting and growing the firms of over 200 financial advisors with tailored marketing and client support strategies.
- Successfully maintained and expanded over $250 million in advisor business month over month, contributing to the consistent growth of the organization.
- Developed and implemented a strategic sales approach that significantly increased revenue for both advisors and business coaches.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Excellent time management, prioritization, and organizational skills
- Successful track record in coordinating the work of internal and external teams to develop new procedures
- Highly proficient in Asana, Jira, Zendesk, Salesforce, Microsoft Office
Customer Success Advocate
Weebly/Square (SaaS)
12.2016 - 05.2018
- Oversaw a portfolio of high-value accounts, consistently exceeding retention and customer satisfaction targets. Developed and maintained strong relationships with key stakeholders, resulting in a 90%+ retention rate and significant customer satisfaction improvements.
- Delivered an elevated client experience while providing technical support via phone, email, and chat
- Created unique solutions to questions, complaints, or concerns with knowledge of Square e-Commerce
- Consistently exceeded sales goals by 120% every month from product recommendations to help clients achieve their business goals
- Advanced knowledge in Zendesk, Helpshift, Jira, and Google Suite
- Supported iOS, MacOS, Android, and Windows
Sales Account Consultant
Godaddy (SaaS)
09.2009 - 11.2016
- Consistently outperformed quarterly retention targets by 15-20%, securing high customer retention rates through proactive relationship management, detailed customer health assessments, and tailored success plans. Achieved a customer satisfaction score of 95%+, significantly above the company average.
- Identified upsell and cross-sell opportunities within the customer base, leading to a 25% increase in revenue from existing accounts over two years. Created a playbook for cross-functional teams to replicate this success, which contributed to a 30% reduction in customer churn.
- Took initiative in a high-growth, early-stage environment by developing scalable processes and best practices that allowed the team to handle a growing book of business efficiently. Recognized by leadership for making a substantial impact on customer experience and team efficiency within the first year.
- Consistently surpassed sales goals of $2500 a week by consulting with clients on the goals and needs to grow their business using company SaaS products
- Achieved Godaddy Rockstar award 4 times
Education
High School Diploma -
Arizona Charter Academy
Surprise, Az05.2004
Skills
- Ability to Work Under Pressure
- Communication Skills
- Effective Time Management
- Leadership and Teamwork
- Critical thinking and problem solving
- Project Management
- Key accounts development
- CRM software expertise
- SLA management
- Cross-functional coordination
- SaaS Cloud-based Solutions Suite
- SaaS Platforms
Certification
- NMLS# 2022918
- Federal Mortgage Loan Originator License
- 22 State Mortgage Licenses
- Dave Ramsey Financial Coach
- Google Project Management Certification
Accomplishments
- Rocket Mortgage "Love Our Clients" multi-time award winner.
- Godaddy Rockstar 4 time winner
- Square Presidents VIP annual winner
Timeline
Senior Mortgage Loan Officer
Cardinal Financial
07.2024 - Current
Presidents Club Mortgage Banker
Rocket Mortgage
08.2020 - 05.2024
Chief Operations Officer
Paradigm Money Management
06.2019 - 07.2020
BC Project Manager
Simplicity Financial Marketing
06.2018 - 06.2019
Customer Success Advocate
Weebly/Square (SaaS)
12.2016 - 05.2018
Sales Account Consultant
Godaddy (SaaS)
09.2009 - 11.2016
- NMLS# 2022918
- Federal Mortgage Loan Originator License
- 22 State Mortgage Licenses
- Dave Ramsey Financial Coach
- Google Project Management Certification
High School Diploma -
Arizona Charter Academy
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