Oct 2021 – Mar 2023 · 1 yr 5 mos · Chicago, Illinois, United States · Remote

• The Federal Savings Bank (TFSB) is a federally chartered bank, veteran founded and operated. TFSB is a nationwide mortgage lender, supporting borrowers in all 50 states.
• Mortgage Banker-Consumer Direct Sales Apr. 2022 – Mar.2023
• Developed and cultivated client relationships to better understand their needs, acting as a client advocate, while acting in the best interest of TFSB.
• Analyzed client financial status, credit report, property evaluations, to decide on feasibility of loan.
• Assisted clients with consolidation of debts or cash-out refinance in order to reflect savings, reduce debt to income ratio, and improve clients current financial situation.
• Maintains high levels of customer service as well as manages the expectations of clients and TFSB support staff.
• Constant, effective communications with the client as it relates to the understanding of the Loan Process from origination-processing-closing-funding.
• Utilized on a daily basis all software needed to perform all required duties, including Encompass Mortgage Software, Velocify, Cisco Jabber, Five9, and etc.
• Comply with all State and Federal Banking Regulations
• Diligently maintained and stayed current on all Trainings and Certifications required by TFSB and the ABA.
• Junior Mortgage Banker-Consumer Direct Sales Oct.2021 – Mar. 2022
• Contacted pre-qualified borrowers to facilitate a warm call transfer to a Vice President at TFSB.
• Maintained professionalism and diplomacy during all client interactions.
• Performed a variety of other duties as assigned by TFSB management and SVP.

Mar 2019 – Sep 2021 · 2 yrs 6 mos · Doral, Florida, United States · Remote

• US1 Corporation (US1) a privately held company, that focused on the wholesale distribution of general consumer electronics, cellular phone devices, and accessories at competitive prices of globally recognized brands in both domestic and international markets. Once the pandemic hit, US1 pivoted to selling Personal Protective Equipment (PPE).
• Advisor Mar. 2019-Sept.2021
• Strategic Acquisitions: Played a pivotal role in targeting acquisitions of mid-size companies in the Consumer Electronics industry.
• Diverse Product Oversight: Beyond electronics, provided vital oversight for the sale of Personal Protective Equipment (PPE) spanning Hospitals/Healthcare and School District channels across the United States.
• Direct Engagement: Regularly collaborated with key administrators and purchasing agents via email marketing, telemarketing, lead generation, etc.
• E-commerce Management: Instrumental in the development and oversight of the US1 web store/Product Showcase on the eWorldTrade Business2Business Global Marketplace Platform.
• Global Outreach: Actively engaged with potential buyers from around the world, leveraging platforms like eWorldTrade, mobile SMS, email marketing, and WhatsApp.

Aug 2016 – Mar 2019 · 2 yrs 7 mos · San Mateo, California, United States · Remote

• FANATICS, INC. a privately held company entered into an Asset Purchase Agreement with Facility Merchandising Inc. in August of 2016. Fanatics operates more than 300 online and offline stores for partners around the world, including the eCommerce business. The company’s capabilities include multichannel-integrated event and team retail across all leagues and major events such as the Kentucky Derby, Ryder Cup, World Baseball Classic and NHL’s Winter Classic.
• Vice President Operations/Events Aug.2016 – Mar.2019
• Involved in the operational planning of the West Coast events, staffing, budgets, timeline, security requirements, treasury management, and logistics.
• Reviewed, analyzed, and made recommendations for all events cost expenditures, event budgets, event P&L’s, event proformas, and event forecasts.
• Audited sales report and sales data post event providing insights, recommendations, and comparative analysis year over year.
• Preparation of revenue share analysis and calculation of commission pursuant to contracts.
• Interpreted and prepared post event summary Power Point Decks.
• Ad hoc support for major events

Aug 2000 – Aug 2016 · 16 yrs · On-site

• Facility Merchandising Inc. (FMI) a privately held company, until the acquisition by Fanatics. FMI’s primary business is on-site event retail and merchandising at entertainment venues and events for the teams, arena, stadiums, and ballparks.
• Executive Vice President Aug. 2000-Aug.2016
• Involved in all facets of the business with visibility throughout company.
• Member of executive team based out of Corporate Headquarters setting strategy for company direction.
• Interface daily with CFO on companywide budgeting, forecasting, cash flow, disbursements, cost cutting initiatives, inventory management/designation, capital expenditure analysis, streamlining workflows and standardizing processes for maximum efficiency and productivity. Review of monthly and quarterly financials prepared by CFO.
• Direct involvement with GM’s in the field related to creating merchandise inventory plan and assortment that includes category representations, product selection, presentation, product promotion plan, pricing, purchasing decisions, visual merchandising, and inventory management for teams and special events.
• Involved with key decision related to risk and corporate insurance requirements, employee benefits, corporate policies and procedures.
• Coordinated venue security coverage for teams, concerts, and special events.
• Reviewed and approved monthly teams, special events, and concert venue commission statements pursuant to contract.

May 1983 – Jul 2000 · 17 yrs 2 mos · On-site

• Facility Merchandising Inc., Encino, CA (1983-1986): Started as the General Manager for Retail Merchandise, focused on the Los Angeles Lakers & LA Kings teams. Led efforts across departmental operations, merchandise planning, and inventory management.
• Los Angeles Dodgers (1986-1988): As the Director of Retail Merchandise, played a pivotal role in crafting marketing strategies, introducing new merchandise, and enhancing event-specific sales. Collaborated with authorized vendors for corporate promotions and supervised store infrastructural projects.
• FMI/MCA, Universal City, CA (1986-1995): As the Vice President of Sports Operations, took on diverse roles, initially focusing on sports operations for MCA/Universal, a renowned entertainment conglomerate. Acted as the intermediary between product selections and purchasing decisions, emphasizing inventory optimization for various sports events.
• Facility Merchandising Inc., Woodland Hills, CA (1995-2000): As the Vice President of Sports Operations, directed comprehensive sports operations, handling operational planning, budgets, and staffing decisions. Managed inventory across major sports franchises, including football, baseball, and tennis, ensuring streamlined sales processes and reporting.
• Throughout these years, showcased an aptitude for blending strategic vision with hands-on operational
• acumen, cementing a legacy in sports merchandising and retail operations.