Partnership Development

• Apr 2023 - Present

Director of Mortgage Banking

• 2022 - 2022

- Collaborated with multiple internal teams to design a sales plan that met all company objective key results and deadlines which successfully met our goal of $1.1 billion Q1 gross revenue.- Prioritized leading my team by always seeking to understand first and responding using emotional intelligence which increased regional employee retention rate 100% within the first 6 months. - Modernized the daily text and email scripts to generate more creative and personalized outbound marketing campaigns yielding an increase in inbound client response rate of 33% over 3 months.- Streamlined simultaneous forms of communication both internally and externally in order to prioritize actionable items for my team of 30 bankers to improve daily efficiency and save time.- Audited over 3000 live calls a week to assure quality client interactions measured by 95% 4/5 star ratings which resulted in winning the JD Power award for customer satisfaction 2022. Show less

Senior Banker

• 2020 - 2022

- Exceeded target sales metrics by an average of 125% of monthly target resulting in $8-11 million monthly closed loan volume monthly and earned top sales awards on multiple occasions.- Consulted with families throughout the full sales life cycle to intentionally understand the emotional pain points linked with their financial needs leading to an average debt elimination of 26k per client.- Built trust with each client individually through unique and personalized outbound contact via phone, text, and email which improved average to 15% monthly lead conversion rate efficiency.- Constructed a personal lead classification system using excel which improved efficiency in post closing contact which led to a 93% client retention rate YTD and additional servicing revenue.- 2x Top Closer Award: 09/2021 & 10/2021 Recognized as a producer within the Top 10% of closed loan sales company wide.- 3x Regional Culture Award: 04/2021, 05/2022 & 07/2022 Awarded for consistently improving team culture and promoting company values. Show less

Banker

• 2020 - 2020

- Specialized in lead qualification to ensure each of the thousands of monthly clients contacted were met with a product or solution that fit their financial needs.- Obtained licenses through the NMLS at the federal and state level to originate mortgages in 17 different states. (AK, AR, AZ, CA, CO, CT, DE, ID, IA, MI, NC, NY, PA, TN, TX, VA, WA)

Orientation Leader

• 2017 - 2017

As leaders, we were personally responsible for overseeing the first visit for 7,500 new students and their families. We directed new students and their guests around campus and assisted with registration and logistic processes associated with admission to IU. Presented in large public speaking events for 100s of guests and campus partners daily. As leaders, we were personally responsible for overseeing the first visit for 7,500 new students and their families. We directed new students and their guests around campus and assisted with registration and logistic processes associated with admission to IU. Presented in large public speaking events for 100s of guests and campus partners daily.

Intern

• 2015 - 2015

Scanned paper documents for online storage. Dealt with in person tourism visits and information requests via phone or email. Gained extensive knowledge of all the local businesses and popular locations in one of the most beautiful towns in Northern California. Scanned paper documents for online storage. Dealt with in person tourism visits and information requests via phone or email. Gained extensive knowledge of all the local businesses and popular locations in one of the most beautiful towns in Northern California.