Business Professional who consistently exceeds sales goals while offering the utmost care in client relations. Excited and motivated to help customers build successful financial futures.
Overview
27
27
years of professional experience
Work History
Mortgage Loan Officer
Self Employed/KMG/Paramount
Sacramento, CA
07.2014 - Current
Sourced all business through networking and database management and referrals.
Implemented sales strategies that established relationships with realtors.
Worked with underwriters to address problems and resolve issues.
Monitored pipelines to track and log status of loans.
VP, Treasury Management Consultant
Umpqua Bank
Sacramento, CA
01.2007 - 07.2013
Developed relationships with existing and prospective customers by coordinating and directing treasury management sales activities
Consulted with business customers to advise optimal treasury product usage and associated benefits Partnered with internal teams to provide superior customer service, provide accurate setup execution, as well as attract new customers Identified sales opportunities amongst existing customer portfolio and prospects through account reviews
Created comprehensive treasury services proposals as well as RFP's, and presented to evaluation committees
Built relationships amongst local community to grow organizational visibility and reputation
Conducted treasury management training meetings for retail and commercial teams to align sales strategy.
Mortgage/Marketing Manager
The Rosetta Group
Sacramento, CA
01.2005 - 12.2006
Responsible for training and coaching new loan officers to originate and close mortgage loans.
Created company brand messaging, collateral materials, customer events, promotional strategies and product commercialization
Area Mortgage Manager
The Cornerstone Group LLC
Sacramento, CA
01.2004 - 01.2005
Real estate, mortgage, and development company
Acted as a mentor/coach for four managers in my territory
Delegated responsibilities to each office in order to achieve area goals.
Area Manager
Town & Country Credit
Sacramento
09.2000 - 07.2003
Nationwide direct lender
Responsible for production and operations of six mortgage offices in Sacramento and Bay Area
Developed potential of 6 loan officers and promoted them to branch managers
Demonstrated the ability to meet and exceed goals.
The Money Store
Sacramento, CA
08.1997 - 08.2000
Nationwide direct mortgage lender
Directed a team of 16 loans officers
Set goals for the branch and each individual
Trained loan officers to effectively sell mortgage loans over the telephone.
Banking Center Manager
Wells Fargo Bank
Sacramento, CA
06.1994 - 08.1997
Sold bank products and services in an in-store environment