Team Leader - Apple, inc.

Summary:

In order to better challenge and drive our sales team at Apple, Inc., My manager and deputy formed a leadership committee consisting of myself and three other top salespeople. Members of the committee are team leaders that other team members look to for advice and leadership.

Details:

• Team leaders strive to support the manager to reach set goals.
• Using group discussions, team leaders challenge team to improve performance.
• Manager and leaders meet weekly to discuss and review team performance and best practices.
• Team leaders develop presentations on sales techniques and best practices.
• Team leaders analyze performance metrics to discover areas needing improvement.
• Manager works with Team leaders to foster and develop future opportunities.

Achievements: 

• The discussions promoted by leadership team keep the team striving towards higher goals.
• Team excels in all measured areas.
• Team is consistently top ranked for division.

Employee Contest at MortgageIT

Summary:

When MortgageIT opened in the Portland market office moral was high. Every employee was excited and the office was full of energy.  There were bonuses to be made every month! The office was constantly outperforming the prior month. Month end was a celebration. The corporate office would send us a BannerGram thanking us. It would hang on the wall until it was replaced the next month!

Each month it became harder to outperform the previous month. After 11 months we reached the pinacle of our success as an office. we still were doing well but out performing that 11th month started to fade away and seem unreachable.  The excitement started to fade away. You could see a shift in the office moral people started to work slower, they would not come into the office as early every day. They did not want to stay late. Breaks became more frequent and longer. 

As an account Executive at MortgageIT my success depended on the office staff. Wanting to motivate them to work quickly and accurately so that I could continue to offer great customer service to my clients, I proposed to the office manager that we have a monthly contest.

Details:

• Staff would receive prizes through a drawing held at the end of the month.
• Each staff member was able to earn tickets into the drawing based on a set of tasks.
• Only account executives could award tickets.
• Account executives paid for the prizes.
• Office staff could nominate others for tickets by writing up a comment and entering it in one of many containers place throughout the office. 
• Each morning the account executives would meet, read the comments from the containers and award staff tickets.

Achievements: 

• Improved office moral.
• Increased production month over month.
• Staff showed an increased sense of urgency. 
• The customer service and care of our clients improved.
• The contest proved to be a great motivational tool to spark new excitement into the office.
• Account executives showed more attention to office staff. 
• Staff became aware that Account Executives realized how important they were to the success of the office.

Presidents Club - MortgageIT

Summary:

MortgageIT rewarded the companies top 20 account executives with an annual vacation and awards ceremony for the year of 2006.  I was recognized as one of these members

Details:

• 4 night All expense paid trip for two in Scottsdale, Arizona.
• Lodging at the Fairmont Scottsdale Princess resort.
• 2 rounds of golf at the TPC Scottsdale.
• All meals and expenses covered.
• Complimentary day at resort spa.
• Awards banquet and Ceremony.
• Hosted meeting and thank you for spouse to meet President and Corporate leaders.

Achievements: 

• Top agent for the Lake Oswego office.
• One of two Presidents Club members for the Oregon market.
• 1 of 5 agents for the Northwest Region (OR, WA, ID, UT, HI, CO).
• Ranked number 7 for unit production out of over 1000 account executives.
• Ranked number 11 for volume production out of over 1000 account executives.

Loan Officer Training and Development - First Capital Group, Inc.

Summary:

I proposed to Tim Stephenson, Vice President of First Capital Group, Inc. that we hire new employees with no previous experience so we could teach them about the lending industry and the loan process from start to finish. this would allow us to mold and train them in the processes and procedures consistent with the policies and procedures were expected by First Capital Group.

Details:

• Worked with staffing agency to find prospective employees.
• Negotiated special rates with staffing agency for program.
• Set up and managed payroll with staffing agency.
• Prescreened all applicants.
• Conducted initial interviews of all applicants.
• On-boarded all new loan officer trainees.
• Created new loan officer training program.
• Acted as instructor, mentor, and maanger for all new loan officers.
• Coached new loan officers in successful sales practices, application process and pipeline management. 

