As co-founder and managing partner of Partners Mortgage Group, I have been instrumental in leading the growth and success of our organization. With a passion for providing top-notch mortgage services and a commitment to excellence, I have played a key role in shaping the company's vision and strategic direction.My responsibilities include overseeing all aspects of the business, from business development and client relations to operations and finance. I have successfully built a strong team of mortgage professionals who share our vision to delivering exceptional service and results for our clients.Under my leadership, Partners Mortgage Group has established its self a reputation as a trusted and reliable mortgage provider in an ever-changing industry. I have also been actively involved in developing and implementing innovative strategies to drive business growth and enhance our competitive edge in the market.Overall, my experience as a co-founder and managing director of Partners Mortgage Group has been incredibly rewarding, and I am proud of the impact we have made in helping individuals and families achieve their homeownership goals.

Responsibilities include, managing overall real estate production across all company channels. Partnering with Credit Administration, Marketing and Finance to expand and continuously improve overall lending division. Recruit, train and coach full production teams for both residential 1st and 2nd mortgages. Maintain industry knowledge of leading competitor’s products, pricing, new technologies and credit underwriting practices.Strong awareness of current financial industry issues as it relates to single family residential property lending, including pricing, credit structure and secondary market execution. Excellent interpersonal skills demonstrated strong and effective leadership abilities, effective problem solving and decision-making skills.Responsible for tracking KPI’s and monitoring the residential loan pipeline for both 1st and 2nd mortgages for accurate reporting and forecasting to senior management. Tasked with creating and implementing Residential Lending incentive plan.Experienced with daily utilization of Velocify (CRM) and Encompass (LOS) software. Expert communication skills, skilled negotiator, multitasker with high level presentation and closing skills.

Manage consumer direct mortgage banking team of 16 residential loan originators, and loan coordinator's both inside sales and remote . Recruit, train and coach sales staff in all facets of mortgage lending loan cycle, sales, credit analysis and customer service. Responsibilities include implementation of all sales and marketing initiatives, maximizing office workflow efficiencies through complete understanding KPI management. Well versed in managing consumer direct team, experienced with utilization of Velocify lead manager, and Encompass loan origination software. Expert communication skills, skilled negotiator and multitasker with high level presentation and closing skills.Tasked with meeting and exceeding sales performance goals at company level. Responsible for company level sales forecasting and reporting of key performance indicators (KPI’s). Expert level inter-personal skills.

Manage in-bound call center mortgage banking team of 15 residential loan originators, and loan coordinator's both inside sales and remote . Recruit, train and coach sales staff in all facets of mortgage lending loan cycle, sales, credit analysis and customer service. Responsibilities include implementation of all sales and marketing initiatives, maximizing office workflow efficiencies and adherence to all residential lending guidelines. Expert communication skills, skilled negotiator and multitasker with high level presentation and closing skills. Fully skilled in recruiting, on-boarding and training.

Served as a Real Estate Agent in the high-end luxury market. Negotiated contracts and utilized expertise in real estate marketing and property valuation. Represented both buyers and sellers in real estate transactions, utilized comprehensive knowledge of mortgage lending rules and regulations, and cultivated an extensive business network to build strong business.

Oversaw mortgage loan origination for the Wells Fargo Wealth Management Group Newport Beach office. Served as a Portfolio Lending Specialist delivering exceptional client experience to ultra-high net worth clientele. Developed strong internal and external relationships with members of the Wealth Management Team as well as with realtors, builders, financial professionals, and other non-traditional sources. Executed complex income and credit analysis and produced high quality loans that met and exceeded Bank and industry standards. Utilized excellent sales and organizational skills, and trained and led lending professionals in all facets of the loan cycle, from origination to analysis, through processing, to funding.Key Achievements:► Loan Origination Goals 2006-2016, consistently achieved 100% or greater against performance goals.► Recognized for Customer Service Excellence 2013-2015 after receiving Customer Satisfaction Survey ratings of 100%.

Played a key role in the opening of a Mortgage Brokerage office in Orange County and focused primarily on the origination of 1st and 2nd mortgage loan products. Packaged loans for submission to top local lending institutions through correspondent lending agreements, and specialized in A-Paper for 1-4 unit residential properties.Key Achievements:► Increased origination to 150% of target production goals.► Increased purchase loan production by 200%.► Built team of 16 successful loan originators from the ground up.

Managed a $200M deposit base branch, with $100M in consumer loan portfolio. Led all aspects of sales and marketingfor staff of 20. Served as the designated Project Coordinator for the execution of regional sales and marketing plans.Generated quality loans and deposits through novel marketing and business development initiatives.

Opened new branch and oversaw operations and sales efforts. Recruited, interviewed, and directed team of 15 employees. Trained, coached, and inspired staff in cross-selling and development of trusted customer relationships. Engaged with small and mid-size businesses as well as with large corporations to source business opportunities. Implemented strategic marketing initiatives and intensive business development efforts, and successfully generated construction loans and other commercial credit products. Used extensive experience in small business lending, consumer lending, and sound knowledge of the full range of commercial banking products.

Managed a $120M deposit base branch, with $46M in consumer loans and a $20M commercial loan portfolio. Led and inspired 18 staff, and served as the designated Project Coordinator for the execution of regional sales and marketing plans. Generated quality loans and deposits through novel marketing and business development initiatives.Key Achievements:Received the 1995 Regional MVP Award for Outstanding Business Development Production.Implemented a strategic customer retention plan and drove intensive business development initiatives resulting in 18% annual deposit growth.