Senior Investment Manager

• Jul 2021 - Present

Territory Sales Manager

• Mar 2014 - Jul 2021

While rendering expertise as a Territory Sales Manager, I oversee all activities within the assigned territory with $8M+ of company sales volume. One of my key responsibility is to determine sales and business growth opportunities across merchandising units. I expand existing customer base and create a newly contracted customer base in line with territory rules and regulations. → Increased sales of product by over 2 basis points within six months. → Surpassed performance expectations, while working in a high-performing and supportive environment. → Enhanced consumer interactions by creating brand awareness within the portfolio of products. → Identified new opportunities within the category to grow sales; outlets to grow segments. Show less

Lending Specialist

• Mar 2013 - Feb 2014

During my tenure at CMG Financial, I reviewed and approved clients for several loan products including conventional, government, and jumbo products. I am still proud of choosing the appropriate mortgage product and solving the client’s mortgage needs. → Achieved organizational goals and objectives and secured position in the top 3 Lending Specialists monthly. → Built and strengthened long-lasting working relations with clients during the loan process; enriched client experience and satisfaction from start to finish. → Ensured seamless flow of loan activities through communication with loan processing, underwriting, and third-party vendors. → Grew business by interfacing with financial advisors, realtors, and networking through existing clients. Show less

Mortgage Sales

• Apr 2011 - Mar 2013

Being a Mortgage Loan Originator, I consistently achieved sales goals by demonstrating ardent sales and customer service skills. I was accountable for organizing loans for key business sources through private label solutions. Also, I secured referral sources from financial advisors and consultants. → Commended by the management for ensuring consistency in the top 10% of loan originators based on monthly sales. → Championed various departments through special projects as HARP specialist; saved loans for in processing departments facing jeopardy of cancellation. Show less

Event Manager / Lead Merchandiser / Brand Ambassador

• Nov 2005 - Apr 2011

Being a Mortgage Loan Originator, I consistently achieved sales goals by demonstrating ardent sales and customer service skills. I was accountable for organizing loans for key business sources through private label solutions. Also, I secured referral sources from financial advisors and consultants. → Commended by the management for ensuring consistency in the top 10% of loan originators based on monthly sales. → Championed various departments through special projects as HARP specialist; saved loans for in processing departments facing jeopardy of cancellation. Show less