Summary
Overview
Work History
Education
Skills
Timeline
Generic
Gregory Shelley

Gregory Shelley

Colorado Springs,CO

Summary

Results-driven Sales Branch Manager known for high productivity and efficient task completion. Specialize in strategic sales planning, team leadership, and customer relationship management. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to drive success and exceed sales targets.

Overview

18
18
years of professional experience
5
5
years of post-secondary education

Work History

Sales Branch Manager

US Bank Home Mortgage
Colorado Springs, CO
12.2015 - 03.2026
  • Led and trained sales team on mortgage products and customer service techniques.
  • Managed daily operations of mortgage branch to ensure seamless service delivery.
  • Oversaw compliance with regulatory requirements and internal policies for loan processing.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Supported sales team members to drive growth and development.
  • Coached, developed and motivated team to achieve revenue goals.
  • Resolved customer complaints regarding sales and service.
  • Pinpointed specific annual sales goals for each sales representative at branch and collaborated with each team member to define goal attainment strategy.
  • Recruited, interviewed, hired and trained employees, planned, assigned and directed work, appraised performance and inspired engaged team to please and retain customers.
  • Managed overall branch performance, conducted sales activities in large geographical territory, developed deep customer base and cultivated highest customer satisfaction ratings.
  • Trained, coached, and mentored staff to maximize performance and customer satisfaction.
  • Provided guidance on resolving issues related to customer service or sales techniques.
  • Conducted regular meetings with staff to review goals, objectives, successes, challenges.
  • Evaluated employee performance through ongoing feedback sessions.
  • Participated in industry conferences or events to stay informed about current trends in the field.
  • Recruited qualified personnel for open positions within the branch team.
  • Resolved customer complaints in a timely manner while maintaining high levels of customer service.
  • Facilitated team meetings to discuss performance, share updates, and address challenges.
  • Analyzed market trends to identify opportunities for growth in mortgage lending services.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.

Mortgage Loan Officer

JPMorgan Chase
Colorado Springs, Colorado
06.2008 - 11.2015
  • Evaluated mortgage applications for compliance with regulatory standards.
  • Guided clients through the mortgage loan process and documentation requirements.
  • Analyzed credit reports to assess borrower eligibility for financing options.

Education

Associate of Arts - Journalism

De Anza College
Cupertino, CA
01.1990 - 03.1993

Associate of Arts - Psychobiology

Cabrillo College
Aptos, CA
01.1991 - 05.1993

Skills

Leadership

Market Share Expansion

Customer Service

Recruiting

Relationships internal/external

Timeline

Sales Branch Manager

US Bank Home Mortgage
12.2015 - 03.2026

Mortgage Loan Officer

JPMorgan Chase
06.2008 - 11.2015

Associate of Arts - Psychobiology

Cabrillo College
01.1991 - 05.1993

Associate of Arts - Journalism

De Anza College
01.1990 - 03.1993
Gregory Shelley