Sue Woodard

CEO

Minneapolis, Minnesota, United States35 yrs 8 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 35 years in financial services and mortgage industry
  • Acclaimed industry speaker and subject matter expert
  • Numerous awards including NMP Most Powerful Women in Mortgage Banking
Stackforce AI infers this person is a Fintech and Mortgage Industry expert with extensive leadership experience.

Contact

Skills

Core Skills

Customer EngagementSales StrategyCustomer ExperienceSales And Marketing StrategyContent StrategySales ManagementStrategic PlanningContent ManagementContent CreationPublic Speaking

Other Skills

Strategic AdvisorSME mortgage industryCustomer engagement strategyBrand EvangelismMedia coachingCustomer Experience reviewFintech softwareSales and marketing integrationCustomer lifecycle managementSales and marketing supportEditorial leadershipContent deliveryMarketingNew Business DevelopmentSelling

About

Along with her signature passion for people, Sue Woodard brings over thirty five years of financial services and mortgage industry experience, strategic vision and leadership to her role as Senior Advisor / Consultant with the STRATMOR Group, and Mortgage Industry / FinTech Evangelist At Large! Sue started her career at the ground level in financial services, became a top producing originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. Having held many executive and leadership positions throughout her career, Sue’s consulting specialties are in go-to-market strategy, customer journey, end user engagement, content / marketing strategy, and developing personal brand and presence via speaking, media and social media. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a non-profit working to end youth homelessness, and formerly served on the board of Axis Lending Academy, a non-profit created to lift individuals who have not been given a traditional career path and create employment opportunities for them within the mortgage industry. As a bit of a thrill seeker, she has sky-dived over Vegas, fire walked on hot coals, Harleyed down Route 66, run a Ragnar through the desert and cage dived with great white sharks – but claims nothing has been more exciting than becoming "Gigi" to a three-pack of grandbabies.

Experience

35 yrs 8 mos
Total Experience
4 yrs 3 mos
Average Tenure
4 yrs 11 mos
Current Experience

Stratmor group

Senior Advisor

Jun 2021Present · 4 yrs 11 mos · Greenwood Village, Colorado, United States

  • STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’ organizations. We accomplish this by being the market information and intelligence hub of the industry, helping mortgage lenders to chart a sustainable strategic course.
  • We bring to our work an unwavering commitment to objectivity, competence and integrity. Our recommendations are impartial and candid; even where it may be averse to our own short-term interests. Our ability to earn trust and build long-term relationships with our clients is core to our culture.

Total expert

Chief Customer Officer - Chief Evangelist

Jan 2018Sep 2021 · 3 yrs 8 mos · Greater Minneapolis-St. Paul Area

  • Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.
Fintech softwareSales and marketing integrationCustomer lifecycle managementCustomer ExperienceSales and Marketing Strategy

Vantage production, llc

President & CEO

Mar 2015May 2017 · 2 yrs 2 mos · Red Bank NJ

  • President and CEO: Provider of content, tech and services supporting the sales and marketing of mortgage products.
Content creationSales and marketing supportContent StrategySales Management

Vantage production/mortgage success source

President

Jan 2012Mar 2015 · 3 yrs 2 mos · New Jersey

  • Helped create and execute strategic plans; built relationships and sold products and services; created and led editorial and content team, led innovation and delivery of industry leading solutions and services.
Strategic planningEditorial leadershipStrategic PlanningContent Management

Ctx mortgage

National Sales Trainer and top producing originator

Jan 2004Jan 2008 · 4 yrs

Tcf bank

Vice President, National Sales Trainer and top producing originator

Jan 2003Jan 2004 · 1 yr

Jazz hands consulting / quality origination strategies

Independent Consultant

Jan 2001Present · 25 yrs 4 mos · Minneapolis MN

  • Strategic Advisor
  • SME mortgage industry – roles, how it works, channels, tech stacks, history
  • Advise on sales / customer success / engagement strategy
  • Brand Evangelism / Brand Ambassador Strategy
  • Exec media coaching; general or prep for presentation, panel, social, video, interview
  • Conference prep / event strategy – how to maximize
  • Advise on Customer Success, Support, Engagement departments – structure, execution
  • Advise on content strategy and creation
  • Advise on industry specific marketing messaging / external communications
  • Customer Experience / Journey review and recommendations
  • Company led events – be a guest or host for panels, webinars, field events, speak, emcee + promotion
  • Customer events, rallies, kickoffs – speak for your customers, keynote / panel / webinar + promotion
  • Conference attendance execution – host prospects, partners and customers + promotion
Strategic AdvisorSME mortgage industrySales strategyCustomer engagement strategyBrand EvangelismMedia coaching+4

Vantage production/mortgage market guide

President, Editorial & Production

Jan 2001Jan 2012 · 11 yrs · New Jersey

  • Content creation and delivery principal, speaker and writer.
Content deliveryPublic speakingContent CreationPublic Speaking

Hometown mortgage

National Sales Trainer and top producing originator

Jan 2000Jan 2003 · 3 yrs

Countrywide home loans

Top originator, manager and full underwriting authority on both FHA and Conventional loans

Jan 1995Jan 2000 · 5 yrs

Affinity plus federal credit union

Personal finance and mortgage loan division

Jan 1990Jan 1995 · 5 yrs

Education

Augsburg University

Bachelor’s Degree

University of Wisconsin-Milwaukee

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