Tim Mckeever Email & Phone Number

United States

Irvine, California, Us

Responsible for driving strategic analytics to support mortgage sales initiatives for an $8B production business• Created a builder forward commitment product offering which enables builders to more easily market and sell more homes - $5B in trades taken down since inception• Responsible for Commitment Revenue Creation/Optimization of >$110mm which is 3 x the Net Revenue as our non-commitment production• Responsible for Net Margin management to ensure a balance between a competitive street price and exceeding Gain on Sale budget for the JV Channel• Manage and direct a team of BI experts responsible for writing SQL code/scripts to pull data from data tables to create sales analytics, Tableau reporting and ad hoc reporting to drive achievement of sales initiatives• Created a Tableau Executive dashboard with multiple views for EVP and team to ensure overall performance – Net Revenue, Production, Customer Service, Capture Rate, Cost to Fulfill and Compliance Costs• Create builder target competitive intelligence dossiers utilizing external data source Zonda• Responsible for data content of Salesforce CRM for use in potential JV partner business development • Developing Sales Efficiency Metrics Tableau reporting portal for use in sales performance management which will reduce overall cycle times, improve operational effectiveness, and ensure regulatory compliance• Responsible for producing Sales Executive content for use in presentations to loanDepot Board of Directors, Executive Management, and external JV partner pitch meetings

Mclean, Va, Us

Responsible for processes, routines, and tools that prepare, and enable sales teams to sell Treasury Management solutions to our clients. Identify challenges and opportunities in the upper funnel of the Sales process as well as managing client relationships that could be solved by process or technology improvements. Responsible for coordinated management of value chain projects and business-as-usual activities on behalf of TM Sales to achieve beneficial change.

Mclean, Va, Us

Responsible for driving strategic analytics to support sales initiatives for a $520mm revenue business• Manage a team of analytics professionals responsible for writing code/scripts to pull data from cloud-based data lake for use in creating sales analytics and Tableau reporting to drive achievement of sales initiatives• Direct team in creation and maintenance of Salesforce dashboards and reporting for use in multiple senior/executive level sales meeting cadences• Create, communicate and track annual Treasury Management Consultant (TMC) pipeline and portfolio revenue goals based on industry, market, overall COF budget, customer attrition, org structure, gearing and TMC position level• Developed a robust bi-weekly pipeline review routine utilizing newly created Salesforce dashboards to deep dive into specific deals closing by month end to ensure revenue realization and velocity• In process of developing Sales Effectiveness Metrics reporting including TMC productivity, revenue per closed opportunity, sales routines, partner relationships, customer contact and NPS utilizing Salesforce and data lake.• In process of developing Lead Conversion Metrics reporting including calls, contacts, meetings, opportunities, closed pipeline, overall conversion % and $ revenue booked to G/L.• Facilitating vendor demos centered on CRM and activity tracking applications for use optimizing TMC capacity and productivity.

Responsible for driving strategic sales initiatives for a $7.25B, top 10 mortgage production business. • Established and lead the Sales Performance Management, Risk/Compliance, and Sales Support/Marketing organization.• Increased Loan Officer (LO) productivity 22% YOY through profitability reporting, analysis and performance improvement plans.• Grew LO resources by 38% through strategic hiring practices and Value Proposition Plan enhancements• Drove a strategic initiative to improve LO Onboarding which decreased ramp up time by 1 month.• Established LO social media and online marketing portals optimizing referral relationships and online presence.• Developed Top LO hire compensation and productivity tracking tool to provide oversight on the highest compensated new LO to ensure acceptable profitability and production levels. • Transformed LO compensation plan to differentiate tiers that has successfully driven greater outside sales and improved product mix while remaining cost neutral to the organization.• Revamped Profitability reporting to more accurately reflect each Region’s net income by ensuring revenue was being fairly credited, hierarchy was in alignment, and expenses were categorized appropriately (above/below line).• Successfully lead Retail Mortgage Sales integration of Franklin American Mortgage Corporation while simultaneously right-sizing spans/layers of legacy CFG Retail Mortgage organization.• Developed processes and controls to ensure compliance with Sales practices, CRA and Fair Lending.

