Beverly S. Email & Phone Number

Plano, Texas, United States

Contract end date is December 4, 2023.Staffing/Talent Manager for PepsiCo Supply Chain Fleet Capability Team. Supported the North America Fleets (Pepsi/Frito) with staffing needs. Served as a direct link to the field regarding headcount and staffing which included headcount accurate scoping, tracking, analysis, and retention improvements. Responsibilities:• Partnered with PepsiCo and Frito-Lay teams to support the company’s transition to an all-electric fleet, assessing staffing needs and training requirements to align with strategic electrification goals.• Quickly adapted to technical aspects of electric vehicle (EV) operations, including solar panel infrastructure and EV maintenance, to address workforce readiness.• Built a staffing model to evaluate and bridge certification and knowledge gaps among maintenance technicians, collaborating with EV teams in New York and California.• Initiated the discovery process for a training program for EV mechanic technicians, evaluating whether colleges with EV certification programs or an internal PepsiCo certification process would better meet organizational needs.• Partnered with colleges to assess certification programs, recruiting top candidates as interns for PepsiCo’s workforce upon program completion.• Managed logistics for training coordination, including scheduling, resource allocation, and travel for EV-focused training initiatives, demonstrating adaptability and a results-driven approach.

Lake Forest, California, United States

Second-largest non-bank mortgage provide. Impacted by the widescale reduction and the closure.Learning and Development Manager• Developed and implemented a technology-driven learning strategy, leveraging digital resources and e-learning platforms to provide seamless access to training and development opportunities for employees. Resulted in improved learning outcomes and an exceptional client experience.• Provided personalized coaching to account managers and sales leaders, fostering performance management strategies including goal setting, increased revenue, feedback, recognition, and development planning.• Designed and delivered impactful workshops on culture awareness, sales management, personal brand management, relationship management, leadership, and leading organizational change.• Successfully executed a new client onboarding training program, optimizing B2B relationships and reducing onboarding time by five business days.

Dallas/Fort Worth Area

Leading lender acquired by Guaranteed Rate in early 2021. Impacted by the widescale reduction and closure.Responsibilities • Directed Train-the-Trainer programs for corporate mergers and acquisitions, enabling trainers to deliver sessions to up to 1,800 participants across 50+ locations nationwide.• Coordinated logistics for training teams, including determining the number of required sessions, selecting venues, and managing travel arrangements and catering services.• Created comprehensive training agendas and materials, ensuring trainers were fully prepared to deliver impactful and consistent training.• Managed 10+ simultaneous Train-the-Trainer projects, maintaining accountability for schedules, resources, and stakeholder communication.• Utilized multiple LMS to track training participation, manage learning paths, and generate actionable reports for leadership.• Increased training efficiency by 30% through streamlined planning processes and proactive problem-solving, ensuring on-time and high-quality delivery.• Revolutionized training initiatives for up to 6K employees, covering sales, operations, risk, and leadership. • Spearheaded the creation and implementation of a training platform(Workday and Cornerstone) and technology program across multiple divisions through Mergers, Acquisitions and Joint Ventures.• Directed, designed, and tested the launch of two cutting-edge digital platforms, empowering customers and clients to conveniently complete home loan applications from the palm of their hand. • Developed and delivered a high-impact new hire training program, resulting in a remarkable 17% increase in productivity • Efficiently addressed a critical gap in new client onboarding by creating live overview training for all technology modules and products.• Collaborated closely with senior leadership monthly, actively reviewing project tracker, identifying platform gaps, analyzing KPIs and surveys, and providing updates, challenges, and solutions.

Irvine, California, United States

SVP, National Director of Sales and Training | IMPAC Mortgage Holdings - 2014 to 2016• Led a large team of Account Executives, each managing 30+ multi-million-dollar accounts and prospects, ensuring seamless client onboarding and satisfaction.• Conducted needs analyses for clients, ranging from 50 to 800 individuals, to design and implement tailored Train-the-Trainer programs that addressed their specific requirements.• Leveraged LMS platforms and Salesforce to run analytics, track training progress, and create client-specific surveys for continuous improvement and growth.• Delivered comprehensive training programs for employees and high-value clients, fostering strong relationships and aligning training initiatives with organizational objectives.• Managed training logistics across the eastern United States, ensuring effective scheduling, resource allocation, and participant engagement.• Successfully coordinated multiple concurrent projects, overseeing the execution of client-focused initiatives while maintaining high client satisfaction.• Developed scalable training solutions to support client retention and business growth, achieving measurable increases in training efficiency and client satisfaction.

