Personal Information
Profession
Vice President, Regional Corporate Sales
Secteur d’activité
Finance / Banking / Insurance
À propos
Work closely with senior executives at national, regional, and community banks, mortgage banks and telesales centers to identify opportunities to improve marketing and sales force effectiveness. Identify compliance gaps related to marketing activities. Develop specialized Mortgage Success Source SaaS solutions and orchestrate implementation efforts through client launch. Solutions encompass automated client retention/loyalty programs, sales team training and motivation, business development programs, customer facing sales presentation tools, and may include hierarchical controls, monitoring, reporting and archiving functionality.
Mots-clés
compliance
cloud
loan
home
loan officer
finance
presentation
mlo
sales
quicken
anti-steering
dodd-frank
initial fee worksheet
real estate
mortgage coach
mortgage loan
cfpb
mba
Tout plus
Présentations
(1)Personal Information
Profession
Vice President, Regional Corporate Sales
Secteur d’activité
Finance / Banking / Insurance
À propos
Work closely with senior executives at national, regional, and community banks, mortgage banks and telesales centers to identify opportunities to improve marketing and sales force effectiveness. Identify compliance gaps related to marketing activities. Develop specialized Mortgage Success Source SaaS solutions and orchestrate implementation efforts through client launch. Solutions encompass automated client retention/loyalty programs, sales team training and motivation, business development programs, customer facing sales presentation tools, and may include hierarchical controls, monitoring, reporting and archiving functionality.
Mots-clés
compliance
cloud
loan
home
loan officer
finance
presentation
mlo
sales
quicken
anti-steering
dodd-frank
initial fee worksheet
real estate
mortgage coach
mortgage loan
cfpb
mba
Tout plus