Results-driven Senior Account Executive with a proven track record of exceeding sales targets and fostering strong client relationships. Seeking a challenging role as an account executive to utilize my expertise and drive business growth through strategic planning and innovative solutions.
Overview
38
38
years of professional experience
Work History
Account Executive
Flyhome Mortgage
01.2025 - 08.2025
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Identified new business opportunities and creating customized solutions for clients.
Left mortgage industry due to lowest transaction volume in last twenty years.
Senior Account Executive
Angel Oak Mortgage Solutions
07.2021 - Current
Developed and implemented strategic account plans to drive revenue growth and exceed sales targets.
Cultivated and maintained relationships with key clients to ensure high levels of customer satisfaction and retention.
Led cross-functional teams to successfully execute complex sales initiatives and deliver innovative solutions to clients.
Analyzed market trends and competitor activity to identify opportunities for business development and market expansion.
Extensive knowledge of and experience in banking, financial services, mortgages, business processes, presentations, and product management.
Sourced over $80 mm in non-qualifying mortgages from Nov. 2021 to Dec. 2024.
Added 3000+ Loan Officers as brokers and potential clients.
Developed in-house analytic tools to track and maximize Account Executives' outreach to client base.
Maximized CRM usage (Salesforce) to leverage ability to educate and attract potential clients.
Owner / Founder
SureTrust Financial / Medical Solutions
07.1996 - 02.2021
Owner / Founder of electronic banking firm taking advantage of the opportunities offered by automation, image scanning technology and internet communications.
Developed SaaS tools and software to scan and convert paper checks into electronic transactions (ACH).
Negotiated all contracts with banks, credit unions, financial institutions, point of sale software companies, vendors, clients and other stakeholders.
Wrote computer programming (in MS Access) upon which company operated.
Founded a subsidiary business, SureTrust Medical Solutions to contain a Medicare reimbursable SaaS business model.
Created the SaaS app (in MS Access) and lead team in development, implementation, sales training, management and product deployment.
Owner/Startup Founder
Virtual Outdoors
01.1988 - 12.1995
Independent sale representative for the biggest and most popular brands in the outdoor industry: The North Face, Vasque Hiking Boots, Sierra Designs, Yakima Roof Racks, Woolrich, Sierra Designs, Eagle Creek Travel Gear, Helly Hansen and others smaller independent brands.
Attended national sales shows. Planned customers' upcoming seasonal purchases to assure sell through, assess needs and propose optimal solutions.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Trained sales staff by giving product clinics; gained market share by educating sales floor personnel.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed day-to-day business operations.
Education
Bachelor of Arts - English
Appalachian State Universtity
Boone, NC
05-1986
Skills
Mortgage Knowledge: In-depth understanding of non-QM loan products and guidelines Familiarity with conventional, Bank Statement, DSCR, jumbo, ITIN, Foreign National and other alternative lending products Knowledge of underwriting requirements for non-QM loans Professional
Sales & Business Development: Lead generation and prospecting for new business opportunities Relationship building with mortgage brokers, loan officers, and other partners Strong negotiation and closing skills Experience in managing and growing a client portfolio Professional
Market and Product Knowledge: Understanding of current market trends including in the non-QM and mortgage industry Ability to identify target markets and develop mortgage solutions to specific borrower needs Competence in understanding various non-QM programs like bank statement loans, asset depletion loans, and others Professional
Financial Acumen: Understanding of credit risk assessment and financial analysis Proficiency in reading and analyzing financial documents such as tax returns, bank statements, and credit reports Knowledge of debt-to-income (DTI) ratios and credit scores Professional
Problem Solving: Ability to resolve client issues, loan application challenges, and product concerns Creative thinking to find solutions for borrowers who don't fit traditional mortgage criteria Handling complex and difficult client situations with professionalism Professional
Communication Skills: Strong verbal and written communication, particularly in explaining complex loan products to clients Presentation and public speaking skills for meetings and client presentations Ability to articulate product benefits and overcome client objections Professional
Time Management and Organization: Ability to manage multiple client accounts and sales pipelines simultaneously Strong organizational skills to handle numerous tasks, deadlines, and client follow-ups Ability to work under pressure and manage stress while meeting sales targets Professional
Training and Product Knowledge Expert Excellent training and educational skills Educated loan officers/sales staff on product knowledge in order to maximize their ability to resell products and services
Networking and Industry Partnerships: Building a network of mortgage brokers, real estate agents, and referral sources Ability to represent the company at industry events and maintain a visible presence in the mortgage community Professional