Josh nelson

• Analyzed borrower financial data and credit history to provide strategic recommendations for loan approvals.
• Guided clients through mortgage options, ensuring informed decision-making throughout the process.
• Orchestrated joint efforts with underwriting teams to optimize loan processing workflows and increase overall efficiency.
• Analyzed client profiles and market dynamics to develop customized financing options that effectively supported client objectives.
• Designed comprehensive marketing programs, focusing on lead generation to bolster loan officers' output via mailer and AI drip campaigns.
• Trainer new loan officer and improving closing skills

• Led sales team to exceed monthly targets through strategic planning and performance analysis.
• Created and delivered targeted training initiatives aimed at improving team competencies and product understanding.
• Investigated market trends to pinpoint emerging business opportunities and refine existing sales strategies.
• Engaged with marketing departments to analyze and optimize lead generation efforts, resulting in improved conversion outcomes.
• Directed a team of 13 loan officers and two managers, fostering a culture of efficiency and teamwork. Partnered with processing department to streamline the collection of loan conditions, enhancing approval timelines. Championed sales performance by driving the team to submit at least two approved deals weekly, sustaining a funding flow of 93%. Oversaw origination of 2 to 5 deals weekly, achieving monthly funding targets between $1 million and $4 million.

Oversaw daily operations as director of sales at leading mortgage lender. Developed and implemented sales goals while managing CRM platforms. Guided team development initiatives by mentoring sixteen junior loan officers and facilitating daily leads and hot transfers. Working with lenders to achieve the lowest rates and compensation.

Directed finance operations by overseeing customer credit approvals and loan acquisitions from multiple lenders. Led sales initiatives for after-market products while cultivating strong customer relationships. Consistently exceeded revenue targets through strategic sales leadership and financial management.

Achieved operational excellence by managing finance operations ensuring effective finance management and deal approval. Drove successful negotiations with lenders and optimized sales of after-market products. Progressed from finance manager to director of finance through consistent exemplary performance.

Worked with Sales desk and lenders to make sure training was implemented to bring all upper sales management to achieve accuracy in designing deals ti ensure we have no rewrites or unwinds.