Michelle Edwards Email & Phone Number

Palo Alto, Ca, Us

AINAKDirector, Advisory BoardAINAK provides free eye exams and prescription glasses to the underprivileged who cannot otherwise afford them.

San Francisco Bay Area

Silicon Valley California

Successfully led and steered my department through challenges associated with the largest acquisition in credit union history (January of 2011), a $5 billion merger for a credit union serving 320,000 members in 39 branches, and with notable high tech company clientele such as HP, CISCO, Microsoft, Nike and Amazon. Built and managed a highly successful sales team in both roles, spearheading the delivery of meeting and/or exceeding mortgage sales goals attained through both retail and remote channels by setting and executing strategic goals to completion. . Continually oversees the generation of a solid pipeline of business for the department. Continually identifies, attracts and develops talent to the team, specifically seeking out qualities, experience and background that have proved to be valuable among past team members. Conducts formal annual reviews for each to coach and mentor in areas where lacking, and to commend performance in areas each individually excels. Acts as a direct liaison between the sales department and other non-sales related departments, including operations, finance and marketing.

Mountain View, Ca

• Develop, coordinate, communicate and implement sales and marketing plans, goals and forecasts to meet company growth objectives• Assist VP of Mortgage with day-to-day operations, such as compliance to procedure, conducting oversight, and/or service management• Define and communicate strategies for developing and improving service and response times• Partner with marketing to generate new business, recommend and develop new sales strategies, promotional events, budgets, and new sales potential.• Enforce and improve documentation and maintenance strategies.• Lead technology improvement changes for the sales operations team.• Follow up with customer inquiries and resolve complaints regarding sales and service. • Reach out to clients, connect needs analyses with specific products and make sales.• Act as technical representative in contacts with potential and current clients.• Product statistical reports for sales, marketing, and management.• Analyze sales data to forecast and identify opportunities for improvement.• Oversee, mentor, and train sales support staff of 21 individuals

San Jose, California

Met and/or exceeded mortgage goals, generating mortgage sales via Internal, retail and wholesale channels. Efficiently upheld a steady and consistent pipeline of business for department. Launched and managed commission plans instituted to motivate each staff member. Devised and managed the Mortgage Origination department’s annual budget, ensuring expenditures were aligned with set goals and strategic action plans. Scrutinized sales statistics in an effort to determine borrower needs, volume potential, and devise sales campaigns that were in alignment with credit union goals. Directly communicated with Mar/Com, and carried out market research on promotions/products and services. Served as a liaison between the sales department and other non-sales related departments. Built and managed wholesale mortgage broker relationships. Crafted and delivered presentations made to Executive Team and Senior Management. Hired and developed team members on an ongoing basis, and conducted annual reviews to provide direction and coaching. Coordinated the department’s events and calendar, including tradeshows and seminars

Palo Alto, California

Presided over the daily activities and contributions of four retail branches, including the lending department, auto buying service and security. Charged with overseeing the sales and effective delivery of credit union loan and saving products to satisfy members. Effectively generated 1st mortgage sales, keen to maintain a focus on balancing the needs and desires of prospective homeowners within the parameters prescribed by the credit union. Implemented a sales culture within retail locations positively resulting in restructuring branch personnel in a manner that led to attaining optimal performance