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Skills

  • Database management
  • Mortgage pricing strategy optimization
  • Territory management
  • Client retention strategy implementation
  • Negotiation with lenders and brokers
  • Quantifying results for performance improvement
  • Client relationship management (CRM) software implementation
  • Account management
  • Customer follow-up process enhancement
  • Lead conversion analysis and optimization

Work Experiences

  • Worked with upper management to implement continuous improvements and help the team achieve its objectives.
  • Increased market penetration and sales figures by 17% by leveraging supplier relationships and personally overseeing negotiations.
  • Increased retail sales volume in my assigned territory by 9% through strategic budgeting and product promotion.
  • Worked with internal teams and suppliers to assess costs in relation to expected market price points and create structures to meet profit goals.
  • Implemented Salesforce to streamline system procedures and program tasks.
  • Researched and implemented new strategies to expand the company's operations and customer base.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Initiated new product launch sales and marketing plans, including developing sales, distribution, and media strategies.
  • Oversaw targeted training programs aimed at informing employees about product features and service capabilities.
  • Made recommendations to improve brand effectiveness and product benefits, which resulted in 3 long-term accounts being secured in 6 months.

Summaries

  • Tenacious manager with a strategic and analytical approach to problem-solving, customer acquisition, and profit goals.
  • Within Miscellaneous, senior Mortgage Development Manager and outstanding performer in strategic planning and process improvement.
  • Achieved a 82% increase in client loyalty post-close.
  • Achieved 48% sales growth.
  • Applied tailored pricing strategies.
  • Strict Mortgage Development Manager with program supervisory experience of 15 years.
  • Successful Sales Manager with 3 years of experience in developing and increasing program sales.
  • Accomplished Mortgage Development Manager driven to lead sales teams to achieve record-setting revenue gains. Manage 14+ accounts, generating more than $15 in revenue per 6 months.
  • Achievement-focused leader.
  • Dedicated to streamlining processes while maximizing employee potential.

Accomplishments

  • Spearheaded a marketing push targeting underrepresented communities for first-time homebuyers, leading to increased market penetration of 48% in Raleigh.
  • Effectively accelerated loan processing times by redesigning workflow and utilizing Microsoft Excel, which led to a reduction in average loan closure time by 7 days.
  • Drove quality loan origination by focusing on lead nurturing and client education, culminating in a 59% increase in qualified mortgage applications.
  • Designed a lead scoring algorithm that enhanced targeting efforts, resulting in a 41% higher lead conversion rate and ultimately increasing loans completed.
  • Implemented a revamped risk assessment model that reduced loan default rates by 67%, safeguarding a portfolio valued at $14.
  • Introduced targeted marketing campaigns for mortgage products, increasing conversion rates by 40% and boosting portfolio profitability by $18.
  • Collaborated with team of 9 in the development of framework.
  • Trained 2 junior mortgage advisors on sales best practices, lending guidelines, and regulatory compliance, improving team performance by 31%.
  • Achieved 47% year-over-year mortgage portfolio growth by introducing personalized client experience strategies and streamlining customer onboarding processes.
  • Worked closely with cross-functional teams to introduce a new first-time homebuyer program, resulting in 25% adoption rate in 2022.

Affiliations

  • International Association of Registered Financial Consultants (IARFC) - Earned accreditation demonstrating comprehensive financial consultancy knowledge.
  • Residential Real Estate Council (RRC) - Involved in networking events, workshops, and certifications related to real estate sales and mortgages.
  • National Association of Real Estate Investment Trusts (NAREIT) - Engaged in discussions related to real estate and mortgage-backed securities.
  • Mortgage Bankers Association (MBA) - Active member and participant in industry certifications, forums, and events.
  • Certified Financial Planner Board of Standards (CFP Board) - Pursued PMP focused on estate and mortgage planning.
  • International Association of Mortgage Investors (IAM) - Stay updated on industry innovations and participate in annual discussions on mortgage-backed securities.
  • Mortgage Action Alliance (MAA) – Part of grassroots advocacy group focusing on legislative priorities and regulatory issues affecting the mortgage industry.
  • Association for Computing Machinery
  • Lions Club
  • Certified Mortgage Planning Specialist (CMPS) - Earned Six Sigma in 2020 for comprehensive mortgage strategy excellence.

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA Network+
  • Certified Regulatory Compliance Manager (CRCM) – system
  • Certified Residential Underwriter (CRU) - Harbor & Co.
  • First Aid/CPR Certified
  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)
  • Mortgage Knowledge Professional (MKP) – Summit Group
  • FHA Loan Specialist Certification – Brightline
  • Accredited Mortgage Professional (AMP) – Lakeside Partners

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