Highly driven sales and finance professional with advanced communication, team leading, and critical thinking skills and over 20 years of experience in customer service, sales.
Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Professional leader with executive experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.
Overview
26
26
years of professional experience
Work History
Branch Manager
Red Tree Mortgage/West Capital Lending
02.2024 - Current
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Complied with regulatory guidelines and requirements.
Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Submitted loan applications to underwriter for verification and recommendation.
Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
District Sales Manager
Adp- Automated Data Processing
02.2023 - 02.2024
Collaborated closely with other district managers to share best practices, learnings, and drive overall success of the organization.
Improved team performance by providing regular coaching, training, and mentoring to sales representatives.
Increased sales revenue by developing and implementing effective sales strategies for the district.
Exceeded annual sales targets through strategic planning, territory optimization, and customer relationship building.
Assessed competitive landscape regularly to adapt strategies accordingly and maintain a leading position in the market.
Enhanced team morale by fostering a positive work environment, recognizing achievements, and promoting professional development opportunities.
Led sales meetings to communicate objectives, review progress against goals, and discuss areas for improvement.
Analyzed data trends to monitor performance metrics and develop actionable insights for continuous improvement efforts.
Streamlined operations by collaborating with cross-functional teams to address challenges and improve processes.
Developed strong partnerships with key clients, ensuring long-term business relationships and repeat sales.
Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
Vice President/Branch Manager
Americas Mortgage Professionals
11.2021 - 12.2023
Opened the Pittsburgh branch of Americas Mortgage Professionals. Continued to originate loans in addition for my Vice President duties and moving the pipelines of the Pittsburgh team. Held morning meetings, set leads for distribution, monitored calls, structured options, role played calls for sale, and created sales scripts for the sales team. Led trainings with whole company. Did spreadsheets and reported directly to the CEO
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
Sales Manager/Inventory Specialist
All Access Automotive
06.2022 - 01.2023
Optioning vehicles upon intake. Booking vehicles out and system logging. Sales of vehicles. Negotiating loan terms and specifics such as money down, monthly payment, warranty. Ensuring post sale satisfaction.
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Increased sales revenue by developing and implementing effective sales strategies.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
Loan Originator/Digital Sales Manager
Red Tree Mortgage
02.2022 - 10.2022
Continued to originate various types of home loans but as a Broker. Creatively found ways to meet loan Approval guidelines. Quickly was promoted in the company to Digital Sales Manager. I was in charge of handling all inbound leads via text and doing sales meetings and spreadsheets as well as maintaining a 5 unit a month average. I also far exceeded these expectations
Participated in ongoing training sessions to stay current on industry trends, lending guidelines, and product offerings.
Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.
Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.
Increased loan application approvals by developing and maintaining strong relationships with borrowers and underwriters.
Maintained up-to-date knowledge of lending regulations, ensuring compliance in all transactions.
Loan Originator/Assistant Manager
Reliance First Capital
12.2016 - 02.2021
Originated various types of home loans. Was the head go-to on all mortgage guideline related questions. Navigated guidelines, compliance, and underwriting to find creative ways to restructure loans for Approval. Coached employees in team (had 6 reportees) as well as push their pipelines, review and role play options. Conduct morning huddles) create positive atmosphere in stressful environments as well as maintain a 4+ unit average for myself originating as well. I constantly exceeded these goals.
Sales Representative
Pittsburgh Auto Depot
09.2013 - 12.2016
Consistently exceeded monthly sales goals and every year quantity leader in sales. Experienced in overcoming financing challenges to qualify customers for approvable lending. Knowledgeable in financing options, systems and documentation requirements. Responsible for managing, recording and tracking new and current inventory of automobiles. Facilitate and train new colleagues in sales techniques, goal setting, overcoming credit challenges and customer adversity.
Student Recruiter
Education Management Company
04.2011 - 11.2011
Responsible for student recruiting and attrition through monthly application goals. Constant high performer and over achiever of these goals. Essential and comprehensive understanding of financing options, process and requirements to enlighten and suggest potential choices to students. Relationship building and maintenance of student relations to ensure smooth transition to and throughout first semester of schooling.
Customer Loyalty/Retention Specialist
Comcast
04.2005 - 07.2010
Negotiated pricing for cable, phone and internet packages in Customer Retention Department. Responsible for hitting both personal sales quotas and team quotas. In charge of implementation and integration of incentives to generate team building and goal setting. Point of contact for escalation calls. Facilitated communication between Retention and Loyalty Teams and Billing departments. Mentor and trainer to new department employees.
Customer Service/Sales Representative
Outsource Solutions Incorporated
04.1999 - 02.2003
Sales and Collection Account Representative and Medical Referral and Billing Department. Conducted verbal and written communications with customers. Resolution of delinquent accounts to protect company assets while maintaining customer loyalty. Responded to telephone inquiries from customers to perform account adjustments, communication of policies and procedures, research and resolution of billing disputes. Demonstrated ability to bridge the gap between business demands and customer needs.