
Patrick Hernandez
Private Client Mortgage Banker

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About me
🌟 Enterprise Sales Executive 🌟
Education

Western Governors University
2012 - 2016BS Business ManagementBS Business Management
Experience

JPMorgan Chase
Nov 2012 - Jun 2014Private Client Mortgage BankerOriginate purchase and refinance mortgages. Jumbo, Non-Conforming, Conforming Conventional, HARP, FHA and VA loans.* Received recognition for customer satisfaction year end 2013.* Received award for top producer of purchase units funded for the Seattle District year end 2013* Received award for top production for purchase loan volume for the Seattle District year end 2013

US Bank Home Mortgages
Jun 2014 - Apr 2015Mortgage Loan OriginatorAs a Mortgage Loan Originator I was responsible for originating and closing residential purchase and refinance loans. I was also responsible for the development of business relationships with a corporate affinity group. I held various residential lending seminars.Awards:* Top 10% company wide for gross volume for the month of February 2015* 100% customer satisfaction for the year ending 2014

Wells Fargo Home Mortgage
Apr 2015 - Jan 2016Sales Manager• Led and developed a high-performing mortgage team for 14 years, strategically navigating the industry's evolving landscape • Directed team operations through regulatory changes and market fluctuations, ensuring consistent client service excellence • Established the team as trusted industry authorities, developing client-focused solutions that drove business growth

US Bank Home Mortgages
Jan 2016 - Jan 2017District Sales Manager* Recruit, Coach and Manage the best trained loan originators in the industry. * Lead with Integrity and focus on doing the right thing all the time. * Build and manage relationships with branch and external partners to increase productivity. * Facilitate team and partnership meetings to create synergistic environment for meeting goals. * Strategize monthly and annual goals, support with effective coaching and problem solving. * Minimize frustrations of partners, employees and clients by delivering a clear message with consistent expectations. * Responsible for Loan Originators and Mortgage Production for 16 branches.Accolades Include recruiter of the year for 2016 Show less

Wells Fargo Home Mortgage
Jan 2017 - Sept 2017Retail Sales ManagerDuring my 14 years of experience as a trusted mortgage professional I am well versed in the ever changing landscape of our industry. With constant changes to guidelines to shifts in the local housing market you need a team of professionals you can rely on. My team and I are experienced in all types of residential lending including Jumbo, Conforming, VA, FHA, and Down Payment Assistance loans. My client base consists of everyone from first time home buyers to experienced investors. As a trusted resource you can count on me to have the answers you need to help Show less

Onvia
Sept 2017 - Aug 2018Client Success Specialist• Stewarded a $1.4 mil. book of business• Spearheaded renewal and growth sales• Orchestrated customer demonstrations and training• Outperformed sales plan by 136%

Deltek
Jan 2018 - Aug 2018Core Client Success Manager• Stewarded a $1.4 mil. book of business• Spearheaded renewal and growth sales• Orchestrated customer demonstrations and training• Outperformed sales plan by 136%

Smartsheet
Aug 2018 - Sept 2022• Hire, coach, train and manage a team of Strategic Sales Representatives to master skills across business development including lead engagement, account intelligence development, Smartsheet’s platform and solutions, sales skills, closing skills, inbound marketing and business acumen.• Play leadership role in operationalizing multi-touch targeted lead generation campaigns, including process definition, key metrics and use of software tools• Define, implement and track set of core SSR metrics/analytics which predictably drive performance, working closely with Sales Operations to ensure necessary support• Develop and implement plays run by the SSR team that result in deepening knowledge of Smartsheet’s Strategic Accounts• Manage day to day activities of SSR team including live coaching and mentoring, and reviewing inbound lead volume, activity metrics, conversions and pipeline build• Work closely with Enterprise Sales Directors and Account Executives to ensure proper alignment on opportunity quality and hand off• Work closely with Enterprise Demand Generation team to ensure quality generation, conversion and nurturing of leads• Identify and make recommendations for improvements around process, efficiency and productivity of the business development team• Align with sales enablement team to build a curriculum for SSR's across on-boarding, sales trainings, solutions and industry education and role acumen• Motivate team with creative incentives and inspire through a shared vision and team culture Show less
Senior Manager of Enterprise Sales Representatives - Key Accounts
Nov 2021 - Sept 2022Manager of Enterprise Sales Representatives - Key Accounts at Smartsheet
Jan 2021 - Nov 2021Manager of Strategic Sales
Jan 2020 - Jan 2021Enterprise - Strategic Sales Representative
Aug 2018 - Jan 2020

Monday.com
Sept 2022 - nowManager Enterprise Account Managers• Established two Core and one Strategic Enterprise segment teams• Spearheaded and implemented a comprehensive sales strategy, resulting in $22 million in ARR in year one• Orchestrated and led a high-performance sales team of 19 professionals, providing coaching and guidance to drive individual and team success• Discovered new market opportunities and cultivated the company's client base, securing key partnerships and driving revenue growth• Evaluated sales data and performance metrics to identify areas for improvement and engineered strategies to optimize sales effectiveness• Fostered cross-functional partnerships with marketing, product, talent acquisition and customer success teams to align sales efforts and enhance customer satisfaction Show less
Licenses & Certifications
- View certificate

MEDDICC Certification
AscenderAug 2024 - View certificate

Constructive Candor: Important Conversations with Coworkers, Family, and Friends
LinkedInNov 2021 - View certificate

Navigate SOC 2 Compliance in the Cloud
LinkedInMar 2025 - View certificate

Leading with Emotional Intelligence
LinkedInFeb 2022 - View certificate

Managing in Difficult Times
LinkedInNov 2021 - View certificate

Business Ethics
LinkedInNov 2021 - View certificate

Smartsheet Certified User
SmartsheetSept 2018 - View certificate

Smartsheet Product Certified User
SmartsheetNov 2020 - View certificate

MEDDPICC Master Class
MEDDICCOct 2021
Honors & Awards
- Awarded to Patrick HernandezPresident's Club FY22 Smartsheet Jan 2022 My team finished at 158% of annual quota with all members attaining at least 108%
- Awarded to Patrick HernandezRecruiter of the Year 2016 John Higgins Dec 2016 Received award for total recruitment for the year 2016.
- Awarded to Patrick HernandezCommunity Heart Award Senior Management Apr 2009 Awarded for being an active volunteer in my local community. Working with various community outreach and non-profit organizations.
- Awarded to Patrick HernandezCommunity Heart Award Senior Management Apr 2008 Awarded for being an active volunteer in my local community. Working with various community outreach and non-profit organizations.
- Awarded to Patrick HernandezCommunity Heart Award Senior Management Apr 2007 Awarded for being an active volunteer in my local community. Working with various community outreach and non-profit organizations.
Volunteer Experience
Volunteer Help
Issued by Northwest Harvest on Sept 2010
Associated with Patrick Hernandez
Languages
- enEnglish
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