Summary
Overview
Work History
Education
Skills
Timeline
Generic

DENNIS LEES JR

Wentzville,MO

Summary


Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

22
22
years of professional experience

Work History

Producing Sales Manager

Mutual Of Omaha Mortgage, Inc
03.2023 - Current
  • Originate refinance and purchase loan transactions
  • 2024 Executive Club Winner $15.4 million in closed volume
  • Outbound calling to prospective clients
  • Manage a team of 14 Loan Officers

Senior Home Loan Advisor

Chase
03.2022 - 03.2023
  • Originate purchase and refinance loan transactions
  • Refer banking, business and investment opportunity back to bank partners
  • Created strategies to coach and develop bankers to identify referral opportunities
  • Established referral network of realtor partners
  • Developed prospects for new loans by conducting 75 cold calls weekly

Mortgage Loan Originator

Mutual Of Omaha
09.2020 - 03.2022
  • Originated and processed purchase and refinance loan transactions
  • 2021 Heart of a Lion award winner (employee who best exemplifies the culture of Mutual of Omaha)
  • 2021 Executive Club award winner $20 million in closed volume
  • Loan Originator of the Month August 2021, $1.72 million in volume
  • Generated mortgage applications through inbound phone calls and outbound call strategies

Asst. Vice President Sales Manager

Citibank
11.2016 - 09.2020
  • Responsible for hiring, training and mentoring loan officers
  • Managed, motivated and inspired as many as 11 loan officers in an inbound telesales environment
  • Closed credits and volume
  • 2019 820 closed units $217,534,551 in volume
  • 2018 746 closed units $186,519,300 in volume
  • 2017 747 closed units $179,420,683 in volume
  • Drove cross sell activities to enhance the business model by deepening and acquiring Citi relationships
  • Managed inbound call queues and metrics to ensure call center objectives are met
  • Voice of the Employee Chair 2018 and 2019

Home Lending Officer

Citibank
04.2009 - 11.2016
  • Direct to Consumer 2009-2011, CBNA 2011-2016 (branch coverage)
  • Top Performer
  • 2012 347 units, 170% to plan, $70.1 million
  • 2013 385 units, 188% to plan, $64.4 million
  • 2015 287 units, 141% to plan, $53 million
  • 2012 Presidents Club Winner award to top 5 loan officers in the Company
  • Loan Officer of the month February 2011, April 2011, March 2012, March 2013, February 2014, October 2014, March 2015, March 2016, June 2016, August 2016
  • Generated mortgage referrals by working with as many as 30 branches to identify mortgage opportunities
  • 2016 Sales Advisory Council Member

Senior Account Executive

HSBC Household/Beneficial
08.2003 - 03.2009
  • Originated 1st and 2nd mortgage loans, personal loans, sold
  • Ranked in top 15% of Account Executives 2008
  • Ranked in top 20% of Account Executives 2007
  • 4th quarter Leadership Circle Nominee 2007

Education

BBA - Marketing & Management

University of Missouri - St Louis
St Louis, MO
05.2003

Skills

  • Effective Leader
  • Sales Skills and Tactics
  • Sales Pipeline Management
  • Customer Experience
  • New Business Development
  • Relationship building

Timeline

Producing Sales Manager

Mutual Of Omaha Mortgage, Inc
03.2023 - Current

Senior Home Loan Advisor

Chase
03.2022 - 03.2023

Mortgage Loan Originator

Mutual Of Omaha
09.2020 - 03.2022

Asst. Vice President Sales Manager

Citibank
11.2016 - 09.2020

Home Lending Officer

Citibank
04.2009 - 11.2016

Senior Account Executive

HSBC Household/Beneficial
08.2003 - 03.2009

BBA - Marketing & Management

University of Missouri - St Louis

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