Diversified Technology Services of Virginia ! So glad to be at a professional, well run organization. Meet me on the Trade Port, or anywhere around the world.

Leadership role at full service bank branch offering full range of deposit, investment and lending products. Implemented physical security protocols and proper cash control practices. Established baseline audit metrics for teller drawers, vaults and ATM. Branch opening & closing. Federal reserve currency orders. Service ATMs. Hiring, scheduling, training. Progressive discipline as needed. Performance appraisals. High impact coaching to facilitate employee development & engagement. Real estate expert with comprehensive understanding of adjacent tax issues. NMLS # 2061645

Senior sales position assisting high net worth investors, advisors and attorneys in structuring complex alternative investments inside individual retirement accounts. Top sales producer consistently funding 30+ accounts for 5M-10M monthlyResearched and communicated critical industry developments. Engaged stakeholders and 3rd party professionals to resolve complex service issues. Selected as 1st certified sales rep. Obtained CISP certification from ABA.Hosted national webinar for real estate investments inside of retirement accounts.Represented company for Angel Capital Association regional meeting.In depth knowledge of IRS code, pension plan portability and investment structures. Designated as “Power User” IT troubleshooting support for remote office issues.Trained new team members on technical topics to assure competitive advantages.

Real Estate settlement specialist executing documents for real estate purchases, refinances, mortgage modifications, structured settlements and individual affidavits.Present and explain mortgage documents to borrowers. Correct and adjust documents within legal industry standards as needed.Worked independently with ability to timely follow detailed instruction.Expert handling of HUD-1, URLA, Notes, Mortgages, TIL, Right to Cancel, Deeds.

Co-founder of a regional financial services LLC. Managed sales and operations as principal member and registered agent. Compliance and risk management.Maintained mortgage broker licensing in 5 states and with 30+ lenders.Recruited and trained 8 person sales team. Designed and implemented targeted marketing campaigns. Provided financial reporting, forecasting, and budget projections. Administered P&L, income statements, balance sheets. HR functions including recruiting, hiring, training and performance evaluations. Troubleshoot facilities, phone and IT issues as required. Extensive use of MS Outlook, Word, Excel, Power point.

Mortgage loan originations to markets in 15 state territory. Facilitated all steps in the approval process. Contact, qualify and evaluate prospects to recommend appropriate lending products designed to offer tangible net benefits. Assessed credit, capacity and collateral to present appropriate lending solutions. Calculated applicable ratios to establish eligibility. Clarified and satisfied underwriting stipulations. In depth credit report analysis and repair. Interpreted and responded to all underwriting contingencies.

Directed day to day operations of busy retail bank branch location with focus on the delivery of world class customer service in order to achieve quarterly sales goals. Application of all banking principles for dual control, cash security, loss prevention. Strong, positive and flexible leadership skills used to select, develop, supervise and coach bank staff to guarantee consistent execution of sales behaviors. Identified and developed competitive opportunities. Create goodwill and community involvement. Comply with all federal, state, policy & regulatory requirements to ensure profitability. 2003 Leaders Club