Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Additional Work History
Training
Timeline
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DONNA DOBBINS

San Jose

Summary

Dynamic and growth-oriented professional with over 30 years of experience driving sales and profitable business relationships for banks and lending institutions. Instrumental in achieving results - gains to revenue and volume - through development and nurturing of strategic alliances with key partners. Confident and flexible leader, reputable for strong direction of sales teams and operations, with a recognized ability to provide the support and expertise that lead to success. Effective management and oversight of individual branch/office as well as multiple locations and satellite offices. Executed company policies and procedures to effect change and implement as a corporate directive. Skilled in three-year business planning, analyzing KPIs, KRAs, metrics, and company survey results. Action and solutions-oriented to minimize conflict resulting in a positive outcome. Highly effective in multitasking, managing deadlines, and staying within specific timelines. Responsible for providing or managing staff responding to RFI, RFQ & RFPs. Forward-thinking strategist who inspires loyalty and trust by delivering consistent and knowledgeable service. Ability to transfer experience and skills to other industries & deliver successful results independently and as part of a team.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Mortgage Sales Manager

UNCLE Credit Union
08.2021 - 02.2023
  • Oversees the mortgage originations by managing Mortgage Loan Consultants, receiving & assigning internal 'leads,' as well as online referrals
  • Working in conjunction with mortgage operations during the processing, underwriting, and funding of loans
  • Representing Mortgage Originations on internal committees, interface with other credit union locations & developing new external sources of business
  • Implemented business development objectives along with identifying Realtor & Builder opportunities & participation in industry-related activities
  • Analyzed regional market data to identify growth opportunities within the territory assigned to the sales team.
  • Coordinated with marketing team on promotional strategies tailored specifically for the local market demographics.
  • Developed strategic business relationships with realtors, builders, and other industry partners to drive mortgage loan referrals.
  • Created a positive work environment that fostered teamwork, collaboration, and continuous learning among employees.
  • Collaborated closely with senior management on developing annual budgets and forecasts for the mortgage division.
  • Managed the pipeline of mortgage applications, ensuring timely processing and closing to meet customer expectations and deadlines.
  • Organized promotional events and interacted with community to increase sales volume.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.

Builder Consultant

SNAP.BUILD (dba Mainsail Capital, LLC)
03.2018 - 03.2019
  • Company Overview: Alternative Lending solution for builders
  • Worked from home-based office in San Jose (Bay Area of Northern California) as Builder Consultant for California market
  • Develop and cultivate new and existing builder relationships for construction lending opportunities
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborated with teams to define, strategize, and implement marketing and web strategies.

Vice President/Reg'l Builder Sales Mgr. of NorCal

NEW AMERICAN FUNDING (BROKER SOLUTIONS)
05.2015 - 06.2016
  • Company Overview: National mortgage banker
  • Functioned as Builder Business Development Manager to develop relationships between New American Funding (NAF) and new-home builders throughout Northern California (Bay Area specifically)
  • Worked with Regional Vice President to identify appropriate branch personnel to service builder accounts
  • Participated in recruiting for branches
  • Met with loan consultants and branch managers to conduct builder business training
  • Supplied builder partners with industry data to keep them apprised of market conditions affecting new construction and mortgage banking
  • Provided new home construction data, market trends, and builder business opportunities in specific servicing areas, to both Regional & Divisional Managers
  • National mortgage banker
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
  • Identified opportunities to improve business process flows and productivity.
  • Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
  • Increased company growth through collaboration with sales and marketing departments.
  • Launched new products or services in various markets by conducting comprehensive market research studies and tailoring offerings based on customer needs analysis.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Represented organization at industry conferences and events.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Increased team productivity by providing ongoing training and support, fostering a positive work environment that encouraged growth.
  • Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
  • Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
  • Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
  • Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
  • Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
  • Drove regional sales growth, implementing innovative marketing strategies and cultivating key partnerships.
  • Managed accounts to retain existing relationships and grow share of business.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.

Church Office Manager

CALVARY ASSEMBLY OF GOD CHURCH
05.2013 - 12.2014
  • In charge of day-to-day operation of office and duties supporting the Church Board, Lead Pastor, and Associate Pastor and responsible for business activities relating to the regular functioning of the church
  • Organized and facilitated weddings, funerals, memorial services, and banquets
  • Prepared and distributed both weekly and monthly confidential reports to church board
  • Responsible for occasional reporting to corporate office of Assemblies of God
  • Functioned as Liaison between Church & Owner/Director of Christian School who rents part of church facility during the week
  • Responsible for all kitchen & banquet room functions; planned all food prep for various events; purchased and prepared food & packaging items for 'boxed lunches' provided at training seminars; and kept kitchen stocked according to church needs
  • Handled sensitive information with discretion, maintaining confidentiality of church documents and records