Responsible for key strategic sales initiatives for the mortgage division encompassing $32 billion in production. • Managed Retail and Consumer Direct pricing margin daily resulting in incremental Net Value Added of $236mm or 138 BPs for Full Year 2012.• Identified and calculated potential savings in Retail Mortgage reorganization which resulted in $18mm in Fixed and Variable cost savings for 2012.• Managed Mortgage Production Planning and Channel Optimization work streams. • Created and fully implemented a Dodd-Frank compliant and cost neutral Loan Officer Compensation plan that resulted in a retention rate of 92% of Top Producing Loan Officers.• Managed successful rollout of HARP 2.0 product to all channels resulting in a production opportunity of $30B.

Responsible for SunTrust Lender Management which supported over $2B in mortgage production volume through 20 Joint Ventures and 900 Affiliated Business Arrangements. • Created executive management profitability reporting for Strategic Alliances.• Exceeded goal expectations for the following Strategic Alliance metrics (FY 2011 vs. FY 2007):• Reduced Gross Expense by 43% - 39 BPs vs. 68 BPs; Increased Loan Officer contribution (expense offset) by 102% - 12.3 BPs vs. 6.1 BPs; Increased overall Net Revenue by 48% - 230 BPs vs. 155 BPs.• Successfully implemented Broker compensation rule under Dodd-Frank industry regulation.• Engineered shut down of Joint Venture business line in Q3 2011 due to industry over-regulation and severe market conditions.

Manager of a $250mm market including 17 mortgage sales professionals and 2 operations staff. Responsible for meeting all MBOs including: Gross New Loan Officer hires, Net New Loan Officer Hires, Affiliated Business Arrangements, Service Quality, Productivity and Cross Sales • Achieved growth target by hiring 8 new experienced loan officers.• Retained 77% of existing loan officers in a highly turbulent credit environment.• Managed #6 loan officer out of 1,800 SunTrust Mortgage loan officers- $105mm in 2006, on pace for $113mm in 2007• Coached former #4 loan officer in market to the #2 position by increasing his production 248%.• Increased mortgage production by 49% YTD June 2007 vs. YTD June 2006.• Improved Service Quality by 29% resulting in hitting 121% of goal.• Attained #1 operational productivity ranking out of 54 branches in all of SunTrust Retail Mortgage. • Increased Construction Permanent (very profitable) loans by 80% YTD June 2007 vs. YTD June 2006.• Group LOB Manager choice for 2006 Retail Sales Awards Trip.• Credit exception signing authority up to $1,000,000.

Responsible for key strategic sales initiatives for the $20 billion Retail Mortgage Channel. Drove execution and exceeded targets for key metrics: New Loan Officer Hires, Affiliated Business Arrangements, Cross Sell, Service Quality and CRA.

Manager of production profitability team for the mortgage LOB that includes 5 financial analysts. Responsible for financial modeling, compensation strategy, sales financial reporting, and strategic initiatives associated with mortgage finance strategy.

Managed team of 2 analysts that was responsible for providing analysis and financial support for Mortgage LOB business partners. Developed profitability model for mortgage LOB that encompassed former Crestar and SunTrust businesses.

Responsible for analyzing and improving automation of mortgage production profitability reporting.

Responsible for managing the Secondary Marketing Department, which included two staff employees. Priced, locked and shipped loans for sale to GSEs in the secondary market through mortgage-backed securities. Monitored trends in the bond and MBS markets and their effects on pricing. Originated 1st lien mortgage loans for strong bank customers.

Responsible for producing daily rate sheet and locking in loans. Ensured lock commitments were fulfilled by expiration date.

Bachelor Of Business Administration - Bba, International Business And Spanish

Master Of Business Administration - Mba, Finance