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Credentials

  • NMLSR #268147
    -

Experience

    • United States
    • Marketing Services
    • 1 - 100 Employee
    • Owner/Founder
      • 2016 - Present

      Plan, develop, and manage automation workflows for back end follow up systems in various industries. Plan, develop, and manage automation workflows for back end follow up systems in various industries.

    • United States
    • Banking
    • 1 - 100 Employee
    • Branch Manager - March Mortgage Group
      • Sep 2004 - Present

      • Roles included loan officer, team lead, sales manager, branch manager, and business owner. • Consistently a top producer in each role. • Developed and maintained knowledge of consistently changing products, policies/procedures, and company requirements. • Performed sales forecasting, reporting, and ROI analysis on a regular basis. • Recruited, hired, and managed multiple sales teams. • Phone skills used in prospecting clients and business referral partners including cold calling. • Identified, prospected, developed, built, and maintained business referral relationships. • Utilized various marketing techniques including direct mail, website development, SEO (search engine optimization), pay-per-click campaigns, and researched/managed external lead vendors. • MS Office used regularly (Outlook, Excel, Word, PowerPoint).

Education

  • University of Wisconsin-Milwaukee
    Bachelor of Business Administration, Finance
    1996 - 2000
  • University of Wisconsin-Milwaukee
    Bachelor of Business Administration, Real Estate and Urban Development
    1996 - 2000
  • Brookfield East High School
    General, General
    1989 - 1992

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