Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Work Availability
Timeline
Jody  Collup

Jody Collup

Phoenix,AZ

Summary

Innovative and accomplished operational and marketing executive. Over 25 years of experience including performance driven results in strategic planning, action plan execution, corporate leadership, pricing strategies, profitability, project management, budgeting, operational efficiency, and staffing models. Visionary with solid experience in developing corporate branding, enhancing customer experience, culture change management, social media, public relations, marketing, advertising, product development, training curriculum and understanding generational preferences. As a dynamic leader, consistently developed high performing teams through effective coaching, team building, and motivation. Versatile background leading and managing teams in traditional brick and mortar as well as remote locations.

Overview

29
29
years of professional experience

Work History

Chief Operating Officer (COO)

Global DMS
Phoenix, AZ
06.2019 - Current
  • Strategically planed for the future of the organization by developing short, intermediate and long range plans, acquisition strategies, operational efficiencies, change management and technology needs.
  • Ensure consistent delivery of all services, promoting strong customer service standards, regulatory compliance and operational efficiency to encourage continuous improvement.
  • Determine methods and procedures for executing corporate wide strategic plans, action plan initiatives and programs.
  • Progressively managed the marketing, advertising, branding, social media, public relations for new product lines.
  • Actively lead, manage and monitor all departmental initiatives to align with corporate development goals as well as strike an appropriate balance with current and future customer needs.

Key Achievements:

  • Created interdepartmental processes and communication channels.
  • Inspired a culture evolution within the organization to improve the customer experience.
  • Spearheaded corporate initiatives to become highly profitable while managing enterprise risk and remaining fiscally sound.
  • Led operational oversight and budgetary supervision for the entire organization.
  • Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
  • Substantially improved productivity while reducing staffing and operational costs.
  • Developed and introduced profitable new product lines.
  • Negotiated contracts and agreements to secure favorable terms and maximize profits.
  • Identified and mitigated operational risks to minimize potential negative impacts on organization.
  • Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Represented organization at industry conferences and events.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Managed financial, operational and human resources to optimize business performance.

Director of Operations/CMO

Global DMS
Phoenix, AZ
01.2017 - 06.2019


  • Identifies, improved and actively managed operational efficiencies within the organization by measuring and monitoring and altering internal processes.
  • Conceptualized, developed and implemented new process controls, approaches and identified appropriate staffing needs within the organization to achieve the objectives of the company.
  • Accountable for establishing short, intermediate and long range strategic planning initiatives to exceed the goals and objectives of the organization by analyzing data, preparing budget estimates, developing marketing strategies and implementing policy and procedures within the business units.
  • Oversaw all aspects of organizational marketing and ensured alignment with corporate goals.

Key Achievements:

  • Streamline operational processes which resulted in cost savings, staff reduction and professional development of key employees.
  • Implemented standard processes, procedures and staff training
  • Developed improved organizational reporting structure to effectively utilize staff strengths.
  • Exceed established budget goals through active participation and leadership in sales management and business development programs.
  • Oversaw organizational marketing initiatives
  • Planned and executed new product line launch

VP of Marketing

Global DMS
Lansdale, PA
01.2013 - 12.2017

Hired to facilitate a re-imaging of the company image as well as spearhead the launch of the company’s next-generation product line.

Managed consumer lenders, retail banking, branch networks, member service, relationship managers and business development employees.

  • Transformed corporate branding and industry perception of the organization.
  • Develop, coordinate and implement branch promotions, sales activities,, marketing efforts, trade show and media events.

Key Achievements:

  • Managed marketing budgets to reduce expenses.
  • Developed, coordinated and implemented viral marketing strategies.
  • Developed overall marketing strategy.
  • Managed five-member marketing team comprised of graphic artists, CRM administrator and marketing coordinators.
  • Drove company branding efforts to increase market presence and brand recognition.
  • Supported business development efforts and coordinated with marketing team on special campaigns.
  • Oversaw development of traditional and social media marketing campaigns to drive sales and customer engagement.
  • Overhauled existing website content and discontinued multiple ad hoc sites.
  • Created and executed the first consistent customer communications plan.
  • Created social media presence (Twitter, Facebook, LinkedIn, Bi-weekly blog with RSS feed).
  • Developed strategies to incorporate PR and media to further enhance brand and build market share.
  • Produced media kits to showcase key marketing analytics and demographics for sales presentations
  • Negotiated advertising and commercial sponsorship contracts to save company money.
  • Created official company page on various social media platforms to facilitate interaction with customers.
  • Increased market awareness and penetration through development of creative collateral.

