Shape Software

Chief Product Officer

STRATMOR Group

STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’ organizations. We accomplish this by being the market information and intelligence hub of the industry, helping mortgage lenders to chart a sustainable strategic course.

We bring to our work an unwavering commitment to objectivity, competence and integrity. Our recommendations are impartial and candid; even where it may be averse to our own short-term interests. Our ability to earn trust and build long-term relationships with our clients is core to our culture.

Senior Advisor

SDP Solutions, LLC

www.sdp-solutions.com   SDP Solutions was born from the realization that many companies have a great sales philosophy, but waste precious time and money by managing their sales leads inefficiently. I am passionate about improving conversion rates and maximizing return on investment by eliminating wasted opportunities usually caused by an organization’s lead management systems not firing on all cylinders. Whether you’re a large company looking to scale up your lead management strategy or a smaller business just realizing the need for a system, SDP Solutions can help.

CEO & Founder

Home Captain

VP - Enterprise Sales & Client Management

Velocify

Enterprise Account Manager

Business Consultant

Nationstar Mortgage

- Responsible for Enterprise Marketing Operations and Lead Delivery for both Nationstar Mortgage and recently acquired division of Greenlight Loans
- Implemented 3rd party lead management system at Greenlight Loans to allow for more streamlined lead delivery and improved conversions for the entire enterprise
- Work closely with Executive Management teams from both Sales and Marketing to meet key business objectives while using expertise to maximize lead conversions in these strategies

VP - Originations Marketing

Lead Management
•	Successfully completed due diligence, project development, and implementation of 3rd party lead management system to replace proprietary system.  
•	Integrated 3rd party lead management system with existing loan origination systems to ensure data capture and transfer between systems – eliminating need for Sales teams to enter data into separate systems.  
•	Drive all aspects of lead management including reporting, lead distribution, lead prioritization, campaign management, and prioritization of lead management system enhancements.
•	Responsible for all testing and implementation of 3rd party lead management enhancements including training, roll-out and demonstration of features for Sales teams, investors and partners.

Business Analytics
•	Create new and innovative reporting tools to understand strategic drivers including conversion rates, sales ranking, products, risk factors, and marketing channels for Production and Servicing.
•	Partner with executive sales leadership to understand strategies and align reporting and analytics to understand overall effectiveness.
•	Manage lead distribution, prioritization, and analytics to optimize lead conversion and drive Sales performance. 

Project Management
•	Successfully implemented multiple Sales systems by collaborating with IT, Marketing, Legal and Risk partners.
•	Prioritize projects and appropriately allocated resources to highest priority strategies / projects. 
•	Develop and implement project management tools to enable teams to meet implementation dates.

Business Partnerships
•	Manage front-line support for Sales and Marketing campaign roll-out.
•	Manage dialer call distribution, reporting and prioritization for Sales teams in Direct Sales Call Center.
•	Align with Servicing partners to drive qualified leads from existing mortgage customers to our Sales teams.

AVP - Originations Marketing

Branch Manager

•	Top producing Sales professional who consistently ranked in Top 10% of Service Quality rankings.
•	Originate home mortgage loans while maintaining and strengthening relationships with customers, vendors, and team members
•	Provide added support to Branch Manager

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