Jason Bennett

• Achieved highest monthly gross revenues in July, 2024, since branch opening in December, 2021
• Manage daily operations, drive sales growth and ensure a high level of customer satisfaction
• Responsibilities include oversight of day-to-day branch operations including inventory management, order fulfillment and logistics
• Provide sales leadership that maximizes sales while balancing existing, extensive dealer relationships throughout Oregon and SW Washington
• Team development that includes recruitment, training and mentoring staff to create a high-performing team
• Conduct annual reviews that recognize and reward individual achievements that support business objectives, and identify areas that represent opportunities for growth
• Ensure compliance with company policies and safety regulations. Promote a culture of safety within branch

-Business development plan with network of realtors, CPAs, financial advisors and trust and divorce attorneys

-Developed and continue to execute outside call plan to produce cross-referrals with other industry professionals that results in ongoing referrals for mortgages

-Active, ongoing business development via the North Clackamas Chamber of Commerce

-Active, ongoing relationship-based business development via Rotary Tualatin

- Successfully originated mortgage loans in Portland and Salem markets for SELCO.

- Achieved significant closings: 199 units in 2021 ($65MM), 197 units in 2020 ($56MM), $33MM in 2019, $19MM in 2018, and $17MM in 2017.

- Led a 5-member team of loan officers dedicated to serving builders and their buyers.

- Focused on customer service excellence improving capture rate from mid-40% in July to 70% in December.

- Managed active branch pipeline (100-120 buyers) and personal pipeline (15-20 buyers).

- Closed average of 3-5 loans per month while maintaining relationships with agents.

- Led team of 3 Business Development Officers in cultivating and expanding HR relationships to drive member and loan growth.

- Conducted strategic one-on-ones and team calls for efficient sales planning and collaboration.

- Developed ROI-driven business plans, forecasted budgets, and negotiated vendor contracts.

- Designed and delivered financial education seminars to enhance member engagement.

• Executed a quarterly B2B outside sales plan targeted at wholesale architects and designers in a 5-county area
• Inside Showroom sales
• Lead estimator/scheduler
• Assisted with the fabrication of natural stone slabs
• Assisted with the installation of slabs in custom, high end residential projects