Officer - Mortgage Consultant

2009 - Present

Wells Fargo, NA Dallas, TX

Retail residential mortgage loan officers establish local business and local referral partnerships, soliciting residential mortgages from various sources.  Strong sales and organizational skills, and experience in establishing referral partners in the DFW market. Working with a Bi-lingual applicant base with an emphasis on self source business.

• Proven retail mortgage lending sales experience with the ability to meet documented production standards of $7 million in the past 12 months.

• Established and documented referral partner relationships in the DFW market (e.g., realtors, builders, attorneys, financial advisors, or CPAs).

• Proven ability to self-source leads and create profitable business relationships with referral partners.  Excellent customer service skills with the availability to assist customers on evenings and weekends.

Assistant Vice President, Mortgage Loan Officer - Banking Manager III

2008 - 2009

Bank of America Dallas, TX

Offer financial products and services to individual consumers and business clients. I was responsible for guiding and leading the sales and service solutions for three Banking Centers and was accountable for sales, service, recruiting, training, and all aspects of the bank. Manage medium to large Banking Centers which support a complex affluent market segment with a large loan and deposit base. I focused on a high level of business development as well as being a community outreach leader. Manage up to 30 full-time developing associates who are coached to drive results by expanding customer relationships. Implement creative selling and relationship deepening skills as well as scheduling to expanded hours.

• Executed daily team spirit huddles which assist in associate and customer delight.

• Achieve and exceed customer delight with Higher Standards.

• Communicate with all customers completely bilingual (Spanish).
  

Global Affiliate and Events Manager

2000 - 2003

TERRA LYCOS, Waltham, MA

Conceptualized and designed a successful affiliate program for e-commerce partners including a third-party fulfillment engine and custom e-commerce storefront. I developed the competitive expansion with daily management and communication to the Global Terra Lycos Affiliate Partnership Program realizing 400% in revenue growth in 2002. The expansion resulted in a growing affiliate base to 25,000 partners in 26 countries worldwide. I implemented content and events management software on time and under budget. Software simplified the communication of events and promotions across 100 Matchmaker sites worldwide and to 6 million members.

• Managed affiliate growth by 400% year over year with revenue exceeding the goal.

• Orchestrated multi-city events with Paramount, Sony Pictures, Go-Go’s, and Fosse, generating over 25,000 attendees.

• Defined membership promotions online and offline, which increased Matchmaker membership.

Director of Promotions

1997 - 2000

MATCHMAKER.COM WORLDWIDE Bedford, TX

Identified, implemented, and maximized channel opportunities and distribution for fast growth through online and offline events strategy. Channels include Paramount Picture, Sony Pictures, and Fosse plus member-sponsored events.

• Principal decision-maker regarding all aspects of Promotions and Event Marketing, growing events business to profitable revenue stream in the first year.

• Recruited, interviewed, and hired event coordinators for various events and marketing positions nationally.

• Managed and launched the company event site which created an incremental revenue stream.

Vice President of Operations

1992 - 1997

DFW-ISP.NET Bedford, TX

Captured niche market in dating and the relationship channels and targeted the ISP market to an exceptional record of sales growth ($0 - $3M+ in two years). Planned and launched a direct mail sales effort for Web Hosting, which grew to be 30% of a profitable separate business unit.

• Coordinated in-house efforts and outsourced creatives and production of marketing materials including brochures and point of purchase packaging with a comprehensive understanding of marketing concepts.

• Administered strategic planning to energize groups into creative brainstorming while looking at alternative or even unorthodox solutions that assisted in the success of DFW-ISP.

Director of Purchasing and Human Resources

1990 - 1992

Fiesta/Milnot Corporation Dallas, TX

Coordinated activities involved with procuring goods and services, such as raw materials, equipment, tools, parts, supplies, and advertising, for establishment: Reviews requisitions and conferred with vendors to obtain product or service information, such as price, availability, and delivery schedule. I selected products for purchase by testing, observing, or examining items’ estimated values according to the knowledge of market price. I prepared purchase orders, review bid proposals, and negotiates contracts within budgetary limitations. Maintained procurement records and approved invoices for payment.

• Negotiated as liaison with the legal team on all Worker Compensation claims from 22 to zero within one year.

• Created a monthly bilingual company newsletter and managed company employee events.

• Chief orchestrator in analyzing and forecasting commodities corn and soybean markets in order to execute a two year that enabled a company to $500K+ annual saving.