Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Special Interests
Timeline
Volunteer
Stacey Jordan

Stacey Jordan

Duxbury,MA

Summary

Strategic thinker and tactical decision-maker, Mortgage Sales Area Manager. Experienced in directing high-volume sales in a fast-paced environment, with strong problem solving skills. Empowering leader capable of de- escalating conflict, while driving positive change with superior communication and collaboration abilities. Deeply passionate about mortgage lending demonstrated 23yrs of committed work experience. Multi-tasking Manager with a history of meeting demanding group objectives through employee training, increasing both motivation and performance. Innovative and goal-oriented leader, offering experience prioritizing and delegating loan related tasks. Dedicated to training and mentoring top talent while cultivating a productive work culture. Empathic listener and persuasive speaker.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Area Manager

Homebridge Financial Services
Hanover , MA
01.2018 - Current
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.
  • Hired, mentored and motivated sales professionals to service customer accounts and target metrics.
  • Forecasted sales and established processes to achieve sales objectives and related metrics.
  • Leveraged social media platforms and online resources to engage with potential clients and referral partners. Reinforcing brand and generating leads.
  • Developed recruiting strategies to identify qualified candidates and build network.
  • Planned operations to meet established closing timelines
  • Monitored and coordinated workflows to optimize resources.

Licensed Mortgage Loan Originator

Homebridge Financial Services
Hanover , MA
01.2018 - Current
  • Implemented sales strategies that established relationships with realtors, CPAs and Business to Business channels.
  • Evaluated loan application while understanding client needs and providing best lending solutions in current marketplace.
  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit or qualifying issues.
  • Monitored and coordinated workflows to optimize resources.
  • Gifted in marketing and implemented various strategies to remain top of mind utilizing social channels and creating content specific to each audience.
  • Understanding of Secondary Markets and ability to educate clients on current market trends.

Branch Partner

Benchmark Mortgage
Plymouth, MA
09.2012 - 01.2018
  • Managing a P & L to ensure profitable and key target initiatives are met
  • Partnered with ownership in key objectives for growth in MA Marketplace
  • Directed and managed daily operations leading up to underwriting
  • Grew Branch volume by 40% in 5year period through recruiting and lead generation efforts
  • Opened multiple MA Branch locations
  • Responsible for both operating expenses and staff supervision.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Complied with regulatory guidelines and requirements.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Identified partnership opportunities and established favorable business connections.
  • Engaged employees in business processes with positive motivational techniques.
  • Gathered and reviewed customer feedback to improve operations.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Assessed employee performance and developed improvement plans.

Vice President of Sales

Advanced Mortgage Services
Norwell , MA
09.2006 - 08.2012
  • Boosted profitability 60% by developing - management leadership team, communicating expectations and leveraging company's resource
  • Held meetings with principal owners to identify techniques to overcome sales obstacles.
  • Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
  • Managed Multiple MSA's and ensured profits and goals met with multiple Real Estate Agencies
  • Instrumental in identifying and opening key branch locations as a part of expanding footprint and market share initiative.
  • Facilitated and managed multiple desk rental strategic relationships with several real estate partners.
  • Partnered with Operations to ensure workflows and streamline work flow processes ensuring efficiencies which translate to improved customer service, top sales performance and reduced cost to originate and deliver a mortgage loan.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Fostered performance development of staff through ongoing coaching and mentoring on best practices.
  • Remained current on industry trends to better understand customer needs, product effectiveness and sales tactics.
  • Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
  • Enhanced success of advertising strategies by boosting engagement through social media and other digital marketing approaches.
  • Exceeded targets by building, directing and motivating high-performing sales team.

Branch Manager

Wells Fargo Home Mortgage
Plymouth , MA
09.1999 - 09.2006
  • Boosted sales and customer loyalty through incentive programs.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Examined customer loan applications for loan approvals and denials.
  • Developed and maintained relationships with local real estate agents.
  • Explained very technical financial information to applicants in easy to understand language.

Education

Some College (No Degree) - Psychology

University of Massachusetts Amherst
Amherst, MA

Skills

  • Sales Quota Management
  • Upbeat and Positive Personality
  • Team Recruiting and Onboarding
  • Sales Strategies & Production Goals
  • Business Development and Planning
  • Lending Regulations
  • Industry Trends & Market Analysis
  • Creditworthiness Determination
  • Consultative Sales Approach
  • Conflict Resolution Techniques

Accomplishments

  • Collaborated as part of a small focus group with Homebridge marketing division and key executives in the development and execution of specific marketing initiatives to drive business for the calendar year.
  • Achieved success with a carefully designed mentoring program which was implemented and achieved successful path for newly licensed loan officers.
  • Supervised team of 7-15 staff members at any given time.
  • Awarded Homebridge All Star four consecutive years

Affiliations

  • Executive Board Member Plymouth Area Chamber of Commerce
  • President, BNI Prime Professionals
  • Social Chair Rotary International Duxbury MA Chapter
  • Affiliate member South Shore Realtor Group
  • Member of Mortgage Banking Association
  • President BNI Prime Professionals




Certification

Certified Reverse Mortgage Specialist

Licensed Mortgage Loan Originator


Special Interests

  • Volunteering with organization Save Their Smiles in Ometepe, Nicaragua
  • Volunteering with St. Rock Haiti Foundation in Haiti
  • Art Lessons and mastering art in specific mediums including pastels, oils, acrylic and watercolor
  • Co-Host Local Radio show 95.9 WATD
  • Reading and Yoga and investing in mental and physical health

Timeline

Area Manager

Homebridge Financial Services
01.2018 - Current

Licensed Mortgage Loan Originator

Homebridge Financial Services
01.2018 - Current

Branch Partner

Benchmark Mortgage
09.2012 - 01.2018

Vice President of Sales

Advanced Mortgage Services
09.2006 - 08.2012

Branch Manager

Wells Fargo Home Mortgage
09.1999 - 09.2006

Some College (No Degree) - Psychology

University of Massachusetts Amherst

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Stacey Jordan