Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
18
18
years of professional experience
Work History
Finance Broker
WFD Financial LLC
Tacoma, WA
03.2019 - Current
Increased sales goals & margin by 25% first quarter.
Gathered customer information and maintained in CRM database.
Performed routine financial transactions such as submitting documents directly to banks for customer approval and terms.
Business Consultant
Fuller & Fuller Leadership Solutions
Tacoma, WA
05.2015 - 04.2020
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Introduced new methods, practices and systems to reduce turnaround time.
Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
Senior Mortgage Loan Officer
Alki Mortgage
West Seattle, WA
12.2006 - 01.2010
Recommended loan approvals and denials based on customer loan application reviews.
Developed and maintained relationships with local real estate agents.
Successfully closed average of 10 loans per month.
Loan Officer
Merit Financial
Kirkland, WA
04.2003 - 11.2006
Contacted qualifying leads and hesitant prospects to answer questions and provide further information prior to purchase.
Sold Mortgage loans and increased team sales by 15%
Originated, reviewed, processed, closed and administered customer loan proposals
Residential Sales Manager
Ferrell Gas
Auburn, WA
02.2000 - 03.2003
Sold Residential and Commercial Propane Products
Performed cold-calling and follow-ups with leads to secure new revenue.