Experienced Sales and Account Management Professional with 15+ years of experience in sales and lending program management roles with a demonstrated history of improving operational processes. Experienced in identifying innovative account solutions, overseeing the entire mortgage loan process, ensuring regulatory compliance, and providing training to new team members. Equipped with a significant ability to supervise cross-functional teams along with building strong rapport with others.

Mortgage Loan Industry Loan Program Management Staff Training System Implementation

Marketing Strategy Design Contract & Pricing Negotiation Cold-Calling Customer Retention

Operational Process Improvement Oral/Written Communication Regulatory Compliance

  Directed day to day sales logistics within a fast-paced environment with a focus on increasing productivity and operational efficiency levels

  Supported all areas of the mortgage application process which included obtaining pre-qualifications, loan applications, and coaching customers on financing goals

  Maintained an expert level knowledge of mortgage lending guidelines related to FHA, VA, RD, Bon, Freddy Mac, and Fannie Mae programs

  Played a lead role in providing training and individualized coaching to new staff members in regard to BOK mortgage procedures

  Successfully close up to $4MM in new loans per month in addition to assisting with designing marketing strategies aimed at increasing positive relationships with clients, Builders, Realtors, and referral partners

  Coordinated daily administrative operations which included reviewing loan documentation and managing the loan closing process

  Utilized superior communication and interpersonal abilities to maintain positive relationships with both new and existing clients

  Supervised daily office operations within the organization which included setting and completing appointments with clients along with consistently increasing sales growth

  Oversee project management logistics which included negotiating contracts and coordinating with sub-contractors along with handling accounting functions such as accounts payable, receivables, payroll, deposits, and bank reconciliation

  Supported account management logistics which included identifying and contacting potential clients and making appropriate software product recommendations based on client s needs

  Managed a territory consisting of 5 states and focused on companies with 500 employees or more and consistently built positive relationships with c-level executives

  Identified and diffused escalated customer service situations, negotiated contracts with clients, and updated client accounts/files

  Supported real-estate sales and administrative operations throughout the state of Oklahoma which required updating client files, contacting potential clients, and generating presentations

  Designed and implemented marketing strategies which targeted specific clients, negotiated sales terms with clients, and worked closely with Mortgage Loan Officers

  Office/Compliance Manager, Pentium Mortgage, 2002-2003

  Executive Administrative Assistant, Worldcom, 1999-2000

  Administrative Assistant, Redman Pipe & Supply, 1998-1999

  Administrative Assistant, Peter Gray & Associates, 1997