Results-driven Mortgage Professional with a strong record in loan advising and sales team leadership. Achieved top advisor status by closing 100 loans in 2023 and ranked #1 Development Manager at Royal United Mortgage for six quarters. Transformed an underperforming branch into a profitable operation and currently manage a branch at Mutual of Omaha Mortgage, focusing on empowering Account Managers to address homeowner concerns.
Work History
Branch Manager
7 Months
Mutual of Omaha Mortgage | 03.2026 - Current
Led Austin branch; recruited 7 loan officers to establish team.
Closed 69 loans totaling $7.9M since joining in March.
Developed branch sales process from scratch, creating webpage for clients to view and compare loan options.
Director
5 Months
Royal United Mortgage LLC | 10.2025 - 03.2026
Managed branch ownership through strategic adjustments that shifted results from money-losing performance to $100k+ monthly profit.
Grew team by 6 advisors in 6 months while maintaining high productivity.
Developed a process for evaluating reps' calls, leading to company-wide implementation by Royal.
Directed mortgage operations, aligning lending workflows with compliance and production goals.
Assistant Vice President of Lending
1 Year 4 Months
Royal United Mortgage LLC | 06.2024 - 10.2025
#1 AVP in the company in my last quarter. My team of 5 closed 89 loans in 3 months, the top team in the company.
Led a team of training managers and loan advisors working a pipeline of 50+ active clients at any given time.
Hired and trained new advisors, including one who closed 19 loans in their first 60 days after getting licensed.
Hired and trained new advisors, resulting in one advisor closing 19 loans within the first 60 days post-licensing.
Developed and implemented training program utilized company-wide for onboarding and skill enhancement.
Phone-based, direct-to-consumer mortgage lender. Promoted four times in four years.
Sales Development Manager
1 Year 9 Months
Royal United Mortgage LLC | 09.2022 - 06.2024
Guided new reps through Royal's service and education process, resulting in 6 of the company's top 10 applications originating from my group.
Carried my own pipeline the whole time: 100 loans closed in my first full year, and #1 advisor in the company for 2023.
Managed personal pipeline, closing 100 loans in first full year and achieving #1 advisor status in the company for 2023.
Engaged customers through phone-based interactions to facilitate mortgage processes, direct-to-consumer mortgage lender. Promoted four times in four years.
Team Leader of Lending · Loan Advisor
6 Months
Royal United Mortgage LLC | 03.2022 - 09.2022
Handled inbound and outbound calls as a loan advisor and advanced to team lead within four months.
Served as a phone-based, direct-to-consumer mortgage lender and earned four promotions over four years.
Led daily team workflows to maintain smooth loan processing and borrower communication.
Reviewed files for accuracy before underwriting submission and closing preparation.
Finance Intern
1 Year 2 Months
GrandView Homes | 06.2018 - 08.2019
Supported financial analysis and reporting tasks. and Summer Analyst (2018) at a homebuilder.
Analyzed budgeting and forecasting inputs to support finance decisions and planning accuracy.
Updated financial models and spreadsheets to improve reporting consistency and data reliability.
Education
BBA - Finance
University of Tennessee, Haslam College of Business | Knoxville | 01-2021
Skills
Branch operations management
Sales development
Team leadership
Process improvement
Sales strategy
Time management
Relationship building and management
Certification
Licensed Mortgage Loan Originator, NMLS #2333177
Personal Information
Title: Sales Leader | Mortgage & Home Equity
ID Type: NMLS
ID Number: #2333177
Timeline
Branch Manager
Mutual of Omaha Mortgage
03.2026 - CurrentRead More
Director
Royal United Mortgage LLC
10.2025 - 03.2026Read More
Assistant Vice President of Lending
Royal United Mortgage LLC
06.2024 - 10.2025Read More
Sales Development Manager
Royal United Mortgage LLC
09.2022 - 06.2024Read More
Team Leader of Lending · Loan Advisor
Royal United Mortgage LLC
03.2022 - 09.2022Read More
Finance Intern
GrandView Homes
06.2018 - 08.2019Read More
University of Tennessee, Haslam College of Business