Mortgage Automation Technologies

Strategic Growth Initiatives | Lender Engagement | Go-To-Market Strategy | Revenue

Senior Vice President Business Development

Lender Toolkit

Vice President of Sales

Director of Sales

Velma.com

A developer of SAAS marketing automation solutions for the mortgage industry, NSN Solutions develops products for lenders to use data resources to create efficient transaction pipelines. Velma is a CRM for loan officers, and Connector is an enterprise level, Digital Mortgage Communication platform.

•  Grew monthly recurring revenue by 1,050% over four years for NSN’s flagship product, Velma CRM, winning head to head against Salesforce at national accounts including Union Bank, Bank of Oklahoma, Movement Mortgage, and AmCap Home Loans. 
•  Championed a growth initiative to sell NSN’s marketing APIs as a service. Created a sales model and a value-based pricing innovation by joint venturing with an industry-leading competitor to create a sales accelerator CRM, Loan Engage. The partnership elevated the company to a content and delivery leadership position in the mortgage industry.
•  Capitalized on an industry gap in marketing automation by using proprietary technology and partner relationships to develop the groundbreaking enterprise product, Connector. Conducted market analyses, created customer profiles, and used the business canvass method to develop this new software category.
•  Created an inside sales force to cross-sell value-added products to existing customers, expanding the install base add-on services by 100% within 90 days with a projected QOQ sales growth of 20%.
•  Sold marketing services to additional business units (commercial, consumer direct, HELOC, retail banking) at customer organizations, repositioning NSN from a single-use service (retail loan officer CRM) to a multifunctional marketing platform.

Senior Vice President Of Sales

Atlas Financial Corporation

(Atlas Financial was an independent leasing company that developed partnerships with equipment vendors nationwide to provide financing options to small and medium-size businesses.)
President

•  Crafted and executed sales, marketing, and business plans. Led sales initiatives by cultivating capital equipment vendor relationships with C-suite executives and field sales representatives in the sanitation, commercial flooring, hospitality, technology, oil and gas, and trucking sectors.
•  Closed over $50M in financing transactions by developing referral programs with the nation’s largest manufacturer of commercial flooring equipment and the second largest portable toilet manufacturer.

President

Cypress Financial Corporation

(Cypress Financial provides commercial finance services to small and medium-sized businesses, including leasing, SBA loans, and factoring.) 
 
•  Recruited, trained, and mentored a 10-person sales force (2003—2005). 
•  Drove a 40% increase in financing volume within 24 months and increased company sales by +20% YOY by developing a nationwide network of vendor relationships and designing financing programs to generate and close finance/lease transactions.
•  Achieved “Salesperson of the Month” 33 out of 36 months (2003-2005). 
•  Awarded “Salesperson of the Year” for 2002, 2003, 2004, and 2005.

Sales Manager

A strategic sales manager and persuasive communicator with a record of crafting engaging messaging that drives buying decisions. A market strategist distinguished by strengths in market research, competitive intelligence gathering, and product innovation leading to improved competitive positioning, brand awareness, and market share.

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