I am currently looking for a new challenge. If you want someone who is growth minded, doesn't shy away from the hard things and shows you their work rather than telling you... Well look no further.
Overview
7
7
years of professional experience
Work History
Director of Business Development
Expitrans
Dallas, TX
04.2023 - Current
Expanded personal portfolio to six times its original size.
Generated a total of 75 million approved volume through effective partnership development and recruitment efforts.
Developed and implementedrelationships two ISV
Led the recruitment and onboarding process for 37 new partners at Expitrans
Helped package over 450 new high risk deals for bank approval
Attended numerous acquirer conferences on behalf of the company and established a multitude of new partnerships
Merged all resources and expertise to compete with Stripe for a 23 million dollar monthly merchant, reaching the final stage but eventually losing due to inadequate internal technical backing.
Mortgage Underwriter
Point
Palo Alto, CA
05.2022 - 02.2023
Managed a pipeline of over 100 dockets month over month
Assisted in closing over 15 million dollars worth of home equity investments during my time as an underwriter.
Cross trained in both processing as well as CIQ
Evaluated loans against portfolio and investor guidelines.
Reviewed titles and appraisals to validate properties to meet insurer and guarantor guidelines.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Requested additional information for applications and documents when necessary.
Verified client financial information to determine creditworthiness and loan eligibility.
Approved or denied loan applications and explained reasoning behind decisions.
Head of Agent Support
ExpiTrans
Rancho Santa Margarita, CA
12.2018 - 04.2022
Demonstrated valuable traits through collaborative work behavior among various teams and departments
Used my creativity and flexibility to respond quickly and positively to changing demands, tight deadlines, and the simultaneous completion of several detailed tasks
Created support documentation that empowered and enabled the user community to expand their skills, take advantage of system features, and find answers to questions without the need for assistance from the support team
I'm in charge of giving employees instructions and advice
Was recognized for high levels of production and customer satisfaction ratings in a variety of incentive programs and contests
Increased net profit in the company over 100% from 2020-2021 from direct contributions of my department
1+ year of compiling and reviewing underwriting packages for Credit Card Processing approval
Maintained 100% retention in two+ plus years as department lead
Created a savings calculator to determine current pricing against new suggested pricing for both agents and merchants.
Account Executive
Gow Media Publishing
Houston, Texas
12.2017 - 09.2018
Brought in net new accounts, expanding the service provider's customer base while also penetrating the media and entertainment space
Found new business opportunities by cold calling, networking, marketing, and contacting potential database leads
Contributed long-term sales strategy ideas to the team to ensure continued business success
Maintained active communication with clients and made proposals
Built and managed pipelines of potential small business customers that were strong and growing
Senior Director of Business Development and Partnerships, Director of Revenue Growth, Director of Partnerships and Member Engagement, Director of Membership Marketing at CalCPASenior Director of Business Development and Partnerships, Director of Revenue Growth, Director of Partnerships and Member Engagement, Director of Membership Marketing at CalCPA