Results-driven Executive Consultant with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Skills
Mergers & acquisitions
Project Management
Consulting Experience
Business Analysis
Corporate leadership
Business Software Applications
Technical Consulting
Technical Skills
Operational leadership
Financial leadership
Financial Oversight
Process improvements
Operations management
Risk Assessments
Work History
Executive Consultant, 03/2022 - Current Crozer-Keystone Health System – Media, PA,
Increased company revenue from $10,000,000 to $36,000,000 in monthly volume through aggressive new market strategies and implementation of AI to allow for faster client response times.
Coached and guided senior managers to improve employee job satisfaction and achieve higher performance levels.
Integrated technology and business operations to identify targeted solutions to customer issues.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
Negotiated terms of business acquisitions to increase business base and solidify market presence.
Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
Procured and coordinated new resources to achieve sales targets within optimal timeframes.
Directed market expansions to propel business forward, meet changing customer needs.
Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
Updated business processes, products and team makeups to generate more business opportunities and cater to audience needs.
Addressed employee and managerial concerns and implemented corrective actions to promote compliance.
Reviewed individual department performance and worked with leadership to improve processes, procedures and practices.
Identified new revenue generation opportunities to maximize bottom-line profitability.
Worked with department heads to address team needs and offer high-level support for everyday operations.
Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
Established foundational processes for business operations.
Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
Created monthly forecast templates and resource management allocations for approved projects.
Built productive relationships with industry partners and competitors to support strategic business objectives.
Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
VP of Operations & Strategic Initiatives , 12/2017 - 12/2021 CrossCountry Mortgage, LLC – City, STATE,
Working with Encompass .NET and all Operational department heads in delivery of operations projects requiring close cooperation among department stakeholders to share information and develop solutions to meet demand of 50+ company projects.
Resolved issues and recommended actions based on production and compliance reports.
Identified issues with production, workforce and material sourcing and implemented successful solutions.
Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
Developed and initiated projects, including managing costs, schedule, and performance on Credit Risk Departments
Identified, reviewed, and applied policies and procedures by exercising informed judgment to achieve optimal performance.
Oversaw projects for Strategic Initiatives by planning, designing, project scopes, and schedules saw increase in project completion time by 3+ weeks.
Developed implementation methodologies to rein in project costs while meeting key milestones which led to reduction of one of cost centers by 25%.
Created strategies to specifically help create better loan officer experience inside of Rocket HQ platform which connected to consumer platform “Rocket Mortgage” to develop and expand existing customer sales, which resulted in 150% increase in monthly sales.
Closed 282 refinance and purchase transactions per year worth more than $11 million averaging 23-24 loan closing month.
Developed prospects for new loans by conducting 120+ cold calls weekly.
Granted LOC (Love Clients) Award for cleanest and most closable loans with 5-star rating.
Originated, reviewed, processed, closed and administered customer loan proposals.
Researched product's technical specifications and accurately communicated information.
Located and pre-qualified customers for mortgages.
Evaluated client financial positions and identified most appropriate banking products.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Networked with realtors and current clients to generate referrals.
Produced and executed loan packages.
Closed 120+ transactions per year worth in excess of $11,000,000.
Relationship Manager, Mortgage Loan Group, 07/2015 - 09/2017 US Bank National Association – City, STATE,
Worked with Underwriting departments to facilitate communication and deliver personalized solutions to customers.
Set up and completed loan submission packages.
Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Generated new business and referral clients in partnership with financial advisors and branch team.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Upheld complete confidentiality of all submitted information according to release guidelines.
Reviewed financial statements and contacted institutions and customers to clarify details.
Oversaw file input in mortgage software and grant-specific software.
Handled any conditions sent from underwriting departments.
Communicated with originator and applicant concerning progress of loan file.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Education
Bachelor of Science: Information Technology Management, Expected in - Western Governors University - Salt Lake City, GPA:
High School Diploma: , Expected in 06/2015 - Lakewood High School - Lakewood Ohio, GPA:
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