Life is not a problem to be solved but a reality to be experienced. -Søren Kierkegaard
Overview
11
11
years of professional experience
Work History
Account Executive
Consolidated Personnel Services
03.2024 - 05.2024
Developed and implemented a Professional Employer Organization Model to collaborate with local businesses, optimizing their profitability and fostered enduring partnerships
Implemented outside sales strategies for payroll, benefits, and worker's compensation plans targeting small to medium sized businesses
Managed new incremental sales for the East Valley Phoenix area
Vice President Mortgage Loan Officer
The Federal Savings Bank
05.2023 - 01.2024
Oversaw all aspects of residential home loan financing from initiation to completion
Performed thorough analysis of clients' financial status to provide expert guidance on ideal mortgage options
Provided direct support for veterans to achieve financial objectives
Funded 52 million in residential loans from October 2020 to December 2023
Debt Consultant
Freedom Debt Relief
12.2022 - 05.2023
Consulted with individual clients and tailored debt approaches to help them achieve financial freedom
Utilized a discovery sales approach to identify and address clients' debt relief needs
Leveraged 7.5 years of phone sales expertise and training to consistently surpass personal and organizational targets
Vice President Mortgage Loan Officer
The Federal Savings Bank
10.2020 - 10.2022
Established efficient processes to handle the origination, review, processing, and funding of residential home loan finances
Evaluated individual financial situations of clients to recommend the most suitable mortgage options
Assisted veterans in achieving their financial objectives
Funded 46.5 million in residential loans from 10/01/2020 to 10/01/2022
Achieved an average sales volume of 1.93 million per month for the past 24 months in residential mortgage lending
President's Club Mortgage Loan Officer
Rocket Mortgage
06.2016 - 10.2020
Originated and reviewed residential home loan finances
Evaluated client's financial circumstances to advise on optimal mortgage options
Achieved an average monthly closing volume of $4,000,000 in 2020
Consistently surpassed the monthly production goal by 51% in 2020
Received Love our clients award for delivering exceptional client experience
Inside Sales
Wild West Lighting
07.2015 - 06.2016
Managed and delegated incoming job bids
Facilitated daily bid meetings to ensure timely and aggressive job bids
Utilized strategic bidding techniques to secure contracts and gain competitive advantage in the Phoenix lighting industry
Applied extensive lighting product knowledge to match the ideal fixture with specific application needs
Market Manager
Milwaukee Tool
07.2014 - 07.2015
Generated additional sales by cultivating relationships with San Diego's leading mechanical, electrical, and plumbing contractors
Achieved 20% growth and generated $1 million in new incremental sales
Provided power tool solutions to major construction sites in San Diego
Fostered strong partnerships with local training centers, trade unions and industry organizations to establish a mutually beneficial relationship between the PHCC, NECA, MCAA and Milwaukee Tool
Field Sales Representative
Techtronic Industries, NA
07.2013 - 07.2014
Increased sales territory by 25%, generating $1,143,311 in total sales and $227,736 in incremental new business for 2013
Managed multi-million-dollar power tool sales territory of Home Depots
Drove Techtronic Industries sales across various sales channels
Created brand awareness through marketing events and trade shows
Received promotion to join Milwaukee Tool in San Diego after just one year on the job
Attained the highest sales comp percentage within the team at the time of promotion, demonstrating exceptional performance (29%)
Education
Bachelors of Interdisciplinary Studies, Business and Communication Emphasis -
Arizona State University
12.2012
Timeline
Account Executive
Consolidated Personnel Services
03.2024 - 05.2024
Vice President Mortgage Loan Officer
The Federal Savings Bank
05.2023 - 01.2024
Debt Consultant
Freedom Debt Relief
12.2022 - 05.2023
Vice President Mortgage Loan Officer
The Federal Savings Bank
10.2020 - 10.2022
President's Club Mortgage Loan Officer
Rocket Mortgage
06.2016 - 10.2020
Inside Sales
Wild West Lighting
07.2015 - 06.2016
Market Manager
Milwaukee Tool
07.2014 - 07.2015
Field Sales Representative
Techtronic Industries, NA
07.2013 - 07.2014
Bachelors of Interdisciplinary Studies, Business and Communication Emphasis -