Evelyn M.

Experience

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  PLATINUM MORTGAGE

  Apr 1994 - Dec 1996

  Operations Manager, Mortgage Broker

  • Responsible for the Sales and Marketing of our loan products within the correspondent lenders' policies and procedures as well as consistent, effective referrals of Mortgage clients• Responsible for function of Corporation including, Compliance, Quality Control and Corporate Bookkeeping• Hired and trained Mortgage loan officers and processors• Managed Sales team, processors, assistants and closers• Profound working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors• Assisted Mortgage Loan Administration with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review Show less

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  Town & Country Mortgage Services Inc

  Jan 1997 - Jan 1999

  Licensed Mortgage Broker

  • Executed effective Mortgage marketing plans to meet and exceed agreed upon Mortgage production goals• Generated and maintained Mortgage Accounts• Skilled in working with realtors, builders and general public in meeting and providing sound Mortgage advice based on a full understanding of client needs as well as Mortgage products and their benefits• Top Sales person in '97 and '98• Developed relationships with new and current Realtors, builders and borrowers to promote continuous business Show less

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  Contemporary Mortgage Services, Inc.

  Jan 1999 - Dec 2009

  Senior Mortgage Broker

  • Sold over 800 Million in Residential sales in 10 years, with over 1900 individual transactions, in top five loan officer for the past 8 years• Motivated self-starter that achieved higher than Broker metrics, set company record for top sales revenue generated annually• Ranked Top Sales person in '99, '00, '01, '02, '03, '04 & top 5 in '05 & '06• Managed 20-member team that ranked top sales in RE/MAX Assured• Responsible for analyzing customers' financial stability, net worth, credit and collateral, RCS Designation with corporate transfers into the FL marketplace Show less

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  Active Mobility & Respiratory Center

  Apr 2007 - Oct 2011

  Director Of Sales Marketing

  • Extensive knowledge of complex rehabilitation power chairs, pediatric, home modifications along with vehicle and commercial mobility products• Cultivate relationships with Vocational Rehab, National Multiple Sclerosis Society, Muscle Dystrophy Association and other funding sources to facilitate and assist my customers with additional financial resources• Successfully negotiate with vendors to ensure costs of goods were brought down to maximize profit margins by an average of 30%• Experience in managing all core functions within a business operation. P& L, budgeting, loss prevention, customer relations, administration and other related functions Show less

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  Gainsco

  Nov 2011 - Oct 2015

  Territory Marketing Sales Manager

  • Ranked Nationwide #1 Territory Sales Manager 2014• Set company record for DFW territory with over 40% increase in agency footprint for prospects and re-engaging under-performing agents• Assist in the training and mentorship of new hires along with ride along with senior corporate officers and department heads of u/w and claims• Analyze competitive position to determine market share within the state and identify market trends, developing strategic plans for market penetration to ensure increased sales and profitability Show less

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  Windhaven Insurance

  Sept 2015 - Feb 2020

  Director Sales Marketing Operations

  • Accountable for the recruitment and leadership of TX external and internal 12-member team• Develop sales and marketing strategies with over 4K agents appointed in under 4 years• Create metrics to optimize team performance by clearly communicating the vision aligned with Company’s strategic business goals• Identify, negotiate and appoint national accounts & manage production exceeding 8 MM written premium with profitable loss ratio and agency compliance• Lead launch of The Hearth (HO3 & HO4) TX launch appointing over 1K agents in its' first 12 months• Collaborate with CTO on launch of agency digital marketing, third party vendor sales & consumer interfacing platform and CRM• Spearhead new agent requirements through webinar orientation, product knowledge training of policy system and state compliance licensing procedures for Windhaven National appointments Show less

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  Bluefire Insurance

  Mar 2020 - Jul 2021

  SVP, Head Of Sales & Marketing

  • Lead restructuring through development of Sales and Marketing 25-member team to reduce overhead, maximize productivity and coach teams on best practices• Implement infrastructure across all states, instituting a data driven approach to agency management to solidify business strategy and diversify distribution• Accumulate excess of $450MM annual sales revenue by executing new strategies to new and existing customers diversifying net revenue sales by 43%• Deploy measurement tools, dashboards and reports tracking effectiveness of initiatives• Drive strategic sales initiatives to increase growth in revenue, contribution margin and EBITDA resulting in 38% increase in new business• Launch internal Business Development Associate Sales team to drive business in new states for agent prospecting, training, and implementing sales metrics to identify opportunities• Instill positive, performance-based sales and marketing culture through mentoring with defined methods of reaching milestones• Spearhead cross-functional initiatives across departments to achieve business goals for bottom-line profits Show less

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  EJM Consulting Group

  Aug 2021 - Jul 2022

  Head Of Sales

  • Develop new strategies with a consistent process to establish and achieve long-term business objectives, providing company with strong transformation roadmap and sustainable organizational leadership• Articulate the company's strategic vision, mission statement and value - ultimately crafting the organizations brand narrative• Launch national sales infrastructure to ensure the teams metric is delivering on market leading initiatives• Grow strong partnership relationships by delivering a defined standard of practice with outcome and competency metrics for results driven success Show less

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  Kanguro Seguro

  Aug 2022 - Mar 2023

  Head of Growth

  • Lead Kanguro's growth strategy and roadmap across several channels• Design marketing strategies and implement systems/processes to acquire distribution partnerships for Kanguro products (Pet and Renters Insurance)• Develop a deep understanding of Kanguro’s business model, key performance indicators and metrics that impact success in the market• Partner with Product, Marketing and Operations to execute cross-functional acquisition and retention initiatives for Distribution partners, affinity networks and insurance agencies• Narrate and develop a strategic framework to establish new markets aligned with product roll out• Grow new business development and increased profitability though managing key drivers behind sales, revenue and gross profit margin to exceed the revenue plan• Deploy a market-based strategy for an omnichannel presence testing framework and roadmap to assess new acquisition and awareness channel Show less

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  FBC Insurance Services

  Aug 2023 - now

  Chief Sales Officer