Develop new accounts through prospecting, networking and presenting the company value propositionIdentify and develop enterprise sales opportunities based on strategic needs of clients and potential engagements. Help clients understand how the critical capabilities of our company’s solutions are aligned with their business initiativesIdentify untapped client segments and market opportunities to shape and improve our Sales and Marketing strategy nationwide.Demonstrated track record of success in generating and growing bank, credit union & IMB relationshipsMonitor the marketplace and analyze opportunities, providing competitive analysis, strategies, and tactics.

Consulting services across the mortgage spectrum. 25+ years experience in trading, agency relationships, sales, and technology decisioning to help clients evolve their mortgage footprint. Expertise includes: Product/Offerings Development, Capital Markets Solutions, Technology Selection and Implementation (hedging, servicing, pricing engine)

Defining suitable markets and market segments for Lift technology partnersManaging and coordinating company activities that generate revenueSupervising existing technology partnerships, and adding new onesPromote B2B technology partner software, databases, & applications while maintaining corporate revenue goals, manage contracting process between tri-parties

Manage regional sales coverage in relation to Compass Analytics PPE, hedging, pipeline services and servicing valuation.Focus on new business development and relationship management of existing clientsProvide pricing engine and interest rate risk technology solutions to mortgage capital market participantsC-Suite consultative advice for companies looking to transition from best efforts to hedging Negotiation of customer contracting & pricing structures

Negotiate flow & bulk transactions with regional Freddie Mac account base for cash bidsWork directly with key decision makers and senior management to promote cash desk solutionsEvaluate lender activity to identify trends and opportunities for targeting in conjunction with salesParticipate at industry conferences and speaking engagements to promote the Freddie Mac cash window, and servicing released programs Develop marketing initiatives to enhance cash window performance and profitabilityCash desk point of contact for system enhancements

Development of customer management strategy supporting re-designs of Freddie Mac front-end systemsProject lead for customer facing in relation to selling system build-outApproach for engaging customers and leveraging their involvement during the development, evaluation and implementation of projectOffering manager for web based pricing and commitment systems

Managed marketing programs related to cash, guarantor and multilender executionsDevelopment & oversight on all aspects of the Freddie servicing released programMonitor hedge policy and pipeline position to ensure compliance with company goalsBusiness lead for new technology initiatives related to cash execution

Direct report to CEO. Manage mortgage pipeline activities, including lock position and hedging policyDuties included creation and daily management of Secondary Marketing DivisionSupervision of secondary marketing/trade desk department