Omar Morales Email & Phone Number

Florida, United States

Florida, United States

Fort Lauderdale , Fl, Us

• Consulting and Solutions for Franchise, Small Businesses and Non-profit Organizations • Business analysis and implementation of strategies, Practice Management Tools and Standard Operating Procedures • Advise on Business Development, Best Practices and Retention to increase market share • Perform presentations and training for employees on implemented tools and strategies • Goal setting, performance tracking and reporting to manage trends and ensure meeting of goals

Madison, Nj, Us

Kansas City, Mo, Us

• Leading the #1 District in the U.S. 3 consecutive years in Tax Plus Revenue Growth• Responsible for Latino Franchise field operations for 126 offices in the U.S. and Puerto Rico• Leading, managing, influencing and mentoring franchise owners to achieve their business objectives• Perform various presentations and trainings on Marketing and Business Development Strategies, Implementing Best Practices, Profit Mastery, Community Outreach & Networking

Kansas City, Mo, Us

• Awarded “Developer of the Year” in 2012 and 2013, and the “CEO Award” in 2014• Responsible for Mergers & Acquisitions in key multicultural markets including Texas, Florida and Puerto Rico• Strategic Business, Marketing & Sales Planning• Utilization of Consultative Sales Process• Value Proposition and Profit Optimization• Major Account Development• Market Evaluation and Expansion

Utilize technical knowledge of retirement, health care, compensation, communications, and tax, as well as knowledge of public health in order to asses new business strategies, objectives, and/or requirements and develop recommended processes and polices. Provide designs, delivery, and performance improvement solutions to purchasers, providers, and administrators of employee programs. Provide support in business planning, organization, health care finance and network design operations.

Kansas City, Mo, Us

Director of Corporate relations for the Mortgage division of H&R BlockResponsible for the development of strategiesPerformed various presentations throughout the U.S. to develop partnershipsDrove client acquisition for the main strategic business units Implemented, directed and managed the Associate Loan Program, Associate Hot Line and Loan4ME Website Managed teams in 5 different statesProvided monthly and quarterly reports of customer volume, performance growth and production trends Subject Matter Expert

Kansas City, Mo, Us

Responsible for forecasting and managing a monthly $7 million pipelineMaintained the highest level of production and customer serviceHired, trained and coached loan officers and loan processorsFocused on the growth and development of our Tax Partner and Financial Advisor relationshipsSubject Matter Expert:Selected to develop, test and rollout Deal Maker System softwarePerformed presentations to high level executives and associates throughout the U.S. Responsible for managing transition to the new sales process and reporting quality and assurance issues

Kansas City, Mo, Us

Awarded the "Circle of Excellence Award" 4 years in a row for achieving excellence and awarded the "10 Club Award" many years in a row for being in the top 10 producers nationwide.Developed outside business sourcesPresented and trained at local H&R Block tax offices to help develop and maintain referral sourcesAssisted management in the hiring, training and mentoring of new staff members

Prime and Non-Prime mortgagesPrepared loan applications, budget analysis and credit reviewsProvided clients with loan proposals

Increased market share in Florida Region through mortgage and home equity lendingResponsible for recruiting, training and mentoring of branch associatesCoordinated attorneys, appraisers, title clerks and clients in order to facilitate loan closingAssisted in projecting monthly, quarterly and annual Pro-Forma reports for branch revenue and expenses.

Us

Assisted management in promoting sales, training on banking services and productsResponsible for business development, public relations, processing home equity, personal loans and account servicingMaintained the highest standards of customer service and sales effectiveness

Education record

Education record