Michael A Dailey
Lees Summit
Summary
Dynamic and results-driven Training Specialist dedicated to developing impactful training plans that align with evolving organizational and employee needs. Extensive experience in collaborating with management to identify and address unique training requirements, ensuring a tailored approach that maximizes effectiveness. With over 38 years of expertise in sales, mortgage, and relationship development, there is a strong commitment to fostering employee growth and skill enhancement. Proven track record of designing comprehensive lesson plans, coordinating training logistics, and delivering engaging classroom and virtual sessions for over 25 years.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Senior Trainer
Pro Sports and Entertainment Division
10.1989 - Current
- Conducting financial education seminars, classes, and forums. Providing feedback, analytics, and challenges for the group leaders and staff. Developing training programs and teaching the teachers instructions. Developing training materials and creating different ways that fit the desired audience to encourage involvement and discussion.
Senior Trainer
Loan Depot Joint Venture Division
02.2021 - 01.2023
- Assisting in training Mortgage Bankers, Managers, and New Loan Officers in transitioning to their respective joint ventures. The development and implementation of educational materials for practical use within the joint venture family of companies. Developing new employee training and preparation for obtaining their required licenses. This training is conducted nationwide. I also conducted the initial human resources onboarding of registering benefits and the required education modules for compliance.
Senior Mortgage Loan Officer
Paramount Residential Mortgage Group
10.2019 - 02.2021
- Creation and implementation of financial education for NFL, NBA, and MLB teams. Creating and reporting back to clients on completion of required metrics. Strengthening PRMG brand, expanding market share within the mortgage industry, and the financial education markets.
Senior Mortgage Advisor
Flagstar Bank
12.2017 - 10.2019
- Working with professional organizations within the sports and entertainment markets. Creating partnerships with Flagstar Bank in financial education markets. Creating training opportunities that foster long-term relationships and future opportunities. To help strengthen their brand and footprint in their banking markets.
Branch Manager, VP of Sports and Entertainment
People's Home Equity, Inc.
02.2016 - 12.2017
- Creating an affinity group and partnership that drives education, training, and investment opportunities from various divisions within Peoples Home Equity, Inc. Help establish communication and interaction between all departments related to training and development. Create a new business path into new and developed markets.
Bank Advisory Board for Professional Sports and Entertainment
Bluefin Advisory, LLC Board
10.2015 - 08.2017
- Staff Advisor on managing banking risk, training, and culture development of Sports & Entertainment brands. Bluefin Advisory Group works with various banks and lending companies to help them expand their presence in new and existing markets. We developed training materials to meet the required metrics to achieve the desired results.
Senior Loan Officer
BMO Harris Bank
05.2014 - 10.2015
- Creating an affinity group and partnership that drives deposits, investments, and lending opportunities from various divisions within BMO Harris Bank for high-profile/wealth clients. Help establish communication and interaction between all departments related to the Group—training clients in financial education and developing training materials to meet client needs.
MLO-Managing Loan Officer
PNC Bank
08.2011 - 05.2014
- Created an affinity division and partnership that drives deposits, investments, and lending opportunities from various divisions within PNC Bank for high-profile/wealth clients. Help establish communication and interaction between all departments related to the division. The following achievements were completed through the training and development of financial education.
- Increased deposits and investments ($107,000,000.00).
- Referred aviation loans to commercial lending ($72,000,000.00).
- Introduced Stadium/Facility Lending to possible opportunities ($575,000,000.00).
- Conducted financial education at all 32 NFL Teams from 1992 to Present.
- Worked directly with the San Antonio Spurs (NBA) in establishing their financial literacy program on credit.
- Access to the teams helped increase financial education strength through PNC Bank sponsorships with professional sports organizations. Created training opportunities that foster long-term relationships.
- Introduced PNC to the financial education process for Professional Sports Organizations.
- Increased PNC business into the Music and Entertainment business in Nashville, Atlanta, Los Angeles, and New York.
- Created comprehensive brand-building and financial literacy programs, including seminars, web tutorials, print collateral, education modules, and evaluation tools. Designed success metrics. Presented at seminars ranging in size from 10 to 5,000 attendees, including for the NCAA, NFL, NBA, and MLB teams and events.
