Deak C. Allison

Experience

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  Information Systems & Supplies

  Feb 1996 - Oct 2000

  Program Manager
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  Zones, LLC

  Oct 2000 - Aug 2001

  Account Manager

  As an Account Manager, I identified opportunities and collaborated with Solution Architects, Engineers, Project Managers and Software Licensing Sales Executives to design the appropriate technology solutions for clients. I led all meetings and negotiations to drive each opportunity to close. I accomplished the selling of technology solutions (storage, servers, software and professional services) to major customers in the industry. I was a trusted partner to the customer and managed deep account relationships, developed strategic sales plans and thrived on driving results.As an Account Manager I was Primarily Responsible For:• Building relationships across all functions, departments and executive levels to sell Zones technology solutions.• Driving profitability and developing sales strategies to increase ZONES footprint• Providing in-depth customer technology roadmaps and client account strategies; and collaboratively working with account executives to uncover new sales opportunities• Developing partnerships with OEM Field Sales Representatives and optimizing joint selling opportunities• Building market awareness of Zones’ capabilities and Diversity status through participation in local/regional industry events, organizations, and affiliations**Top Rookie Account Executive Award 2001** Show less

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  US Bank

  Sept 2001 - Mar 2002

  Personal Banker

  As a personal banker I built relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. I was responsible for:-originating and closing consumer loans/lines of credit-originating and closing small business loans/lines of credit-opening consumer and small business accounts-opening and/or closing the branch. Show less

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  Wells Fargo

  Apr 2002 - Dec 2007

  As an HMC for Wells Fargo I was responsible for producing high quality loans that met Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial professionals, bank stores, past customers and other nontraditional sources, while providing excellent customer service. My Responsibilities included:• Developed knowledge of company products, policies and procedures, and underwriting requirements• Understanding real estate appraisals, title reports, and real estate transactions• Informed prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures• Analyzed detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk• Received customer applications, quoted the rate and points, and completed follow-up activities with the registration lock-in• Developed and maintained a high degree of visibility for WFHM in the marketplace.**I was consistently in the Top 10% of all WFHM Nationwide** Show less • Was Responsible for providing quality customer experience while working to collect and negotiate terms of repayment on outstanding account balances• Worked in a professional, customer-centric, and high volume environment• Took inbound calls & made outbound calls utilizing an auto-dialer or direct dial system to determine reason for delinquency• Provided exceptional service while being empathetic when evaluating customers' situation to provide relevant solutions• Mitigated risk by adhering to all policies and procedures, as well as local, state and federal regulations. Referred more complex issues to a higher level Collections Supervisor• Partnered with the customer to help determine the reason for their account delinquency and evaluating the customer's financial situation• Negotiated for full payment or created terms for repayment• Demonstrated strong organizational and time management skills, in order to achieve department productivity metrics Show less As a personal banker at Wells Fargo I delivered exceptional customer experiences, built relationships, and helped consumers and small business customers succeed financially. I engaged customers in conversations and asked questions to understand what’s most important to them to provide product, service and digital options that aligned with their needs and helped make banking easier for them.My responsibilities included:• Building relationships with customers through proactive outreach and follow up, asking questions and learning about their financial needs• Deep knowledge of bank products and services and connecting those to customer needs• Building relationships with branch team members and partners, so that we can work together to best serve customers• Opening new accounts, completing service requests, and submitting credit applications• Informed customers of self-service digital options and demonstrated them to customers• Helped to resolve customer concerns and escalating issues as needed• Served as a risk leader and following policies and procedures**Received Multiple Circle of Excellence awards for Top Producing Banker in the Region** Show less

  • Home Mortgage Consultant

    Aug 2004 - Dec 2007

  • Collector 2

    Oct 2003 - Aug 2004

  • Senior Personal Banker

    Apr 2002 - Oct 2003
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  MetLife Home Loans

  Dec 2007 - Jul 2009

  Relationship Manager

  Key Responsibilities:-Business development and loan origination.-Relationship management.-Collaboration with the Credit Analyst team for Credit underwriting.-Collaboration with the Loan Closing team for loan closings.-Coordination of Loan servicing/reporting in conjunction with the Credit Analyst Team.-Had established network of key contacts and prospects preferred.-Demonstrated ability to build and maintain customer and peer relationships.-Set direction aligned to the company's strategy, applying external and global perspective to meet local needs.-Gained customer commitment to achieve business objectives through clear communication of the company's vision and flexing leadership styles to inspire high performance.-Sought out new opportunities and ways to create balanced business growth while improving operational capabilities.-Supported the culture that promoted the company's values and standards through role modeling, accountability and ownership of decisions.-Promoted customer centricity and ensured focus on creating great customer experiences to achieve competitive advantage.-Achieved aggressive goals and was accountable for continuously driving improved performance, leading change and ensuring high standards. Show less

