Founder of Pinnacle Funding Group. 3,300 mortgage loans funded! Looking further back in my profile you will see that I sold the company in 2005. I returned as an originator and processor in early 2021. It's great to work with my friend Brian Palmer again. We offer amazing service and great rates to our clients.

-Trained dealership personnel within the Service module of DMS.-90% travel across the US.-"Train the Trainers" designation including onboarding of new hires.-Configured over 100 settings within the program during a launch.-Documented the achievements of the on-site implementation into Salesforce.-Shadow administrator for the dealership before, during and after the engagement.-This was a short-term contract from the beginning.

-Mentored a base of auto dealers in VehicleXchange, a marketing and data mining tool.-Realigned word tracks for outbound calling. This produced a 23% higher callback rate.-Templated emails resulting in a 10% higher email reply rate.-Finished over 110 latent Salesforce activities to ensure hygiene in the database. -Launched 130+ Retention, Conquest and Marketing campaigns monthly. -Designed or advised in the selection of collateral, coupons and core marketing messages.-Trained dealership personnel in person, via conference call and Clearslide. -Cultivated relationships with the GM, GSM, Sales and Service Drive staff. -Acted as a consultant administrator within the software. This was a live communication.-Created Salesforce and JIRA cases for bug fixes or product enhancements.

-Measured KPI’s for internet traffic, including SEO initiatives. -Taught end users the value of .csv exporting to build reports tailored to needs. -Consulted with our management to design relevant Salesforce dashboards.-Authored 80+ knowledge database articles with user-friendly screen shots.-Designed campaigns that increased new opportunities by 9% at client locations.-Merged and cleaned up contacts in Salesforce. This was a limited permission.-As the CRM was sunsetted once the company was sold, led all team members in transitioning incumbent clients to the like offering from Cox Automotive. The department was closed Aug2016.

Implementation Manager (2013 – 2015)-Aligned with Project Manager for all stages of onboarding new clients.-Authored bugs and enhancement requests in Bugzilla and Mojo-Tracked resolution of heat cases. Conveyed results to key accounts.-Trained key personnel at client companies via frequent onsite visits and GoToMeetings.Senior Account Manager (2008 - 2013)-Our team managed thousands of accounts, including Key Accounts. -Hosted current and prospective clients at trade shows and symposiums.-Accompanied the Owner at key client visits, key speaker at company presentations.-Consistently in the top 3 of the sales team in revenue and retention. -Averaged 187% of quota 2009 through 2011, over 185% of quota in 2012.-Grew from West Coast Team Lead to Senior Account Manager.Renewal Team Lead (2007 - 2008)-Authored talk tracks for renewal dialogue and presentations to drive retention.-Managed a staff of 3 including monitoring outbound call performance.-Increased renewal penetration by almost 20% in just one year.-Accomplished 45 upgrades to PointCentral; the networked version of the base offering.-Grew the client base at a time where the mortgage industry was contracting.-Success in this role resulted in promotion to Senior Account Manager.

Owner and Founder-Financed 630 homes at a value of $141.3 million from 2001-2006.-Never originated a subprime, stated income or negative amortization loan. Those mortgage types would be the cause of the mortgage crash that began in 2008.-Authored a series of customer-friendly spreadsheets for personalized program analysis. -Doubled client base from 1997-2000 and again from 2003-2007.-On average, clients used PFG services three or more times when the industry standard was 1.3.-Utilized ACT! for Windows as the customer database. -Designed templates that were adopted by Symantec for the mortgage industry.-Created a spreadsheet-based GFE unique to the industry. Got it approved by TSLD.-Sold business to an associate at a respectable profit.-PFG remains the top-rated independent mortgage brokerage in Collin County.