Experience

Resume available upon request

SunnyHill Financial

Director

March 2022 - Present

During my Time as Director, I focused on building a division-wide strategic sales plan for 30 sales representatives, including, but not limited to, pipeline forecasting, focused KPIs, conversion benchmarks, CRM transition to Salesforce, and third-party partnerships for a Top 100 mortgage brokerage in the Nation. I also produced as a rep full-time.

Senior Loan Officer

November 2019- March 2022

As an individual contributor, I was recognized as a top broker in Utah in 2021. SunnyHill was recognized as a top 100 broker in 2021, 2022, and 2023.

I have funded over $125 million (350 completed transactions) in loans in 5 years of origination and was the highest converting sales rep in 2020 & 2021.

Wrike

Associate Account Manager

May 2019 - February 2020

Managed 550 accounts, generating $1.2 million with +10% annual subscription revenue growth. Expanded client usage through cross-selling and upselling enterprise workforce management software. Delivered accurate revenue forecasts and coordinated cross-functional teams to maintain strong client relationships and keep churn below 10%.

Caliber Home Loans

Licensed Loan Consultant

September 2018- May 2019

Launched evergreen marketing content for Caliber's specialty loan programs and led organic business development for a team in the top 10% of mortgage lenders domestically.

Mission Home Mortgage

Licensed Loan Officer

March-September 2018

Developed new channel partner relationships to drive loan production in San Diego and Orange County (US mid-size lender).

Clara Lending Co.

Licensed Loan Officer

October 2016 - December 2017

Exceeded revenue targets as a cross-functional sales representative at a Series B startup that raised $27 million and was acquired by SOFI in 2017. Collaborated closely with the product team, integrating Intercom and enhancing UI/UX to boost sales conversions and improve customer experience. Achieved 118% of quota as the #2 sales rep, contributing to a 2.5x loan volume increase from $40M to $100M alongside a five-person sales team.

Office Of Senate Majority Leader William Monning

Field Representative

July 2013 - August 2016

Built the San Luis Obispo operation from the ground up for the Majority Leader of the California Senate.

Staffed negotiations for 2 California State budgets of $161 and $167 billion, the primary role of Majority Leader.

Guided strategic relationships in 7 incorporated cities for 281,000 constituents, leading a team of 4 employees.

Additional Professional Experiences

Law Offices of Kim Mistretta, Law Clerk January 2012 - July 2013.

Bakari Mentoring Program, Lead Mentor, September 2010 - November 2011.

The Gold Club at Boulder Ridge, Pro Shop and Customer Service Rep, June 2008- August 2010.

Education

University of California, Irvine, The Paul Merage School of Business

Master of Business Administration in Real Estate and Entrepreneurship

Graduated June 2025

California Polytechnic State University

Bachelor of Arts in History

Minors: Law and Society and Psychology

Graduated 2016

Licenses

Multistate Licensing System and Registry license# 1554525 in Utah, Colorado, Arizona, and California, Oregon, Iowa, Break Into CRE certificate of completion.

Software

Salesforce, Tableau, Zoom, Google Suite, Intercom, Facebook Ads Manager, Excel, Wrike Project Management.