Experience

LoanLogics, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director of Loan Quality Solutions

  • Apr 2015 - Present

  PRINCIPAL DUTIES AND RESPONSIBILITIES: • Responsible for development and delivery of product demonstrations and/or product presentations • Responsible for representing the product to customers and prospects and at field events such as conferences, seminars, or other events • Leverages connections in the business community to drive contacts to the sales team • Responds to functional and technical questions including RFIs or RFPs • Travels throughout the sales territory • Leverages functional knowledge, industry expertise and relationships in the business community among customers and prospects • Conveys customer requirements to Product Management teams • Is an expert with respect to the competition • Plays a key role in defining the product vision, ensuring the product supports the company’s overall strategy and goals • Works with Marketing to develop sales tools, and product collaterals



Factual Data

• United States
• Financial Services
• 200 - 300 Employee

• Director of Business Development - Quality Control

  • Jun 2012 - Apr 2015

  - Responsible for initiating new business opportunities and leading the planning, development, implementation and evaluation of strategic business goals for Mortgage Quality Assurance, Prefunding and Post Closing solutions. - Works directly with close to 20 sales representatives and their clients presenting their new LoanFocus Quality Control Outsourcing services. WebEx and many onsite presentations are a core part of these activities. - Tracks sales opportunities and provides monthly forecasting opportunities. - Works closely with marketing team to present concepts that makes Factual Data different from their competitors. - Represents Factual Data in speaking positions at the national trade shows.



ACES Quality Management

• United States
• Financial Services
• 1 - 100 Employee

• President

  • 2003 - May 2012

  Promotions: Vice President to President - 3 years later returned to ARMCO at the request of the Board of Directors, (after a bankruptcy) to re-promote the ACES system as the best Mortgage Quality Control system in the country. Which our team successfully accomplished. - 100% focus on recreating new and old sales relationships. - Re-engineered ACES into an ASP model hosted within a SOC1 security center. - Sold ACES to clients including the largest mortgage companies, credit unions and outsourcing companies in the country including; Chase, PHH, Navy CU, Franklin American, Interthinx, Altisource, BB&T and many more. - Managed development team, customer support, billings and all other company support teams. - Managed integration relationships with 3rd party vendors such as Factual Data and CBC. - Hosted ARMCO's user conferences, spoke at national mortgage trade shows including the Mortgage Banking Association - Published by mortgage trades magazines (Please see publications)



The Ken Blanchard Companies

• Sales Territory Florida

• Sales Account Executive

  • 2000 - 2003

  - Studied and sold management styles for 3 years while working with the Ken Blanchard companies and learned their proven business management model known as “Situation Leadership II”. This corporate management model takes employee’s competencies and matches their skills to the management development style needed for that employee to accomplish their goals. - Sold these consulting services to the top 100 companies in the state of Florida. - Studied and sold management styles for 3 years while working with the Ken Blanchard companies and learned their proven business management model known as “Situation Leadership II”. This corporate management model takes employee’s competencies and matches their skills to the management development style needed for that employee to accomplish their goals. - Sold these consulting services to the top 100 companies in the state of Florida.



ACES Risk Management Corp (ARMCO) aka Engineered Business Systems

• Southeast Florida, (multiple locations)

• National Sales Manager

  • 1991 - 2000

  Promotions: Sales Support, to Regional Sales Director, to Director of Sales - Assisted in launching, managing and selling one of the first Quality Control, "QC" software technology systems to the mortgage industry called ACES. This system later became one if not 'the' most widely used system in the mortgage industry. - Assisted in launching, managing and selling EBS's Outsourcing Quality Control services to the mortgage banking industry. - Worked on the ACES technical conversion processes from DOS to Windows and eventually to the Web. - Created sales processes, marketing literature, software contracts, etc. - Hosted ARMCO's User conferences, Spoke at National Mortgage Trade shows including the Mortgage Banking Association - Published by mortgage trades magazines - Started in the industry by selling credit reporting software tools to the credit industry. My responsibility was to compare our versions of the CRIS credit reports to others and point out why ours was more unique.



Globe Communications Corp.

• Boca Raton, Florida

• Local Area Network Manager

  • 1985 - 1991

  - Responsibilities included managing a 50 station Novel Network - Teaching the software applications to management - Responsibilities included managing a 50 station Novel Network - Teaching the software applications to management