Business-minded professional promoting a background in developing great partnerships with management and team members. Results-oriented and knowledgeable in a wide range of business areas and products. I have an aptitude for strategic development and workplace collaboration. I am an analytical problem-solver who is tenacious in pursuing sales opportunities.
Overview
28
28
years of professional experience
Work History
Mortgage Broker
Mortgage Express, LLC
Portland, OR
09.2015 - Current
Educate clients on various loan programs to determine best program for their needs resulting in becoming a top 20 producer for company
Collaborate with Realtor Partners and provided training on existing and new loan programs
Develop and conduct presentations using various sales techniques to establish exclusive relationships with Realtor Partners in order to obtain their referral business
Work with management to develop new training material in order to increase business
Prepared documents for closing process and monitored progress throughout transaction.
Mortgage Broker
Equity Mortgage Group
Portland, OR
07.2017 - 03.2019
Recruited to be in-house broker for 30 realtors
Provided weekly presentations on market conditions and trends
Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
Verified client financial information to determine creditworthiness and loan eligibility.
Set up debt payment plans based on client credit, income and assets.
Sales Manager
Alsco-American Linen Supply Company
Portland, OR
01.2007 - 01.2015
Planned, directed, supervised all aspects of sales activities, customer relations, staff development, warehouse products and coordinated shipping and receiving procedures
Established guidelines for ordering products, organized product training seminars with vendors and negotiated pricing
Achieved 100% success establishing new product lines, pricing and marketing strategies for the janitorial, textile, and facility services departments
Successfully worked with department managers to develop sales programs focused on team building and exceeding facility service goals
Coordinated monthly staff meetings to foster a team environment that was dedicated to evaluating and improving organization, warehouse policies, new product promotion and communication with other departments
Recruited, screened, hired, trained, disciplined, and terminated employees within the department
Regional Director
LeTip International, Inc.
Beaverton, OR
02.2001 - 10.2007
Employed self-discipline in order to manage and develop a business-to-business referral group (LeTip) with over 800 business professionals
Exceeded sales goals by paying attention to detail and was awarded 1st place for revenue generation while maintaining the lowest budget and best profit margin for the company
Successfully planned and directed the operations of numerous new chapters by multitasking new member orientations, training clients on business development and meeting team goals
Created marketing material that increased chapter size by an average of 30%; material educated sales teams on how to recruit prospective customers, overcome objections, closing the sale and follow-up
Coached Board of Directors to motivate their membership through positive persuasion tactics, resolve potential problems that resulted in a 29% increase in revenue profits per member
Coordinated tradeshows, monthly training seminars and influential regional newsletter designed to educate business professionals on how to effectively promote and market their business
Owner
Rocko's Windshields
Portland, OR
02.1996 - 02.2001
Established a profitable business servicing Multnomah, Clackamas, Washington, and Clark County
Planned and supervised sales activities resulting in sales increase of 35% each year
Negotiated pricing contracts, on time delivery that was instrumental in obtaining accounts such as Comcast Cable, Pacific Rock Products and other large companies
Designed marketing strategies, effective advertising flyers and promotional items for business
Received the Business Journals “Forty under 40 Award” for exceptional business practice and involvement in civic activities
Mentored other business owners on how to take advantage of community events to increase public visibility and market business
Education
Bachelor of Science - Communication Studies And Organization
Eastern Washington University
Cheney, WA
08-1994
Skills
Creating education material and presenting to large groups
Training and Coaching
Sales Development
Marketing Expertise
Client Account Management
Customer Service and Support
Affiliations
During my business career, I also successfully coached various youth sports teams for 12 years with a focus on meeting each athletes individual goals.
Accomplishments
Received the Portland Business Journals Forty under 40 Award for business success and community involvement
Awarded vacation trips to Costa Rica, Mexico and received cash bonuses for exceeding sales goals when offered from employers
Successfully worked to become Top 20 Mortgage Producer at Mortgage Express, surpassing many co-workers with twice the experience
Timeline
Mortgage Broker
Equity Mortgage Group
07.2017 - 03.2019
Mortgage Broker
Mortgage Express, LLC
09.2015 - Current
Sales Manager
Alsco-American Linen Supply Company
01.2007 - 01.2015
Regional Director
LeTip International, Inc.
02.2001 - 10.2007
Owner
Rocko's Windshields
02.1996 - 02.2001
Bachelor of Science - Communication Studies And Organization