Experience
Resume available upon request
Senior Loan Officer
November 2019- March 2022
Additional Professional Experiences
Education
Licenses
Software
Developed a division-wide strategic sales plan for 30 sales reps building sales forecasting and focused KPIs for a Top 100 for Mortgage Brokerage in the Nation, while producing full-time.
Restructured sales organization advising CEO on ways to reduce infrastructure cost while also advancing output per employee by 2 funded units in 2023.
Transitioned SunnyHill's CRM to Salesforce, facilitated enablement training, established division KPIs, and programmed regular company all-hands highlighting new products and conversion skills tied directly to KPIs.
Spearheaded a company initiative with a third-party vendor to design, integrate and design customer UI/UX to streamline consumer experience and drive conversion in top of funnel lead capture.
Launched a third-party call center partnership for lead generation driving 300 inbound leads daily. Set team KPIs, authored scripting for internal and external partners, and developed conversion metrics for a new team motion.
Recognized as a top broker in Utah in 2021; SunnyHill was recognized as a top 100 broker in 2021, 2022 and 2023.
Funded $110 million (300 completed transactions) in loans in 4 years of origination as highest converting sales representative in 2020 & 2021.
Nurtured existing accounts while cross and upselling enterprise workforce management software into existing client firms.
Projected revenue forecasts on monthly, quarterly and annual basis within BoB, building a strategic plan toward account management and KPIs on conversion and revenue growth tied to overall North America team goals.
Entrusted with 550 accounts totaling $1.2M revenue, grew account portfolio annual subscription revenue by +10% YoY.
Orchestrated cross functional product expertise, overseeing relationships between Account Executive, Customer Success Manager, Renewals, and Professional Services keeping customer churn below 10%.
Launched evergreen marketing content for Caliber's specialty loan programs and led organic business development for a team in the top 10% of mortgage lenders domestically.
Developed new channel partner relationships to drive loan production in San Diego and Orange County (US mid-size lender).
Cross functional sales representative, who exceeded revenue targets while collaborating with product team to build the customer experience for a Series B start up, that raised $27 Million, and was acquired by SOFI in 2017.
Integrated Intercom as a sales solution with the Head of Product. Also directly collaborated with product team focusing on UI/UX experience, boosting sales conversion through real-time client acquisition via custom website design.
Achieved 118% of quota in 2017 as number #2 sales representative. Member of a 5 person Sales Team expanded loan volume 2.5x from $40mm to $100mm in 2017.
Built the San Luis Obispo operation from the ground up for the Majority leader of the California Senate.
Staffed negotiations for 2 California State budgets of $161 and $167 billion, a primary role of Majority Leader.
Guided strategic relationships in 7 incorporated cities for 281,000 constituents, leading a team of 4 employees.
Law Offices of Kim Mistretta, Law Clerk January 2012 - July 2013.
Bakari Mentoring Program, Lead Mentor, September 2010 - November 2011.
The Gold Club at Boulder Ridge, Pro Shop and Customer Service Rep, June 2008- August 2010.
University of California, Irvine, The Paul Merage School of Business
Master of Business Administration
June 2025
California Polytechnic State University
Graduated 2016
Bachelor of Arts History
Minors Law and Society and Psychology
Multistate Licensing System and Registry licenses in Utah, Colorado, Arizona, and California, Oregon, Iowa, Break Into CRE certificate of completion.
Salesforce, Tableau, Zoom, Google Suite, Intercom, Facebook Ads Manager, Excel, Wrike Project Management.