Area Builder Sales Manager / Builder Branch Manager – National Builder Division

WELLS FARGO HOME MORTGAGE
06.2003 - 04.2009
  • Company Overview: Mortgage arm of global financial services company
  • Targeted new business opportunities within the Bay/Greater Bay area – proactively identified and contacted high-level builder executives to initiate partnerships by cultivating a rapport and serving as primary liaison
  • Conducted weekly production meetings with Builders and lending sales and operations team to review pipeline
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Increased team productivity by providing ongoing training and support, fostering a positive work environment that encouraged growth.
  • Sold "Forward Commitment" blocks of money to Builders
  • Collaborated with Builder Staff throughout Region in identifying First Time Home Buyer loan products for communities assigned to them
  • Assigned annual volume and production targets to HMCs, monitoring quarterly progress and delivery goals
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Facilitated staff meetings to instill focus on goals and customer service and communicate with senior management on issues of concern
  • Researched and obtained approval to be a designated lender for BMR and MCC loan programs
  • Boosted traffic & home/condominium sales – overall loan volume increased 33% in the first 18 months – by initiating and growing vital builder relationships
  • Increased business with existing and new builders by designating Wells Fargo Home Mortgage, Builder Division as a preferred lender
  • Captured JV partnership with a national homebuilder by working with its Bay Area President for 16 months, and developed a positive rapport its senior management team
  • Collaborated with JV Builder and City Offices where new developments were located to establish BMR guidelines for designated units and homes
  • Achieved $1 billion in annual production of closed loans during Area Builder Sales Manager tenure
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Examined and pre-underwrote customer loan applications for loan approvals and denials
  • Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs
  • Directed recruitment and onboarding efforts, assembling high-performing team committed to achieving branch objectives.
  • Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
  • Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice
  • Maintained professional relationships with clients throughout the duration of each project, keeping them informed on progress updates and addressing any concerns as needed.

Branch Manager

COUNTRYWIDE HOME LOANS
11.2001 - 05.2003
  • Company Overview: Nationwide mortgage banking leader with a dedicated Builder Division
  • Recruited, hired, and provided initial and ongoing training
  • Partnered with Operations Manager to develop strong customer service strategies and served as Branch Representative at manager and regional meetings
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Researched and identified business opportunities with Realtors and Builders, resulting in the Branch achieving highest percentage in the Region of increased purchase business and overall business by 45%
  • Developed a high-performing Builder Sales team through targeted recruitment, training, and performance management initiatives.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
  • Fostered culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

Vice President & Builder Sales Manager

SOMA LIVING
12.2000 - 09.2001
  • Company Overview: Full-service real estate and mortgage banking company
  • Develop and manage builder accounts throughout the Bay Area
  • Optimized operations by lending support to Company Stores & teaming with corporate staff to develop innovative procedures & strategies to increase and service business partners
  • Led cross-functional teams for the successful completion of in-house projects, resulting in increased efficiency and client satisfaction
  • Collaborated with senior management to develop strategic initiatives and long term goals
  • Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms
  • Start-up company that folded by the end of 2001

Bay Area Account Manager – National Builder Division

COUNTRYWIDE HOME LOANS
04.1999 - 10.2000
  • Company Overview: Nationwide mortgage banking leader with a dedicated Builder Division (Acquired by Bank of America in 2008)
  • Pursued and developed retail builder accounts in NorCal, teaming with local branches throughout the Bay Area to assign qualified, dedicated loan agents to new-home communities
  • Managed local and corporate-level builder relationships - accompanied loan agents and branch managers on sales calls to, providing vital coaching and expertise to ensure service quality and customer satisfaction
  • Implemented tailored solutions for each client, optimizing their satisfaction with our products and services.
  • Played an instrumental role in the expansion of the company''s presence in the designated region by securing new accounts consistently
  • Organized local events such as trade shows or workshops, driving brand awareness and attracting potential clients.
  • Regularly exceeded sales targets by proactively identifying new prospects within the assigned area
  • Coordinated with cross-functional teams to ensure seamless execution of projects from inception through completion
  • Served as a primary point of contact for all client inquiries, ensuring prompt resolution and maintaining a high level of customer satisfaction
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.

Education

Catering, Baking And Professional Food Prep - hospitality training

California Culinary Academy
San Francisco, CA

Skills

  • Fortune 500 company sales background
  • Effective Relationship Management
  • Business Development & CRM
  • Business Consulting
  • Strategic Negotiation Expertise
  • Organizational Strategy Implementation
  • Effective Leadership Skills
  • Precision-Focused Approach
  • Team leadership & development
  • Sales & Marketing
  • Credit Analysis
  • Builder & Contractor Business
  • KPI analysis
  • Processes and procedures
  • Engaging Presentation Techniques
  • Cross-Department Collaboration
  • Persuasive Communication
  • Profit and Loss Oversight
  • Financial Budgeting
  • Customer and employee rapport
  • Financial Data Analysis
  • Effective Project Management
  • Customer Service Strategy Development
  • Workflow Analysis
  • Pipeline Oversight
  • Sales Cycle Expertise
  • Project leadership
  • Verbal/written communication/Multitasking
  • Policy and procedure development
  • Proficient in MS office

Certification

  • California NMLS, 1374023

Affiliations

  • Builder Industry Association/Bay Area
  • Santa Clara County Realtors Association
  • National Association of Professional Mortgage Women (APMW)

Additional Work History

Available upon request.

Training

California Culinary Academy, San Francisco (baking and catering certificates + hospitality training)

Timeline

Mortgage Sales Manager

UNCLE Credit Union
08.2021 - 02.2023

Builder Consultant

SNAP.BUILD (dba Mainsail Capital, LLC)
03.2018 - 03.2019

Vice President/Reg'l Builder Sales Mgr. of NorCal

NEW AMERICAN FUNDING (BROKER SOLUTIONS)
05.2015 - 06.2016

Church Office Manager

CALVARY ASSEMBLY OF GOD CHURCH
05.2013 - 12.2014

Area Builder Sales Manager / Builder Branch Manager – National Builder Division

WELLS FARGO HOME MORTGAGE
06.2003 - 04.2009

Branch Manager

COUNTRYWIDE HOME LOANS
11.2001 - 05.2003

Vice President & Builder Sales Manager

SOMA LIVING
12.2000 - 09.2001

Bay Area Account Manager – National Builder Division

COUNTRYWIDE HOME LOANS
04.1999 - 10.2000

Catering, Baking And Professional Food Prep - hospitality training

California Culinary Academy

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