Loan Officer
CurrentManage team of 6 Mortgage Loan Officers covering the Greater New Jersey, New York, & Pennsylvania territories.Consistently achieved over 115% of revenue quota per fiscal year.Developed a 2.5x pipeline-to-quota ratio of accurately forecasted qualified opportunities.Introduced management to new strategic partnering opportunities with complimentary solution providers. This led to the onboarding of several key vendors increasing the organization’s product portfolio and opened new streams of revenue generating sources.Led the Process Improvement Team, & influenced the design and deployment of collaboration tools between and within sales and service increasing efficiency and productivity.Developed a deep understanding of pricing structure and costing models. Created process template to demonstrate ROI currently used by teammates and management.Comprehensively documented the sales process for multiple solution stacks, including pricing presentation strategy and upselling of recurring services.Develop and present educational seminars about the unique benefits of Guidance’s structured finance programs.Train and mentor members of the team on industry standards and regulations covering multiple statesFormulate key milestones/objectives for local team and weekly collaboration with other branch managers.Lead a team of employees in identifying key geographic regions to focus on market penetration.