Business Relationship Manager at Optimal Blue

• Nov 2020 - Present

Vice President of Client Development

• Aug 2019 - Nov 2020

East Coast Regional Sales Manager

• May 2019 - Aug 2019

Secure Insight is the mortgage industry leader in providing third party risk management services to lenders, title insurers and consumers. We offer an industry-leading enterprise risk management solution that protects banks and their customers from fraud. Since 2012, lenders throughout the United States have accessed our database to verify agent risk and safely closed millions of transactions nationwide. Secure Insight helps lenders manage vendor risk to avoid fraud losses and meet consumer protection requirements with a risk management program tailored to your needs. Show less

Sr. Professional Account Executive

• May 2018 - Feb 2019

Strategic Account Executive

• May 2016 - Apr 2018

As a Strategic Account Executive, I see my role, not that of just “sales”, but as a true business partner and consultant for my client accounts. My clients are CoreLogic’s biggest asset. Working collaboratively with clients, I deliver value across our clients’ business operations, addressing challenges head-on, acting quickly to present innovative, cost-effective solutions to business problems. I help my clients identify and manage growth opportunities, improve business performance and mitigate risk. Empowering my clients by turning complex problems into data-driven solutions. From strategic planning to regulatory compliance, CoreLogic’s solutions support our clients through the entire mortgage lifecycle. With over 500 industry standard mortgage products and services, including data and software (SaaS) solutions, and endless custom solutions, I have the tools to help my clients succeed. Show less

Loan Officer

• Sep 2015 - May 2016

Effectively analyze client's qualifications and recommend the proper loan programs that fit their needs. • Met or exceeded monthly quota of closed loans. 2016 - 110%, 2015 - 100%. • Manage two tier one clients with 25+ Loan Officers each and 6 tier two clients. • Develop and maintain internal and external relationships, including the ability to effectively communicate with clients, brokers, realtors, processors, and underwriters. • Educate customers by explaining complex financial concepts in a clear concise manner. Show less

Branch Manager

• Oct 2013 - Jun 2015

Management of York office. Responsibility to manage and grow branch. Grow existing contacts and establish new business relationships. Responsible for hiring all office staff, sales reps, and field tradesmen. • Grew branch from $500,000 in sales to 1.75 Million in 2014 and on track for 2.5 - 3.0 million for 2015. • Key person involved in bringing on WellSpan Health as a client and handling 15 - 20 projects currently. Management of York office. Responsibility to manage and grow branch. Grow existing contacts and establish new business relationships. Responsible for hiring all office staff, sales reps, and field tradesmen. • Grew branch from $500,000 in sales to 1.75 Million in 2014 and on track for 2.5 - 3.0 million for 2015. • Key person involved in bringing on WellSpan Health as a client and handling 15 - 20 projects currently.

Vice President

• Feb 2008 - Sep 2013

Started two new branches of a parent company and expanded company market share. Responsible for hiring all office staff, sales reps, and field tradesmen. • Increased sales each year from $750k to $3.8 Million in 2012. • Helped procure buildings for the branches along with all supplies and other systems (phones, internet, computers, etc.) needed to get the branches up and running. Remained focused on customer service throughout the sales process. • Grew team of estimators from 1 to 4 estimators. Managed all estimator's sales through weekly meetings, consistent communication and use of a contact management system. • Grew field team from 1 superintendent and 1 other field employee, to 2 superintendents, a receptionist, a marketer, and over 20+ field employees. Show less

Regional Sales Manager

• Jan 2005 - Dec 2007

Responsible for hiring, training, and maintaining a successful sales team of 40+ account executives. Helped team implement strategies to increase market penetration and reach or exceed sales goals. • President's club member for Top Regional Manager (top 3 of 18). Exceeded goals by 131% for the year in 2006. • Grew existing team of 18 AE's to 44 AE's. Responsible or helping our region go from being ranked 18th in the East to being ranked consistently in the top 3 not only in the East, but in the entire country. • Maintained an average of $117 million of funded volume per month in 2006 for my region which contributed $2.5 million in revenue per month and $30 million for the year. • Increased market penetration from 10% to 25% over the two years with the company. Show less

Account Executive

• Sep 2000 - Jan 2005

Account Executive and Sales Manager • President's Club honors in 2003 (top 5% of a 350-person sales force) • Maintained an average of $1.5 million per month in volume. Maintained a 65% - 70% pull through ratio. • Team maintained production of $5 to $6 million in volume and increased market penetration by 1.4%. Account Executive and Sales Manager • President's Club honors in 2003 (top 5% of a 350-person sales force) • Maintained an average of $1.5 million per month in volume. Maintained a 65% - 70% pull through ratio. • Team maintained production of $5 to $6 million in volume and increased market penetration by 1.4%.

Account Executive

• 1997 - 2001

Account Executive hired to build relationships, increase market share, and market penetration. Also responsible for building relationships with clients and my inside team. · Maintained my own production of 1.5 - 2 million in volume · Team maintained production of 5 to 6 million in volume and increased market penetration in our region by 1.4% · Produced $120,000 in revenue each month. Account Executive hired to build relationships, increase market share, and market penetration. Also responsible for building relationships with clients and my inside team. · Maintained my own production of 1.5 - 2 million in volume · Team maintained production of 5 to 6 million in volume and increased market penetration in our region by 1.4% · Produced $120,000 in revenue each month.