Client Direct Mortgage is a technology-focused national lender, licensed in 33 states, built by a top originating Loan Officer for Loan Officers that are or want to be at the top of their game.Client Direct Mortgage built a values-rich platform and cost efficiencies that allow us to give most of the commission to the Loan Officer.I get to assist senior management with a multitude of recruiting and marketing activities, a few of these projects include:✅ Direct in-person and virtual recruiting seminars to facilitate the smooth transition of hiring interested candidates. To date, I’ve hired 250+ Mortgage Loan Officers to join the team.✅ Launch and maintain internal communication channels to foster employee engagement and facilitate effective collaboration within the organization.✅ Partner with senior and executive management to create and update Employee Handbook, Standard Operating Procedures, and other key organizational policies.✅ Create a comprehensive week-long Onboarding Program using learning management systems, to deliver virtual and recorded system demos and live speakers. Train team of 3+ Onboarding Support team members to execute a weekly onboarding of 10+ new hires.✅ Develop comprehensive training materials and conducted training sessions for a dynamic recruitment team consisting of 15+ recruiters, equipping them with the necessary skills to effectively hire new Mortgage Loan Officers. As a result of the team's enhanced capabilities, our reach expanded exponentially, growing by threefold.✅ Built and maintained the company's brand image and reputation in the mortgage lending industry. This includes developing and implementing branding guidelines, ensuring consistent messaging, and overseeing marketing campaigns to enhance brand awareness and recognition.

Recruitique is a boutique recruiting firm dedicated to putting more and different people in charge.

Lead Maturation focuses on the entire business flow within the mortgage industry. One of the primary goals is to provide consumer acquisition access through lead generation for main street loan originators. We recognize many companies that control access to lead aggregation focus on large retail lending institutions that are normally backed with venture funds. The barrier to entry for the main street loan officer to participate in lead aggregation is far too high. Acquiring the client is the first step to a successful consumer-direct model. We are looking forward to lowering the bar on this entry barrier, bringing clients back to main street MLO's where they belong!At Lead Maturation I lead the development of a cohesive brand identity encompassing visual elements, such as logo design, typography, color palette, and imagery. I collaborate with cross-functional teams and senior executives to define the brand strategy and positioning.

As the Evangelista at Beneficial State Bank, I get to manage our Marketing & Communications Department. Beneficial State is an FDIC-insured Community Development Financial Institution (CDFI) and certified B Corporation that serves businesses, nonprofits, and individuals. Beneficial State operates from a triple bottom-line measuring its financial, social, and environmental impact to meet the needs of its communities. Beneficial State has a one of a kind ownership structure-- its profits can only be distributed to Beneficial State Foundation to support our communities & environment.Couple key projects I had the opportunity to lead or work on:✅ Hosted monthly community events with key stakeholders, such as clients, nonprofit partners, grant recipients, and aligned membership organizations. Managed certification process and ongoing relationship with certification partners, such as: B Corporation, Global Alliance for Banking on Values, 1% for the Planet and Community Development Financial Institution. ✅ Created and managed Client Spotlight Campaign. Clients were spotlighted with a blog, social media post, dedicated video, and virtual lunch to teach the staff about the bank's impact on their company.✅ Oversaw all marketing and communications for three mergers and acquisitions. Collaborated with senior executives and key stakeholders to develop comprehensive marketing and communications strategies tailored to each M&A transaction.✅ Worked with IT to build, launch an internal intranet on Sharepoint. Once launched, trained cross-functional leads to maintain their section of the intranet.✅ Created company-wide Immersion Program. The quarterly event brought together cross-functional departments across regions to learn about the company, culture, goals, and product features.✅ Credit Card Portfolio Customer Acquisition and Retention. Partnered with senior credit card portfolio leadership to bring in new portfolio partners and manage the onboarding experience.

Directly assist Executive Team with strategic planning, board relations, office management and accounting. Oversee our online and in-person financial education program, as well as, handle marketing and social communications.

Team in Training - Campaign Lead assisting with:+ Donation oversight – matching gifts, standard donations+ Manage weekly statistics reporting & budget management+ Check requests, reimbursement processing+ Event planning for large-scale endurance events + Instrumental in raising over $224,000 for Sacramento Chapter

Team Member and responsible for delivering Jamba’s BOOST Service Standards by being knowledgeable, efficient and providing an energizing guest experience. Demonstrated a strong understanding of all Jamba product nutritional and clearly communicate this information to both the guests and store team.

+ Compiled bi-weekly report for OUSD Board of Education meeting+ Planned & managed monthly leadership meeting with OUSD high schools+ Coordinated skill building seminars & empowerment training for OUSD leadership students