Experience

All Western Mortgage

• United States
• Financial Services
• 100 - 200 Employee

• Sales Relationship Manager

  • Dec 2019 - Present

  I help people create wealth through home ownership. Much more than a lender. I assist my clients as a professional debt manager and ally they can count on for financial advice and guidance. -High level communication, written and verbal -Loan underwriting -Perform sales and lead gen activities -Train and mentor high producing team (Team lead featured on Bravo network's "Financing the American Dream") -Work with high net worth clients I help people create wealth through home ownership. Much more than a lender. I assist my clients as a professional debt manager and ally they can count on for financial advice and guidance. -High level communication, written and verbal -Loan underwriting -Perform sales and lead gen activities -Train and mentor high producing team (Team lead featured on Bravo network's "Financing the American Dream") -Work with high net worth clients



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Premier Banker II

  • Mar 2019 - Dec 2019

  -Led the district (and possibly company) in closed HELOC applications. This was due to my relationship with mortgage brokers and other referral partners in my network -Focused on Business Lending -Worked with Treasury Management partners -Strengthened/built relationships with companies and individuals to capture all of their business -Led the district (and possibly company) in closed HELOC applications. This was due to my relationship with mortgage brokers and other referral partners in my network -Focused on Business Lending -Worked with Treasury Management partners -Strengthened/built relationships with companies and individuals to capture all of their business



Finance of America Mortgage LLC

• United States
• Financial Services
• 700 & Above Employee

• Advisor

  • Oct 2016 - Mar 2019

  Experienced Advisor with a demonstrated history of working in the financial services industry. Skilled in: -Prospecting -Follow-up from Prospecting -Proactive approach to sales -Building client and partner relationships -Partner training and events Experienced Advisor with a demonstrated history of working in the financial services industry. Skilled in: -Prospecting -Follow-up from Prospecting -Proactive approach to sales -Building client and partner relationships -Partner training and events



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Relationship Specialist

  • Jul 2014 - Oct 2016

  Built and managed relationships with small to medium sized businesses. -Understand clients business banking needs -Identify and match up banking products based on clients needs -Understand business banking, lending, cash management products -Work with business partners to deepen relationships Built and managed relationships with small to medium sized businesses. -Understand clients business banking needs -Identify and match up banking products based on clients needs -Understand business banking, lending, cash management products -Work with business partners to deepen relationships