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Work Background
OG Concepts LLCManaging Director
Jan. 2023Peoria, Arizona, United StatesAt OG Concepts, I lead the full range of operations for a specialty retail environment, overseeing all daily functions, staffing, purchasing, marketing, and optimization to ensure profitability and sustainability. • Shaped operational transformation plans, strategizing pricing increases, reselecting manufacturers, transitioning to new payroll vendor, and sourcing new, high-demand product.
• Successfully guided store from a deficit to profitability, leveraging internal change and optimization to drive value and revenue improvements.
Paramount Residential Mortgage Group, Union Home Mortgage Corp., & Geneva Financial, LLCArea Manager
Jan. 2019 - Jan. 2023During this time, I spearheaded regional development and operations across multiple entities, establishing and expanding footprint to activate significant value and profitability growth. Partnering across multiple branches and facilities, I drove dynamic improvements, launches, and new market penetrations to support short- and long-term corporate targets. • Recruited by the Geneva Financial CEO to turnaround struggling or underperforming branches.
- Monitored West Coast branches, identifying branches with performance gaps and profitability issues for remediation.
- Integrated into failing branches, partnering with management teams to revolutionize operations, management and team culture, and infrastructure, empowering the delivery of unprecedented value. • Captained the PRMG penetration into AZ, establishing all-new footprint during the COVID-19 pandemic.
- Navigated lockdown challenges and industry changes to drive transformative business growth and value, capturing market share within the highly impacted market.
- Built-out and launched multiple branch offices, expanding organization into untapped and underserved markets to activate lasting results.
- Cultivated top-talent teams, recruiting and onboarding branch management, staff, and operations teams to establish cohesive, brand-aligned cultures. • Led the operations of multiple Union Home Mortgage Corp branches across the AZ West Valley.
Lime Mortgage Managing Partner
Jan. 2019 - Jan. 2019Phoenix, Arizona, United StatesHeadhunted by a brokerage to advise on - and execute - the launch of a new business line, I leveraged deep industry insights to steer the planning, implementation, and growth of an all-new mortgage entity. • Partnered with key industry players and regulatory bodies to secure crucial documentation/backing, achieving Fannie Mae and Freddie Mac, HUD, and more to facilitate launch.
• Collaborated with stakeholders to shape and implement operations systems, guiding business architecture, strategy, planning, and implementation to ensure success.
Everett Financial, Inc. & Wallick & Volk, IncRegional Vice President
Jan. 2018 - Jan. 2019In this capacity, I drove business penetration into new markets and regions, identifying key market and consumer gaps to pave the way for sustainable business footprint. I also developed strong networks and pipelines, capturing high-value partnership and client opportunities. • Leveraged industry, market, and business growth expertise to lead the development of new market share and presence for Everett Financial.
- Helmed the launch of two all-new branches, shaping regional architecture and strategy to build regional presence from scratch. • Recruited to Wallick & Volk to captain the overhaul of an underperforming branch.
- Leveraged deep business and operations insights to steer transformation planning and execution, partnering with branch staff to identify and eliminate major failings.
- Optimized branch performance, bringing metrics into alignment with corporate profitability standards and targets within less than a year.
- Drove company expansion, identifying and capitalizing on market opportunities in new states and with new partners to activate value.
Gateway MortgageQualified Individual/ Area Manager
Jan. 2016 - Jan. 2018As a Qualified Individual and Area Manager, I was selected to head the development of Gateway's AZ presence, heading the full scope of business development and launch processes to establish brand as a strong competitive player. In this capacity, I translated corporate priorities, goals, and standards into operational strategies, building a cohesive organizational architecture and culture to deliver consistent customer experiences and drive value/revenue growth. • Successfully built, initiated, and launched six offices across the state, leading brand-aligned branch development, operations design, and marketing to grow engagement and reach.
• Directly oversaw a team of six branch managers with line responsibility over nearly 50 branch staff members, steering daily functions and big-picture initiatives in alignment with brand and corporate objectives. Additional experience with Movement Mortgage; Prospect Mortgage LLC; American Mortgage & Equity Consultants, Inc; Guild Mortgage Company; JPMorgan Chase Bank; Savannah Mortgage Co; Wells Fargo; CGM; Engle Homes; Bank Of America; and Montalbano Homes. Details available on request.
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