Set up and led the call center and customer service functions for a national Ophthalmic Equipment and Accessories retailer
Built and coached a team of agents remotely to ensure customer service excellence, order accuracy, and maximizing upsell opportunities
Built workflows to handle issue resolutions and cross-functional collaborations
Quickly acclimated in a dynamic retail environment with a record of precision and a best-in-class customer service experience
Responsible for all aspects of company operations, including: Warehouse, delivery, inventory; Negotiations with vendors, both domestic and overseas; Representation at industry shows and conferences; All personnel issues, including hiring, firing, coaching, onboarding, training and direction
Enhanced relationships with outside partners/vendors to increase revenue and overall service
Designed and implemented a new customer service satisfaction process that increased customer service scores by 21%
Focused on the ability to upsell to help increase production and revenue 14%
Performed routine Quality Assurance reviews on calls and executed coaching and/or recognition based on results
Vice President, Sales & Operations
Freedom Mortgage
Plano, TX
03.2017 - 03.2022
Launched company’s Texas site during national expansion project
Guided and mentored a team of 125 national sales specialists and managers in a remote call center operations setting
Bridged gaps between dispersed teams to ensure cohesive problem-solving and mutual goal attainment
Co-developed, launched, and oversaw the management of a hybrid program that transitions service-only calls to service and sales calls which reduced call transfers and increased new sales opportunities, upselling, and cross-selling
Improved operations by forging a high-performing, cross-functional team (Processing, Underwriting, CS, and Sales)
Reviewed calls for quality assurance, compliance and coaching opportunities
Oversaw dispute resolution including refunds, fee waivers, and charge-offs
Review loans for guideline adherence, pipeline movement and issue resolution
Restructured training and onboarding processes for employees, including the management team, which increased CS scores and overall production
Created and facilitated training sessions and materials to address new items, corrective actions or refresh problem subjects
Vice President of Sales and Operations
iMortgage, a subsidiary of LoanDepot
Coppell, TX
05.2016 - 02.2017
Developed workflows for multi-state, regional call center operations and guided a cross-functional team across 5 locations within a multi-state remote environment
Led talent acquisitions including candidate sourcing, hiring, onboarding, ongoing training and development, and succession planning
Cultivated strong relationships with staff, clients, senior leaders, and stakeholders to drive mutual goal attainment
Restructured origination team (process optimization, termination, layoffs, new training/development programs, etc.)
Implemented process procedures that increased production and lowered turnaround by 21%
Review loans for guideline adherence, pipeline movement and issue resolution
Increased customer satisfaction by 8% (88% to 96%)
Reduced production turnaround time by 21%
Maximized KPIs by actively collaborating with customer service and operational teams
Area Sales and Operations Manager
Wells Fargo Mortgage
10.2011 - 05.2016
Administered regional operations and led a multi-state, remote processing team across 4 locations in North Texas and Oklahoma
Oversaw the management of loans such as FHA, VA, conventional, non-conforming, and new construction loans
Drove customer issue resolution with a focus on maximizing satisfaction and retention
Spearheaded hiring and onboarded a diverse array of operational staff including loan and support specialists
Reduced turn time between sales and processing by 9 business days
Increased customer satisfaction score from 3.9 to 4.5
Improved operations by forging a high-performing, cross-functional team