Performance-driven, hard working, and motivated Financial Professional with 8 years of experience analyzing data and systems to increase company success. Passionate about applying excellent organization and communication skills to assist the company. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results. Excited to pursue a position that will utilize these skills to achieve company goals.
Overview
8
8
years of professional experience
Work History
Associate Vice President of Mortgage Lending
Guaranteed Rate
09.2019 - Current
Worked on the second largest producing mortgage team in the country funding over $2 Billion in loan volume.
For annual quotas in 2020 and 2021 of $100M my sales numbers were $109M and $125M
Collaborated with team to develop sales approach that converted 70% of proactive pitches to clients
Expanded our B2B relationships that were underutilized and increased the teams’ overall sales volume by $20M.
Collaborated with senior management to develop strategic initiatives and long term goals.
Used Tableu and data reports to capitalize on key business opportunities for new advantageous partnerships.
Identified opportunities to improve business process flows and productivity.
Established performance goals for department and provided methods for reaching milestones.
Monitored industry trends, keeping current on latest changes and competition in industry.
Vice President of Mortgage Lending
Key Mortgage Services, Inc
06.2015 - 06.2023
For sales goals of $5M, 9M, and 10M in 2018, 2019, and 2022 my sales numbers were $7M, $11M, and $13M
Responsible for self-sourcing all business (B2B and B2C) through networking, event planning, and cold-calling
Actively communicate with all parties on a transaction- Real Estate Agents, Attorneys, Title Company, and clients- to ensure a smooth process
Tailored a marketing strategy in the B2C channel that increased my sales volume by $1.8M YOY
Identified ways to improve our sales systems that has led to reducing the sales closing timeline by 10%
Created a Pre-Approval that increased sales by 7% and became adopted by the company.
Awarded 2018 Rookie Loan Officer of the Year by the Illinois Mortgage Bankers Association
(State Wide for all new loan officers)
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.