Director of Marketing and Sales Enablement

• Jan 2022 - Present

• Redesigned processes, and workflows, and implement tools that amplify results of deliverables to current clients and drive brand awareness into new verticals reducing technology cost by 30% in 2021• Trained sales team on strategies to manage value messages, structure opportunities and achieve deal closures.• Optimized analytics models to create transparency for the Executive Leadership team to affect sales behaviors and marketing influence• Elevated team productivity using practical training and motivational strategies.• Developed multi-channel campaigns and lead generation events and webinars for product and service promotion and advised on recommended ways to improve future campaigns.• Streamlined business functions, advising partners on policies and operating procedures Show less

National Sales Executive

• May 2021 - Apr 2022

Sales Enablement Manager, VP

• Sep 2017 - May 2021

Lead a team of support specialists who developed and delivered sales content from to drive adoption of technology and sales behaviors that impact key performance indicators. Launched Blend with a 80% adoption rate in the first 90s to all channels within the Home Lending space with an average of 8/10 CSAT. Transformed onboarding to support digital delivery during COVID. Implemented customer journey videos through the mortgage process resuting in click rates into the 70% range. Created video based training library for sales to take sales and technology training in the field. Led a team of specialists and partners through several mergers to ensure talent retention. Show less

Sales Enablement Specialist, Sr, Assistant Vice President

• Apr 2015 - Oct 2017

Acts as a liaison with sales staff to determine support needs, communicate effective sales practices, create sales call kits, and communicate sales initiatives. Analyzes and suggests changes to current sales processes. Administers sales systems to insure effective usage by Home Lending sales teams. Leads and participates as a Subject Matter Expert in sales related projects. Coordinates with Marketing representatives to support sales campaigns, with customer lists, market data, marketing materials and campaign information. Coordinates with compliance to insure sales programs and processes are compliant and facilitates training and monitoring activities to ensure compliance. Identify needs, manages smaller projects, testing, training and implement within all sales channels including Direct Sales, Retail and Third Party channels. Maintain content track activities and help facilitate best practices. Specializing in Compliance and Government Lending. Show less

Underwriting Manager, Staff Officer

• Dec 2013 - Aug 2015

• Manage department of 9 Senior Residential Underwriters specializing in FHA, VA, Bond, Construction, and Jumbo.• Train and coach colleagues to meet job specific production, quality and turn time goals• Maintain service level agreements. • Analyze credit risk for loan outside of standard product profiles and approve exceptions if appropriate.• Effectively manage relationships with processing and sales supervisors.• Collaborate with Performance Development with analysis of training and implementation. Show less

Senior Underwriter

• Aug 2012 - Dec 2013

•Underwrite mortgage loans for all types of borrowers including high net worth individuals to first time homebuyers. •Independently identify potential risks and mitigating factors that could impact the customer's ability to repay the loan. •Analyze business/consumer financial statements, individual credit reports, calculate cash flow and balance sheet ratios as appropriate, review other relevant information, and recommend the credit decision. •Ensure the transaction adheres to mortgage lending regulations and appropriate credit policies Show less

Account Executive

• Mar 2004 - Nov 2004

Training Consultant

• Jan 2003 - Mar 2004

Mortgage Loan Analysit/Training Specialist

• Oct 2000 - Jan 2003

Loan Processor

• Apr 2000 - Oct 2000

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Loan Processor

• Oct 1996 - Apr 2000