Provided Common Opportunities, Results & Experience (CORE) application software process subject matter expertise during the platforms migration to the system software & assisted with in-class & post training support. •Traveled 80% of the time to Des Moines, IA, Charlotte, NC & Tempe, AZ for in-class & post training sales support.•Improved application software efficiencies to provide easier workflow for trained sales mortgage consultants.•Shaped the current & future state of the business process modeling activities as they relate to the application software development & implementation across the Centralized Retail sales platform.•Arranged all travel accommodations and produced monthly expense reports.

Consulted with existing and potential mortgage customers on Purchase and Refinance transactions. Completed loan applications, priced loans, locked loan rates & coordinated with borrowers, loan processors, and underwriters during the loan process in accordance with Wells Fargo Home Mortgage policies & procedures to ensure quick closings and high customer loyalty. Sourced business from affiliated business partners.•Originated & funded sales of $50,000,000+ in mortgage loans for 2013.•Led numerous months in sales volume, cross-sell sales, originated applications, audit quality & home equity applications.•Compliant with the S.A.F.E. Mortgage Licensing Act of 2008 - NMLSR ID #926539. •Piloted new origination software and sales programs for WFHM.•Promoted to Trainer after 14 months in job role.

Analyzed sales & service calls from business banking customers in order to meet sales, customer retention, and QA goals. Profiled customers & built rapport to sell new or additional products & services. Developed & maintained knowledge of a variety of financial products & services & handled all calls with the intent of providing customer satisfaction & retention. •Provided in-class training for new hires, preparing them to adhere to metrics, selling techniques, de-escalation, system usage & professional conduct. •Led numerous months in sales volume & cross-sell sales of other financial products.•Promoted to trainer after 9 months in job role.

Senior Project ManagerProactively built a customer base through cold calling and networking. Met with claims adjusters to ensure thorough and fair inspections for clients. Negotiated pricing with insurance companies to maximize company profit. Coordinated every aspect of every job, including installation, clean up, ordering materials, invoicing, inspections & customer concerns while handling numerous complex projects at a time. •Successfully trained and mentored new hires.•100% success rate in negotiating increased payout on projects involving an insurance claim by effectively negotiating with insurance companies.•Highest rate of customer referral projects from 2010-2011.•Showed exceptional ability to coordinate and communicate with numerous parties to ensure complex projects ran smoothly and efficiently while handling multiple projects at once.