• Manages new business opportunities, sales execution, coordinates training, operations, digital transformation.• Improving Business Development 5x by sourcing and managing accounts, strategic alliances/partners, brokers, banks, lenders, and business relationships nationwide.• Increasing revenue 125% by implementing business transformation innovations, referral sales strategies, brand growth, cross-industry resources, communication techniques, and team performance.• Formulated the sales funnel, core metrics, and Key Performance Indicators (KPI's).• Specialist in CRE, RE and business lending- Capital stack placements, ACH, Equipment, ABL, LOC, Term, Working Capital, Factoring, bridge and SBA Lending, RE Lending.

• Played an integral part in the development and success of Lendio’s sales department, sales excellence model, production and lending partnerships.• Managed Sales floor of over 70 account executives, 5 team leaders and 6 operational staff. • Formulated industry leading sales funnel, sales goals, core metrics, and Key Performance Indicators.• Consistently exceeded company and department goals and frequently set record of high-volume sales.• Managed lead acquisition to closing and optimized lead conversion with industry high conversion rates.• 5 years President Club Award Winner Achievement.• Recruited top talent, trained new account executives and team leaders.• Managed lead acquisition to closing and optimized lead conversion with industry high conversion rates.• Managed a large portfolio of Lendio's book of business, optimizing renewal revenue and retention.• Established and maintained executive relationships with banking and lending institutions, industry leaders, partners, and external partners nationwide.• Specialist in ACH, Equipment, ABL, LOC, Term, Working Capital, Factoring, Bridge, Capital Stacking and SBA Lending.

• Strategic sales mapping and prioritization modeling for new markets and all business activities.• Managing strategic direction and providing guidance of alliances/partners, sellers, buyers, investors, third-Party in accomplishing mutual business growth.• Financial analyst researching business values, acquisitions and dispositions. Analyzing, underwriting, reporting on investments.• Review of customer needs, customer insights, and customer feedback.• Formulated business & financial analytical metrics/models/tools: Operations, sales organization, procurement, acquisitions, variance, forecasting, return on investment (ROI), reporting internally and 3rd parties.• Created REO-to-Rental initiative (inception to securitization): In-depth research, structured business model, established high level strategic partners (sellers, underwriter, placement agent, issuer, LP), performed underwriting, presentations to all parties involved.

• Established, and grew several Mortgage companies and Branches in the Greater Salt Lake City Area.• Responsible for recruiting, budgeting, marketing, selling, and managing operations in the state of Utah. Managed all business development, production, operations, and processing.• Highest producing branch and teams nationally.• Recruited, trained, developed and advocated for diverse and highly qualified technical and operation staff.

• Introduced, established, and Grew Primelending in the state of Utah.• Responsible for building, recruiting and managing operations in the state of Utah.• Managed all business development, operations and processing.• Recruited, trained, and developed all origination and operation staff.