Helping people get to the closing table!

Responsible for the solicitation, contract negotiation, onboarding, launch, and management of financial companies for 3 new financial products in the mortgage vertical. Campaigned for, secured lenders, and won approval to build a Home Equity product vertical which launched in 4Q 2022. Guided product development and marketing teams for stand alone home equity product and cross sells to other consumer verticals. Built a panel of credit repair, sale leaseback, equity share, and realtor match companies to monetize early funnel mortgage consumers. Conducted virtual sales calls to win new business. Led cross functional teams to build automated lender reporting which was adopted company wide. Presented weekly to product teams and executive management on lead and lender performance.

Responsible for a 40+ lender portfolio’s digital marketing strategy and growth. Consistently exceeded milestones, growing revenue from $3.6MM to over $15MM annually in two years. Selected by Senior Leadership to lead pilot for emerging vertical to $1.5MM annually in additional revenue which positively impacted consumer match rate by +40%. Created use cases with market analysis and technology capabilities to define and develop product roadmap and feature tests.

Grew originations by +150% in six-month period for Manhattan West team. Created and executed outside business development relationships through presentations and speaking engagements to real estate offices, law firms and corporate prospects to become the preferred partner for financing. Mentored and coached junior salespeople while growing sales volume during the financing life cycle.

Originated $65MM annual closed volume and co-founded satellite office in Manhattan for CT based national jumbo portfolio lender and broker. After 19 months, Manhattan office led company in closed dollar volume. Provided sophisticated residential and small commercial mortgage financing solutions to non-conforming mortgage market. Clientele included realtors, attorneys, CPA firms, developers, and investors.

Led company with over $20MM in 1Q origination volume for NY/CT/NJ region. Cross sold life insurance to borrowers and performed warm handoff to fulfillment.

Secured 550 unit condo development for Chase as preferred lender, the largest new development in five borough NY area with $200MM in new construction financing.

Ranked #1 in funding for Manhattan region in 2007. Managed and provided professional development opportunities to five junior loan officers.Achieved over $85MM in closed business in calendar year 2007 despite mortgage industry collapse and loss of corporate sources.

#1 nationally ranked banker in first mortgage dollar volume with over $100MM in new development lending and #1 in HELOC/HELOAN second mortgages for 2006 and 1Q 2007.Performed credit underwriting analysis and earned underwriting authority to issue credit decisions for loans up to $750K. Assembled packages and wrote credit memo case files. Over a two-year period, grew new development financing from $20MM annually to over $200MM. Won preferred lender status on 11 new Manhattan condominium developments with 1,400 units and $2BN in financing capture.