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  Bank of America

  Aug 2009 - Dec 2010

  Senior Mortgage Loan Officer

  As a Senior Lending Officer with BofA I did the following:• Provided end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities, analyzing financial and credit data, and determining client financing objectives.• Stayed informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.• Demonstrated a commitment to professional ethics, as well as conformed to all federal and state compliance policies and adhering to Home Mortgage Disclosure Act (HMDA) requirements.• Provided exceptional client care with industry-leading products, services, education and a dedicated team of loan coordinators and underwriters.• Built a quality external network of business relationships that served as a recurring source of referrals for new mortgage lending opportunities. My sources consisted of real estate professionals, builders, and professional and personal contacts.• Expanded my reach further through participation in business related development opportunities, community efforts to promote homeownership and professional organizations.• Managed pipeline effectively.• Had a strong knowledge of loan products (conventional, jumbo and government).• Analyzed income and assets properly in order to qualify clients for specific loan products.• Understood processing, underwriting and/or closing procedures.• Had a working knowledge of federal regulations governing real estate lending• Is a strong communicator, both verbally and in • Was self-motivated and highly organized.• Prioritized multiple competing tasks.• Used appropriate interpersonal styles, communication methods and approaches to gain clients.• Was able to analyze and comprehend complex financial data and provide financial alternatives.• Had the ability to take ownership and accountability and can demonstrated integrity. Show less

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  Cornerstone Home Lending, Inc.

  Dec 2010 - Jul 2013

  Senior Loan Officer & Sales Manager

  As a Licensed Producing Sales Manager I led with enthusiasm, attention to detail, and a servant heart to our top-tier mortgage team. I worked in a tight-knit, goal-oriented team where our customers and Loan Officers relied on me to ensure an accurate and timely closing process. My primary function was the promotion and sale of Company loan products and services, managing a team of Loan Officers. I worked with a team of Loan officers, promoting the Company and its products and services, taking applications, analyzing customer financial information, negotiating terms, managing customer expectations, and ensuring the timely processing of their customer’s residential mortgage loans.I was responsible for:• Developing relationships with external Loan Originators (Recruitment)• Strong leadership skills - Managing a team of Loan Originators• Support Loan Originators with motivation, training, and coaching• Marketing, promoting, and selling the Company’s loan products• Establishing and maintaining relationships with referral sources• Advising potential customers of available products and options• Taking customer loan applications, which included collecting asset/income information• Analyzing financial information to determine customer’s qualification for various loan products• Negotiating rates and terms• Defining and managing customer loan process expectations• Monitoring and managing work-flow to ensure timely loan closing• Maintaining product knowledge and staying up to date on changes to market conditions• Complying with all applicable laws and regulations related to residential mortgage lending Show less

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  Stearns Lending (NMLS #1854)

  Aug 2013 - Aug 2014

  Sales Manager | Senior Loan Officer

  As a Retail Sales Manager I conducted outside sales calls with Mortgage Loan Originators. I Conducted sales and product training in the region and educated them on our superior menu of products.Job Responsibilities included:• Assisted the assigned MLO with all tasks related to loan production, to include loan application and origination, pricing, coordination with operations teams and follow up with customers• Provided necessary support to that loan officer to increase production levels• Reviewed and assisted processor on incoming loan applications, provided loan MLO with feedback on prospect or referral source• Prepared marketing materials and coordinated meetings, conferences and presentations. Was also responsible for the preparation of specialized reports• Handled correspondence for MLO's and provided backup service to customers in their absence• Assisted MLO with reports, analysis and statistics to help maximize selling opportunities and funded loans• Maintained current loan and pricing information on the appropriate websites• Learned all applicable loan programs and processes and stayed current with changes and new products.• Learned and utilized various in-house technical systems and programs to provide optimal support to MLO's• Provided administrative and sales support to MLO with all 3rd party referral sources, borrower prospects and their processor for all loans in the pipeline.• Adhere to all federal and state compliance guidelines relative to retail mortgage lending• Maintained and corresponded with the MLO's database ensuring accurate information is maintained• Possessed Strong knowledge in "A" Paper. FNMA/FHLMC and FHA/VA programs required.• Had a Working knowledge of Calyx Point and Data Trac.• Managed multiple deadlines Show less