Director of Marketing

Calyx Software
Dallas, TX
09.2006 - 12.2012

Created a comprehensive marketing platform for a mortgage software development company in need of a new image.


  • Hired and managed the first marketing team in company history
  • Facilitated a corporate rebrand – a complete overhaul of existing sales website and creating of collateral materials. Implemented new branding guidelines and style guides for all products.
  • Drove initiative to change the business model for the flagship product pricing and deployment structures. This change increased bottom line profits by 30% during the first 6 months of implementation.
  • Created and implemented pricing strategies for existing and new entry products.
  • Masterminded the plan for the Calyx Professional Services business line, which quickly became the highest profit generator.
  • Managed all tradeshow and corporate events. Including the inaugural Calyx Users Group conference with over 200 customers in attendance.
  • Initiated and maintained social marketing programs – company blog, Facebook, Twitter, YouTube channel and LinkedIn groups.
  • Created email marketing strategies for current customers as well as prospects. Implemented necessary delivery and analysis systems to measure the results.
  • Assisted with legal documentation needs for Calyx Network vendors and other contracts.

Marketing Manager, Product Development and Promoti

American Heart Association
Dallas, TX
02.2000 - 07.2006

Responsible for strategic planning, branding and development of communication products such as collateral, scientific abstracts, training materials and promotional items for a key, ROI-based quality improvement program..

Major responsibilities/accomplishments include:


  • Creation of departmental marketing plan, tactical calendar, and management of $1 million budget.
  • Creation and maintenance of program brand identity.
  • Created branding guidelines and developed Style Guide as reference.
  • Development of marketing collateral and inventory management of four product lines.
  • Creation, launch and maintenance of program recognition plan.
  • Creation of content and initial site map for Internet, intranet and print-on-demand system.
  • Development of educational course programming (on-line and face-to-face) for customers and field staff.
  • Management of national events – conference exhibits, presentations, recognition celebration ceremonies.
  • Facilitation of all program-related PR, advertising and direct marketing activities.
  • Delivery of several successful direct/virtual-marketing campaigns (Mailed ROI averaged 12%; emailed ROI averaged 60%).
  • Assisted with development of selling tactic plan documents for corporate sponsorships.
  • Management of Marketing Coordinator and Marketing Contractor activities as well as leader of several collaborative cross-departmental marketing projects.
  • Perform market research/environmental scans to aide in product development and strategic program direction including surveys, environment research and focus groups.

Product Marketing

Lennox Industries
Carrollton, TX
03.1998 - 03.2000

Responsible for marketing the commercial HVAC product line, which represented the highest margin dollar business segment for the company.

Major responsibilities included:

  • Creation of long-range strategic marketing plan and short-range tactical marketing plan for product line.
  • Key Product Development liaison between Research and Development engineers and sales force
  • Management of Advertising Campaigns including copywriting, design direction and placement orders.
  • Development of Web site content and design; intranet and Internet sites.
  • Product-related marketing collateral creation and development – oversaw complete overhaul of existing product lines.
  • Development of sales force newsletter and product marketing information for all commercial product lines.
  • Managed tradeshow and national sales training events; Trained sales force at national meetings as well as local workshops.
  • Facilitated intensive market research and competitive analysis.
  • Developed and implemented product launch plans.
  • Created positioning/differentiation/pricing and product lifecycle documentation specific to each product for each sales region.
  • Conducted pre-and-post ROI analysis for product launches/campaigns/events.

Marketing Analyst

Grant Prideco, Inc.
Houston, TX
04.1994 - 03.1998

Marketing Intelligence and development of entire marketing line: web, collateral, advertising, special events, pricing models, etc.

