Megan Pena Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Greater Denver Area

Spearhead the strategic business development and management of of 120+ assigned member company accounts. Define retention and “save” strategies, devise proven growth plans, deliver proposals and lead negotations for member companies during various stages from tech startups to enterprise companies. Drive account growth by identifying revenue opportunities within existing accounts. Work collaboratively and strategically with decision makers to solve business problems using data reporting and analytics solutions. Develop and update a strategic agenda that addresses the client’s specific business space needs on a global scale. Functioned in an Interim Manager capacity guiding 2 team members and meeting the needs of 1,000 community members. Consistently retained 101.5% of customers (November 2019) and retained 105% of customers in (December 2019). Demonstrated exceptional leadership skills while steering the team in exceeding the annual sales goal by 223.3% (December 2019). Captured an 80% success rate when converting member companies from a non-committed revenue stream to a 12-month committed revenue stream, capturing $300K in additional revenue (December 2019).

Denver, Colorado, United States

Facilitated the conversion of building operations for an entity generating $500K/mo. Boosted the overall building health significantly impacting the satisfaction and retention of 250+ member companies and simultaneously securing new revenue. Succeeded in a variety of areas including operations, inventory management, vendor management, facilities management, landlord management, project management, and brand management for a community of 1,000 members. Supported clients in identifying profitable resources, best operational practices, and provided high-quality sales training, while ensuring quality remained on-brand. Recognized as “Orientation Ambassador” for the entire Denver market. Directed the professional development of 10 new employees; identified as the “Top Selected Trainer” in the West region. Identified operational and purchasing deficiencies and mitigated controllable expenses by 20%. Spearheaded a peer development group with 15+ sales and operations Leads throughout the United States.

Greater Denver Area

Solidified and built strong, strategic business relationships with realtors, lenders, and attorneys onsite and in the immediate geographical area. Completed 6+ closing transactions each day by building solid relationships with stakeholders in an effort to target and secure additional business for the title company. Served as the face of the organization focused on presenting closing packages & documents for execution at the closing table including notes, deeds, affidavits, lender packages, settlement statements, fee CDs, CPLs, and Title Commitments/Binders for lenders.  Honored with the role of Lead Presenter for a multi-million dollar construction project (October 2018). Nominated by peers and selected from among 600 staff to receive the Summit Award in Excellence (July 2018), Summit Award in Altruism (October 2018), Summit Award in Honesty (December 2018).

Tampa/St. Petersburg, Florida Area

Served as key initiator of prospecting, qualification, and ultimately gaining the buy in of real estate agents/brokers as new clients. Served in a very client-facing capacity building proven relationship to promote seamless closings. Fostered relationships with brokers and agents by persuading them to introduce new business strategies, successfully increasing the volume of agents, transactions, and profitability as a result. Developed continuing education classes covering a variety of topics to include loans and specifics to high end/luxury vacation home transactions, lending, and purchases by non-us citizens. Created a referral/networking group of agents to discuss wins, losses, hurdles to success, and relationships. Originated 90% of new business and independently drove 75% of newly generated business (January 2017). Captured 82% of new business and singularly drove 76% of newly generated business (February 2017). Recognized 64% of new business and personally drove 78% of newly generated business (March 2017). Augmented 56% increase in revenue from Q1 to Q2 in 2016 and specifically drove a 35% increase in revenue. Amplified a 50% increase in new business from 2016 Q1 to 2017 Q1 and individually drove a 55% increase in revenue.

Greater Denver Area

Implemented strategies to increase client satisfaction and build assigned book of business including 75+ commercial real estate brokers. Cultivated and nurtured key relationships, anticipated the needs, problems, and best practices based on in depth knowledge of clients business and goals. Mitigated and advocated for clients needs while working with internal partners: underwriters/in house counsel. Provided keen understanding of real estate industry resulting in superior products, investments, expertise, and accuracy. Offered streamlined advice during high level conversations and negotiations with relevant closing professionals. Communicated with senior stakeholders in the closing process to gather all necessary information for accurate document preparation and to coordinate timely delivery of the documents. Verified all closing details to ensure compliance with state and federal regulations, cured title defects, ensured meeting all the terms of the loan, prior to authorization of funding. Reviewed and filed a variety of contracts, title commitments, and commercial real estate closing documents, ensuring complete accuracy in order to execute a fully compliant closing transaction. Collaborated with sales representatives about potential prospects to capture new sales or recapture sales from existing clients. Successfully closed 20 to 25 transactions monthly valued at $1MM to $5MM per transaction. Collaborated with the VP and CEO on the more complex transactions involving $20MM to $100MM properties. Integral in the department capturing the highest profitability during 40+ years in existence. (2014 and 2015)

Greater Denver Area

Held accountable for the client retention and account growth of a multimillion dollar book of business comprised of 350 accounts. Guided the professional success of 1 direct report and continually defined the best practices and operational policies for a start-up agency. Engaged in human resource functions including training, mentoring, and curriculum development. Recognized a 60% conversion rate for Fire sales and a 50% conversion rate for Life sales based on ability to up-sell. Successfully innovated and implemented a policy review plan, claim follow up process, and referral program.

Tampa/St. Petersburg, Florida Area

Conducted closings for commercial and residential real estate transactions throughout the State of Florida. Skillfully reviewed contracts, producing legal documents and settlement statements, examined chain of title, resolved titled defects, allocated funds, prorated rents and licenses, property taxes and association dues. Closed 25 commercial and residential real estate closings a month through the State of FloridaSelected by managing partners to conduct initial interviews, train, and implement management procedures