Business Development Manager

• Dec 2022 - Present

Customer Success Specialist II

• May 2022 - Present

At Medallion Bank, I am part of the Customer Success team, here to provide a superior level of customer service while building relationships with Finance Managers and Loan Specialists to ensure complete customer satisfaction. Taking the lead in helping dealers and FSP's achieve success and full integration and implementation of the Bank's specialized recreational financing programs and operating procudures.

CSR

• Jun 2020 - May 2022

In the position as CSR for Plaza Home Mortgage, Inc. my main responsibility is providing operational and customer support for all types of Mortgage transactions. Maintaining strict and detailed pipeline reports getting loans Cleared to Close within expected turn times, paying extra attention to purchase contract and lock expiration deadlines. Monitor aged files and follow up on conditions and other expiring documents. Working with Brokers and Account Executives to provide daily support, training and help with processing of complex loan approvals. Provide dedicated service by building quality, long term relationships with the mortgage brokers and account executives while maintaining a high level of professionalism and ethics. Show less

Consumer Finance Director - Business Devlopment

• 2018 - 2020

As Consumer Finance Director of Business Development, I was tasked with researching and developing new lending programs to expand the existing lending portfolio. During this process, I successfully negotiated and re-established the Recreational Hauler program to expand our lending volume by 20%. I continued to handle a large daily volume of credit applications and established myself as the lead underwriter and trainer for the newly established Recreational Hauler program.

Investor and Dealer Development Manager (Promoted)

• 2017 - 2018

As Investor and Dealer Development Manager, I was tasked with researching and establishing new partnerships with various financial institutions to expand our product line to provide and ensure the best possible rates, terms and programs for both prime and sub-prime credit. I was further responsible for training, strengthening and developing relationships with both existing and new potential dealerships along with new and existing staff.

Dealer Development Manager (Promoted)

• 2016 - 2017

The role of Dealer Development Manager gave me the opportunity to work within several different aspects of the company and contribute in numerous ways to include; improving customer service, dealer retention and new ways to resolve dealer and customer complaints efficiently.

Sales Representative

• 2016 - 2016

Key member of a 10 person team in marketing, promotion and growth of the new “Direct to Barn” program. Key member of a 10 person team in marketing, promotion and growth of the new “Direct to Barn” program.

Finance Manager and Trailer Sales

• Mar 2014 - Nov 2015

Directly recruited (re-hired) to restructure and streamline the finance department, manage and re-organize the parts department. • Efficiently reorganized parts department and help with sales $110K parts inventory, taking it from a loss to a 35% growth in less than 1 year • Restructured and streamlined the finance department successfully reestablishing relationships with 3 lenders and a service provider Previously employed by B&H Ag Corp from 2003 to 2008 as the finance manager and sales, in that role, I created the initial finance department, signed up and built relationships with US Bank, Bank of America, Wells Fargo, GE Money, Medallion Bank and Amarillo National Bank establishing a streamlined in-house financing program. Show less

Broker Coordinator

• 2012 - 2014

In the role as Broker Coordinator, I was tasked with providing support to loan officers, underwriters, closers and account executives. Working directly with each and with the customers directly to obtain and coordinate all documentation for loan files. In the role as Broker Coordinator, I was tasked with providing support to loan officers, underwriters, closers and account executives. Working directly with each and with the customers directly to obtain and coordinate all documentation for loan files.

Closing and Funding Specialist

• 2011 - 2012

In my role as Closer and Funding Specialist, I was tasked with performing all closing and funding functions pertaining to mortgage loans.

Compliance Officer

• 2010 - 2011

As a Compliance Officer, I was responsible for comprehensive compliance reviews and loan setup of incoming files and managed change of circumstance pipeline.

Licensed Loan Originator #340195

• 2010 - 2010