NO MORE Mortgage is a privately held company that helps their clients to eliminate all of their debt in a fraction of the normal time without harming their credit. The company’s main program is designed to help clients with a mortgage plus additional debts or a client without a mortgage who is carrying multiple debts, the provided program works with both secured and unsecured debts including mortgage, auto loans, credit cards, lines of credit, personal loans, and student loans. The goal of the program is to eliminate their client’s debt and also allow them to get their retirement funds back on track.  No More Mortgage provides their clients with a financial toolkit, coaching, and unlimited consulting to help them achieve their financial goals.

NO MORE Mortgage / Nine Year Mortgage is an off shoot of Financial Insights inc. and all fullfillment was handled by Executive Payment Solutions.

Member Board of Directors& Business Leader

Functioned as an integral part in the development of the company, as consultant and leader; directed all functions and activities associated with sales management and business development of the company built sales systems and scripts and boarding systems. Initial board member and co-founder, provided executive-level sales management to grow startup from 0 to $8M, established sales strategy and scripts, as well as ongoing mentoring and performance evaluation, for 70 call center sales representatives. Collaborated with leadership for development and evaluation of sales incentive compensation programs, also initiated accurate and zero time reporting essential for sales. Effectiveness and achieved strategic objectives defined by company management.

Planning & Supporting

• Proactively monitored and strived to maintain high levels of quality, accuracy, and process consistency in the organization’s planning efforts.
• Coordinate planning activities with other functions within the firm.
• Assisted sales management in understanding process bottlenecks and inconsistencies and facilitated an organization of continuous process improvement.

Sales

Forecasting & Marketing

• Formulated sales forecasting, planning, and budgeting processes used within the organization.
• Provided active functional support to sales force.
• Monitored the accuracy and efficient distribution of sales reports and other intelligence essential to the organization.
• Recommended revisions to existing reports, or assisted in the development of new reporting tools as needed.

Technology Training & Development

• Planned, established and implemented enabling technologies strategies and trainings, including CRM, to field sales teams.
• Coordinated training delivery to sales, sales management, and sales support personnel in the sales organization supported.
• Supervised on-time implementation of sales quotas and performance objectives thorough implementation of sales impacting initiatives.
• Handled weekly sales training and motivation meetings

Business Operations & Management

• Coordinated with Accounting, Finance, and Human Resources, providing assistance with sales incentive compensation administration on an as-needed basis, or when required to arbitrate or clarify the application of sales compensation program policies and procedures.
• Adeptly headed consistent implementation of company initiatives. Built peer support and strong internal-company relationships with other key management personnel.
• Efficiently handed the allocation of technology, support, and training resources impacting throughout the organization.

Key Accomplishments

• Helped build company from concept to 6.5 M in sales, 5000+ clients,
• Established sales scripts to help client to build all sales systems, scripts for retail marking company.
• Co-managed Call Centre of 70 employees, facilitated to set up adequate systems to sell the clients, on board the client include technology and cross sells.
• Built client on boarding systems and client retention service, run up sales trainings, motivation, mind-set, everything involved in sales development, KPIs to track marketing expansion and penetration.

Other Experience

• Anderson Solutions Group (2017 – Present)
• Financial Insights Inc (1996 – 2021)
• Executive Payment Solutions (2006 – 2021)
• NO MORE Mortgage (1999 – 2008)
• Total Debt Solutions (2002 – 2007)
• Impact Networth (2004 – 2007)
• Epic Financial (2006-2008)

• Assistant floor sales manager set goals and helped team achieve them,
• Developed sales training and sales process
• Wrote scripting for sales team
• Telemarketing B2C Sales