Sold exhibit space in 3 high end home shows in the Salt Lake market via 50-60 outbound telephone calls/day, live show floor quotes and contract negotiations.Developed and maintained relationships with exhibitors byshowcasing my energy, enthusiasm, and flair as a member of the sales team.

The Community Relations Director functions in a leadership role and is the first impression for prospective residents and their families. Key accomplishments:• Proven history of meeting or exceeding monthly and quarterly occupancy and move-in goals.• Increased occupancy from 72% to 85% in 5 months. (goal 100%)• Daily cold calling and constant follow-up with warm leads achieving the necessary metrics of 10 “connected” calls per day, 5 community tours weekly.• Adhered to confidential HIPPA laws and privacy of residents' health information. • Cultivated relationships and professional referrals with a variety of contacts including social workers, case managers, physicians, nurses, therapists, managers, and administrators.• Effectively conveying what makes CLG stand out from other residential care communities. • Responsible for the overall marketing of the senior care community to the surrounding area.

Key accomplishments:• Reviewed/processed applications from start to finish, averaging 8-10 new applications per week, resulting in 4+ funded loans per month. • Reverse Mortgage specialist, funding 2 reverse mortgages monthly with robust profit to the branch.• Responsible for generating loan estimates, working closely with title officers to determine accuracy.• Utilizing my extensive network of referral partners to source new opportunities. • Adhered to compliance and risk standards to obtain a high percentage of approved loans, structured loans to sell on the secondary market.• Utilizing technical prowess to train/explain very technical financial information in easy-to-understand language. • Provided detailed financial advice to improve financial health.• Developed and maintained relationships with past clients, lenders, Real Estate Agents, and other industry partners.

At PRMI, we believe everyone deserves a home!Key accomplishments:• Full sales cycle, averaging 8-10 new applications per week, resulting in 4+ funded loans per month. • Reverse Mortgage specialist, funding 2 reverse mortgages monthly with robust profit to the branch.• Assisted 30 new clients in achieving the dream of home ownership in 2022. • Responsible for generating loan estimates, working closely with title officers to determine accuracy.• Adhered to compliance and risk standards to obtain a high percentage of approved loans. • Structured loans to sell on the secondary market. FNMA, FHLMC, USDA, VA.• Utilizing technical prowess to train/explain very technical financial information in easy-to-understand language. • Deep dive on credit, income, and assets required to obtain loan approval.• Provided education to borrowers on how to improve financial health. (credit repair)• Analysis of credit, tax returns, income, and assets necessary to obtain approval. • Cultivated and maintained relationships with Lenders, Real Estate Agents, and other industry partners.

Key accomplishments:• Responsible for generating new business for 12 producing loan officers.• Developed strategic plans for top-tier accounts, with special focus on business development through social media marketing and cloud-based software training and education.• Attended relevant corporate and networking industry events and conferences; 4-5 per week.• Executed education classes, and monthly marketing meetings for industry partners.• Subject matter expert to top producers to drive business and deepen relationships with realtor partners.• Collaborated with top producers to consistently exceed overall branch metrics by an average of over $12 million monthly in closed transactions.• Prospected for and conducted regular, ongoing face-to-face appointments and training.• Quarterly business review and client engagement with loan officers.• Exceeded monthly production goals with a greater than 60% pull-through ratio.• Ability to troubleshoot technical problems with nearly 100% accuracy.• Implemented new products and services, and managed client training and development.• Territory Manager to the Western region corporate offices, conducting market research in targeted markets.• Easily adapted to constantly evolving technologies, SaaS and CRM training, and brand development.• Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.