Tonia Diaz-Lindsey

Marketing Consultant at Peklava
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Aru Anavekar

Tonia! A hustler and networking champion. I have been very blessed to have met Tonia at the conference and instantly have her introduce me to folks around. She is highly connected in the mortgage and leadgen space, with a ton of knowledge and experience in CRM, pricing, POS and related tools for optimizing agent throughput. We have had several brainstorming sessions to discuss prospecting, client engagement, secret shopping strategies and general marketing trending topics. It’s always a pleasure to exchange notes and learnings. Tonia would be a great addition to any firm that has diverse marketing and agent engagement tools. Her experience and skills are a great fit for sales, call center and customer experience teams.

Bruce Reichstein / One and Won®

I have had the pleasure of working with Tonia Diaz-Lindsey over the last several years and collaborated with her on several projects. She has deep knowledge and expertise in mortgage lead management, software technology and integration. She is a

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Marketing Consultant
      • Jan 2018 - Present

    • United States
    • Financial Services
    • 200 - 300 Employee
    • VP of Marketing, Consumer Direct
      • Mar 2022 - May 2022

    • United States
    • Financial Services
    • 200 - 300 Employee
    • SVP, Internet Marketing
      • Nov 2021 - Jan 2022

    • United States
    • Financial Services
    • 700 & Above Employee
    • AVP of Branch Marketing
      • Apr 2020 - Nov 2021

    • United States
    • Financial Services
    • 100 - 200 Employee
    • VP of Internet Marketing
      • Mar 2011 - Apr 2020

    • United States
    • Financial Services
    • 700 & Above Employee
    • Consultant
      • Aug 2009 - Mar 2010

    • Banking
    • 1 - 100 Employee
    • DIRECTOR OF MARKETING
      • Jan 2004 - Jul 2009

      Responsibilities include handling all aspects of creating and implementing messaging and new marketing campaigns. Directly accountable for overseeing and maintaining on-line vendors, public relations and the purchase/distribution of incoming leads. Develop and maintain various marketing strategies utilized in effectively meeting all objectives while adhering to budgetary constraints. Direct and supervise the Call Center staff in daily operations. Focus outbound calling on both new and former loan applications through various avenues. Implement all production standards and handle time keeping, training, scheduling and supervision of staff. Prepare monthly reports and collaborate with other departments. Consistently achieved the desired cost per closed loan set by the CEO. Created highly effective incentives for the sales staff.Develop and maintain superior partnerships and initiatives in the financial services industry. Involved in coordinating and participating in video e-mail campaigns. Analyze potential partners in the area of marketing products and tools. Actively involved in quarterly reviews to assure the success rate of current campaigns and determine any changes or adjustments. Monitor effectiveness and coordinate all scheduling as well as communicating between departments. (2005 to Present)

    • TEAM LEADER/LOAN OFFICER
      • Jan 2004 - Jan 2005

      Interacted with clients in the evaluation of specific needs. Determined and presented the most effective loan program according to client specific needs and prepared documentation. Directly accountable for the review of financial profiles. Handled all loan origination processing and funding needs. Promoted to Director of Marketing. (2004 to 2005)

    • SALES MANAGER
      • Jan 1996 - Jan 2003

      Directed the entire loan process from initial evaluation through to final approval/funding. Supervised a team of up to 25 loan officers. Trained staff in professional documentation procedures and customer service techniques. Analyzed individual financial profiles in determining the best loan program according to specific individual needs. Originated, processed and funded loans. Supervised a team of up to 25 loan officers. Utilized specialized programs including e-loan/Lending Tree and restructured procedures to increase efficiency and production.

    • LOAN SERVICE COUNSELOR
      • Jan 1995 - Jan 1996

      Initiated new insurance policies and procedures as well as processing mortgage payments and payoffs. Prepared and audited loan documents and assisted the department in additional duties on an as needed basis. Initiated new insurance policies and procedures as well as processing mortgage payments and payoffs. Prepared and audited loan documents and assisted the department in additional duties on an as needed basis.

    • OPERATIONS MANAGER/TEAM LEADER
      • Jan 1992 - Jan 1995

      Assisted a team of up to 18 employees in completing daily duties. Performed the training and scheduling of staff. Restructured a document processing unit and participated as a team member in appraisal and acquisition of new imaging hardware/software. Actively participated in the reengineering of the company culture and business practices as well as developing a customer service module for 150 employees. Assisted a team of up to 18 employees in completing daily duties. Performed the training and scheduling of staff. Restructured a document processing unit and participated as a team member in appraisal and acquisition of new imaging hardware/software. Actively participated in the reengineering of the company culture and business practices as well as developing a customer service module for 150 employees.

Education

  • California State University-Fullerton
    Bachelor's degree, Sociology
    1989 - 1992

Community

You need to have a working account to view this content. Click here to join now