Greg Woolsey Email & Phone Number

Fallbrook, Ca, Us

Orange County, California, United States

Santa Ana, California, United States

Beaverton, Oregon, United States

Through my brief tenure at PacRes, I was an instrumental component of the wholesale launch. I wrote the wholesale lending policy, the lock and appraisal policy, the comp agreement for brokers and for Account Executives, workflows for all aspects of TPO Connect and Optimal Blue and well as participated in writing the business rules for TPO Connect/Encompass. I aided in getting the wholesale approval for FHLMC and created and launched several programs for PacRes Wholesale. Once launched, My focus was to develop and implement an effective sales strategy while leading a diverse team, nationally. I will work close with corporate leadership, from capital markets, product development to operations, in an effort to continually keep PacRes as a price, product and service leader.Responsibilities include:Create symbiotic relationship between ops and sales, thus creating a culture of success.National territory growth and management for wholesale/NDC relationships.Manage and coach wholesale account executivesEstablish sales goals, objectives and competencies as well as performance evaluations.Spend time in the field with account executivesMeet and exceed corporate production goalsNational business developmentMortgage product, technical and industry trainingAttend and present at trade shows

Greater Los Angeles Area

I Joined Finance of America by way of Pinnacle Capital Mortgage Corp. as an Account Executive in 2009. I moved into a regional sales manager position in 2015 and then into the position of overseeing national sales in 2017 . In my role as National Sales Manager, I led and managed a team of over 50 account executives and oversaw all aspects of sales in addition to working closely with operations in an effort to create a synergy between ops and sales. I Coordinated with product development, capital markets, compliance, legal, IT, finance and marketing on behalf of the division. I acted as a Liaison to our sister companies to cross-sell and leverage product. Increased production and profitability during my tenure as national sales manager

CHASE HOME FINANCE Feb 1992 – July 2008 Southern California Account Executive Chase Home Equity-April 2005 to July 2008Presented “Sales Best Practices” to entire sales force at the 2006 & 2008 national sales meeting. Finished top 3% in total sales in 2007 – awarded Leaders Club recognition. Exceeded 2006 production goals by 110% and exceeded 2005 production goals by 115%. Transformed under producing account base into a top sales territory for the Southern California region by designing and implementing a strategic sales action plan. Success with B2B environment, selling multi channel products and services. Chase Home Finance-February 1992 to April 2005 Selected 3 years to the Account Executive Advisory Board, presenting sales plans to senior management. Achieved 1997 & 1998 Leaders Club award for production in Agency, Jumbo and FHA business. Responsible for the training and development of new and under performing AE’s in the Southern California market. Ability to recognize and capitalize on market trends. Expertise in planning and executing strategic marketing campaigns