Elite Performance Associates

I help leaders and top performers make the changes they haven’t been able to make in order to unlock explosive results in their business and lives.

I coach your executives to perform at their highest level. Schedule a consultation today.

Primarily working with small to mid-size executives and their teams in a broad range of industries including Engineering, Oil & Gas, Law, and Food & Beverage. Delivering exponential growth in production, process and systems deployment, and overall client experience.

COO, Business Consultant, and Executive Coach

Scooter's Coffee

Franchisee for Scooter's Coffee with locations in Prescott and Chino Valley AZ.

Franchise Owner

SixFive Leadership

Business Consultant and Coach

Jack in the Box

Franchisee for Jack in the Box with locations in Prescott and Prescott Valley, AZ.

I am a well-respected coach and consultant for businesses across a broad range of industries including oil & gas, food service, real-estate, fitness, and medical services. With 15+ years of business ownership and leadership experience, I help executives and business owners gain clarity of vision, establish strategy, define culture and increase both profits and growth in today’s ever-changing marketplaces.
My obsession is to help leaders knock through their self-imposed constraints and find what they are truly able to achieve!

About EPA:
Impacting the communities around us by partnering and coaching both leaders and businesses to become who they were created to be, one step at a time.

EPA coaching is about approaching life and business with the same intensity, purpose, and passion to improve as that of a pro athlete!

We help leaders and top performers identify and make the changes they haven’t been able to make in order to unlock explosive results in their business and life!

Game Changing Coach that will help you level up and live the ELITE Life you want!

The world is rich with Managers measuring people and poor in Leaders developing them. I am an intentional developer of Leaders.

DARE ENOUGH TO WIN!

1 Peter 4:10

#legacyoverego
#leadershipmatters
#dothework
#dareenoughtowin
#eliteperformance


Dana DeVito

Axos Bank

- Trust and Estate, Fiduciary, Specialty Deposits
-Develop and maintain profitable relationships with prospects and clients, focusing on deposit products and services.
-Create and execute Relationship Plans, including calling schedules and strategic business development for deposit growth.
-Promote and cross-sell bank deposit services, including business checking, savings, CDs, and treasury solutions.
-Negotiate terms for deposit products, ensuring competitive pricing and alignment with bank profitability goals.
-Monitor and analyze client portfolios to assess deposit performance, account activity, and profitability.
-Manage risk, ensuring deposit portfolios meet bank policies and regulatory standards.
-Stay informed on competitive deposit products, market trends, and client needs to adjust offerings accordingly.
-Collaborate with clients to resolve issues and optimize their deposit and cash management solutions.
-Oversee operational workflow for clients with complex deposit needs, ensuring efficient service delivery.

VP, Relationship Manager II

City National Bank

•  Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
•  Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. 
•  Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients’ credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
•  Negotiates transactions; prices loan products within targeted rate of return; the Bank.
•  Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
•  Monitors portfolio for quality, risk and adherence to policy. 
•  Maintains awareness of competitive products, practices, rates and changes in market conditions.
•  Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
•  Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control

Network Capital Funding Corporation

– Averaged 100+ loans funded monthly (40 Million in production)
– Promoted from Sales Manager to Branch Manager after 6 months
– Managed, mentored, and set performance goals for 10-15 loan officers
– Structured and assisted loan officers with closing Conventional, FHA,VA, Non-QM refinances and purchases
– Increased branch production month over month with weekly sales trainings held after hours
– Fielded and De-Escalated borrowers (escalated files, BBB reviews, lending tree reviews) resulting in higher
closing rate
– Brokered conversations between Pricing desk and Loan Officers to best serve borrowers

Sales Manager

PennyMac Loan Services, LLC

– Partnered with internal sales team to build client relationships within assigned regions
– Provided feedback to both internal and external customers on loan quality and operational efficiencies
– Managed high volume, high net-worth client accounts, with transactions valued at up to $50M annually
– Conducted daily review of active pipeline, identify appropriate client follow-ups and solutions
– Applied Federal, State and Local regulations to lending institutions of all sizes

Account Manager

Toll Brothers

– Acted as liaison between the Mortgage & Home Building businesses in order to provide mortgage solutions and solution-based advice to clients
– Oversaw company’s entire production of mortgages in the Greater Los Angeles area, with transactions totaling $10M monthly
– Developed growth strategies for TBI Mortgage, along with the Toll Brothers Sales Team
– Collaborated with Mortgage Loan Specialists, Structure Specialists, and Internal Sales Managers to create solutions for borrowers and lenders
– Built & expanded relationships, and maintained a high level of client satisfaction by successfully generating,
managing, and servicing client needs
– Identified and communicated sales opportunities to upper management
– Increased TBI Mortgage capture rates as Toll Brothers’ preferred lender, by successfully establishing strategic inter-industry relationships

Business Development Manager

Option One Lending

BRE-01932696
NMLS-1073213

As a Direct Lender We Specialize in the following Programs:

-CONVENTIONAL FNMA
-FREDDIE MAC LOANS
-FHA AND VA HOME LOANS
-HARP LOANS
-JUMBO AND SUPER JUMBO LOANS
-REFINANCE / PURCHASE
-HOME EQUITY LINES
-USDA LOANS


-Originate Residential/Commercial Loans
-Asses Financials of Clients
-Developing and maintaining relationships with Clients 
-Evaluate the structure and strategies of client to formulate plans accordingly
-Expand strategies and communicate the desires of clients to team member
-Monitor progress against a set of benchmarks and metrics.

Sr. Mortgage Consultant

Bank of America

– Originated Residential/Commercial Loans and closed transactions valued at $3M monthly
– Assessed financial condition of various clients and determined qualification for lending
– Developed repeat business by providing exceptional customer service and establishing strong relationships with referral partners
– Evaluated client strategies to formulate plans based on each client’s financial goals
– Created & delivered sales presentations, explaining services offered
– Made recommendations based on client needs
– Monitored progress against set benchmarks and metrics and provided updates to Loan officers and Realtors in training.
– Mentored and coached team members in product knowledge, industry development, company operations and professional growth

Assistant Vice President /Bankruptcy

HTI/LTX

- Analyze trend data/forecast future performance 
- Delegate team of dispatchers, coordinating truck fleets
- Obtain new customers/shippers; Maintain customer service relations
- Effectively meet specific quotas, sales goals, and targets
- Brought in revenue of 15,000 monthly
- Principal troubleshooter

Freight Broker/ Operational Manager

VP, Relationship Manager at City National Bank

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The Battle

Dana DeVito

Emin Vartanian

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