Achievements: 

• Hired 15 new employees.
• Increased office production by 30% in 3 months and more in years to come.
• Over half of those original 15 are in the mortgage industry today.

State of Oregon Mortgage Division Audit - First Capital Group, Inc.

Summary:

After two and half years as a processor and loan officer, I was promoted to Compliance Manager. In this position, a major project was assigned to me.  I was tasked with preparing the office for it's first audit by the Oregon Division of Finance.  With little time in the position and only two weeks notice I had to prepare 4 years worth of paperwork into an organized presentation for the audit.  This process had never been completed previously in the history of the company, so there was a need for finding, organizing, doing internal audits and then setting up procedures for completing the project again in the future.

Details:

• Reviewed all company files to ensure compliance was met for State and Federal standards.
• Set up a “Dummy File” for use by staff that met compliance standards for state and federal regulations.
• Organized staff and all loan officers to assist in performing internal audit of files.
• Held after hours “Compliance Parties” to entice staff to stay late and audit files.
• Reviewed all company files to ensure that procedures and records were being kept in accordance with state regulations.
• Completed all records in regards to staff, loan officers, licensing requirements and employment practices to comply with state standards.

Achievements:

• First Capital Group, Inc. successfully passed the Audit from the Oregon Division of Finance.
• No fines were issued.
• No Major violations were found.
• The audit was also completed in less than 6 hours.  Some audits were known to take several days. As a mortgage broker in the state of Oregon, you are responsible for paying an hourly rate for the auditor. Having it completed in 6 hours represented a significant cost savings for the company. 

Compliance Project - First Capital Group

Summary:

After two years of working in a variety of roles at First Capital Group, Inc it was decided that due to recent changes in state and federal regulations the company and the office would benefit by having a Compliance Manager. The Vice President, Tim Stephenson trusted me and thought I was a natural fit to take on this role and develop this position. 

Details:

• Reviewed state and federal guidelines to create and develop process for compliance.
• Created policies and procedures for file flow and tracking of all files.
• Created a company handbook and manual for new employees.
• Developed on-boarding procedures for new employees.
• Maintained all records for employees.
• Maintained compliance for all advertising and lead generation.
• Audited all files, dis-positioned files correctly scrubbed filed for compliance.
• Ensured that all files were stored and protected correctly.
• Overhauled and set up software and password protections on electronic files to meet compliance with regulations.
• Managed the federal Do Not Call Lists.
• Created documents and procedures for maintaining compliance.

Achievements:

• The policies and procedures and manuals enacted in the Portland office were distributed and used as a model for 14 offices in Hawaii, Washington, California and Oregon.
• Company successfully passed state audits with both the Oregon and Washington Division of Finance under my tenor.
• The file system I enacted and the policies I started were carried forward when Tim Stephenson left First Capital Group, Inc. and became a branch owner at Alliance Capital Group, Inc.

Rush Chairman - Alpha Tau Omega Fraternity

Summary:

As Rush Chair for the Alpha Tau Omega Fraternity I was responsible for the recruitment of all new members. The Rush Chairman was also responsible for contacting all students interested in the fraternal system for the university. The planning of the events for Campus based Spring, Fall and Winter term Rush Week events and all of campus summer activities. 

Details:

• Led all recruitment efforts of the Alpha Tau Omega Fraternity.
• Contacted students interested in fraternities at the University of Oregon.
• Planned two events per week over the months of July, August and the first weeks of September.
• Responsible for coordinating the events and getting members to the locations as well as rushes.
• Planned and oversaw all of the events for the fraternity for rush week; daily activities, events, house tours, after hours events.
• Educated house members on proper recruiting techniques.

Achievements: 

• Contacted and spoke to all 250 students that requested information from the university.
• Alpha Tau Omega accepted commitments from 18 out of 79 students accepting bids from 16 Houses.
• Alpha Tau Omega had the largest Pledge class on campus for Fall term.
• Fall pledge class that I recruited went on to have two house presidents, a vice president and several other successful house members.