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Distinguished manager with history spanning strategic leadership, tactical guidance and hands-on
performance in highly competitive, rapidly changing industry. Polished sales professional, developing and
managing effective relationships among customers, internal and external teams, and with vital strategic
partners. Sound record of success, providing exceptional revenue impact and leading teams to achieve #1
status in national organizations. Accomplished project manager and change agent, restructuring and
redirecting organizations to adapt to market changes and opportunities. Excellent work ethic; proven team
motivator; superb financial administrator.
CORE COMPETENCIES
Strategic Vision Customer Relationships Market Expansion
P&L Responsibility Product Knowledge Communication Initiatives
Staff Retention Polished Presentations Financial Administration
Project Coordination Change Management Team Building & Coaching
PROFESSIONAL EXPERIENCE
US Bank – Los Angeles, CA 2010 to Present
Account Executive – Wholesale Consumer Finance/Portfolio Division
Develop, maintain, and support Mortgage Brokers in the Los Angeles and Orange counties for US Bank’s
Portfolio/Non Agency Wholesale division. Working directly with Mortgage Brokers promoting the company’s
product line and exceptional service.
This division is very unique within the industry. The product line is very specific in nature, requiring continual sales
activities and practices such as continual sourcing and recruiting of new customers which include Mortgage Broker
and Banks, consistent contact with existing customers, and managing out weak performers. Complete knowledge
of products, process flow/operational proficiency, underwriting guidelines/structuring, and appraisal policy, pricing,
delivery, pipeline management, broker performance/report card management, is required.
*****
Prior experience includes positions as Wholesale Production Manager, Directors Mortgage, Riverside, CA;
Retail/Wholesale Branch Manager / Retail/Wholesale Account Executive, Statewide Capital Funding,
Chatsworth, CA; Retail Loan Officer, Western Financial Savings Bank, Irvine, CA; Real Estate Appraiser,
Home Savings of America, Irwindale, CA; Secondary Marketing Quality Control Underwriter, Coast Federal
Bank, Chatsworth, CA
EDUCATIONAL BACKGROUND
CALIFORNIA STATE UNIVERSITY — Northridge, CA
Bachelor of Science in Finance & Real Estate