LISA BALLARD

As the Sales Manager of a fast growing debt settlement company, my responsibilities included not only growing the sales floor and developing strong sales agents, but also maintaining record breaking sales quotas each month. Within my second month of developing and coaching the sales floor of 40-50 agents, we hit company records in sales, KPI's and compliance scores. I have always maintained a positive atmosphere and have great relationships with the sales agents I mentor and coach.

• Responsible for the production of 15-30 Loan officers within my division
• Ensured that daily metrics, and monthly funding goals were met
• Assisted in training and development of all sales managers within my division
• Developing marketing strategies to help scale the business
• Assisted in the training and development of loan officers.

• Responsible for the production of 4-5 sales teams, and 40-50 Loan officers within my division
• Ensured that daily metrics, and monthly funding goals were met
• Assisted in training and development of all sales managers within my division
• Developing marketing strategies to help scale the business
• Top team for all of 2020
• Averaged 100 fundings/month
• Promoted 4 loan officers within my division to sales managers, assisted with training them in their new role within management
• Assisted in the training and development of loan officers coming out of our Tech 1 training program, which were new to the industry loan officers with little experience
• Maintained the lowest cost per average funding within the company for my team and division.

• Responsible for all marketing efforts for my branch
• Producing branch manager that specializes in purchases and refinances through VA, FHA, or conventional financing
• Developing marketing strategies to help scale the business
• Top 10% in the company in originations since July of 2017
• Average funding of 7-10 units per month
• Average originations of 20-25 per month
• Responsible for a team of 3-5 Loan officers, assist them with structuring loans, 2nd voicing, training on sales techniques, software systems, LOS
• Average cost per funded loan with Lending Tree marketing for the past quarter is $503.00, average loan size is $383,730.

• Responsible for taking inbound calls and qualifying clients for refinances through VA, FHA, or conventional financing
• Achieved Presidents club-August 2015, September 2015, November2015, and December 2015
• Top 10% in the company in originations since July of 2015
• Average funding of 12 units per month
• Average originations of 20-25 per month
• Responsible for a team of 5-7 Loan officers, assist them with structuring loans, 2nd voicing, training on sales techniques.

• Responsible for taking inbound calls and qualifying clients for refinances through VA, FHA, or conventional financing
• Achieved Presidents club-August 2015, September 2015, November2015, and December 2015
• Top 10% in the company in originations since July of 2015
• Average funding of 12 units per month
• Average originations of 20-25 per month.

• Cultivated relationships with Realtors, builders, attorneys, and CPAs to promote portfolio of mortgage programs and generate client referrals
• Achieved Top Originator recognition - December 2010
• 2nd Place Originator - November 2013
• 3rd place in Fundings - December 2013.

• Aggressively market and sell portfolio of residential mortgage loan programs to businesses and consumers
• Drive sales of new mortgage loans by developing strategic relationships with Realtors, builders, attorneys, CPAs, local Realtor associations, and borrowers
• Recognized as Top Producer - March, April, June & July 2012
• Develop collaborative cross-functional relationships with Wells Fargo banking teams
• Educate internal and external customers on available mortgage programs
• Develop and execute mortgage marketing plans to meet and exceed production goals
• Actively participate in business and community networking events.

• Cultivated relationships with Realtors, builders, attorneys, and CPAs to promote portfolio of mortgage programs and generate client referrals
• Achieved Top Originator recognition - December 2010
• 2nd Place Originator - November 2010
• 3rd place in Fundings - December 2013.

• Developed strategic relationships with Realtors, builders, attorneys, and CPAs to promote portfolio of mortgage programs and generate client referrals
• Promoted first mortgages, second mortgages, and home equity credit lines
• Analyzed needs and viabilities of borrowers and recommended products to meet both short and long-term goals
• Recognized for Top Sales Performance - March 2007.