Helping Others Save Money While Helping to Care for Our Planet

As the president of a privately held company, I work with clients nationwide to complete structured settlement transfers in alignment with their goals and needs as well as their individual state mandates. When the company's services expanded to include mortgage loans, I secured a unique identifier number in the National Mortgage Licensing System (NMLS). I also have a mortgage loan originator license in Colorado and a mortgage broker's license in Florida.

When recipients of annuity and other structured payments need or want a single cash disbursement, they contract with me to help them create, submit, and secure court approval of a plan that protects them and generates revenue for my company. As the manager of multiple concurrent clients, I lead them through the typical 45-to-60-day process as well as their individual state mandates. Clients trust me due to my sincere interest in helping them identify the best approach for their… Show more When recipients of annuity and other structured payments need or want a single cash disbursement, they contract with me to help them create, submit, and secure court approval of a plan that protects them and generates revenue for my company. As the manager of multiple concurrent clients, I lead them through the typical 45-to-60-day process as well as their individual state mandates. Clients trust me due to my sincere interest in helping them identify the best approach for their situation so I consistently delivered ~96% closing rates and earned top 10% rankings. Additionally, I was one of two people generating 50% of company revenue. I also developed and trained new hires on topics such as transaction processing and structuring along with customer management and value maximization. Since many of the companies I worked at were purchased through mergers and acquisitions, I helped with several transitions and integrations. Show less

After the company onboarded me to build its logistics network capability, I added 22 new suppliers such as Yellow Roadway Corp., uShip.com, and 8000-PACK-RAT. I also established a fixed pricing matrix that raised per site job bookings by 11%. Within only four months of creating a “fast-track” business plan, I grew monthly national account revenues to just under six figures.

I guided franchisees in the purchase and launch of 11 territories, generating six-figure revenue within six months. One of my many successful growth strategies included referral relationship-building with business brokers nationwide.

Assistant Director of Funding (2006–2007)I increased profit margins by 5% through the production and closing of loans totaling more than one million dollars. I also raised the raw lead closing ratio from 10.4% to 16.8%. Funding Specialist (2005–2006)I ranked in the top 3 consistently after successfully growing sales and revenue through relationship-building with private companies and franchises.

After being recruited to grow the company’s structured settlement division, I achieved 130% of sales goals and earned Top Producers Club honors for three years straight.

I helped clients apply for and select mortgage loans in alignment with their needs and capabilities. A supportive resource, I guided loan applications through the approval process while strictly complying with all regulatory mandates. I attracted new clients through online lead generation and regular networking with area realtors.