Account Executive

• May 2023 - Present

Project Manager

• Mar 2023 - Apr 2023

Oversee new roofing projects from start to finish. Sell new roofing to residential and commercial customers. Generate new business through active prospecting. Oversee new roofing projects from start to finish. Sell new roofing to residential and commercial customers. Generate new business through active prospecting.

Senior Benefits Consultant

• May 2021 - Nov 2022

Sold Medicare Advantage plans. Promoted to next level with strong 1st and 2nd quarter performance exceeding all sales targets. Sold Medicare Advantage plans. Promoted to next level with strong 1st and 2nd quarter performance exceeding all sales targets.

Mortgage Loan Officer

• Jan 2020 - Jun 2020

Obtained NMLS Mortgage license in 17 states Closed over 5 million in loans in 2 months Originated Conforming, FHA, and VA loans for portfolio retention Obtained NMLS Mortgage license in 17 states Closed over 5 million in loans in 2 months Originated Conforming, FHA, and VA loans for portfolio retention

Home Loan Advisor

• Sep 2018 - Jan 2020

Top sales Agent in 2019, closing 95 loans totaling 45 million in volume and 25 loans in 2020 totaling 10 million in volume Generated 30-40 prequal letters per month, converting 5-6 into purchase deals with contract Top sales Agent in 2019, closing 95 loans totaling 45 million in volume and 25 loans in 2020 totaling 10 million in volume Generated 30-40 prequal letters per month, converting 5-6 into purchase deals with contract

Inside Sales Representative

• Jan 2018 - Sep 2018

Top Producer in inbound season finishing in top 5 out of 50 agents closing over $360,000 in new business over a two-month period Fielded inbound calls from potential customers, analyzing their situation, and presenting sales options on initial call to average a 45% close ratio which was in the top 5 of all reps Provided excellent customer service to existing customers and new customers Top Producer in inbound season finishing in top 5 out of 50 agents closing over $360,000 in new business over a two-month period Fielded inbound calls from potential customers, analyzing their situation, and presenting sales options on initial call to average a 45% close ratio which was in the top 5 of all reps Provided excellent customer service to existing customers and new customers

Mortgage Consultant

• Feb 2017 - Dec 2017

Originate and Close Purchase and Refinance Loans Perform in-depth financial analysis of a prospective borrower's income, credit and job history Originate and Close Purchase and Refinance Loans Perform in-depth financial analysis of a prospective borrower's income, credit and job history

Inside Sales

• Feb 2014 - Nov 2016

Sold energy contracts for electric and gas to consumers Promoted 3 times, I was a Master Sales Agent level 2 winning trip to Cancun, Mexico Averaged 180 sales a month taking 700 inbound calls a month Trained on energy, Direct TV, ATT, Verizon, Lifelock, Hughes Net, Century Link, and Frontier platforms Sold energy contracts for electric and gas to consumers Promoted 3 times, I was a Master Sales Agent level 2 winning trip to Cancun, Mexico Averaged 180 sales a month taking 700 inbound calls a month Trained on energy, Direct TV, ATT, Verizon, Lifelock, Hughes Net, Century Link, and Frontier platforms

Senior Loan Officer

• May 2013 - Feb 2014

Generated closed loans through active telemarketing of 100 internet leads per month Presented sales proposal to prospects over the telephone, identifying the benefits of refinancing and the cost savings over the life of the loan Responsible for all aspects of the loan process from start to finish Generated closed loans through active telemarketing of 100 internet leads per month Presented sales proposal to prospects over the telephone, identifying the benefits of refinancing and the cost savings over the life of the loan Responsible for all aspects of the loan process from start to finish

Professional Security Advisor - Outside Sales Rep

• Feb 2011 - Feb 2013

Sold 220 reactivation services to new and previous customers Present sales presentation and proposal to prospects, identifying positive features and advantages of products and services over those of the competition Identify prospects utilizing creative lead generating techniques to generate additional business Sold 220 reactivation services to new and previous customers Present sales presentation and proposal to prospects, identifying positive features and advantages of products and services over those of the competition Identify prospects utilizing creative lead generating techniques to generate additional business

Executive Director

• Mar 2010 - Sep 2010

Implemented new mortgage operating system for entire staff Responsible for weekly reporting of production to senior management Trained and supervised 10 Mortgage Advisors on new operating system Set up new referral sources for the company through lead generation Implemented new policies and procedures for operations of the company Implemented new mortgage operating system for entire staff Responsible for weekly reporting of production to senior management Trained and supervised 10 Mortgage Advisors on new operating system Set up new referral sources for the company through lead generation Implemented new policies and procedures for operations of the company

Licensed Financial Specialist

• Oct 2007 - Nov 2009

Brought in 13.2 million in deposits in 2008 and 2009 for an average of 600k per month Sold 12.1 million in new cds and closed over 4 million in new loans Average over 400 sales calls a month to generate new business Supervised a team of 4-5 tellers to coach and develop them to refer business Worked with all partners in the bank to enhance customer experience and increase profitability for the bank Brought in 13.2 million in deposits in 2008 and 2009 for an average of 600k per month Sold 12.1 million in new cds and closed over 4 million in new loans Average over 400 sales calls a month to generate new business Supervised a team of 4-5 tellers to coach and develop them to refer business Worked with all partners in the bank to enhance customer experience and increase profitability for the bank

Senior Loan Officer

• Feb 2005 - May 2006

Closed over 100 prime and subprime loans analyzing over 600 credit reports Worked with radio, tv, direct mail, telemarketed, and internet leads Calculated all financial ratios to determine if a client was creditworthy Closed over 100 prime and subprime loans analyzing over 600 credit reports Worked with radio, tv, direct mail, telemarketed, and internet leads Calculated all financial ratios to determine if a client was creditworthy

Senior Loan Officer

• Mar 2003 - Jul 2004

Closed over 75 prime and subprime loans analyzing over 400 credit reports Worked with radio, direct mail, and telemarketed leads Calculated all financial ratios to determine if a client was creditworthy Closed over 75 prime and subprime loans analyzing over 400 credit reports Worked with radio, direct mail, and telemarketed leads Calculated all financial ratios to determine if a client was creditworthy

Markets Trading Analyst

• Mar 2001 - May 2002

Analyzed the fixed income market on a daily basis to identify trendsAssisted three traders with managing one of the largest mortgage portfolios in the United StatesManaged my own mortgage position of GNMA mortgages averaging 50 million in size

Senior Personal Banker

• Feb 1998 - Mar 2001

Sold both personal and business products and services to new clients and existing book of businessTop performer winning two sales campaigns by finishing in top 2% of bankers. Reward was a trip to Beverly Hills and a week in Maui, HI.