Ping Identity

Strategic Account Executive

Revenue43

Member

Delinea

Account Executive

FUNDINGO

FUNDINGO Loan Management Software is built, configured, and supported by industry experts with deep experience in meeting the unique needs of alternative lenders.  Based on first-hand knowledge, we pioneered the development of technology solutions designed specifically to enhance alternative lenders’ operations.

Currency

● Fastest representative in company history to graduate from the junior account executive role. Was over 300% to quota in first month of production.
● Service 40­-50 clients simultaneously, maintaining strict follow­up routines using tasks in Salesforce, resulting in over 50 funded loans in 6 months.
● Engage in prospecting daily through Salesforce, averaging 4 hours of phone time and 75 emails daily.

Bank of America

● Increased mortgage production numbers from below 50% of quota to over 200% of quota by the end of tenure for two key branches.
● Engaged in outside prospecting with real estate agents, title agents, and other potential lead sources to garner referral business.
● Averaged between 2­-4 transactions per month from referral sources, comprising over 33% of total personal production.
● Worked closely with branch associates to cross­sell products, refer leads to one another, and reach personal and branch quotas.

Mortgage Loan Officer

CityWorth Mortgage

● Highest producing mortgage banker (both volume and total units) in a 4­state territory over final 12 months of tenure, closing over 100 transactions for nearly $15MM in loan volume.
● Led the entire company of over 50 mortgage bankers in units closed from the beginning of 2016 until June of 2017, closing over 100 units in this time frame.
● Utilizing leadership and top sales performance, helped to grow company from under 30 employees to over 100 while simultaneously quadrupling revenue in a two year span.
● Prospecting activities included calling through customer databases, taking inbound leads, and networking with real estate agents across the East Coast to share business and earn more referral leads.

Mortgage Banker

PAM | Least Privilege | Application Control | Zero Trust | AD Bridging | DevSecOps

SaaS Enterprise Sales Executive who beats quota year after year. Combines executive presence, a consultative approach, and hunter acumen.

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