At Pacific Trust Mortgage, we utilize today's technology and personal service to streamline the loan process from start to finish. At PTM, I nurture client relationships from top of funnel prospecting through closing and beyond. I help first-time homebuyers and investors alike navigate the complex & sometimes overwhelming experience of buying a home. I am a Sales and Account Manager with 10+ years’ experience developing high-value relationships, creating pipeline growth strategies, and aligning sales priorities with organizational objectives for leading FinTech, real estate, commercial finance, and financial institutions in the San Francisco Bay Area and Central Coast. I have held roles in both top of funnel sales as well as account & portfolio management in both B2B and B2C capacities, working with consumers and business owners alike. I nurture client relationships past closing to facilitate future business and referrals. Collaborate with both internal and external stakeholders to ensure a smooth transaction and seamless client experience. Help clients make sound decisions by serving as trusted advisor and navigating them through financial complexities and lending process. Passionate about serving as financial subject matter expert for internal teams and stakeholders and working cross-functionally to simplify processes.