Experience

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  South River Mortgage

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Assistant Vice President - Business Development

    • Apr 2022 - Present

    - Manage our Direct Mail Marketing Campaign for customer acquisition.- Manage our Digital and email marketing campaigns- Purchase and process customer data for mail selection- Handle Weekly Mail orders to stay within the confines of our annual budget. - Third party vendor Management- Handle all sales reporting to drive sales efficiencies and conversions. - Run weekly meetings to provide updates to C-Suite level executives on Marketing and Sales Performance.- Manage and create sales/company reporting through R-Studio, SQL and Excel.- Project Manager- Recruit sales and processing employees. - Assist HR with Licensing Evaluation saving an estimated $120,000 annually.- Data Analysis- Oversee Web development team

  • Assistant Vice President - Sales Origination

    • Feb 2022 - Apr 2022

    - Managed team pipeline- Ran and provided training to new & existing employees

  • Senior Loan Officer

    • Oct 2020 - Feb 2022

    - Finished #4 in the company in units closed in 2021.- Generated $673,788 in revenue for the company as a Loan Officer.- Promoted to Team Lead.- Managed Team Pipeline of up to 150 loans for the #1 team in the company in 2021. - Ran and Provided training to new & existing team members.

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  NewDay USA

  • United States
  • Financial Services
  • 400 - 500 Employee

  • Sr. Financial Analyst

    • Feb 2019 - Sep 2020

    - Assisted with recreating the Sales compensation plan which saved the company an estimated $1,200,000 annually.- Created and Managed sales reporting to drive efficiencies and conversions through R-Studio, Excel and SQL.- Met daily with C-Suite Level executives to discuss provide updates on sales performance as well as existing projects. - Project Management- Created internal Budget system per department. Met monthly with department heads and C-suite executives to reconcile the budgets and maximize savings when possible.- Third Party Vendor Management- Data Analysis

  • Business Analyst - Business Development

    • May 2018 - Feb 2019

    -Created and Managed sales reporting to drive efficiencies and conversions through R-Studio, Excel and SQL.- Data Analysis

  • Account Executive - Mortgage Loan Originator

    • Jun 2017 - Apr 2018

    Account ExecutiveNMLS ID #1638021NewDay USANMLS ID #1043

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  Shippensburg University Foundation

  • Shippensburg University

  • Portfolio Manager

    • Aug 2016 - May 2017
    • Shippensburg University

    - Manage and execute trades for the SU Foundation Portfolio ($156,000 Market Value) alongside 9 other team members attempting to achieve a risk-adjusted return higher than our benchmark. - Prepare and present quarterly/annual reports to the Financial Advisory Council.- Conduct research and analysis on individual holdings, sectors as well as market conditions.- Responsible for the healthcare (5 holdings) and financials sector (4 holdings)

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  Order of Omega Greek Honor Society

  • Shippensburg University

  • President

    • Apr 2016 - May 2017
    • Shippensburg University

    - Responsible for scheduling and running monthly meetings with other high academic standing Greek leaders in which we vote on community service and philanthropy projects to participate in.- Oversee the rest of the executive board and work with our alumni advisor.

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  Shippensburg University of Pennsylvania

  • Ezra Lehman Memorial Library

  • Circulation Desk Assistant

    • Oct 2013 - May 2017
    • Ezra Lehman Memorial Library

    - Exert high-quality customer service while assisting patrons through discharging up to 50 laptops, books, and other expensive electronic materials to patrons.- Receive up-to-date training on violent intruders as well as how to better assist those with disabilities.- Replenish several books at a time throughout the library shelves, place them in the correct order using the Dewy Decimal System.

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  Pi Lambda Phi Fraternity

  • Non-profit Organization Management
  • 1 - 100 Employee

  • President

    • Jan 2016 - Jan 2017

    - Responsible for preparing an agenda for chapter meetings, following guidelines set by the university, and setting goals for the chapter. As well as scheduling, organizing, and running the meeting of about 35 collegiate men. - Oversee and receive reports from 6 other executive board members and 7 chair positions.- Intermediary between the International Headquarters and the active undergraduate chapter.

  • VP of Communications

    • Jan 2015 - Dec 2015

    - Responsible for maintaining strong communications with other organizations and whom ever w partner with outside of the fraternity.- Control all social media accounts on different platforms such as Twitter and Facebook.- Record detailed weekly meeting minutes and distributing them to each member of our organization in a timely manner. As well as maintaining fluid communication between our executive board and the other 30 members in our organization.

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  Inter Fraternity Council

  • President

    • Jan 2016 - Jan 2017

    - Responsible for scheduling, organizing, and running the meeting comprised of the executive board, alumni advisor as well as a representative from each fraternal organization.- Meeting weekly with our alumni advisor to prepare an agenda and discuss previous success and failures.- Oversee and receive weekly reports from the other executive board members. Collaborating on more efficient and improved ideas for event planning/hosting.

  • Marketing Chair

    • Jan 2015 - Dec 2015

    - Responsible for coordinating all public relation efforts including social media while maintaining a healthy image with the community and campus that upholds the councils mission.- Creating and distributing event flyers and informational brochures throughout the campus.- Responsible for growing the IFC's twitter account by 100+ followers.

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  Primerica

  • Chambersburg, PA

  • Sales Representative

    • Nov 2015 - Nov 2016
    • Chambersburg, PA

    Helping main street families achieve financial independence and accomplish their goals!