Financial Services/Management Executive: 20+ years Senior Executive experience in organizational leadership and operational management positions in the mortgage banking and financial services industry. Successful in the analysis of staffing and operational needs resulting in costs savings and increased revenue and growth. Integrated CRM software with existing origination platform and streamlined the sales process to better manage marketing expense and improve ROI results. Streamlined the purchase approval process to attract major accounts. Coordinated senior management responses to meet and satisfy customer's time constraints and timelines. Managed the seamless transition of policy and proceedure and employee retention during the merger of two major corporations. Demonstrated the ability to work under pressure and meet deadlines. Talented people manager with the ability to motivate. Located in Carlsbad, Ca.