Experience

The Conway National Bank

• United States
• Banking
• 1 - 100 Employee

• Retail Banker

  • Oct 2023 - Present



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Grants Manager

  • Feb 2018 - Sep 2021

  New York, United States Managed multi-million dollar philanthropy portfolio to support nonprofit organizations that promoted programs aligned with the Capital One mission. Monitored and reported on grants; collected and analyzed outcome data. Worked with nonprofits to finalize key components of grants. • Authored Qualitative Narratives to highlight the results of grant outcomes for hundreds of nonprofits that were submitted to the OCC for regulatory oversight • Led an initiative to help… Show more Managed multi-million dollar philanthropy portfolio to support nonprofit organizations that promoted programs aligned with the Capital One mission. Monitored and reported on grants; collected and analyzed outcome data. Worked with nonprofits to finalize key components of grants. • Authored Qualitative Narratives to highlight the results of grant outcomes for hundreds of nonprofits that were submitted to the OCC for regulatory oversight • Led an initiative to help nonprofits adopt software tools that helped them meet their objectives • Liaison between Capital One and AT&T that provided free internet access to underserved communities

• Director Community Development Banking Residential Mortgage

  • Jan 2013 - Feb 2018

  New York City Managed 10+ Community Mortgage Loan Officers across the footprint who originated highly complex loans with grants and subsidies for underserved individuals. Coached people to be great at their jobs, partnering team members to foster learning and enhance strengths. • Created market-specific strategies resulting in high quality and sustainable loans and education programs that helped individuals in opportunity zones • Mitigated risk by producing compelling customer results • Partnered… Show more Managed 10+ Community Mortgage Loan Officers across the footprint who originated highly complex loans with grants and subsidies for underserved individuals. Coached people to be great at their jobs, partnering team members to foster learning and enhance strengths. • Created market-specific strategies resulting in high quality and sustainable loans and education programs that helped individuals in opportunity zones • Mitigated risk by producing compelling customer results • Partnered with other department leaders to identify opportunities to further promote home ownership and grow opportunities for low and moderate income earners • Championed change and opportunity through a major reorganization which resulted in a 90% Associate retention rate

• Senior Manager, Sales and Service Leader

  • May 2012 - Jan 2013

  New York, NY Ensured nationally defined, consistent execution of standardized sales processes, coaching routines and service processes across hundreds of local branches. Analyzed customer experience data to identify and close performance gaps, implemented solutions through five direct reports. • Coordinated outstanding regional sales rallies, recognition efforts and job family meetings • Established a consulting process with Regional Executives and other partners to obtain understanding of… Show more Ensured nationally defined, consistent execution of standardized sales processes, coaching routines and service processes across hundreds of local branches. Analyzed customer experience data to identify and close performance gaps, implemented solutions through five direct reports. • Coordinated outstanding regional sales rallies, recognition efforts and job family meetings • Established a consulting process with Regional Executives and other partners to obtain understanding of business challenges and opportunities, apply solutions and achieve sales and service performance results • Recognized for my efforts, I was sought out to lead the Community Development Mortgage team and was promoted to Director

• Senior Manager, Head of Residential Mortgage Specialty Lending

  • Apr 2007 - May 2012

  Built and managed a boutique-like “shop” to include both sales and operations with a $39 million dollar budget. Working with seven direct reports, serviced VIP and low-to-moderate income individuals which were out of scope for the main mortgage line of business. Worked with third-party vendors such as appraisers, nonprofit organizations, etc. to ensure customer success. • Created policies and procedures from the ground up to ensure smooth process flows and compliance with government… Show more Built and managed a boutique-like “shop” to include both sales and operations with a $39 million dollar budget. Working with seven direct reports, serviced VIP and low-to-moderate income individuals which were out of scope for the main mortgage line of business. Worked with third-party vendors such as appraisers, nonprofit organizations, etc. to ensure customer success. • Created policies and procedures from the ground up to ensure smooth process flows and compliance with government regulations • Built a strong customer service policy catering to the special needs of our clients, training all associates to ensure that service was their number one priority



North Fork Bank

• Banking
• 1 - 100 Employee

• Retail Sales/Residential Mortgage Sales Management, Vice President

  • Mar 2000 - Apr 2007

  Direction and development of 29 employees: Bank Floor Sales and Service Coaches, Mortgage Origination Team Leaders, Incentive Specialists and Administrative Staff. Responsible for the morale, soft skills and mortgage origination training for more than 350 branches. Sales generated averaged $215 million annually. Stayed within annual salary and bonus budget. • Authored and delivered all sales and customer service meetings/presentations and used data analytics to prove growth •… Show more Direction and development of 29 employees: Bank Floor Sales and Service Coaches, Mortgage Origination Team Leaders, Incentive Specialists and Administrative Staff. Responsible for the morale, soft skills and mortgage origination training for more than 350 branches. Sales generated averaged $215 million annually. Stayed within annual salary and bonus budget. • Authored and delivered all sales and customer service meetings/presentations and used data analytics to prove growth • Authored First Time Home Buyer Seminar and presented to the general public to include annual Fannie Mae Expositions in Madison Square Garden. Over the years I’ve presented to more than 5,000 people, some groups as large as 350. • Worked with The Today Show on NBC to promote mortgage lending in brick and mortar locations • Worked with This Old House on PBS to produce a marketing spot that was shown before each episode for 3 months • Created and maintained branch level incentive programs • Planned and facilitated annual recognition events • Partnered with Marketing to author internal sales promotions and contests to increase sales

• Vice President, Retail Sales/Residential Mortgage

  • 2000 - 2007

  Direction and development of 29 employees: Bank Floor Sales and Service Coaches, Mortgage Origination Team Leaders, Incentive Specialists and Administrative Staff. Responsible for the morale, soft skills and mortgage origination training for more than 350 branches. Created and maintained branch level incentive programs. • Sales generated averaged $215 million dollars annually. • Authored and delivered all sales and customer service meetings/presentations and used data analytics to show… Show more Direction and development of 29 employees: Bank Floor Sales and Service Coaches, Mortgage Origination Team Leaders, Incentive Specialists and Administrative Staff. Responsible for the morale, soft skills and mortgage origination training for more than 350 branches. Created and maintained branch level incentive programs. • Sales generated averaged $215 million dollars annually. • Authored and delivered all sales and customer service meetings/presentations and used data analytics to show growth. • Authored First Time Home Buyer Seminar and presented to the general public to include annual Fannie Mae Expositions in Madison Square Garden. Over the years I’ve presented to more than 5,000 people, some groups as large as 350. • Worked with the Today Show and This Old House to promote mortgage lending