Sales and operations veteran with an extreme focus on internal and external client relationship building. Known as a critical thinker and problem solver with a proven track record of top tier, high quality production. Subject Matter Expert and Coach in all Conforming, Non-Conforming, Home Equity and Government loan Products.
Work History
Senior Home Lending Advisor
1 Year 1 Month
CHASE BANK | 08.2025 - Current
Served community as Retail Mortgage Loan Officer at Prosper, Texas bank location, facilitating access to mortgage solutions
Built relationships, trained, and coached Private Bankers, Financial Advisors, and Business Bankers in a retail referral platform.
Originated loans through customer interactions, managing pre-approval and application processes to streamline client experience
Assistant Vice President; Mortgage Consultant
3 Years 4 Months
MORGAN STANLEY PRIVATE BANK, NA | 04.2022 - 08.2025
Built relationships with Financial Advisor and Private Banker teams.
Advised Ultra High Net Worth and Core clients on Jumbo and Home Equity products at point of sale, ensuring tailored solutions
Achieved consistent top performance in applications, fundings, application to fund ratio, QA and compliance.
Point of sale advisor for Morgan Stanley’s complex Ultra High Net Worth and Core clients on Jumbo and Home Equity products
Sales Manager
1 Year 2 Months
FIRST GUARANTY MORTGAGE CORPORATION | 12.2020 - 02.2022
Managed, coached, and trained 25 mortgage loan officers in end-to-end home loan processes, enhancing team competency and performance.
Managed margin, lead aggregation, loan origination quality, and sales coaching while leading change in a dynamic virtual environment.
Maintained consistent and high-level communication and relationships with company leaders in sales and operations.
Vice President; Senior Operations Manager
10 Years 9 Months
BANK OF AMERICA | 03.2010 - 12.2020
Hired, trained, and managed team of 10-15 resolution specialists in end-to-end process of regulatory and executive-level mortgage complaints
Responsible for personally achieving and managing team performance metrics which include, total case closures, cycle time, risk identification, call monitoring, re-open rate, overall case quality and most importantly, customer satisfaction
Coached team members daily on call quality, resolution quality, and system of record processes.
Achieved and managed team performance metrics, including total case closures, cycle time, risk identification, call monitoring, re-open rate, overall case quality, and customer satisfaction.
Vice President; Sales Manager
9 Years 1 Month
BANK OF AMERICA/COUNTRYWIDE HOME LOANS | 02.2001 - 03.2010
Managed, coached, and trained 25 Mortgage Loan Officers and Team Leads in end-to-end home loan process, enhancing team capabilities
Led projects in marketing, training, forecasting, and operational excellence to drive strategic initiatives
Manage, coach and train a team of 25 Mortgage Loan Officers and Team Leads in the end-to-end process of a home loan
Originated refinance, home equity, and purchase home loans.
Responsible for several projects involving marketing, training, forecasting and overall operational excellence
Led mortgage loan operations for diverse clientele