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SENIOR FINANCE LEADER leveraging extensive experience driving the success of companies in the financial services industry by establishing and developing high-performing teams, forging strong client relationships, and consistently realizing exceptional business results. Dynamic changemaker with a proven record of cultivating a comprehensive understanding of both operational and client needs, leveraging exceptional communication skills to create alignment with a range of stakeholders and deliver impactful solutions and process improvements. Senior leader adept at managing the growth of teams in high-pressure environments, providing proactive coaching to transform staff into top performers and maximize productivity. • Established, managed, and deepened business-critical relationships at Lean & Mean Options, LLC to catalyze outstanding business growth, increasing revenue from $8M to $15M annually.• Championed organizational success during a 10-year tenure at Lean & Mean Options, LLC by delivering key business wins, managing high-dollar client relationships, and implementing process improvements. • Recruited and hired to develop the Accelerate Mortgage post-closing department, collaborating with key stakeholders to establish standard operating procedures (SOPs), policies, and training manuals while overseeing a five-person team; successfully established the department which yielded immediate results.• Leveraged business and financial acumen to rapidly surpass benchmarks at Cardinal Financial including closing $2.3M during tenure, repeatedly exceeding production quotas of a six loans per month for consecutive months, and successfully funded each locked loan at well above industry standard.

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  Senior Mortgage Loan Originator

  Cardinal Financial Company, Limited Partnership

  Oct 2021 - Present - Plano, Texas, United States

  • Provided high-level customer service and consultation through the loan lifecycle process, harnessing analytical skills to build relationships, inform on strategic decision-making, and satisfy client fiscal goals.• Consistently outpaced key performance indicators in addition to developing novel financing techniques to remediate operational gaps and ensure borrower approval while safeguarding regulatory compliance.

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  St. Xavier University

  Financial Forensics And Fraud Investigation