Experience

20/20 Vision for Success Coaching

• Professional Training and Coaching
• 1 - 100 Employee

• Member Board of Directors

  • Jan 2022 - Present

  The Women With Vision (WWV) initiative fills a void women in finance have felt for decades. It our goal to fan the flames of women’s progress. We are creating a community to support one another and to define our professional vision for decades to come. We are a global initiative and use social media for sharing and promoting our mutual interests. 20/20 VSC is a sought-after resource for education in the real estate finance world. As experts, the company supplies speakers at events, group coaching, individual coaching, and progressive learning for professionals all across the country. We also publish two E-magazines, hold national events and retreats, and have an active swag store. Our brand is synonymous with the stellar business tactics we teach and, by example, run with great care, great culture, and great content. Show less



International LEAP Network

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Executive Member

  • Aug 2022 - Present

  LEAP is a private exclusive network for members of the #CareerLeap Program: executive leaders, entrepreneurs, and high achievers from around the world who inspire and drive growth and impact on themselves, their work and their communities. LEAP is a private exclusive network for members of the #CareerLeap Program: executive leaders, entrepreneurs, and high achievers from around the world who inspire and drive growth and impact on themselves, their work and their communities.



Consulting

• Remote

• Community Engagement, Mission-based Sustainable & Equitable Housing

  • May 2023 - Present

  CORE COMPETENCIES INCLUDE: - Business and Mortgage Product Development - Client Management Relationship - Finding solutions to address challenges faced by minority and underserved communities - Executive level presentations CORE COMPETENCIES INCLUDE: - Business and Mortgage Product Development - Client Management Relationship - Finding solutions to address challenges faced by minority and underserved communities - Executive level presentations



Salesforce

• United States
• Software Development
• 700 & Above Employee

• Large Enterprise Account Executive, Financial Services at Slack

  • Dec 2022 - Apr 2023

  Expanded relationships and revenue for Salesforce/Slack products by strategically positioning the features and benefits to C-Suite executives in the financial services industry. Owned sales lifecycle and national account management activities including strategic account sales plans, adoption cycle training and enablement for new Slack features and releases Expanded relationships and revenue for Salesforce/Slack products by strategically positioning the features and benefits to C-Suite executives in the financial services industry. Owned sales lifecycle and national account management activities including strategic account sales plans, adoption cycle training and enablement for new Slack features and releases



Freddie Mac

• United States
• Financial Services
• 700 & Above Employee

• Account Executive, Sales Manager

  • Mar 2022 - Dec 2022

  -Led a cross functional team and directed business development strategies and alignment for sales territory. -Developed product, credit, risk management, pricing, customer service, and tech solutions for mortgage lenders to compete in their markets. -Designed and integrated a sales playbook and mentoring program to assist new account executives with performance management, presenting product features/benefits and increasing services penetration.-Worked in harmony with multiple account teams, including Community Lending/Bulk Sales teams, providing direction and support to optimize delivery opportunities and minimize credit risk. -Participated in numerous internal working groups providing expertise and guidance for the betterment of Freddie Mac and our lenders.-Became one of several designated subject matter experts and mentors for new team hires Show less

• Senior Account Executive

  • Jan 2014 - Mar 2022

  Responsible for the Regional Lending customer relationship for Freddie Mac in the Mid-Atlantic territory. As an Account Executive my responsibilities included understanding Freddie Mac's products, services, processes and policies in order to effectively represent Freddie Mac. Responsible for the account management of banks and mortgage banking institutions with annual originations volume of $1B to $8B annually. Developed deep understanding of customer business strategy, managed complex relationships, built multiple territory's and continuously exceeded sales goals. Consistently captured market share even in fiercely competitive territories through determination, persistence, engagement and empathy. Leveraged my bilingual skills to advance client initiatives across the company including Affordable Lending, New client approval, Operational risk reviews and Tech adoptions bridging the language gap for our Puerto Rican clients.My management experience has honed the following skills: ➢ Maintain and build relationships with internal and external business partners, vendors, Mid-Atlantic assigned lenders➢ Support the development, management and negotiations of customer relationships and experience➢ Through consultative sales develop an understanding of customers’ business models and strategies➢ Demonstrate ability to display leadership within and outside of the organization➢ Primary understanding of the Secondary Mortgage Market and competency related to economics of Mortgage banking➢ Influence account level outcomes and implement best practices across the team where appropriate➢ Effectively communicate verbal and written key messages to all levels of the organization*Received the Leadership Sales Award in 2019*Received the Business Sales Results Award in 2016*Received the Leadership Sales Award in 2014 Show less

• Selling System Manager

  • Jul 2010 - Dec 2013

  *Provided strategic technology consultation services to Community and Regional customers on integrating Freddie Mac's Secondary Marketing and Execution options and Loan Delivery technologies.•Built and managed effective relationships with Account Managers and the Sales Management team to introduce new technology or execution solutions, and provide feedback on Customer's execution and Loan Delivery patterns that can be used to improve the customer experience and strengthen the customer relationships.•Managed loan delivery of 110 Bank and Credit Unions across the country including 5 banks in Puerto Rico and ensure that the overall quality of loans delivered is accurate and of good quality using MISMO data language•Managed the over 80% LTV loan project, where I had to analyze why certain loans were called for Repurchase. Analysis was done to determine that these loans were not compliant at delivery.•Managed the roll out of the Delivery requirements for FHFA project Required Loan-Level Origination Data to my customer base •Participated in the New Customer On-boarding project and provided suggestions and ideas on how to improve our Activation process* Received the Premier Achievement Award for Excellent Customer Service in 2013 Show less

• Sr. Sales Representative

  • Sep 2003 - Jun 2010

  • Managed multiple projects for our team to ensure timely deliverables, such as creating deals within DPM and managing them from beginning to end, ensuring that we have attendance for the Credit Union Advisory Board and Customer conferences• Managed Credit Unions throughout the country and ensure a delivery goal base of $1.7 Billion in loan sales to Freddie Mac by year end.• Initiated and trained customers on the Seller/Servicer activation process from beginning to end. Activated 25 new Credit Union’s in 2007• Traveled to Credit Union’s and conferences across the country to sell our value proposition• Sold our products and services to our credit union members across the country• Received the Premier Achievement Award for Excellent Customer Service in 2006 Show less

• Sr. Business Analyst

  • Mar 2003 - Sep 2003

  *Gathered and managed the corporate wide ends user computing system documentation pertaining to financial reporting at the data element level, in support of a future financial architecture*Managed the teams issues and resolution via ClearQuest software*Assisted with ongoing data and process requirements integration, and establishing process and controls to foster data relevance and quality*Performed weekly reports to senior management

• Business Analyst II

  • Jan 2001 - Mar 2003

  *Provided project oversight in which to ensure the successful completion of all project deliverables & milestones in critical delivery environments.*Managed key stakeholder expectations and deliver measurable value to the business.*Interviewed internal and external customers to determine their need*Directed customer contact to promote Home Value Explorer usage*Prepared regression and detailed system test cases that adequately represent the business application’s needs.

• Budget Analyst

  • Mar 1999 - Jan 2001

  *Managed the development, implementation, distribution, and continuous improvement of all budget and salary reporting*Managed (CS&C) Customer Service and Control forecasting process to identify future spending and resource requirements*Coordinated space planning and design for over 600 hundred employees