Results-driven leader committed to continuous growth in production, building a strong sales team, thus achieving short and long term company goals.
Overview
19
19
years of professional experience
Work History
Area/Regional Sales Manager
Union Home Mortgage
03.2023 - Current
Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
Developed and maintained positive relationships with clients in assigned sales territories.
Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
Generated detailed sales reports and forecasts to analyze performance and track progress.
Developed sales strategy based on research of consumer buying trends and market conditions.
Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
Divisional Manager
Cardinal Financial Corp
06.2022 - 03.2023
Collaborated with upper management to implement continuous improvements and exceed team goals.
Managed accounts to retain existing relationships and grow share of business.
Created and implemented new business opportunities by utilizing strategic networking strategies.
Monitored sales team performance, analyzed sales data and reported information to area managers.
Developed and executed sales presentations as well as both internal and external product training workshops.
Identified opportunities for growth within Western United States territory and collaborated with sales teams to reach sales goal.
Maximized performance by monitoring daily activities and mentoring team members
Regional Manager
Guaranteed Rate Affinity
08.2018 - 06.2022
Managed and motivated sales team to increase loan production in 2 years from $300million to $1.1billion
Effectively recruited and hired over 50 highly talented individuals bringing exceptional skills and expertise to sales team.
Made onsite sales calls to prospective customers to help sales representatives close lucrative deals.
Collaborated with senior executives from both Guaranteed Rate Affinity and Realogy to evaluate performance in regional area and develop strategies to expand revenue generation.
Exceeded targets by building, directing and motivating high-performing sales team.
Met with each sales representative on monthly basis to answer questions, resolve issues and identify new strategies.
Held weekly meetings with Origination Managers to identify techniques to overcome sales obstacles.
Area Production Manager/Business Development Executive
Commerce Home Mortgage
03.2018 - 08.2018
Created new production team in Pacific Northwest Region
Help facilitate acquisition of West Coast Regional Lender that included 22 branches and over 80 loan officers
Expanded company footprint into Fresno market
Increased production staff in Bay Area which increased overall company production to new record volume
Implemented creative sales training techniques for new and existing staff to increase revenue and overall success
Communicated directly with customers and partners to build strong business networks and relationships
Established and maintained highly effective relationships with clients and industry partners to drive growth
Implemented innovative business development strategies to increase customer base and expand market share
Area Sales Manager/Business Development Manager
Caliber Home Loans/Banc Home Loans
02.2014 - 01.2018
Branches:
Northern CA- Novato, Campbell, Los Gatos, San Jose
Central Valley- Fresno
Responsible for sales recruitment, sales support, production growth and sales retention
Recruited and hired over 130 mortgage professionals while performing Business Development Manager position
Increased production by 100% when taking over Area Manager position in January 2015
Restaffed branches after Caliber purchased Banc Home Loans in April 2017 through strategic hires after many of existing sales force left
Followed new hire training and onboarding to ensure a smooth transition for in sales staff
Effectively staffed to given metrics
Zero buy backs over past 2 years as Area Manager
Sales Manager/Business Development Manager
Guarantee Mortgage
08.2011 - 02.2014
Increased sales force by adding over 35 mortgage professionals in 2 plus years at company
Oversaw production of over 100 loan officers spread over 8 branches
Increased company loan volume from $1.9 billion in 2011 to $2.4 billion in 2012
Maintained company volume in 2013 at $2.0 billion
Oversaw company's over 30 lender relationships and reduced to 14 by end of 2013 to ensure more business goes to company's mortgage bank
Co-Managed San Rafael Branch, helped revamp and install new branch efficiencies to increase turn times and production
Managed branch to profit month over month while co-managing
Worked closely with compliance team prior to company's CFPB audit
District Manager/Regional Sales Manager
First California Mortgage
09.2008 - 08.2011
Managed Sales in CA, consisting of 12 wholesale account executives
Created oversight and management of key sales production metrics and strategic plans
Creation and implementation of strategic plans relating to recruiting, compliance, funded volume, profitability, revenue, marketing and market share
Ranked number one Regional Manager every month I was with company
Increased territory pull through from 74% to 91%
Increased volume 200% in 2009 from 2008
Maintained volume from 2009 in 2010 and 2011
Developed inside sales team to handle smaller populated broker offices
Regional Vice President
IndyMac Bank
04.2005 - 07.2008
Oversee all daily production from Oregon border, south to Santa Maria.
Responsible for territory management, sales recruitment, training and business development for IndyMac Bank
Aligned organizational objectives with company mission to increase business growth and integrate work strategies
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities
Consistently ranked in top 3 nationally for IndyMac Bank
My teams annual volume in my last three years: 2006- $967,649,616; 2007- $631,883,583; 2008 (through July) $465,984,167
Increased volume from $934,000 (6/05) to $112,427,677 (10/06)
Increased revenue from $21,859 (6/05) to $2,041,210 (10/06)
Increase active customers from 28 (7/05) to 118 (7/08)
Education
Bachelor of Arts - Media Studies
Menlo College
Atherton, CA
05.1996
Skills
Proven ability to attract, hire, build and retain successful and professional sales staff utilizing social network tools, as well as personal networking and cold calling
Consistently exceeded sales goals, by unit production, volume production and customer service criteria
Excellent leadership, communication and organizational skills
Ability to work within framework of budget and driving volume without sacrificing customer service
Experienced with both start up and existing sales operations
Adept at territory management
Knowledge and understanding of key territory development strategies to increase production
Accomplishments
Inducted into Menlo College Athletic Hall of Fame (2012)
Countrywide Home Loans- Top 10 in volume nationwide (2002 and 2003)
IndyMac Bank- Team Builder Award (2005)
IndyMac Bank- Area Manager of the Year (2006)
IndyMac Bank- Sales Executive Council Member (2006 and 2007)
First California Mortgage- President's Club (2009, 2010, 2011)
Affiliations
Member of California Association of Mortgage Professionals (former San Francisco/Peninsula and North Bay Board Member)
Las Gallinas Lions Club (Volunteer Organization)
Dixie School District Measure C Oversight Committee Member
Marinwood Community Services District Park and Recreation Board Member
Marinwood Village Task Force
Marinwood Waterdevils Swim Team Board Member
Marin Swim League Board Member
Youth Coach- Dixie/Terra Linda Little League, Dixie Youth Soccer Association, CYO Volleyball
Timeline
Area/Regional Sales Manager
Union Home Mortgage
03.2023 - Current
Divisional Manager
Cardinal Financial Corp
06.2022 - 03.2023
Regional Manager
Guaranteed Rate Affinity
08.2018 - 06.2022
Area Production Manager/Business Development Executive
Commerce Home Mortgage
03.2018 - 08.2018
Area Sales Manager/Business Development Manager
Caliber Home Loans/Banc Home Loans
02.2014 - 01.2018
Sales Manager/Business Development Manager
Guarantee Mortgage
08.2011 - 02.2014
District Manager/Regional Sales Manager
First California Mortgage
09.2008 - 08.2011
Regional Vice President
IndyMac Bank
04.2005 - 07.2008
Bachelor of Arts - Media Studies
Menlo College
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