Experience

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  Direct source mortgage corp

  Nov 2000 - Dec 2003

  Owner

  I founded and led a successful mortgage company in Utah, overseeing every aspect from inception to daily operations.• Recruited and developed a team of approximately 20 employees within the first year.• Designed and implemented comprehensive training programs to ensure employee success.• Authored and executed all organizational policies and procedures, including HR, accounting, sales, operations, and quality control.• Fostered a performance-driven culture, holding staff accountable for meeting or exceeding monthly loan volume targets to ensure profitability.• Launched targeted sales and marketing initiatives aimed at consumers and building relationships with referral partners. Show less

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  Accredited home lenders

  Jan 2004 - Sept 2004

  Account executive

  • Expanded B2B sales territory, increasing subprime mortgage loan volume across key markets.• Cultivated and maintained strong relationships with mortgage brokers, enhancing partner loyalty and driving repeat business.• Provided expert guidance on subprime loan products, ensuring brokers were well-informed and equipped to offer the best solutions to their clients.• Delivered tailored sales presentations and training sessions, effectively communicating product benefits and underwriting guidelines. Show less

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  Wells fargo

  Sept 2004 - Jan 2005

  Prime account executive - home mortgage

  • Developed and maintained strong relationships with smaller mortgage firms, enhancing Wells Fargo’s market presence in the Utah region.• Provided expert consultation and support to partners, helping them navigate complex loan products and processes.• Analyzed market trends and competitor activities to identify new business opportunities and optimize sales strategies.• Delivered tailored training sessions to partner firms, improving their understanding of Wells Fargo’s mortgage products and boosting their sales performance.• Managed a robust pipeline of loans, ensuring timely processing and exceptional customer service from application to closing.• Consistently met or exceeded sales targets by effectively managing the sales cycle and leveraging strong negotiation skills.• Made impactful first impressions, expanding my network to include a future sales manager who later recruited me to Direct Mortgage, Corp. Show less

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  Direct mortgage, corp.

  Feb 2005 - Jan 2023

  Vice president, retail operations and quality control

  Other Leadership Roles Held: Quality Control Manager | Underwriting Manager | Operations Manager Over an 18-year tenure at Direct Mortgage Corp., I climbed the ranks from Wholesale Account Executive to various senior leadership roles. My blend of dedication, hard work, and strategic insight drove both personal and organizational growth, fostering a culture ripe for achievement. Key highlights and milestones include:• Established a new company record by scaling wholesale (B2B) volume from zero to $15M monthly within just 6 months, setting a benchmark for rapid territory expansion.• Optimized operational workflows, particularly in underwriting, to enhance efficiency and quality while concurrently reducing expenses.• Instrumental in the team that inaugurated a new retail lending division, which swiftly escalated from zero to $40M, becoming the company's most profitable unit.• Guided the company through multiple industry downturns and successfully defended against high- stakes repurchase lawsuits, preserving tens of millions of dollars and securing the company's long-term viability.• Directed the company through multiple audits from regulators and counterparties, maintaining compliance and ongoing participation. Fostered excellent relationships with regulatory agencies and business partners, while swiftly addressing and rectifying any audit issues.• Crafted and executed a range of new policies and procedures across multiple departments, including the inception of a comprehensive and improved quality control program. Oversaw training and ensured adherence to these new operational standards.• Orchestrated the recruitment, hiring, onboarding, and training of employees in diverse departments such as retail sales and underwriting. Built high-performing teams and offered sustained mentorship for long-term employee development. Show less

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  Fidelis associates

  Mar 2023 - now

  Vice president, business development & project management

  • Revenue Growth – Drove a nearly 100% increase in revenue during the first year of tenure, followed by a 3x revenue growth in the second year, positioning the company for sustained success.• Project Leadership & Client Success – Led multiple high-value consulting engagements, acting as the primary project manager and strategic advisor. Delivered successful outcomes by aligning solutions with client needs, improving efficiency, and driving measurable business impact.• AI Integration – Led the comprehensive adoption of generative AI into company workflows, optimizing processes and improving decision-making capabilities.• Expanded Consulting Scope – Successfully broadened Fidelis Associates' consulting services, enhancing workflow efficiency and increasing client engagement. Show less