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Work Background
Realtor
Keller Williams Realty, Inc.Realtor
Oct. 2020Brunswick, Georgia, United StatesFounder of Carly O and Team at Keller Williams Realty in Georgia and Florida. Carly O and Team Ranked #2 Team for KW Golden Isles in 2022. Ranked in the Top 50 in the Golden Isles Association of REALTORS. REC Leader/Investor in Keller Williams Georgia Communities franchise serving rural territories throughout Georgia. Cultivating talent throughout the award-winning Keller Williams Southeast Region. Responsible for coaching, training, and mentoring over 100 real estate professionals using the tools and technology of Keller Williams. Strengthening and communicating our organization's value proposition to our agents and real estate community. Constantly building relationships with affiliate partners to support market center initiatives. Planning and strategizing expansion opportunities throughout the Southeast Georgia and Florida markets. Reinforcing our mission, values, and the culture that has built the Keller Williams belief system.
Director of Growth/Team Leader/REALTOR
Keller Williams Realty, Inc.Director of Growth/Team Leader/REALTOR
May. 2018 - Oct. 2020Tampa/Boynton Beach, FloridaPassionately led award winning Keller Williams offices in the South Florida Region. Responsible for coaching, training, and mentoring over 500 real estate professionals in a driven and learning based environment. Constantly cultivated for amazing culture-filled talent by consulting and relaying our value proposition. Built strong relationships with affiliate partners to support market center initiatives. Communicated systems, models, and the implementation of the Keller Williams Technology platform. Supported the growth and retention of the market center’s mega teams and expansion partners. Enforced succeeding through others by teaching the mission, values, and the culture that has built the Keller Williams belief system. Keller Williams Tampa Properties • #1 KW Market Center in Tampa Area in Total Volume Sold in 2018! • #2 Real Estate Company in Listings Volume and Units Sold in Tampa Area in 2018! • #1 in Agent Count with over 430 agents including Mega-Agent Teams, Luxury Division, Commercial Division and New Home Division.
Realtor
Berkshire Hathaway HomeServices Hodnett Cooper Real EstateRealtor
Jul. 2014 - Jun. 2018Saint Simons Island, GAProactive sales and branding initiatives that drove production to 30 units and over $6 million in sales volume the first year. Ranked in top 12% of entire Golden Isles Multiple Listing for sales volume in 2015, 2016 and 2017. Earned Lifetime Circle of Excellence award from Golden Isles Association of REALTORS 2018. Ranked top 7% of all Berkshire Hathaway HomeServices affiliates in 2017. Built extensive referral network among professional organizations, non-profits and employers.
Home Mortgage Consultant NMLS #120589
Wells FargoHome Mortgage Consultant NMLS #120589
Oct. 2012 - May. 2014Brunswick, GA and El Segundo, CAOriginated residential mortgages for a variety of clients, product types ranging from Conventional, Jumbo, FHA and VA. Manage clients from application through closing with concierge level service. Worked closely with Wells Fargo Wealth Partners and Advisors to provide out-of-box solutions by utilizing portfolio and wealth products offerings.
Marketing Manager-Mortgage Division
Bank of ManhattanMarketing Manager-Mortgage Division
Jan. 2011 - Oct. 2012Greater Los Angeles AreaMarketing initiatives that drove mortgage production to increase by 60% in 2011, with continued growth in 2012 that averaged $75 million in monthly production. Cultivated and managed Marketing Service Agreements (MSA) with targeted referral partners to increase production and grow market share. Managed and conducted on-board training for 8 branch locations for loan officers and support staff that included company policies, procedures, compliance, and marketing. Managed project flows internally and externally with consultants and vendors to assure projects met deliverable deadlines.
Real Estate Loan Specialist
The Debbie and Michelle GroupReal Estate Loan Specialist
Jul. 2009 - Sep. 2010Palos Verdes Estates, CAEffectively advised clients in choosing loan products for their specific financial goals. Entrusted by clients to coordinate transactions from application to funding. Collaborated with my team of loan processors and underwriters to expedite the loan process. Utilized a variety of loan products such as Fannie Mae, Freddie Mac, FHA, and VA. Cultivated a sphere of real estate agents, accountants, financial planners, and other referral partners.
Owner/President
Plantation Mortgage of Alabama, Inc.Owner/President
Jun. 2007 - Oct. 2008Mobile, Alabama AreaAssisted clients with mortgage products that were aligned with their financial goals. Processed loans from application to funding. Conducted loan audits to meet federal and state compliance requirements. Promoted company brand through trades-shows and community events.
Wholesale Account Executive
CountrywideWholesale Account Executive
Sep. 2006 - May. 2007Mobile, Alabama AreaLed and developed a large broker base throughout Southern Alabama and West Florida territories. Developed over 100 accounts within first year that increase monthly volume to $10 million dollars. Promoted Fannie Mae, FHA, VA and Home-Equity loan programs. Implemented new product training to further educate business partners. Instilled risk management training to deter predatory lending practices. Negotiated product pricing and volume discounts. Promoted organization by participating in local and state trade-shows and conventions.
President
Plantation Mortgage ConsultantsPresident
Jun. 2004 - Sep. 2006Wilmington, North Carolina AreaCultivated an impressive market share from a start-up company to a multi-state mortgage lending organization in the first year. Managed a sales team of loan originators, processors and support staff. Built a large networking pool of real estate agents, builders and local home-ownership organizations. Promoted Fannie Mae, FHA, VA and Home-Equity loan programs. Promoted company brand during local and state tradeshows and conventions. Coached sales team to establish and maintain production goals.
Wholesale Account Executive
Countrywide Home LoansWholesale Account Executive
Feb. 2002 - Jun. 2004Raleigh-Durham, North Carolina AreaDoubled client base in North Carolina and South Carolina territories to increase production to over 80% within the first year. Responsible for servicing over 200 producing accounts with territory Organized and implemented knowledge-based workshops and training Instilled risk management training to deter predatory lending practices Generated market share growth by participating in regional and local trade-shows and conventions.
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