Developments of current vendor and client relationships to maximize use of our HSA product that best meet their needs. This includes continuous review, via conference calls or onsite visits, of current processes and new functionalities with each relationship, including identification of current clients who do not make use of our products providing added value to their clients Provide resource allocation to maximize sales effectiveness in the region. Development includes: HSA product implementation; development of current vendor and client relationships; creation new clients by developing leads from conference contacts and assisting with all stages of proposals; facilitation of the corporate security vetting process; and any other duties as assigned. Developing and facilitating the proposal (RFP) process for specific clients including client presentations, proposal writing, and contract negotiations leveraging current available processes, pricing structures and customizations that best meet the client’s needs. Participate in presentations for national accounts.

Accountable for increased growth in the northeast through multiple direct retail branch offices, Joint Ventures and Affiliated Business Arrangement’s. Managed retail loan production on the East Coast with a proven track record of results during the non-refi times, architect and executed a northeast expansion plan within a 1-year time frame.• Recruited, trained, managed, and opened multiple branches including the development of sales teams for a fortune 500 company. Focused on training branches to be profitable.• Collaborated with upper management to meet sales objectives and revenue forecasts, on a consistent month-to-month basis by providing resource allocation and accessing skill sets to maximize sales effectiveness in the region.• Liable for the P&L of 14 retail branches in the New England region.• Answerable for 100+ direct employees in the region. Instrumental in bringing the Northeast division to a documented $600M per month in closed loan volume per year.

Guided and directed a highly successful mortgage company, which consisted of 4 retail branches throughout Massachusetts, with consistently high mortgage production volume. Able to conceptualize a revolutionary marketing campaign that guarantees incredible results.• Partnered in writing several articles in the areas of finance, management, sales and marketing.• Successfully oversaw all accounting activities including P&L, GL, Audits and DOB requirements.• Selected to be the Keynote speaker for many industry events. Consistently closed high volumes of mortgage loans and revenue per year.• Produced over $100M in closed loan volume in the first year of business.• Developed, hired and trained loan officers. Motivate a sales team of up to 90 loan officers to meet their monthly revenue quotas.• Solicited B2B business from lenders, banks, credit unions, builders and developers, with our exclusive Wholesale Partnership Lending Program.• Provided a professional, work environment well suited for success.• Consistently meet the needs of the secondary mortgage market.• Managed and balanced the expectations of clients and employees by utilizing extensive knowledge of applicable regulatory mortgage lending requirements and real estate and mortgage market, both retail and wholesale, in Massachusetts.