I am proud and excited to be an HOA and Property Banker with a hands-on, thorough understanding of the community association industry. With a strong finance, consultative sales and real estate background, I enjoying talking and listening to clients and prospective clients needs and wants. As a dedicated HOA Banker with Pacific Premier Bank, I love the challenge of partnering with management company decision makers to carve out effective strategies appropriate to their unique operations and culture. I find success in presenting new efficiencies and helping companies utilize the most effective methods to drive results through collaboration, technology and automation that generate real, measurable and scalable results.

Manage $680M portfolio comprised of core deposits, operating, reserve and money market accounts, maintain 85% market share within territory.Negotiate a suite of financial services and software solutions to accounts through collaborative cross selling, networking, consultative sales approach. Approach prospect accounts with opportunities and solutions-based services to improve work flow efficiencies, improved ROI.Maintain heavy travel schedule for weekly regional meetings, various sponsorship and networking events, trainings and demos for new services. Coordinate recurring financial update meetings with owners/investors tracking fiscal performance, needs analysis and budgetary goals.

Helping real estate and mortgage professionals win new business, build key relationships and efficiently and smoothly close transactions is a priority to me. Developed sales and marketing strategies to drive comprehensive market share and revenue growth throughout territory resulting in 60% increase in new business.Plan and arrange networking activities to cultivate and maintain strong client relationships.Design and deliver solutions in alignment with daily client operations featuring the latest software applications. Ensure client understanding of the brand, benefits, and key features through client education.Key ContributionsActively led recruiting and onboarding efforts, playing an integral role in the statewide expansion of the brand to commercial lenders and real estate broker accounts. Strategically convert leads into sales, surpassing multimillion dollar territory goals.

• Effectively grew the residential client base consisting of real estate agents, brokers, mortgage lenders, builders, investors, and attorneys through an unwavering focus on exceptional service. • Closely guided clients through the complete sales process life cycle, and proactively followed up with all sales to identify potential referrals for new business. • Frequently liaised with the branch manger, operations leadership, and division management team.Key Contributions• Created proprietary software solutions that enabled clients to refine internal operations, more consistently achieve objectives, and monitor and assess sales metrics.

Responsible for territory growth, financial analysis and reporting of client activities. Successfully managed a multi-state territory consisting of over 400 clients and a loan portfolio over $90,000,000. Managed national corporate accounts exceeding $150M in annual revenues. Met with key decision makers to identify and understand strategic vision, objectives, and initiatives in order to implement products and services to meet and surpass customer expectations and goals. Identified and evaluated partnership opportunities internally across the organization to understand and influence strategic priorities. Directly responsible for retaining existing clients, growth in existing customer base and acquiring new customers.

Responsible for managing territory activities for Western United States. Assembled and managed sales team for Western region. Identified and penetrated new emerging markets for business development opportunities. Met with investors and lending institutions to present plans and ideas to expand and leverage lending practices to reach more customers’ needs.•Grew portfolio of business from $0 to $30M in 12 month period•Performed product demonstrations and training sessions across school channels•Represented company at numerous Regional and National conferences to increase market awareness and brand exposure•Coordinated and executed market penetration sales strategy for Western region•Responsible for calling on C-level Executives to generate interest and sell against highly competitive products and services •Developed profitable loan portfolio for collateralization to the bond market

Responsible for managing and growing Microsoft corporate relationship. Financing, training and set up of Microsoft accounts throughout the nation. Managed over 3500 CTECs and AATP accounts, growing volume from approx. $50M to over $125M in 2 years. Met with Microsoft team for quarterly reports, updates and projections, executing sales strategies to surpass budget expectations.