Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Daniel Xenakis

Daniel Xenakis

Collingswood

Summary

Mortgage executive with 20+ years of experience in strategic initiatives, branch P&L management, and cross-functional operations. Proven track record aligning corporate strategy with execution, implementing process improvements, and managing origination and fulfillment teams. Strong blend of executive leadership and hands-on branch experience, with expertise in project management, outsourcing/vendor oversight, compliance, and operational metrics.

Overview

10
10
years of professional experience
1
1
Certification

Work History

EVP National Sales and Strategic Inititives

Amres Corportation
Trevose
01.2024 - Current
  • Sales Strategy & Revenue Operations

    • Collaborate and provide executive level support to the CEO in leading the mortgage organization and aligning strategic initiatives with long-term growth targets
    • Lead company-wide sales strategy, prioritizing key initiatives and guiding high-impact decision-making across verticals
    • Deliver data-backed insights that drive performance improvements, highlight risks, and inform go-to-market strategies
    • Own and refine the company’s business cadence, ensuring meetings and planning processes are purposeful, efficient, and outcome-driven
    • Collaborate cross-functionally to develop dashboards and KPIs, creating transparency and accountability across sales teams
    • Provide executive-level reporting and strategic recommendations to leadership, closely tracking progress against revenue objectives
    • Design and manage sales compensation plans that drive performance, align with financial targets, and evolve with market conditions
    • Lead the sales tools strategy, ensuring best-in-class systems are in place for CRM, lead gen, automation, and enablement

    Strategic Leadership & Organizational Growth

    • Drive Company Vision & Strategic Direction: Define and execute company-wide strategy in collaboration with senior leadership, expanding service offerings and competitive positioning
    • Operational Optimization & Scalability: Oversee and evolve operational frameworks and production processes to meet client needs and industry advancements
    • Talent Strategy & Leadership Development: Guide recruitment strategies to attract top-tier talent while fostering leadership growth and succession planning across the organization
    • Innovation & Digital Transformation: Champion forward-thinking solutions and technology adoption to ensure agility and sustained market relevance
    • Partnerships & Community Engagement: Build and nurture key relationships across the industry and local communities to expand impact and support homeownership goals

Branch Manager/Loan Officer

American Financial Network
Tampa
11.2021 - 01.2024

Sales Leadership & Team Performance: Lead a team of loan officers by setting production goals, monitoring pipelines, and coaching staff to consistently exceed sales targets.
Loan Origination: Personally originate residential mortgage loans across Conventional, FHA, VA, USDA, and Non-QM products, maintaining high production standards and ensuring compliance with investor and regulatory guidelines.
Recruitment & Onboarding: Recruit, hire, and develop top-producing loan officers and support staff. Provide ongoing mentorship, performance reviews, and training to build a high-performing sales culture.
Business Development & Market Growth: Build and maintain referral relationships with Realtors®, builders, financial advisors, and attorneys to expand the branch’s market share and grow the sales pipeline.
Operational Excellence & Compliance Oversight: Ensure adherence to all company policies, investor requirements, and state/federal compliance standards through regular audits and staff training.
Profitability & Financial Management: Partner with leadership to align branch financials with company objectives, managing revenue growth, expense control, and overall profitability.
Marketing & Community Engagement: Implement and support marketing initiatives to increase brand visibility through digital campaigns, events, and community outreach.
Strategic Collaboration: Work closely with corporate leadership to align branch sales strategies with overall company goals, providing feedback and insights to influence broader growth initiatives.

Mortgage Sales Manager

Homespire Mortgage
Safety Harbor
04.2018 - 11.2021
  • Sales Leadership & Growth: Led a team of loan officers, driving sales growth and consistently exceeding branch production goals.
  • Loan Origination: Personally originated a full range of products, including Conventional, FHA, VA, USDA, and Non-QM loans.
  • Recruitment & Team Development: Recruited, trained, and coached loan officers, fostering a high-performing, accountable sales culture.
  • Business Development & Market Expansion: Built strong referral pipelines with Realtors, builders, and financial professionals to increase market share.
  • Compliance Oversight: Ensured branch adherence to investor, federal, and state guidelines across all operations.
  • Financial Performance Management: Managed branch financials, balancing revenue growth with expense control to achieve profitability targets.
  • Strategic Collaboration: Partnered with corporate leadership to align branch sales strategies with overall company objectives.

Regional Market Manager

Franklin First Financial Ltd.
Philadelphia
05.2015 - 04.2018

Strategic Market Expansion: Provided leadership to launch and grow operations in the Philadelphia market, conducting cost-benefit analysis, market infiltration studies, and site selection to maximize new hires and sales growth.
• Office Development & Negotiations: Negotiated leases and subleases for new and existing branch offices, leveraging expertise in NJ/PA markets to secure favorable terms and support expansion.
Sales Strategy & Revenue Growth: Created and implemented strategies to increase market share and expand services, contributing to year-over-year revenue growth and supporting national expansion efforts.
• Profit & Loss Management: Held full responsibility for branch financial performance, including revenue, expenses, commissions, payroll, marketing, and overall budgeting, in partnership with Corporate Accounting.
• Recruitment & Team Development: Recruited, hired, trained, and developed staff across origination, processing, underwriting, compliance, closing, and licensing, ensuring operational excellence and regulatory compliance.
• Business Development & Partnerships: Built and sustained referral networks with attorneys, accountants, Realtors, builders, title companies, and other partners to drive business growth.
• Loan Origination: Personally originated residential mortgage loans, guiding clients through product selection, documentation, and compliance requirements to ensure successful approvals.

Education

SAFE Certificate - National MLO Licensure

America's Mortgage Institute
Cherry Hill, NJ
10-2013

MBA - Finance/Project Management

Rutgers University
Camden, NJ
05-2013

Associate of Arts - Paralegal Studies

Burlington County College
Mount Laurel, NJ
05-2007

Bachelor of Arts - Criminal Justice/Political Science/Pre-Law

Richard Stockton University
Pomona, NJ
12-1999

Skills

  • Strategic Planning & Execution
  • Mortgage Banking & Origination (Conventional, FHA, VA, USDA, Non-QM)
  • Branch Management & P&L Oversight
  • Project Management & Process Improvement
  • Operational Metrics & Performance Dashboards
  • Outsourcing & Vendor Management
  • Revenue Growth & Sales Strategy
  • Talent Acquisition, Coaching & Leadership Development
  • Compliance & Risk Management (Federal, State, Investor Guidelines)
  • Business Development & Referral Partnerships
  • Digital Transformation & CRM/Automation Tools
  • Negotiation & Relationship Building

Certification

  • NMLS 98489-Currently Licensed in AZ, FL, LA, MD, NJ, PA
  • Licensed Real Estate Agent-NJ # 2081334
  • Notary Public -NJ

Timeline

EVP National Sales and Strategic Inititives

Amres Corportation
01.2024 - Current

Branch Manager/Loan Officer

American Financial Network
11.2021 - 01.2024

Mortgage Sales Manager

Homespire Mortgage
04.2018 - 11.2021

Regional Market Manager

Franklin First Financial Ltd.
05.2015 - 04.2018

SAFE Certificate - National MLO Licensure

America's Mortgage Institute

MBA - Finance/Project Management

Rutgers University

Associate of Arts - Paralegal Studies

Burlington County College

Bachelor of Arts - Criminal Justice/Political Science/Pre-Law

Richard Stockton University