Pursuing excellence in servant leadershipGaining and retaining credit union partners to help them thriveHelping credit unions say "YES" to more of their members' mortgage requests

Humbled and excited to lead our new department and team to gain and retain business for our mortgage, title and insurance divisions.

Gaining and retaining businessLooking for ways to drive portfolio mortgagesHelping people make good decisionsAsking questions to discover goalsHelping you get want you want, even if it not with 7 Mortgage - Title - Insurance

• Worked directly with Credit Union and Dealership decision-makers and influencers to prospect, demo, install, and train on CU Direct’s automotive, lending and strategic products and solutions• Increased client base from one (1) to seven credit (7) unions and managed 172 dealerships• Used consultative sales approach to discover, install, and launch new products in 4 of 7 existing credit union clients• Local representative and first line service contact for CUDL Portal; fundings… Show more • Worked directly with Credit Union and Dealership decision-makers and influencers to prospect, demo, install, and train on CU Direct’s automotive, lending and strategic products and solutions• Increased client base from one (1) to seven credit (7) unions and managed 172 dealerships• Used consultative sales approach to discover, install, and launch new products in 4 of 7 existing credit union clients• Local representative and first line service contact for CUDL Portal; fundings increased from 800 contracts / $20,000,000 per month to an average run rate of 3100 contracts / $77,000,000 per month for calendar year 2018• Increased annual credit union revenue from $96,000 to $700,000• Increased annual dealer revenue from $48,000 to $372,000 through sale of digital marketing, integration and point-of-purchase solutions. Won and attended 2015 NADA Contest for most new-paying dealers• Understanding of technology capabilities within the credit union space• Ability to communicate the practical application of data to positively impact results or mitigate risk Show less

Increased brand awareness and re-positioned Exeter Finance from a 2nd-tier to 1st-tier non-prime auto finance companyIncreased volume to an average of $1,000,000 per month 1/13 - 7/13Serviced client base of 93 signed dealer customers which resulted in 72 dealers producing during tenure with organization