Vice President/Sales Manager
Bank of America/Merrill Lynch
09.2008 - 07.2011
- Developing and implementing training to create partnerships of various internal department groups within the Bank of America family and clients. We were known as the Sports Entertainment Advisory Group (SEAG). Created Educational materials and products that increased production within the SEAG. Designed, executed, and administered financial literacy programs and consumer awareness campaigns. Successfully increased revenue by establishing strategic alliances while creating effective consumer programs and products. The implementation of unique marketing opportunities that bolstered brand recognition.
- Generated over $100 million in annual financial services sales.
- Managed a $2.1 million operating budget.
- Platinum Club member and top 10 regional producers in 1998, 1999, 2009, and 2010
- Attended and presented at the NFL Rookie Symposium
- Conducted financial education at all 32 NFL Teams from 1992 to the present
- Assisted in the execution and development of the LSU/NFL School of Management through the LSU Stephenson Entrepreneurship Institute – E.J. Ourso College of Business (2011).
Vice President/Branch Manager
JP Morgan Chase Home Loan
01.2007 - 01.2008
- Designed, executed, and administered financial literacy programs and consumer awareness campaigns. Successfully increased revenue by establishing strategic alliances, creating effective consumer programs and products, and executing unique marketing opportunities that bolstered brand recognition.
- Created comprehensive brand-building and financial literacy programs, including seminars, web tutorials, print collateral, education modules, and evaluation tools. Designed success metrics. Presented at seminars ranging in size from 10 to 5,000 attendees, including for the NCAA, NFL, NBA, and MLB teams and events.
- Attended and presented at the NFL Rookie Symposium 1999-2008
- Conducted financial education at all 32 NFL Teams from 1992 to Present.
- Effectively integrated branding and marketing opportunities for the NFL, NBA (Legends of the Game), and MLB teams, including initiatives at the Super Bowl, MLB All-Star Weekend, NBA All-Star Weekend, and the NBA Retired Players Association's Annual Meeting.
- Facilitated collaboration between NFL Alumni and the NFL Player Networking Event, resulting in record attendance (2002, 2003, and 2007 Super Bowl).
SVP Division Manager
Washington Mutual/American Home Mortgage
01.2003 - 01.2007
- Developed the Division that expanded the brand in the Sports and Entertainment industry. Expanded joint ventures and corporate relationships into profitable investments. Our team created new avenues in lending and the expansion of the company's brand. Our group managed the division nationwide.
- Managed a $73M operating budget.
- Created comprehensive brand-building and financial literacy programs, including seminars, web tutorials, print collateral, education modules, and evaluation tools. Designed success metrics. Presented at seminars ranging in size from 10 to 5,000 attendees, including for the NCAA, NFL, NBA, and MLB teams and events.
- Attended and presented at the NFL Rookie Symposium
- Conducted financial education at all 32 NFL Teams from 1992 to Present.
- Effectively integrated branding and marketing opportunities for the NFL, NBA (Legends of the Game), and MLB teams, including initiatives at the Super Bowl, MLB All-Star Weekend, NBA All-Star Weekend, and the NBA Retired Players Association's Annual Meeting.
- Facilitated Collaboration between NFL Alumni and the NFL Player Networking Event, resulting in record attendance (2004, 2005, and 2006 Super Bowl).
- Worked with the Johnson Development Group (Magic Johnson) in helping create Minority Opportunities in Entrepreneurship business and Home Ownership.
- Created profitable Joint Ventures with agencies tied to the Division's core clients.
- Developed affinity lending and multi-channel marketing programs targeting 17 million members of AFL-CIO and a $2B+ revenue stream.
- Top division in 2005, 2006, and 2007 in production and profitability
- Platinum/Diamond Group Top Producer 2004, 2005, 2006, and 2007 (top 10 Producer)
- Member of the Advisory Committee for Production and best practices from 2004 through 2007.
SVP Sales Manager
US Bank/Firstar Bank/Mercantile Bank
01.1999 - 01.2002
- Developed and established a division for the Mortgage Division and helped integrate it with other similar divisions within the Bank. Created the division and implemented a centralized environment that became the top originating division in less than six months. Finished as the top producers in 2000, 2001, and 2002.
- Created comprehensive brand-building and financial literacy programs, including seminars, web tutorials, print collateral, education modules, and evaluation tools. Designed success metrics. Presented at seminars ranging in size from 10 to 5,000 attendees, including for the NCAA, NFL, NBA, and MLB teams and events.
