Managing Director
CurrentRecruit, train, coach, and manage a highly skilled team of team leaders, credit managers, and credit specialists. Manage the pipeline of opportunities using CRMs, including Salesforce and Mercury. Set and exceed business targets and KPIs. Built referral networks through industry relationships and directly from existing clients. Manage the team to attain the best financial products across a wide variety of lenders and scenarios, including new purchases, refinancing, debt consolidation, construction loans, commercial loans, and self-employed clients.• Built, developed, and trained an overseas support office for the business.• Developed new sales processes, functions, and operations, including KPI and reporting metrics resulting in a 37% overall increase in sales and a 52% increase in operational efficiency. • Perfected remote work processes and procedures for all offices to ensure seamless synergy amongst the teams.• Established and exceeded business targets and KPIs. - Lead team to produce $22M - $30M in loan volume.- Increased referral business by 53%.- Achieved 90% score in client satisfaction.- Attained 85% of settlements; closed 64% of client meetings.