Experience

Coviance

• United States
• Financial Services
• 1 - 100 Employee

• National Sales Executive

  • Jan 2023 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Sales Manager

  • Jun 2021 - Jan 2023

  • Managed team of 15-20 mortgage loan officers • Platinum performer (Top 10% Ranking) • Managed a pipeline of 300-500 borrowers and consulting borrowers and team members on policies, guidelines, and governance programs. • Implemented risk solutions and execute approvals and denials in accordance with Wells Fargo policy and interagency guidelines • Prioritize and manage legally binding timelines and deadlines with government adherence (TILA/RESPA, TRID, Reg B, etc). • Impeccable attention to detail of system input and documentation review to limit risk exposure • Team subject matter expert assisting teammates and direct reports on troubleshooting loan issues and navigating toward approvals • Onboard, train and provide ongoing sales and pipeline management training Show less



Midwest Independent BankersBank

• United States
• Banking
• 1 - 100 Employee

• Vice President, Business Development Officer

  • Sep 2020 - Jun 2021

  • Officer of the bank, served Iowa community bankers with correspondent banking solutions • Implemented services: Cash Letter Settlement, Safekeeping, Fed Funds/EBA Investing, Participation Loans (Commercial, Real Estate & Ag), Reg O Loans, Investments/Bond Accounting, Risk Assessments and Pen Testing, and more • Served on both Iowa Advisory Committee and MIB Board of Officers • Led several Iowa banks through annual audits including ACH Audits, BSA Audits, Directors’ Exams, Interest Rate Risk Review, Deposit Compliance, Lending Compliance, Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act Audit, Home Mortgage Disclosure Act (HMDA) Audit, Loan Review, External/Internal Vulnerability Assessments, External and Internal Penetration Testing, IT Security Audit, Social Engineering Assessments, Business Continuity Management Audits • Designed & delivered presentations for operational banking solutions to meet strategic planning initiatives for business operations of bank executives and bank owners Show less



Kasasa

• United States
• Financial Services
• 200 - 300 Employee

• Regional Director of Sales, Vice President

  • Jun 2018 - Sep 2020

  • Drove customer acquisition and deposits for community financial institutions through a suite of innovative consumer credit card, debit card and Loan products, SaaS. Create efficiencies using technology to drive income and add cost savings to current retail product lineups. • Exceeded Quota Q4 2019 & through Q2 in 2020: $215k Quota (Actual $286k EV). • Worked with team to deliver strategic, solution-selling style presentations for using marketing strategies and aggregated market data, negotiation and closing deals while meeting critical deadlines and solving complex issues • Collaborated C-Level executive relationships and business partners with ~450 Banks and Credit Unions across Iowa, Colorado & Kansas Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Premier One Mortgage Officer

  • Dec 2017 - Jun 2018

  Exceeded Annual Quota: 144 Origination Quota (Averaged 255 Originated Loans YoY); $18M Volume Quota (Averaged $27.5M YoY)4x Multiple Platinum Performer (Top 1%)Promoted to Premier One to travel and develop new territories with low market share (ID, MT, WY, CO, AK, WA, OR)Des Moines Site Customer Satisfaction Leader 2017

• Mortgage Loan Officer (HMC)

  • Feb 2015 - Dec 2017



PMA USA (Performance Matters Associates, Inc.)

• United States
• Insurance
• 200 - 300 Employee

• District Sales Manager

  • Jun 2012 - Feb 2015

  • Managed Insurance portfolio to retain and direct sales position to upsell current clientele• Won 2014 Rookie of The Year Nationally and President’s Club: $157,000 Premium (209% of Quota) as hunter role in producing hybrid environment• Promoted to Sales Manager in first 6 months• Recruited and trained sales professionals into a successful, high-producing teams

• Sales Executive

  • Jan 2012 - Jun 2012



Ken Garff Automotive Group

• Motor Vehicle Manufacturing
• 700 & Above Employee

• Sales Manager

  • Jan 2010 - Jan 2012