Joseph Phalen
Clarendon Hills,IL
Summary
Senior Sales Manager skilled in growing sales and improving stakeholder relations. Strategically-minded in capturing new business and leveraging dynamic market opportunities. Accomplished in exceeding targets with results-driven approach.
Overview
20
20
years of professional experience
Work History
Business Development Manager
Neighborhood Loans
Downers Grove, IL
02.2021 - 05.2022
- Joined organization in part time consultant capacity to help evolve long term growth strategy for organization.
- Developed, hired, trained, and managed 3 junior recruiters without industry experience starting June 2021, we hired nine LO's averaging $15M in production, and over 30 operations candidates.
- Developed peer sales coaching strategy called, Level Up, to help build culture of sharing tactics to grow referral business.
- Developed event department and strategy to leverage relationships with Agents and other referral partners in community Loan Originator service.
Business Development Manager, SVP
Guaranteed Rate Affinity
Chicago, IL
01.2019 - 01.2021
- Developed, coached and provided feedback to divisional and regional sales managers. Averaged over 25 hires per month.
- Grew JV capture from 6% nationally to over 13% by improving sales strategies that support Agents.
- Cultivated positive relationships with joint venture partners by executing event budget for top real estate agents at Coldwell Banker
- Developed and implemented new strategies around sales coaching and increasing use of sales utilities in collaboration with executive partners to establish and achieve long-term business objectives.
- Volume grew from $6B to $11B in first year assisting in sales development,
Business Development Manager, SVP
Compass Mortgage
Warrenville, IL
06.2017 - 01.2019
- Maintained consistent growth in revenue in down market by hiring 35 Loan Originators for over $500B in first 12 months with organization.
- Designed and started events process to help build more referral relationships
- Created and maintained quarterly sales coaching during time at firm.
Divisional Sales Manager
Guaranteed Rate
Chicago, IL
03.2010 - 04.2017
- Led organization in highest number of Loan Originator hires annually from 2013 to 2016.
- Built region in Chicago from $250M to $960M in year and half.
- Managed over 500 employees and funded over $4B annually as Divisional from 2015 to 2017.
- Developed peer coaching strategy that is still used today in organization.
- Hired and managed renovation division for organization nationally in 2014.
- Created direct billing process and relocation department in 2013.
- Created and managed events sales process to help build more referral relationships.
Senior Loan Originator
Wintrust Mortgage FKA Pro Mortgage Partners
Schaumburg, IL
03.2002 - 03.2010
- Preformed as highest producing retail Loan Originator in organization.
- Funded 400 units annually during my tenure.
Education
Bachelor of Arts - Economics
Eastern Illinois University
Charleston, IL12.1991
Skills
- Team Building
- Sales Processes
- Business Development
- Sales implementation
- Sales retention
- Team Recruiting and Onboarding
Boxing, Golf, Fishing, and Hiking
I enjoy spending time with my wife of 23 years and stay busy with hobbies that keep us active. We have two adult sons that completing school and working fulltime. During the pandemic, we decided to open a community boxing club that supports veterans and first responders. Being a partner in a fitness center, keeps me in shape and allows me to help people in our local community. we spend time at our condo in Siesta Key, FL fishing in the golf coast, kayaking, golf, and pickle ball.
Timeline
Business Development Manager
Neighborhood Loans
02.2021 - 05.2022
Business Development Manager, SVP
Guaranteed Rate Affinity
01.2019 - 01.2021
Business Development Manager, SVP
Compass Mortgage
06.2017 - 01.2019
Divisional Sales Manager
Guaranteed Rate
03.2010 - 04.2017
Senior Loan Originator
Wintrust Mortgage FKA Pro Mortgage Partners
03.2002 - 03.2010
Bachelor of Arts - Economics
Eastern Illinois University
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