Major responsibilities included:

  • Quarterly Sr. Leadership reporting for market/environment and competitive analysis.
  • Developed and presented market entry and exit strategies and timelines.
  • Developed product line pricing model.
  • Developed profitability model that allowed margin analysis on a per order basis.
  • Managed national and international tradeshow events as well as special promotional events in major markets.
  • Developed marketing collateral.
  • Creative concept development and management of international and national advertising campaigns.
  • Creation of Web site marketing content and supplied creative direction for web design.
  • Developed the corporate identity program.
  • Accountable for marketing budget maintenance and projections.

Education

Bachelor of Science - Marketing

Arizona State University, Tempe, AZ
05.1993

Associate of Arts - General Business

Maricopa Community Colleges - Mesa Community College, Mesa, AZ
05.1990

Skills

  • Visionary Leadership
  • Strategic Planning
  • Customer Experience
  • Organizational Restructure and Change Management
  • Marketing, Social Media and Public Relations
  • Analytical Skills
  • Business Development
  • Managing Budgets and Profitability

Accomplishments

Consistent track record of success in community and regional banks and credit union settings.

  • Strategic Planning-Directed corporate long and short term initiatives and plans including culture evolution, market expansion, merger/acquisition, product development, enterprise risk management, compensation philosophy, leadership development, organizational structure, customer delivery channels and business development.
  • Transformational Change- Reinvigorated overall organizational performance by developing product and pricing strategies that drove strategic and profitable growth, which created a healthy mix of customer type, as well as additional revenue streams.
  • Business Development and Sales Leadership- Developed, mentored, trained and inspired effective business development and sales teams.
  • Operational Efficiency- Restructured operations and branch network staffing and responsibilities which lead to improved process management, reduced staff and integrated technology and processes.

Awards

 

Honors & awards
  • Top 50 Women Leaders of Arizona. Issued by Women We Admire · Aug 2022
  • Most Powerful Women in Fintech. Issued by Progress in Lending · May 2022
  • The Most Powerful Women in Fintech. Issued by Progress in Lending · Sep 2020
  • 2019 Most Powerful Women in Mortgage Fintech. Issued by Progress in Lending · Jul 2019
  • MPA Elie Women of 2018. Issued by Mortgage Professionals of America · Jun 2018
  • HW Insiders Award. Issued by Housing Wire · Sep 2016
  • 2016 Leading Lady. Issued by MReport · Aug 2016Issued by MReport · Aug 2016
  • Women in Housing Leading Ladies..Issued by MReport / 5 Star · Sep 2015
  • "Hot 100""Hot 100"Issued by Mortgage Professional of America · Dec 2014Issued by Mortgage Professional of America · Dec 2014
  • 2014 Women Of Influence. Issued by HousingWire · Nov 2014
  • 2014 Women of Distinction2014 Women of Distinction Issued by Philadelphia Business Journal · Nov 2014
  • 25 Most Connected Mortgage Professionals2014 Issued by National Mortgage Professional · Jul 2014
  • Marketing VP for Global DMS is nominated to National Mortgage Professional's Top 25 Connected Mortgage Professionals of 2014.
  • Elite Women in MortgageElite Women in MortgageIssued by Mortgage Professional America · Jun 2014
  • Mortgage Professional America (MPA) magazine unveiled its inaugural list of the top 50 ‘Elite Women in Mortgage’, in which Global DMS’ VP of Marketing, Jody Collup, was selected and recognized for her excellent work within the mortgage industry.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Chief Operating Officer (COO) - Global DMS
06.2019 - Current
Director of Operations/CMO - Global DMS
01.2017 - 06.2019
VP of Marketing - Global DMS
01.2013 - 12.2017
Director of Marketing - Calyx Software
09.2006 - 12.2012
Marketing Manager, Product Development and Promoti - American Heart Association
02.2000 - 07.2006
Product Marketing - Lennox Industries
03.1998 - 03.2000
Marketing Analyst - Grant Prideco, Inc.
04.1994 - 03.1998
Arizona State University - Bachelor of Science, Marketing
Maricopa Community Colleges - Mesa Community College - Associate of Arts, General Business
Jody Collup