Julie Dale
Boulder,CO
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through the loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
20
20
years of professional experience
Work History
Loan Officer (NMLS#2027997)
Aloha Capital/Allied Lending/Planet Home Lending
09.2020 - Current
- Build and nurture high-performing teams to deliver tailored mortgage solutions for clients, with a focus on investors and self-employed borrowers, resulting in exceptional service and client satisfaction
- Leverage operational insights to streamline processes, enhancing efficiency and response times in a dynamic lending environment
- Successfully identified and implemented innovative solutions for real estate investors to source and secure funding for their real estate loans
- Closed over $20 million in loan volume throughout my career, demonstrating a strong track record of successful transactions and client satisfaction.
CEO / Founder
Create a Win Win
11.2014 - Current
- Established and cultivated an efficient real estate investing company, fostering a collaborative environment among investor teams across key markets (Atlanta, Tampa, Denver, Chicago)
- Successfully managed multiple vendor relationships to support project deliverables, resulting in the completion of 7 fix-and-flip projects and 2 wholesales, while maintaining a portfolio of 6 rental properties
- Featured in 'Conversations With Top Real Estate Investors,' highlighting my thought leadership in team dynamics and strategic partnerships
- Coordinated and executed sales training events and conferences
Marketing Specialist & Sales Trainer
Nite Ize
11.2012 - 10.2014
- Developed and led comprehensive internal training programs, significantly enhancing team performance and operational efficiency, while cultivating a culture of collaboration and excellence
- Collaborated with external vendors and partners to execute marketing initiatives at high-profile events, maximizing brand visibility and outreach through strategic alliances
- Spearheaded initiatives to boost market share, employing innovative strategies that expanded brand reach through high-profile events (GoPro Games, Ragnar Relays)
- Developed a pioneering trade show lead-capture system, enhancing follow-up efficiency and maximizing networking opportunities
Co-Founder
CyclingSoul
10.2010 - 10.2012
- Co-founded a successful marketing firm in the cycling sector, effectively building and managing operations while overseeing vendor relationships to support major events, such as the US Pro Cycling Challenge
- Organized and implemented premier events in the cycling industry customized for our clients
- Drove operational efficiency by establishing clear communication and processes among team members and external partners, ensuring seamless execution and engagement
National Spokesperson & Trainer
K2 Sports, Gore-Tex & Atlas Snowshoes
11.2004 - 03.2012
- Promoted effective training and development of teams across various brands, utilizing engaging presentations to educate audiences on product features and safety, thereby enhancing brand representation
- Managed relationships with corporate sponsors and vendors, ensuring alignment of goals and strategic initiatives to elevate promotional efforts
- Collaborated with corporate sponsors on program development, enhancing brand partnerships and educational outreach
Director of Franchise Support / Corporate Trainer
Intelligent Office
06.2007 - 09.2011
- Directed and oversaw training initiatives for a national network of franchisees, fostering high-efficiency teams and operational excellence through targeted coaching and structured programs
- Built strong partnerships with vendors, providing ongoing support and resources to franchisees, thereby driving significant increases in sales productivity across all locations
- Revamped the training program for new and existing franchisees, creating engaging and interactive materials that significantly improved franchisee onboarding and performance
- Oversaw and coordinated all corporate sales and training events
- Cultivated strong relationships with franchise partners, providing ongoing support to enhance operational efficiency and sales outcomes
Education
Business & Psychology
University of Colorado Boulder
Certified Life Coach -
Life Mastery Institute
Skills
- Customer Retention and Satisfaction
- Goal Setting and Achievement Strategies
- Strategic Planning & Execution
- Effective Communicator
- Training and Mentorship
- Strong Interpersonal & Relationship-Building Skills
- Marketing & Business Development
- Presentation and Public Speaking Skills
- Knowledge of CRM and Sales Analytics Tools
- Financial advising
- Database management
- Sales expertise
Timeline
Loan Officer (NMLS#2027997)
Aloha Capital/Allied Lending/Planet Home Lending
09.2020 - Current
CEO / Founder
Create a Win Win
11.2014 - Current
Marketing Specialist & Sales Trainer
Nite Ize
11.2012 - 10.2014
Co-Founder
CyclingSoul
10.2010 - 10.2012
Director of Franchise Support / Corporate Trainer
Intelligent Office
06.2007 - 09.2011
National Spokesperson & Trainer
K2 Sports, Gore-Tex & Atlas Snowshoes
11.2004 - 03.2012
Business & Psychology
University of Colorado Boulder
Certified Life Coach -
Life Mastery Institute
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