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Summary of Qualifications

Engaging leader with extensive experience in compliance, management, sales and training. An articulate and persuasive communicator with the ability to inspire others. With a growth mindset and mindfulness approach, whether as a leader or an individual contributor, I embrace challenges as opportunities for learning and development. Background in multiple industries; parcel and freight shipping, wholesale and retail mortgage lending.

Skills

Leadership and Management

Sales Compliance, Sales Operations, Sales Leadership, Program Management, Strategic Planning, Sales Process, On-Boarding, Training Curriculum Design & Implementation  

Training

Sales, Compliance, Technology, New Hire Onboarding, Curriculum Design, Writing Training Content  

Analytical

Communication, Problem-Solving, Process Mapping, Critical Thinking, Data Analysis, Research, Revenue Reporting, Forecasting

Software & Technology

Microsoft Office; Excel, PowerPoint, Teams, OneNote, Power BI, Google Suite, Salesforce, SharePoint, Slack, Zoom, ZoomInfo  

Work Experience

General Logistics Systems US, Inc.
October 2009February 2025

Director Sales Compliance - 08/2023 - 02/2025

  • Developed sales compliance policies to ensure legal and industry adherence.
  • Monitored sales activities to identify compliance issues and implemented corrective actions.
  • Stayed updated on regulations and translated changes into actionable guidelines.
  • Trained and guided sales teams on compliance practices and procedures.
  • Conducted audits to identify and address potential compliance risks.
  • Collaborated with legal team to ensure alignment.
  • Documented and reported compliance findings and actions taken.
  • Promoted a culture of compliance and ethical behavior within the organization. 

Director Inside Sales - 07/2022 - 08/2023

  • Led the Parcel and Freight/LTL inside sales & account management teams to achieve and exceed sales targets. 
  • Analyzed sales data & created Salesforce dashboards to identify trends and areas for improvement.
  • Utilized Salesforce CRM to streamline sales processes, track sales activities and customer interactions.  
  • Conducted regular touch base sessions with the team as a whole and individually to support attainment of sales goals and ongoing skill development.
  • Collaborated with marketing to align sales strategies with promotional efforts. 
  • Wrote all sales prospecting and account management Salesforce emails templates. 
  • Consistently increased sales, month-over-month, while building strong relationships with both internal and external customers.

Sales Training Manager - 11/2021- 06/2022

  • Developed and implemented new hire on-boarding sales and sales operations training program for Parcel and Freight/LTL divisions.
  • Implemented a weekly sales training session for the commercial sales team to enhance team performance and productivity.
  • Facilitated training of new off-shore Customer Experience team. 

Sales Operations Manager - 08/2019 - 08/2021 

  • Managed Digital Customer Success team and Sales Operations administrative support team. 
  • Created new customer onboarding welcome call and email cadence to deliver an exceptional customer experience and increase retention.
  • Responsible for content and design for articles published in the Knowledge Center on www.gls-us.com website.
  • Project Manager for launching Chat platform for sales on the GLS website.
  • Responsible for customization of Salesforce, documenting and training all sales process policies. 
  • Effectively managed changes and employee training resulting from acquisition of Mountain Valley Express (MVE).

Inside Sales Manager - 10/2009 - 08/2019 

  • Hired first Inside Sales & Account Management teams for the company.
  • Led Inside Sales to become a major contributor to the company's revenue, consistently exceed sales targets with a 40% average year-over-year increase in new revenue.
  • Drove sales through active monitoring and analysis of team performance with activity-based metrics. 
  • Collaborated with Director of Marketing to develop sales campaigns targeting specific industry segments, while monitoring and analyzing results.
  • Created Salesforce page layouts, workflows, custom reports and dashboards.
  • Designed and implemented training program for new hire sales employees in inside and outside sales.
Sierra Pacific Mortgage
July 2006July 2008

Regional Sales Manager - Wholesale

  • Producing Sales Manager for national mortgage banker.
  • Recruitment, training, and management of a team of up to 10 Wholesale Account Executives covering the Southern California market. 
LoanCity, Inc.
August 2005July 2006

Area Sales Manager - Wholesale

  • Recruitment, training, and management of a team of 6 Wholesale Account Executives covering the San Diego County and Inland Empire territories in Southern California for a national mortgage banker.
  • Team ranked #2 out of 7 territories in the western region for revenue production.
  • LoanCity, Inc. faced financial difficulties due to a challenging marketing environment and ceased operations. 
Aurora Loan Services, Inc.
May 2005August 2005

Account Executive - Wholesale

  • Originated loan package submissions from mortgage brokers in San Diego and Riverside County territory.
  • Increased pipeline from $0 to $10M within 120 days of hire.
Wells Fargo Home Mortgage (WFHM)
September 2004May 2005

Home Mortgage Consultant - Retail Builder Division

  • Represented Wells Fargo as preferred lender for several home builders; KB Homes, Pulte Homes, Wathen Castanos. 
  • Conducted financial analysis of customer's credit profile and employment history to effectively match customer needs with appropriate loan programs. 
Guaranty Residential Lending
January 2004September 2004

Branch Manager - Retail Builder Division

  • Managed branch operations for the Retail Builder Division of a national mortgage lender in Fresno, CA, driving performance and efficiency.
  • Elevated the Fresno builder branch's sales ranking to #4 nationwide within six months through strategic initiatives and team coordination.
  • Ensured compliance with industry regulations and company policies while maintaining a high-performance standard across all operations.
  • Contributed to seamless branch transition during the closure of Guaranty Residential Lending in September 2004, facilitating employee acquisition by Wells Fargo Home Mortgage.
Wells Fargo Home Mortgage (WFHM)
February 2000January 2004

Branch Sales Manager 2

  • Recruited, trained, managed Mortgage Loan Consultants and support staff for new Anaheim WFHM branch.
  • Developed and maintained a high degree of visibility and credibility for WFHM with realtors, builders, bank branch partners and customers.

Sales & Development Consultant 3

  • Sales Training Manager for WFHM Credit Solutions division.
  • Developed training curriculum for new hire Retail Mortgage Loan Consultants on products, programs, procedures, compliance and internal systems.
  • Facilitated 4.5 day Sales Essentials class held weekly throughout the US for 40-50 new hire Mortgage Loan Officers.  
  • Led sales training effort of new employees during years of historic growth for the mortgage division.

Education

California State University East Bay
October 2021March 2022

Advanced Human Resources Management - Certificate

University of Phoenix
2000 2001

Master of Arts Organization Management

National University
19961999

Bachelor of Arts Behavioral Science