Experience

The Mortgage Office

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Global Business Development

  • May 2023 - 8 months

  Long Beach, California, United States ● Used Hubspot CRM to cold call aged leads to generate $50,000 in ARR in first 6 months of employment ● Implemented LinkedIn Sales Navigator as a new source of outbound lead generation resulting in over 100 new leads and $9,750 ARR ● Generated a total of $140,000 in ARR in first 6 months ● Designed and implemented a new quoting system reducing time to generate a quote from 1 hour to 5 minutes saving countless hours of company time across department. ●… Show more ● Used Hubspot CRM to cold call aged leads to generate $50,000 in ARR in first 6 months of employment ● Implemented LinkedIn Sales Navigator as a new source of outbound lead generation resulting in over 100 new leads and $9,750 ARR ● Generated a total of $140,000 in ARR in first 6 months ● Designed and implemented a new quoting system reducing time to generate a quote from 1 hour to 5 minutes saving countless hours of company time across department. ● Demonstrated soft skills and abilities to successfully communicate and collaborate with many personality types across all departments ● Achieved Employee of the Month for innovation in a 62-person, 40-year-old company in month 7 of employment Show less



Long Beach Home Loan Corp.

• Sales Manager / Director of Marketing / President

  • Mar 2015 - Dec 2022

  Long Beach CA ● Prospected managed and funded a personal pipeline of new and retained clients averaging $40 million per year. ● Trained and led a large team of salespeople with zero experience to producing in around three months. ● Created, scaled and operated a fully in-house direct mail operation based on data analytics that targeted an average of 25,000 households per month. ● Developed and automated client retention systems increasing past client retention by 150% and converted… Show more ● Prospected managed and funded a personal pipeline of new and retained clients averaging $40 million per year. ● Trained and led a large team of salespeople with zero experience to producing in around three months. ● Created, scaled and operated a fully in-house direct mail operation based on data analytics that targeted an average of 25,000 households per month. ● Developed and automated client retention systems increasing past client retention by 150% and converted old prospects into clients. ● Overhauled internal approval process for transactions by delegating and structuring tasks, reducing average processing time from 35 days to 21 days. ● Designed a website and integrated a custom automated CRM drip campaign that led to a 400% increase in client contact. ● Grew to top 5% broker in the nation in 2019, 2020 and 2021 by loan amount funded. ● Grew company from funding ~$550k per year to ~$140 million per year, creating ~$2 million in gross revenue per year. Show less



EcoGreen Mortgage Co.

• Mortgage Loan Originator / Marketing Assistant

  • Apr 2011 - Mar 2015

  5150 Pacific Coast Hwy #251 ● Presented the benefits of loan products and proposed products to inbound and outbound marketing leads via the internet, phone calls and in-person. ● Crafted compelling marketing materials, distributed weekly via mail to 3000 households, resulting in a consistent flow of inbound leads. ● Conducted a comprehensive analysis of clients personal finances and credit to determine loan eligibility creating a closing rate of over a 90% on deal submissions. ● Guided hundreds… Show more ● Presented the benefits of loan products and proposed products to inbound and outbound marketing leads via the internet, phone calls and in-person. ● Crafted compelling marketing materials, distributed weekly via mail to 3000 households, resulting in a consistent flow of inbound leads. ● Conducted a comprehensive analysis of clients personal finances and credit to determine loan eligibility creating a closing rate of over a 90% on deal submissions. ● Guided hundreds of clients through a unique and complex loan processes providing personalized customer service to develop trust and personally ensured client satisfaction. ● Attended weekly and yearly networking events and created lasting business relationships. ● Thrived in a highly competitive, commission-only, environment with $15 million in sales the first year in the industry. Show less