Enterprising Sales Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
8
8
years of professional experience
Work History
North Oklahoma Team Lead
American Mortgage Bank
07.2023 - Current
Demonstrated an unwavering commitment to customer service, adding new clients while maintaining premium service levels with existing clients.
Coached team members in techniques necessary to complete job tasks.
Worked different stations to provide optimal coverage and meet production goals.
Trained new team members by relaying information on company procedures and safety requirements.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Designed strategic plan for component development practices to support future projects.
Branch Manager
Mortgage Solutions Financial
05.2019 - 02.2023
Created a branch starting with two computers, 1 desk, and one assistant, then grew to 8 Employees, creating income revenue stream, and opened a large branch.
Was profitable every month after the first month since we had been open.
Established a competitive sales force by offering aggressive compensation, desirable benefit packages, and performance-driven sales-incentive programs.
Grew by 5 LO's within the first 6 months of employment.
Achieved 29% increase in production year over year within the first two full years of employment.
Engaged employees in business processes with positive motivational techniques.
Retail Sales Branch Manager
Arvest Mortgage
01.2018 - 04.2019
Created a new marketing strategy called The Virtual Brokers Open. A marketing strategy that brought 25 Realtors together a month, all presented 3 listings a piece, with a Title Company and Insurance Agent sponsoring the event. Which in turn making it no cost to the bank. In one year it has been rolled out to the majority of markets Arvest is located.
Worked with management team and secondary on rates and pricing for branch overage and profitability management, P&L responsibility and monitoring.
Oversaw production through direct connection with operations center staff, ensured timely closings, and systematic flow of business.
Established profitable relationships with referral partners, cultivated new loan volume in a difficult real estate market: and worked personally as well as with sales and operations teams, to meet and exceed our production and revenue goals.
Market Manager
The First State Bank
04.2017 - 12.2017
Worked closely with the staff to generate new business strategies and policies.
Conducted structured Mortgage sales interviews as well as identified customer requirements.
Provided appropriate advice and built good rapport with customers.
Oversaw the mortgage loan department as well as the work and productivity of mortgage advisers.
Assigned daily activities of the staff and guided them towards achieving the target.
Clinic Manager
Dentures and Implant Solutions
11.2015 - 03.2017
General and ortho chairside assisted, front desk, insurance department, management, drafted all treatment plans and presented to patients, discussed financial arrangements such as Care Credit, Wells Fargo, or fee paid plan, very knowledgeable of how to maximize sales while increasing patient survey scores.
Reviewed schedules to analyze and maximize the production on a daily basis, accounts receivable and payable, payroll, insurance verification and submission.
Managed and maintained a successful marketing strategy which in turn increased our overall ranking average from #25 in the company to #14 in a 9 month period.
Increased daily collections by 17%, overall production by 12%, and implant placements by more than 39% within the first 9 months.
Education
Bachelor of Arts - Business Administration And Management
Northeastern State University
Tahlequah, OK
12.2023
Associate of Applied Science - Business Administration And Management
Connors State College
Warner, OK
05.1998
Skills
Goals and Performance
Accounting Procedures
Community Relations
Collections
Marketing
Staff Recruitment
Portfolio Analysis
Business Operations
Regulatory Compliance
Excellent Team Leadership
Sales Expertise
Customer and Vendor Relations
Timeline
North Oklahoma Team Lead
American Mortgage Bank
07.2023 - Current
Branch Manager
Mortgage Solutions Financial
05.2019 - 02.2023
Retail Sales Branch Manager
Arvest Mortgage
01.2018 - 04.2019
Market Manager
The First State Bank
04.2017 - 12.2017
Clinic Manager
Dentures and Implant Solutions
11.2015 - 03.2017
Bachelor of Arts - Business Administration And Management
Northeastern State University
Associate of Applied Science - Business Administration And Management
Jr. Loan Underwriter/ Doc Handling Team Lead at Mortgage Connect (Formerly Adfitech Inc.)Jr. Loan Underwriter/ Doc Handling Team Lead at Mortgage Connect (Formerly Adfitech Inc.)
Sr. Loan Closer at Franklin American Mortgage Co., A Division Of Citizens BankSr. Loan Closer at Franklin American Mortgage Co., A Division Of Citizens Bank