Experience

Garden State Home Loans Incorporated

• United States
• Banking
• 1 - 100 Employee

• Vice President Of Production

  • May 2018 - Present

  - Lead the Garden State Production channel consisting of Loan Origination, Analytics, Lead Buying, Customer Service, and Marketing Teams. - Developed manageable and implemented trackable KPI’s for each of the above teams so all employees understood exactly where themselves, their team, and the company stood in relation to their goals. - Expert in customer acquisition, engagement, retention, and referrals. - In charge of all lead buying and sourcing (budget $3-$5 M per year). -… Show more - Lead the Garden State Production channel consisting of Loan Origination, Analytics, Lead Buying, Customer Service, and Marketing Teams. - Developed manageable and implemented trackable KPI’s for each of the above teams so all employees understood exactly where themselves, their team, and the company stood in relation to their goals. - Expert in customer acquisition, engagement, retention, and referrals. - In charge of all lead buying and sourcing (budget $3-$5 M per year). - Responsible for campaign that drove 1000+ Google, 500+ Zillow, 250+ Bankrate, and other aggregator 5-star reviews to Garden State. - Drilled down on analytics to implement both in-process and follow-up surveys to ID and fix pain points in the mortgage process. - Achieved a 14-20% (depending on source) lead to application ratio in the extremely rising rate environment of the past 12+ months while other lenders utilizing the same leads averaged 7-10%. - Maintained strong margins through the tumultuous period we are experiencing to effectively balance volume/profitability equation as it relates to margin compression everyone is experiencing. - Drafted and approved all internal and external communication/ad copy. - Reputationally known as the “go-to-guy” for the company when a new obstacle was faced. Show less



Freedom Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Program Manager

  • Jun 2017 - May 2018

  Mount Laurel, New Jersey • Create and maintain strong relationships with key stakeholders from areas within the firm as well as outside parties critical to program success. • Develop, and manage program plans and appropriate documentation. • Track deliverables through heavy reporting and analysis utilizing Excel. • Work in high-pressure situations and provide real-time solutions to challenging issues as they arise. • Create value for the organization by improving performance individually and program-wide in… Show more • Create and maintain strong relationships with key stakeholders from areas within the firm as well as outside parties critical to program success. • Develop, and manage program plans and appropriate documentation. • Track deliverables through heavy reporting and analysis utilizing Excel. • Work in high-pressure situations and provide real-time solutions to challenging issues as they arise. • Create value for the organization by improving performance individually and program-wide in order to attain maximum production output. • Recommend organizational, infrastructure, and process modifications and enhancements based on reporting and targeted feedback initiatives.

• Loan Advisor

  • Feb 2016 - Jun 2017

  Mount Laurel, NJ • Built trusting relationships with clients from various backgrounds and advising on loan programs best suited for their financial needs. • Remained current on regulatory changes, and effectively conveyed those regulations to clients while walking them through the loan process. • Rotated through operations in order to completely understand loan process, compliance regulations, and relevant disclosures. Accomplishments: • Received the Freedom Mortgage Rising Leader Award… Show more • Built trusting relationships with clients from various backgrounds and advising on loan programs best suited for their financial needs. • Remained current on regulatory changes, and effectively conveyed those regulations to clients while walking them through the loan process. • Rotated through operations in order to completely understand loan process, compliance regulations, and relevant disclosures. Accomplishments: • Received the Freedom Mortgage Rising Leader Award 2017. • Selected as special speaker for company's leadership conference reserved for top 10% of performers company-wide. • Among the top 5 performing Loan Advisors in assigned vertical for several months before being promoted to Program Manager. • Participated, and was elected President, of the First Flyer Advisory Council (an extracurricular professional organization at Freedom). Organized networking and fundraising events/initiatives. • Moderator for company-wide discussion panels featuring high-level executives in an open forum format.