A massively collaborative effort of mortgage industry professionals created the book "ReThink Everything You Know About Being a Next Gen Loan Officer". The book is a Best Seller on Amazon and is taking the industry by storm by being the first of it's kind! My chapter (Chapter 36) tells my personal story about how my father's unfortunate decision to commit suicide when I was nine years old has helped shape my mission as a CRM/Lead Management expert to assist Loan Officers in helping as many customers as possible. EVERY LEAD MATTERS & EVERY LEAD HAS A STORY!!! Get this valuable resource today!

STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’ organizations. We accomplish this by being the market information and intelligence hub of the industry, helping mortgage lenders to chart a sustainable strategic course.We bring to our work an unwavering commitment to objectivity, competence and integrity. Our recommendations are impartial and candid; even where it may be averse to our own short-term interests. Our ability to earn trust and build long-term relationships with our clients is core to our culture.

www.sdp-solutions.com SDP Solutions was born from the realization that many companies have a great sales philosophy, but waste precious time and money by managing their sales leads inefficiently. I am passionate about improving conversion rates and maximizing return on investment by eliminating wasted opportunities usually caused by an organization’s lead management systems not firing on all cylinders. Whether you’re a large company looking to scale up your lead management strategy or a smaller business just realizing the need for a system, SDP Solutions can help.

- Responsible for Enterprise Marketing Operations and Lead Delivery for both Nationstar Mortgage and recently acquired division of Greenlight Loans- Implemented 3rd party lead management system at Greenlight Loans to allow for more streamlined lead delivery and improved conversions for the entire enterprise- Work closely with Executive Management teams from both Sales and Marketing to meet key business objectives while using expertise to maximize lead conversions in these strategies

Lead Management• Successfully completed due diligence, project development, and implementation of 3rd party lead management system to replace proprietary system. • Integrated 3rd party lead management system with existing loan origination systems to ensure data capture and transfer between systems – eliminating need for Sales teams to enter data into separate systems. • Drive all aspects of lead management including reporting, lead distribution, lead prioritization, campaign management, and prioritization of lead management system enhancements.• Responsible for all testing and implementation of 3rd party lead management enhancements including training, roll-out and demonstration of features for Sales teams, investors and partners.Business Analytics• Create new and innovative reporting tools to understand strategic drivers including conversion rates, sales ranking, products, risk factors, and marketing channels for Production and Servicing.• Partner with executive sales leadership to understand strategies and align reporting and analytics to understand overall effectiveness.• Manage lead distribution, prioritization, and analytics to optimize lead conversion and drive Sales performance. Project Management• Successfully implemented multiple Sales systems by collaborating with IT, Marketing, Legal and Risk partners.• Prioritize projects and appropriately allocated resources to highest priority strategies / projects. • Develop and implement project management tools to enable teams to meet implementation dates.Business Partnerships• Manage front-line support for Sales and Marketing campaign roll-out.• Manage dialer call distribution, reporting and prioritization for Sales teams in Direct Sales Call Center.• Align with Servicing partners to drive qualified leads from existing mortgage customers to our Sales teams.

• Top producing Sales professional who consistently ranked in Top 10% of Service Quality rankings.• Originate home mortgage loans while maintaining and strengthening relationships with customers, vendors, and team members• Provide added support to Branch Manager