Katherine Dorta Email & Phone Number

Charlotte, North Carolina, United States

After a year and a couple of months of being a SR Program Manager, I was promoted to lead the charge with tools & system in our Enablement Org. My scope of work included creating organizational-wide processes, setting up data collection standards and building, training and becoming an expert in our tools. Most notably was the strong partnership that was built with several departments through the transition over to Jira that ensured a successful launch. ✓ Designed, built and trained on the transition from Monday.com over to Jira for a 158 person team✓ Established instrumental standards of operations in the org ranging from data collection, project management workflows and requests forms which enabled effective stakeholder collaboration and more strategic business impact✓ Led the creative strategy and execution of our Enablement Org re-brand ✓ Spearheaded multiple task forces where organizational blindspots were addressed and resolved in areas such as workflows, metrics and systems✓ Pioneered our first-ever data dashboard where data points such as NPS score, attendance %, survey responses% and trainer information was collected for over 150 unique trainings in under 3 months✓ Delivered a content library with over 1,000 pieces of content to compliance in preparation for our SPAC within a 2 month period✓ Designed and brought to life a living one-stop-shop website for employees to service their training needs and included things like upskilling calendars, training assets and role-specific resources

After 5 months of supporting leadership in building the very first Change-Management team within the Enablement Org, I was promoted to SR Program Manager. During this time I helped interview and transition an additional 5 team members into the team while managing several high-stake initiatives. My scope of work included curriculum building, ILT content development and learning strategy. Most notable was the 2000 employee workflow transition in the midst of uncertain financial markets. ✓ Led a team of 30 trainers to design and train the curriculum for our ‘Single Point of Contact’ initiative impacing 2,000 production employees while maintaining a 90% NPS score ✓ Designed a first of its kind in-house 7 week appraiser program with the goal of full accredited certification at the end✓ Relaunched and revamped a 4-week upskilling program for over 100 employees targeting skills such as white glove customer service and mortgage expertise with the goal of championing an AMEX partnership in the homeownership space while minimizing time off production ✓ Standardized the Enablement organization’s content collection process ✓ Organized and trained multiple internal trainings on content design, Articulate 360 and program management best practices

After 2 years of being a dependable peer-leader within the sales organization, I was fortunate enough to transition over to the newly-established Enablement org to establish our very own Change-Enablement team. My most notable experience was helping my then-manager over to the mortgage space and her supporting my transition over to Enablement. It was a time of true partnership and collaboration and I will always be thankful to her! My scope of work included Instructor-led trainings, curriculum building and newly promoted Account Executive development. Many of the initiatives I established during my time as a Program Manager paved the way for future iterations in the org. ✓ Designed and facilitated a 2-week long upskilling program for over 60 high-performing Account Executives ✓ Planned and facilitated ‘Lunch & Learn’ with the purpose of bringing clarity and collaboration between the Sales org and the rest of the company✓ Established, designed and facilitated the very first Account Executive 2-week promotional onboarding for over 45+ AEs averaging an final skill-assessment score of 90% ✓ Developed and facilitated a revenue initiative for over 900+ sales employees in partnership with the Capital Markets team that ranged over a 2 month period leading in a positive $25k decrease on average for the next 6 months ✓ Created the company’s first (optional) continuing education program averaging around 200 sales attendees a week over the course of 8 weeks✓ Led the transition and adoption of our new phone system over the course of 3 months impacting over 5,000 employees and reaching a 90% adoption rate within the 1st week following training in close partnership with the Product and Engineering teams✓ Designed an onboarding program covering a product workflow change impacting 50+ managers and reaching a 95% adoption rate after training

New York, New York

Purchase / Refinance Loan ConsultantNMLS #1859237Licensed in: AZ, CA, CT, DC, MT, NC, NM, OH, OR, TX, WA✓ Promoted within an eight month period from Associate to Licensed Consultant ✓ Received NMLS license in 11 states✓ Funded an average of $15.4 million per month (or 36~ units) during my Licensed Consultant time ✓ Assisted the Underwriting department as the Lead Licensed Consultant to achieve the Direct Endorsement License from the Federal Housing AdministrationAwards✓ Scotsman - Top Originators for Top Dollar Volume (2021)

New York, New York

Awards✓ Loan Consultant Associate of the Year for 2019

Greater New York City Area

✓ Work closely with other sales team members to maximize efficiency, strategy and market approach.✓ Work closely with the marketing team to convert their efforts into leads for the sales team.✓ Utilize our robust sales stack and data sources to research, prospect, understand and develop high level strategy for inbound and outbound outreach.✓ Research, identify, and qualify new business opportunities through inbound lead follow-up and outbound cold calls and emails.✓ Updating of Salesforce system records related to organization and contact information and documentation of competitor information as information is gathered during prospecting calls.✓ Expand customer base by building and maintaining rapport with potential key customers. ✓ Attend internal business development calls and meetings to discuss new opportunities and the overall sales pipeline.

✓ Supported the site through full-cycle employee/recruitment management; Trained and supervised 70 employees throughout tenure; Achieved 10 employee promotions through 1:1 mentorship, administered PIPs, conducted interviews, and liaised with corporate offices ✓ Designed a cross-training program which decreased the site operating budget by over 40%, simultaneously allowing employees to develop and grow rapidly within the site; Initiative allowed the store to exceed district metrics by over 50% ✓ Spearheaded an initiative which assisted two locations in achieving “low volume” to “high volume” categorization, a 35% traffic increase ✓ Partnered with colleagues to related to inventory or processes; Designed initiatives decreased previous concerns by 45% ✓ Set district-wide records for accessory attachment and small business conversion which remained unbroken during tenure .

Miami/Fort Lauderdale Area