Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Overview
41
41
years of professional experience
Work History
Broker/Owner/Operator
Oklahoma Premier Mortgage LLC.
03.2013 - Current
Managed day-to-day business operations.
Consulted with customers to assess needs and propose optimal solutions.
Trained and motivated employees to perform daily business functions.
Evaluated suppliers to maintain cost controls and improve operations.
Established foundational processes for business operations.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
Trained and developed team members to build human capital.
Branch Manager
American Equity Mortgage
08.2000 - 02.2013
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Complied with regulatory guidelines and requirements.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Consulted customers to boost product sales and services.
Examined customer loan applications for loan approvals and denials.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Submitted loan applications to underwriter for verification and recommendation.
Sales Manager Internet
Reynolds Ford, Lincoln-Mercury & Mazda
04.1994 - 07.2000
Responded to internet inquiries and phone calls in timely matter.
Increased sales and customer satisfaction through personalized servicing.
Provided superior and individualized customer service.
Kept detailed records of sales and contracts.
Located merchandise across various stores to address customer needs.
Updated company website with deals and product packages.
Trained sales staff on company procedures and salesmanship.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Store
Westlake Ace Hardware
06.1987 - 02.1994
Managed inventory control, cash control, and store opening and closing procedures.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Completed point of sale opening and closing procedures.
Rotated merchandise and displays to feature new products and promotions.
Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Assisted with hiring, training and mentoring new staff members.
Approved regular payroll submissions for employees.
Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
Trained new employees on proper protocols and customer service standards.
Scheduled employees for shifts, taking into account customer traffic and employee strengths.
Assisted in recruiting, hiring and training of team members.
Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Managed purchasing, sales, marketing and customer account operations efficiently.
Insurance Sales Agent
New England Life Insurance
09.1982 - 05.1987
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Met with prospective clients to discuss insurance needs and provide solutions.
Registered customer information on database to enable tracking history and maintain accurate records.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Developed strong referral network in community to raise awareness and increase sales opportunities.
Educated clients on insurance policies and procedures.
Generated leads through cold-calling, networking and other outreach methods.
Education
No Degree - Business Administration And Management
Oklahoma State University
Stillwater, OK
05.1982
Skills
Financial Management
Staff Management
Business Administration
Client Service
Coaching and Mentoring
Hiring and Staffing
Profit and Loss Analysis
Budget Development
Staff Training
Sales Leadership
Human Resource Management
Profit and Loss
Marketing and Advertising
Sales Oversight
Articulate Communication
Business Launch
Talent Development
Staff Hiring
Accomplishments
Supervised team of 45 members.
#1 Group Health Insurance agent 1983.
3 million production 1984, 85, & 86.
#1 Store Manager 1995.
#1 Branch Manager 2002, 4, 7, 10.
$30,000,000 closed in 2015, 18, 21
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You can have anything in like you want. if you help other people get what they want
Zig Ziglar
Timeline
Broker/Owner/Operator
Oklahoma Premier Mortgage LLC.
03.2013 - Current
Branch Manager
American Equity Mortgage
08.2000 - 02.2013
Sales Manager Internet
Reynolds Ford, Lincoln-Mercury & Mazda
04.1994 - 07.2000
Store
Westlake Ace Hardware
06.1987 - 02.1994
Insurance Sales Agent
New England Life Insurance
09.1982 - 05.1987
No Degree - Business Administration And Management
Oklahoma State University
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