Horizon One Realty
January 2007 - present
Advocate/REALTOR for homebuyers and homesellers; Expertise in working with 1st time home buyers and sellers, focusing on unbiased consumer education, and market analysis
Manager, Personal and Business Banking
February 1999 - June 2005
•Analyzed various financial statements and personal/business tax returns on a weekly basis to make recommendations on business and personal loans. Result: Produced an average of $6 million per year in total loan production, which satisfactorily met fee income targets for 15 consecutive quarters.
•Provided sales coaching and employee development opportunities for loan officers and customer service representatives. Result: Produced highly productive and engaged employees that received bank wide recognition for sales production and service quality.
•Monitored production and lending practices of loan officers daily in financial center with assets in excess of $35 million. Result: Received acceptable audits with no critical documentation exceptions.
•Created and facilitated sales consultation workshops for personal bankers in the Triangle area. Result: Improved regional sales efforts and met overall customer contact goals.
•Leveraged existing external relationships with local community college by participation in their small business-training center as an instructor. Result: Increased RBC Centura community visibility; enhanced personal communication skills
Sapphire Medallion Receipient-2006
Sales Performance Advisor
June 2003 - January 2005
•Facilitated strategic planning, forecasting, and management reporting activities for designated business units Result: Senior Management had a strong understanding of strategic objectives and they were able to proactively manage their business units to those objectives.
•Provided daily financial and sales performance analysis as a key member of the regional advisory teams to support Regional Presidents in achieving business objectives. Result: Analysis enabled Regional President and advisory team to develop effective business and sales activities to impact results. Provided analysis in business briefings with President of Personal and Business Banking.
•Developed and administered fiscal year budgets for 250 financial centers with plan totaling over $200 million dollars. Result: Regional presidents were able to initiate business planning with the regional managers for the upcoming fiscal year and encourage favorable results to plan.
•Analyzed and evaluated regional business results to plan; made recommendations based on gaps and trends impacting profitability. Result: The regional management teams were able to coach and develop the sales and administrative staff to the desired business results.
•Produced accurate and timely management reports that aligned measurement of business performance at various management levels with corporate/business unit drivers. Result: Managers were able to use these reports as consistent coaching and development tools during weekly/monthly reviews. Employee partnered with his/her manager to make the coaching sessions a value-added process
•Completed periodic ad hoc projects that support achievement of business objectives: Result: Senior Management was able to assess the feasibility of new initiatives and programs.
•Maintained strong internal control environment with respect to financial reporting. Result: Compliance with internal and external audit standards.
Real Estate Broker
Ammons Pittman GMAC
February 1999 - June 2003
General Real Estate Brokerage
Top Sales Agent-Fall of Neuse Branch 2006