12+ years of managerial experience driving revenue and profit increases

 

þ  Strategic & Tactical Business Planning

þ  Sales Action Plans & Development

þ  Product Development & Implementation

þ  Finance / Budget Control

þ  Negotiations & Contracting

þ  Team Leadership & Employee Development

þ  Special Project Management

þ  Operations Start-Up

þ  Customer Relationship Management

þ  Sales & Market Growth

 

 

Sales and Development:

þ  Over 18 years of demonstrated sales excellence; drove a 15% - 20% yearly sales volume increase in challenging economic times, CNB Mortgage Company

þ  Expanded market share and grew revenue; penetrated Watertown, NY market by adding it to the Rochester territory and doubled sales volumes, Source One Mortgage Services Corp.

þ  Demonstrated ability to strategically create product offerings to attract new accounts; developed new loan products which increased portfolio volume by 300%, CNB Mortgage

 

Business Operations/Management:

þ  Proven record in conceiving and transmitting vision into reality; launched a successfully mortgage company from the ground-up and managed the day-to-day business operations while continuing to originate mortgages, CenterPointe Mortgage

þ  Excel in training and leading top-performing sales teams; steered a 100% annual increase in minimum sales revenue per producer, CNB Mortgage

 

Project Management:

þ  Expertise in streamlining and strategically planning full-cycle project implementation; reduced rollout time in half from six months to three months while overseeing replacement of Loan Origination System, CNB Mortgage Company

 

 

CNB MORTGAGE COMPANY, Pittsford, NY                                                                     2005 C Present

Senior Vice President / Sales Manager                                                                                               

  Effectively manage and direct dynamic 16-member mortgage sales force; drove an increase in minimum sales revenue per producer from $100,000 to over $200,000 annually

  Consistently maintained a yearly 15% C 20% increase in sales volume

  Substantially improved portfolio volume by 300% by developing and introducing new loan products

  As Project Lead, ensured timely and smooth transition when replacing Loan Origination System; dramatically reduced planned six month rollout to three months

  Actively participate in quarterly bank-wide strategic and budget planning initiatives

  Uphold lending authority up to $350,000

 

 

CENTERPOINTE MORTGAGE, Rochester, NY                                                                      1999 C 2005

Vice President / Managing Partner                                                                                                      

  Successfully launched new mortgage company in collaboration with a business partner; oversaw full-scope responsibilities for all aspects of the start-up process

  Profitably managed all business operations responsibilities while continuing to increase revenue by originating mortgages

  Promoted service and sales excellence while supervising six producers and four internal sales support staff

 

SOURCE ONE MORTGAGE SERVICES CORP., Rochester, NY                                             1998 C 1999

Branch Manager    

  Played a solid role in growing business by doubling sales volume from previous year in first nine months of employment

  Penetrated new markets by including Watertown, NY in the Rochester territory

  Efficiently maintained dual responsibilities of managing eight-member producer team while continuing to oversee personal mortgage origination portfolio

 

FIRST NATIONAL BANK OF ROCHESTER, Rochester, NY                                                     1992 C 1998

COLUMBIA NATIONAL MORTGAGE CORP.

POWER FUNDING GROUP, INC.

Loan Officer / Mortgage Consultant                                                                                                     

  Gainfully increased revenue while consistently being recognized yearly as Top Producing Loan Officer; career originations exceeded $120M in personal closed loan volume

 

 

THE SOLUTIONS GROUP                                                                                                2009 C Present

Leadership Development Program with Dr. Jim Kestenbaum         

 

CAMPUSMBA C SCHOOL OF MORTGAGE BANKING                                                           2006 C 2007

Course I, Dallas, TX, January 2006

Course II, Washington, DC, August 2006

Course III, Chicago, IL, June 2007

 

MORTGAGE MANAGEMENT CONFERENCE, Las Vegas, NV                        June 2005 / December 2007

 

MONROE COMMUNITY COLLEGE                                                                                                  1988

45 Hours Pre-Licensing Course / Real Estate Law                          

 

 

MORTGAGE BANKERS ASSOCIATION OF THE GENESEE REGION, 1998 C Present

Advisor, 1998 C Present / President, 2004 / Vice President, 2003

 

NEIGHBORWORKS ROCHESTER, 2009 C Present

Investor Loan Committee

 

USA SWIMMING, 2005 C Present

Certified Swimming Official

 

TOUR DE CURE - THE AMERICAN DIABETES ASSOCIATION, 2009 C 2010

Rochester s 2^nd and 10^th highest individual fundraiser, 2010 / 2009

 

THE LANCER FOUNDATION FUND, 1997 C 1999

Director