Experience

Hallmark Home Mortgage NMLS#53441

• United States
• Financial Services
• 100 - 200 Employee

• EVP, Business Support Manager

  • Jan 2018 - Present

  Charged with direct oversight of the marketing and Information Technology Departments at Hallmark Home Mortgage. Charged with direct oversight of the marketing and Information Technology Departments at Hallmark Home Mortgage.



Arrive Home Mortgage

• United States
• Technology, Information and Internet

• Chief Operating Officer

  • Nov 2015 - Jan 2018



Hallmark Home Mortgage NMLS#53441

• United States
• Financial Services
• 100 - 200 Employee

• SVP, Strategic Growth Officer

  • Aug 2014 - Oct 2015

  Facilitates business development plans through a multi-faceted approach. Assists in seeking new business partners to join the organization. Works closely with sales staff providing tools to increase efficiency and market share. Manages marketing efforts for the entire organization. Provides guidance to owner on corporate initiatives and opportunities for future growth. Lliason to all net-branch managers providing assistance with the onboarding process providing a smooth transition for new production teams. • Launched the “virtual loan officer” platform to help strengthen an online presence for the organization. • Created new recruitment materials for potential sales employees. Assists branch managers in growth directives and gives guidance on potential recruits. • Facilitates annual marketing plan with seasonal highlights to stay active amongst referral partners and contacts of influence. • Provides timely information to sales staff. Assists in various team-building activities. • Initiated new corporate communication models. Utilizes video communications for sales contests and corporate company information. • Assists with annual Hall of Fame Sales Awards trip and the annual sales rally providing educational content to the origination team.



First Financial Bank

• United States
• Banking
• 700 & Above Employee

• AVP Region Sales Manager/E-Mortgage Manager

  • Jan 2014 - Aug 2014

  Managed a team of mortgage loan originators. Recruited sales talent for additional loan growth. Primary focus was business development with realtors, builders, and referral sources. In charge of marketing the products and services within the region of Northern Indiana. Facilitated vital operational information to the sales staff to remain in compliance. Maintained annual goals and financial plans for multiple cost centers. Created First Financial Bank’s first “e-mortgage” sales channel for additional sales/mortgage growth on a regional multi-state platform. • Facilitated active sales coaching for optimizing all mortgage sales efforts within the region. • Selected and managed all “electronic” mortgage lead campaigns for additional sales opportunities. • Escalated loan production issues with Director of Mortgage Operations for timely resolution. • Assisted in the approval of new builders within the region for additional growth opportunities. • Set goals, budget, and provided performance reviews for all direct reporting staff members.



Tower Bank

• Fort Wayne, Indiana Area

• VP-Mortgage Manager

  • 2009 - Jan 2014

  Manages the mortgage department with origination volumes at over $100 Million per year. Supervises and maintains the loan origination and operations staff. Cultivates and develops new relationships with investors, realtors, and builders. Coordinates marketing/advertising program for brand recognition within the community. Manages cost center budget for maintaining a profitable department. • Facilitates training for new employees, product updates, regulation changes, and all matters concerning mortgage loan compliance. • In charge of annual budgeting and financial projections for the entire department. • Presents sales goals and action plans to the origination team. • Markets new products and technology to increase sales. • Researches new technology platforms in efforts to streamline processing timelines. • Assists in updating and maintaining the mortgage department loan policies and procedures. • Hires all new personnel both for the departments operations and sales teams. • Provides coaching and annual performance reviews to all team members within the department.



Fairway Independent Mortgage Corporation

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Oct 2008 - Nov 2009



Aucita Mortgage Capital

• VP Operations

  • Sep 2007 - Nov 2009

  Manages daily operations involved with contract loan servicing, loan acquisitions, and all other mortgage outsourcing lines of business. Works closely with the President in creating policies and procedures, business development plans, and various marketing/advertising campaigns. Maintains relationships with various business clients and vendors to keep a “pulse” of the current marketplace for Aucita’s services. Manages daily operations involved with contract loan servicing, loan acquisitions, and all other mortgage outsourcing lines of business. Works closely with the President in creating policies and procedures, business development plans, and various marketing/advertising campaigns. Maintains relationships with various business clients and vendors to keep a “pulse” of the current marketplace for Aucita’s services.



Waterfield Financial

• United States
• Investment Management
• 1 - 100 Employee

• AVP Initial Delivery Manager

  • Feb 2002 - Jun 2006

  • Supervised twenty-five direct reports in loan review, investor delivery, and MERS® integration. Responsible for all departmental management functions including operations and personnel. • Managed extraordinary and exception-based loan deliveries to meet critical deadlines affecting the company’s risk position. • Engaged daily with three government agencies and document custodians to ensure timely certifications of loan sales. • Maintained strong working relationships with outside investors to facilitate streamlined loan deliveries. • Analyzed loan volume through daily management reports to optimize resource scheduling and productivity. • Effectively managed team members by establishing specific and measurable performance expectations, monitored results and conducted annual performance reviews. • Responsible for establishing and achieving quarterly budget forecasts for the Initial Delivery department.