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  Union Bank

  Oct 2014 - Jan 2015

  AVP/Mortgage Loan Officer

  I was responsible for originating residential real estate loans and growing market share. My primary sources to generate Purchase loan production came from being well networked with nurtured relationships with realtors, builders, and developers. I engaged and participated in related business development activities that build business. I focused on our clients needs, finding solutions and recommending the best loan products. Responsibilities:-Provided good service to clients and prospects seeking residential mortgage loans.-Applied knowledge and expertise to understand client's individual needs by carefully analyzing pertinent financial, earnings and credit data to advise on an optimal loan scenario and risk level.-Followed up on current loans in the pipeline and provided due diligence to ensure conformity with terms as well as negotiating terms and conditions of loans with mortgage clients.-Developed new business and retained existing business by calling on potential or existing customers where assigned to.-Stayed ahead of trends and developments in the local real estate market, as well as the changing rules and regulations.-Acted as a brand ambassador for Union Bank to develop and implement a marketing territory to educate the community regarding the Bank's CRA programs and efforts. Show less

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  Cornerstone Home Lending, Inc.

  Apr 2015 - Dec 2016

  Branch Manager | Senior Mortgage Advisor

  Cornerstone Home Lending, Inc.NMLS 2258201 NE Park Plaza Drive, Ste 250Vancouver, WA 98684WA CL-195407 | OR MI-4252-25 | CAFLL 603J529 CARMLA 813I887Licensed under the Oregon Consumber Finance Act | Licensed by the Department of Business Oversight under the CA Residential Mortgage Lending Act Equal Housing Lender

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  M & C Construction, Prime Construction, C.H. Murphy Clark-Ullman, Safway Scaffolding

  Jun 2017 - May 2019

  Construction Laborer

  Commercial ConstructionAs a metal stud framer I specialized in utilizing electric or hand tools to install wall systems, often working with materials like sheet rock, steel frames, and drywall. My primary job duty for this position involved sizing and cutting metal studs, installing tracks and walls, and finishing with drywall.-Possessed excellent knowledge of construction industry processes, including both new construction and building repair. -Familiar with the equipment and tools needed to work in the position. -Had strong analytical skills to evaluate and follow technical drawings, such as building diagrams and blueprints.-Experienced in working with equiptal studsment such as: boom lifts, scissor lifts, and forklifts-Strong working knowledge of job site safety as well as ability to complete a company specific safety orientation-Measured, cut, shaped, assembled, placed and joined studs, materials made of lightweight steel and other materials-High standard of integrity and professionalism-Installed metal stud framing-Improved job quality by identifying and suggesting improvements.-Mechanically inclined, familiarity with hand tools and construction equipmentResidential Construction-Installed Siding-Remodeled and Renovation-Built Outdoor Patios and DecksScaffold BuilderAs a Scaffold builder I was responsible for assembling and dismantling scaffolding structures that allow workers to access specific portions of a building to perform needed work.C.H. Murphy Clark-Ullamn-Hole Watch-I was Stationed outside a confined space to prevent unauthorized individuals from entering the space, keep accountability of authorized entrants inside the space, used an air monitor to certify a safe atmosphere inside the space, and recognized and alert the Safety Department to possible hazardous conditions. Fire Watch -I Implemented and ensured fire-safety of a building or area in the event of any act e.g. hot work or situation instigating an increased fire risk. Show less

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  Trimble Construction

  Oct 2019 - now

  Field Sales Representative

  Responsible for generating high quality Sales Accepted Leads (SALs), presenting Viewpoints products and services to potential customers and closing sales. Work collaboratively with marketing and the sales organization.-Target prospects to present company products and services.-Contact leads and setting up appointments to present Viewpoints products & services via webex/skype/google hangouts etc-Attend trade shows and other industry-related events-Prepare sales proposals for potential buyers-Follow a clearly defined sales process to maximize all opportunities-Accurately record and update all records in the CRM software (Sales Force)-Track individual and business targets -Knowledge of the construction industry-Articulate key messages to different stakeholders-Demonstrate products in an effective, professional presentation manner.-Strong customer-service orientation and commitment to insuring timely, quality solutions to customer issues.-Ability to quickly develop and maintain a high level of knowledge of divisional software products and remain current on product knowledge.****Circle of Excellence 2020********Circle of Excellence 2024**** 424% of Quota Show less