Dallas/Fort Worth Area

Strategic Development SVP | Driving Growth Initiatives | Building Strong Business Relationships | Innovative Solutions | Market Expansion | Strategic Partnerships & Acquisitions | Industry Recognition• As the SVP of Strategic Development in a leading provider of diversified mortgage services, I have achieved remarkable success in driving strategic growth initiatives and establishing strong business relationships.• Recognized for creating innovative solutions and identifying new market opportunities, I have played a pivotal role in leading strategic partnerships and acquisitions to fuel business expansion.• My expertise in implementing effective growth strategies and securing prestigious contracts with industry giants like Bank of America (BoA) and Chase has been instrumental in delivering value to clients and driving organizational success.• As a strategic leader, I excel in directing the entire project lifecycle, leading teams of up to 300 members, and managing budgeting and pricing processes with precision.• Overseeing the development and execution of key operational components, including RFPs, RFQs, SOWs, KPIs, and scorecards, I ensure seamless project execution and performance measurement.My accomplishments in the dynamic mortgage services industry have earned industry recognition, reflecting my ability to drive business expansion and contribute to the overall success of the organization.It is worth noting that Wingspan Portfolio Advisors, filed for Chapter 7 bankruptcy and closed in July 2014.

Dallas/Fort Worth Area

Bank of America, Legacy Asset Services DivisionVP of Business Support • Began as Regional Sales Manager for the South and Southeast regions, achieving President’s Club status in the first year by surpassing sales goals and driving team success.• Transitioned to Servicing after Countrywide’s acquisition by Bank of America, leading a nationwide homeowner assistance program during the foreclosure crisis to help families retain their homes.• Coordinated large-scale events across the United States, working with hotels to secure venues, set up booths, and organize breakout rooms for training sessions and customer consultations.• Managed logistics for events involving up to 1,000 attendees per session, ensuring seamless execution and effective resource allocation.• Oversaw multiple Bank of America locations, managing up to 500 employees and contractors, ensuring operational excellence and program success.• Utilized LMS tools like Workday and Cornerstone to track training participation, monitor event effectiveness, and generate data-driven reports for leadership.• Enhanced community impact by creating accessible and localized programs, resulting in significant increases in loan modification approvals and homeowner retention rates.

Dallas/Fort Worth Area

Previsouly Countrywide• Cultivated and maintained strong relationships with correspondent client, vendors and financial institutions to drive volume and meet production targets.• Acted as a trusted advisor to clients, providing guidance on product offerings, underwriting guidelines, and market trends to support their business objectives.• Collaborated with internal teams including underwriting, processing, and closing departments to ensure timely and accurate loan processing and closing.• Conducted regular pipeline reviews and provided proactive communication to clients to address any issues and ensure a smooth loan process.• Negotiated pricing and terms with clients to optimize profitability while maintaining competitive pricing in the market.• Implemented strategies to expand market presence and increase brand awareness through targeted marketing initiatives and participation in industry events.I attained the prestigious President Council membership within just one year, further validating my exceptional performance and dedication.

Birmingham Metropolitan Area, Alabama, United States

Vice President, Mortgage Lending• Successfully generated substantial revenue growth for the bank's mortgage channel through effective sales strategies and client relationship management.• Implemented operational efficiency measures that streamlined processes and enhanced overall performance in mortgage lending operations.• Developed and nurtured high-performing teams, fostering a culture of growth and development among mortgage lending staff.

Birminagham, Al

Realtor- Part Time

Birmingham, Alabama Area

Millennial Bank was chartered in 1997 as Covenant BankVice President, Mortgage Lending• Successfully generated substantial revenue growth for the bank's mortgage channel through effective sales strategies and client relationship management.• Ensured compliance and risk management standards were consistently met, mitigating potential risks for the organization.• Contributed to driving business growth and achieving operational excellence, reinforcing my ability to lead and make a positive impact in the mortgage lending domain.

Birmingham, Alabama Area

Manager, Land and Home Division (Manufactured Housing)

Birmingham, Alabama Area