Kathie Rose, Mba Email & Phone Number

Hawaii, United States

Directed sales of valuation products and technology for mortgage origination and servicing in banks, credit unions, IMBs, private equity, NPL/RPL and fix and flip lenders. Prospected new customers, expanded relationships of existing customers, and negotiated contracts with executive and C-level decision-makers. Planned and collaborated with marketing and executive leaders to customize market goals and product line strategies. Territory included entire US with 500+ active existing accounts… Show more Directed sales of valuation products and technology for mortgage origination and servicing in banks, credit unions, IMBs, private equity, NPL/RPL and fix and flip lenders. Prospected new customers, expanded relationships of existing customers, and negotiated contracts with executive and C-level decision-makers. Planned and collaborated with marketing and executive leaders to customize market goals and product line strategies. Territory included entire US with 500+ active existing accounts. Traveled 75% to manage and expand critical client and prospective relationships in collaboration with key Account Management teams.• Achieved 175% of goal for signing new customer contracts. • Retained 100% revenue YOY in a declining mortgage environment. • Hosted 223 client meetings, resulting in a #1 ranking for customer meetings and onboarding clients. Show less

Managed 9 Relationship Management (RM) sales professionals leading enterprise digital mortgage platform. Team included Strategic Sales Representatives covering 375 Enterprise, Strategic, and Mid-Markets customers across US. Drove sales strategy and effort for existing customer team through upselling, cross-selling, and add-on selling activities introducing latest technology and product suites. Offered industry-based consultative approach for education programs, product strategy collaboration… Show more Managed 9 Relationship Management (RM) sales professionals leading enterprise digital mortgage platform. Team included Strategic Sales Representatives covering 375 Enterprise, Strategic, and Mid-Markets customers across US. Drove sales strategy and effort for existing customer team through upselling, cross-selling, and add-on selling activities introducing latest technology and product suites. Offered industry-based consultative approach for education programs, product strategy collaboration, and reselling value proposition aligned with customers' business goals. Provided external partnership with C-suite, department managers, and end-users. Traveled 80% to North, South, East and West territories with assigned Relationship Manager to establish and enhance customer relationships.• Designed and implemented a pricing template for all sales transactions to ensure maximum ARR, decreasing time %? for completing proposals.• Guided pricing negotiations, sales proposals, and contract renewals for maximum revenue.• Designed policy and procedure guidelines and best practices for managing customer non-renewal due to mortgage and interest rate hikes, resulting in accurate forecasting of pipeline and prioritizing revenue. Show less

Established new sales and support relationships of principal BPO service subsidiaries Clayton, ValuAmerica Title, and Red Bell Real Estate. Solutions included mortgage services and technology that financial institutions, investors, and government entities use to evaluate, acquire, securitize, service, and monitor loans and asset-backed securities. Products included loan review, due diligence, securitization, asset management, quality control, surveillance, valuation, title, and technology… Show more Established new sales and support relationships of principal BPO service subsidiaries Clayton, ValuAmerica Title, and Red Bell Real Estate. Solutions included mortgage services and technology that financial institutions, investors, and government entities use to evaluate, acquire, securitize, service, and monitor loans and asset-backed securities. Products included loan review, due diligence, securitization, asset management, quality control, surveillance, valuation, title, and technology platforms.• Provided industry competitive intelligence and assisted with product development and implementation roadmap across 3 cross-functional departments. • Established business development process, expanded existing accounts, and generated new revenue by onboarding new clients, and up / cross-selling existing customers. • Won highly prestigious Presidents awards for top salesperson multiple time.• Exceeded sales goal, producing 156% of revenue goal in first year.• Increased facilitation of CRM system, resulting in cleaner account records and higher ROI.• Won Spot Equity award for overall outstanding performance.• Implemented cross-sell program for Mortgage Insurance account representatives for ancillary services, increasing lines of services and revenue.• Won New MI Business Development and Cross-Sell awards for new customers signed. Show less

Monterey, Ca

Participated and drove sales process to identify, contact, qualify, and close prospective mortgage loan origination system (LOS) technology clients. Established building and maintained a pipeline of qualified LOS opportunities, focusing on pipeline management, including forecasting, and contracting. Established various groups within a targeted prospect at C-Level, IT groups, and business lines. Built and managed a pipeline of opportunities through sales outreach, compliance speaking… Show more Participated and drove sales process to identify, contact, qualify, and close prospective mortgage loan origination system (LOS) technology clients. Established building and maintained a pipeline of qualified LOS opportunities, focusing on pipeline management, including forecasting, and contracting. Established various groups within a targeted prospect at C-Level, IT groups, and business lines. Built and managed a pipeline of opportunities through sales outreach, compliance speaking engagements, and mortgage-specific event participation. Thought leader for product requirements, selling trends, competitive landscape, marketing programs, and corporate communications. • Achieved top-producing employee for new credit union contracts signed.• Signed first non-enterprise customer for new LOS technology, opening a new mid-market channel. Show less

Directed first mortgage production department of a $5B credit union. Conducted sales management for conforming conventional, FHA, VA, CHFA, construction, land loan, and reverse mortgage originations. development, management, and training of all mortgage programs. new product development, member outreach education seminars, marketing, vendor relationships, budget analysis, and quality control. Increased market share from 9th to 1st in three years.• Developed external loan officer… Show more Directed first mortgage production department of a $5B credit union. Conducted sales management for conforming conventional, FHA, VA, CHFA, construction, land loan, and reverse mortgage originations. development, management, and training of all mortgage programs. new product development, member outreach education seminars, marketing, vendor relationships, budget analysis, and quality control. Increased market share from 9th to 1st in three years.• Developed external loan officer channel, resulting in 310% increase in volume first year. • Championed a sales outreach program to realtors and businesses leading market share in number of loans funded. • Awarded Prime Alliance Top Purchase Money & Most Innovative Award. Show less

Bsba, Finance And Management

Master Of Business Administration (Mba)