Michael Sousa Email & Phone Number

Palm Springs, Ca, Us

Palm Springs, Ca, Us

West Coast Division

Recruit and manage a talented sales team, driving revenue growth in the realtor and new construction market. Coach, mentor, and train a team of Mortgage Loan Officers. Manage multiple sales offices, growing multi-million dollar revenue. Oversee a pipeline of originated loans. Maintain compliance with regulatory requirements. Develop strong relationships with market partners.

Palm Springs, California, United States

Developed and implemented a Nationwide Affinity Program that piggybacked on employee benefit programs providing additional monies towards the purchase or refinance of a home, at no cost to the employer or employee.Key Accomplishments:• Established relationships with Corporate HR C-level Executives to facilitate, implement, and deliver co-marketed education materials for the Employee Home Advantage Program to employees directly onsite. • Strategic clients: AT&T, ADT, SafeStreets, WGB HR Benefit Provider, City of La Quinta, Cathedral City Police and Fire. Example: https://crosscountrymortgage.com/affinity/att/• Designed and implemented new home ownership programs, marketing materials along with investor programs with ROI’s. • Managed 45 agents with a 55% capture rate for in-house affiliate Windemere Real Estate. • Successfully managed changes required in all operational/back-office areas to support and help accomplish sales growth.

Palm Springs, Ca

Started position as independent regional manager and quickly promoted to in-house lender for Windemere Real Estate, Coachella Valley. Working close with executive management teams coordinating strategic sales and marketing, developed training materials • Tasked with sales, account management and loan generation for numerous in-house realtor affiliate locations in Coachella Valley. • Managed loan orgination process, loan flow practices and implemented streamline procedures. • Coordinated with operations and marketing team members to develop new loans/products and maintain quality while minimizing risk. • Assist with new-hire interview process and selection• Rotate and delegate new deal business assignments to teams of 3 Senior and 2 Junior Credit Underwriters based on complexity and capacity. • Identified opportunities to improve business process flows and overall department productivity

Palm Springs, California

Established in-house relationships with local Realtor Firms to facilitate loan originations. Created a robust Referral Partnership that focused on lead generation and quick close times.

San Francisco, California, United States

In-house Lender for Coldwell Bank, San Francisco. Lead the team with a strong 65% capture rate within offices. Specialized in Jumbo Loans, and the complexities of Bay Area financing.