►Completed overhaul of sales operations including design and implementation of Salesforce CRM.►Launched new inbound sales team; new revenue generated over first 12 months $1.1M.►Developed and maintained a lender strategy optimizing borrower experience, lender relations and revenue.►Developed best practices and strategy around marketing segmentation, segmentation of leads, lead distribution strategy. ►Project manage to improve efficiency of funnel metrics and overall conversion.►Manage lender analytics.►Developed process improvements that maximize revenue. ►Spearhead Sales Acceleration initiatives.

►Develop and maintain a lender strategy for automation through data gathering and analysis of lender performance, working with Product and Development teams, SVP of Customer Retention, VP of Sales, and Chief Revenue Officer.►Increased loan approval rate from an average of 45% to 70% in the first qtr of implementing strategy.►Collaborate with analytics team to develop best practices and strategy around marketing segmentation, segmentation of leads, and lead routing sales. ►Project manage to improve efficiency of funnel metrics in conjunction with operations, providing continued development and management of Pipeline automation through operational improvements.►Manage lender analytics, lead placement, automation placement, and aid in lead management. ►Develop process improvements in conjunction with VP of Operations, VP of Sales, Team Leads, and Director of Revenue for funding desk, pipeline, automation, and sales procedures.►Collaborate with tech team on automation, lender placement strategy, and customer experience improvement projects including the smooth and efficient on-boarding for lenders and new products.►Develop a continuous and measurable lender criteria-training program and a lender criteria matrix. ►Create quarterly scorecards for lenders and develop relationships for lender account management.►Assist NY GM in managing NY sales team towards increased revenue and overall productivity.

►Directed day-to-day operations including lead allocation, budgets, forecasts and sales goals. ►Developed processes and procedures, increasing conversion rate from 2.9% to 7.2%.►Improved production per agent 60% in 18 months with smart lead routing, coaching and marketplace model.►Served as a liaison between marketing and sales; contribute to improved performance with social media.►Performed ad hoc analytics including rep performance, lead conversion, branch productivity and efficiency.►Generated an additional $2.5M in loan volume in 2015 through innovative after hours call campaign.►Built relationships and negotiated with vendors, forming key partnerships with Staples and Lending Club.

►Directed all aspects of sales, marketing, advertising, CRM and call center operations for five branches.►Crafted and implemented creative marketing strategies. ►Orchestrated seamless transition that involved expanding strategies from "Press1" only marketing to a variety of techniques that resulted in high performing lead sources.►Collaborated across the organization including with C-Suite partners to develop corporate growth strategies.►Provided guidance and analytics on sales floor performance to sales managers.►Developed strategic partnerships with premier vendors to deliver high performing leads at a reasonable cost.►Developed process to manage desk ROI and sales agent performance.►Incorporated advanced email marketing platform into loan "funnel".►Increased sales by developing and communicating best practices and rolling out new sales tools.►Directly responsible for all website and marketing initiatives (websites, creative material and online presence).►Expanded product portfolio by introducing alternative lending products.►Developed processes and procedures to generate revenue streams.

►Managed all facets of funding for a high volume, boutique product. ►Reviewed all loans to determine best execution.►Collaborated with CFO and CEO on marketing strategy for a new VA IRRL platform.

►Increased branch loan origination 22% over 2011.►Partnered with Loan Officers, Business Bankers, Financial Advisors to meet customers’ unique financial needs.►Licensed Series 6, 63, Life and Health.

►Implemented new processes and products, contributing to a 66% increase in loan volume for the first quarter of 2009 ($20M to $34M).►Consulted with senior level leadership and vendor to customize Encompass origination system, ensuring a smooth transition to a paperless system.►Managed a pipeline of up to $50M by directing a staff of five processors and two coordinators.

►Managed day to day operations of Syosset office as well as recommend procedures for two other offices, one in Manhattan, one in Florida. ►Established standardized policies and procedures for reviewing credit, compliance, appraisal ordering and tracking and the timely processing and underwriting of all files submitted.

► Recommended for Navy and Marine Corps Achievement Medal for outstanding performance.► Graduated from Officer Candidate School in Top 10%.