Wells Fargo

Customer acquisition / loan origination using exceptional interpersonal and consultative selling skills, as well as applying a solid risk management framework following strict regulatory guidelines and compliance.
 
Achieved Diamond Producer and Leaders Club status, 6X Platinum Producer. 

Adept at financial planning, providing in-depth analysis of credit as well as assessing the client’s overall financial picture and goals to recommend the best suited mortgage strategy

Manages cross-functional teams including internal partners and external vendors adhering to timeframes, ensuring proper loan processing and funding, assuring a positive customer experience

Adheres to proper policy and procedures avoiding operational, financial, compliance, regulatory and reputational risk

AVP, Mortgage Consultant - NMLSR ID 1988635

Retro Fitness

Co-led day-to-day operations and project management of the Charlotte market including sales process, procedures, budget, payroll, marketing and advertising. Managed 20+ employees and 3 direct reports. 

Under leadership, business achieved Top 5 status of 175 franchisees in four key performance areas

Developed procedures and sales architecture, processes and SOW. Elicited requirements and managed implementation of all projects while optimizing workflow and mitigating risks

Planned, executed, and monitored performance improvement plans for customer service and sales

Ensured inventory control needs were met by developing and improving inventory management processes with a focus on reducing shrink levels through loss prevention and reduction strategies

Navigated operational and HR risk on a daily basis. Developed new hire on-boarding process and training as well as developed all policies and procedures for employee development

Lead and monitored various projects, evaluating progress, quality and risks while managing issue resolution and taking corrective action when necessary

GM & Project Manager

Lead Advisor LLC

Provided business analysis and sales processes consultancy to build and refine sales teams, ultimately boosting sales. Integrated financial services and risk management plans for a well-rounded approach to improving bottom-line.

Mitigated operational risk, streamlined operations and created new customer acquisition process landing franchisee (client) in the top 10% of 4,500 franchise locations worldwide.

Improved workflow and sales processes to effectively increase EBIT. Performed SWOT analysis, SH analysis, requirements gathering and process design. Interviewed key employees and conducted surveys for culture assessments and to determine scope. Organized and executed recruiting / hiring processes and onboarding procedures to optimize teams.

Collaborated with stakeholders daily to develop and refine strategic plans and programs to effectively integrate corporate communications, marketing, and outreach strategies which would feed into the newly refined sales processes.

Routinely assessed, evaluated and monitored operational and financial risks for clients. Developed risk mitigation solutions to ensure success.

Notable Clients: Bull Run Financial Group & Anytime Fitness

Business Analyst

As a Business Process Consultant (BPC), applied business analytics techniques and knowledge of effective sales processes to build and refine sales teams / processes, ultimately boosting sales. 

Notable clients: Legaci, LLC & Patient Approved (iCheckup, LLC)

Business Process Consultant

MassMutual

Financial Services Advisor

Guardian Life

First Financial Group 

Assisted the firm in client acquisition, facilitating complex holistic financial planning for individuals and businesses. Achieved the Client Builders Award for most growth by a new agent. Transitioned to business succession planning as a focus which ushered in an interest in business analytics.

Legal Shield & I.D. Shield

Advisor to private equity firm MidOcean Partners in the buyout transition from PPLSI to LegalShield.  Aided the new ownership team with embedding the new vision of the company, brand, and logistical changes into the company culture. Also assisted with the implementation and sales enablement tools and practices, as well as new marketing materials and techniques.

Change Management Consultant

Managed the operations of statewide training events for sales reps and participating law firms. Developed strategic business development plans to open new territories resulting in successful national expansion.

Regional Manager

Built an international sales force to over $15 million in annual gross revenue. Conducted successful sales presentations to groups of 30 or more individuals thereby receiving recognition in the form of the company’s prestigious Six Figure Ring in 2009.

Executive Director

Premier Fitness

Optimized and expanded ancillary revenue in the areas of personal training, nutrition coaching and supplement sales as well as strategic subleasing partnerships. Directed the business development activities of the health club reaching over $3 million in sales. Managed approximately 10-15 employees.

Personal Training Manager

Honed interpersonal skills and management skills under great leadership.

Personal Trainer

Merritt Clubs

As one of the top trainers at Merritt Athletic Clubs, made a full time income on a part time basis when in college. Developed foundational consultative selling skills and the framework of how to run a department.

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