- Attended and presented at the NFL Rookie Symposium
- Conducted financial education at all 32 NFL Teams from 2000, 2001, and 2002.
- Effectively integrated branding and marketing opportunities for the NFL, NBA (Legends of the Game), and MLB teams, including initiatives at the Super Bowl, MLB All-Star Weekend, NBA All-Star Weekend, and the NBA Retired Players Association's Annual Meeting.
- Facilitated Collaboration between NFL Alumni and the NFL Player Networking Event, resulting in record attendance (2000, 2001, and 2002 Super Bowl).
- Mortgage originations of $180M.
- Generated over $50 in annual Financial Services Sales.
- Managed a $1.6M operating budget.
Education
Bachelor of Science Degree - Business Marketing Management
Western Governors University
11.2018
Master of Science - Management And Leadership
Western Governors University
Salt Lake City, UT10-2025
Skills
- Business Plan Development & Implementation
- Educational Product Development
- Risk Management
- Team Building
- Sales and Marketing Management
- Tactical Management/Training Evaluator
- Brand Development
- Relationship Building and Development
- Training/Financial Educator
- Educational Training Material Development
- Specializing in Financial Education for Professional Athletes
- Data analytics
- Producing videos
- Scheduling training sessions
Accomplishments
- Supervised a team of 36 staff members.
- Achieved record production through effectively helping with sales and relationship development.
- Collaborated with a team of 32 managers around the country in the development of the Mortgage branch growth.
- Achieved mortgage market growth by completing long-term relationships and development with accuracy and efficiency.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Affiliations
- Missouri Mortgage Bankers Association Chairman (2011 to 2013)
- Missouri MBA Board Member from 2004 to Present
- Speaker at NFL School of Management (LSU) 2011
- US ARMY Veteran, Active duty and Reserve (served 1982 to 1990)
- Kansas City Chiefs Red Coater Charter Member 1989 to 2011
- NFL Symposium Speaker 1997, 1998, 1999, 2000, 2001, 2002, 2003, and 2007
- NBA Pre-Symposium Speaker 2002
- WNBA Financial Educator 2006-2007
- San Antonio Spurs Financial Education 2012 - Present
- Member- NFL Alumni Affiliated Member
- Founding Member of Zeta Chi Alumni – Pi Kappa Alpha
- Board of Directors – Nine Lives, Inc. (2006-2010)
- Board of Advisors – The Winston Group 2010 to Present
- Financial Education Presenter at UGA Athletic Symposium 2014
- NFL – Oakland Raiders Family Boot Camp, presented 2018- present
- NFL Rookie Transition Program at NFL Teams (Financial Educator) 1992 – Present
Certification
- Project Manager Certification (PMP) License - January 2018
- Certified trainer for Encompass
Recognized as top producer within the mortgage industry
Closed over $750 Million in mortgages over 25 25-year career in mortgage production. Managed $1 million profitable branch in 2006 and 2007. Recognized as a part of training development and creation of training for the national mortgage builders lending division.
Timeline
Senior Trainer
Loan Depot Joint Venture Division
02.2021 - 01.2023
Senior Mortgage Loan Officer
Paramount Residential Mortgage Group
10.2019 - 02.2021
Senior Mortgage Advisor
Flagstar Bank
12.2017 - 10.2019
Branch Manager, VP of Sports and Entertainment
People's Home Equity, Inc.
02.2016 - 12.2017
Bank Advisory Board for Professional Sports and Entertainment
Bluefin Advisory, LLC Board
10.2015 - 08.2017
Senior Loan Officer
BMO Harris Bank
05.2014 - 10.2015
MLO-Managing Loan Officer
PNC Bank
08.2011 - 05.2014
Vice President/Sales Manager
Bank of America/Merrill Lynch
09.2008 - 07.2011
Vice President/Branch Manager
JP Morgan Chase Home Loan
01.2007 - 01.2008
SVP Division Manager
Washington Mutual/American Home Mortgage
01.2003 - 01.2007
SVP Sales Manager
US Bank/Firstar Bank/Mercantile Bank
01.1999 - 01.2002
Senior Trainer
Pro Sports and Entertainment Division
10.1989 - Current
Bachelor of Science Degree - Business Marketing Management
Western Governors University
Master of Science - Management And Leadership
Western Governors University