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Jason Wooley

Mortgage Sales Business Leader


Fifteen years of sales leadership experience, thirteen years in the mortgage industry, and
extensive sales training and recruiting experience
Comprehensive ability to leverage data analysis for improved performance and efficiency with
understanding of operational effects on profit and loss
Consistent history of outperforming in role, contributing at a level above the current position,
and being sought out for problem solving and process improvement skills
Proven ability to recruit and train successful sales people while developing leaders and
building a culture of exceptional service
Experienced in adapting call centers to new business environments, capitalizing on market
opportunities, and developing successful processes to maximize return

Professional Experience
Direct Lending Vice President - Platform Manager, Flagstar Bank, Troy, MI (11/2016-Present)
Leveraged data analytics to increase customer retention effectiveness
Built an outbound support team to improve lead strategy execution 50%, and speed to contact
of prospects by 80% increasing production and allowing retention services to become a value-
added benefit to our secondary market business as part of our sub-service offering for MSR
buyers
Achieved 102% of channel production target with 39% year over year growth during a
shortage in management personnel
Expanded call center capacity 126% and coverage 37% for new revenue opportunities and
improved customer service
Planned channel strategy and budget, establishing forward focus and contingencies to achieve
corporate revenue targets
Member of Flagstar Banks 2017 mortgage leader process improvement initiative team

Direct Lending Sales Manager, Flagstar Bank, Troy, MI (3/2016-11/2016)


Recruited to drive direct lendings transition from a pure retention call center to an efficient
mortgage acquisition revenue source with centralized purchase mortgage capability
Conducted process, procedure, and employee skill set assessment then used results to map out
required changes and training needed to be successful in new customer acquisition and
purchase business
Contributed to loan officer webpage and consumer portal improvement initiatives, marketing
strategies, risk management, and call center quality initiatives
Managed sales team and trained new hires ensuring productivity, quality and customer
satisfaction targets were achieved
Assistant Vice President - Sales Manager, Citibank, Ann Arbor, MI (7/2007-3/2016)
Chosen to turn around Citibanks dedicated purchase call center project and championed the
changes that contributed to Citibank ranking #2 in Primary Mortgage Origination and #1 in
Purchase Mortgage Origination Customer Satisfaction with J.D. Powers in 2016
o Collaborated with business partners to develop improved processes and internal
relationships with accountability to achievement of critical points in purchase timeline
o Reduced average application to closing times by 15 days
o Increased pre-approval to full application conversion from <5% to 18%
o Improved the raw promotor score from 55% to 89% and net promotor score from -6% to
68%
o Increased channel purchase mix from <3% to 20% of volume in 24 months
Developed employee skills and leadership abilities leading to five of my loan officers being
promoted to team leads, two of those becoming managers, and one becoming a sales trainer
Represented sales in development of digital acquisition program interacting with upper
management and the project team, contributing to processes, procedure, scripting and training
Collaborated in project development of successfully launched and expanded Click to Chat
service, building end to end process flow for client interaction
Contributed as mortgage sales subject matter expert to cross-channel mortgage initiative with
Citibank credit card division
Selected to run outbound call center project, testing cost effectiveness and revised a lead
management strategy that was adopted and expanded across business channels
Managed team of loan officers ensuring production and all managed business objectives were
met while maintaining low attrition and developing employee skill sets

Sales - Sr. Mortgage Consultant, Citibank, Bingham Farms, MI (8/2004-7/2007)


Consistent top performer in region while providing superior customer service
Collaborated with financial services agents and their clients to identify mortgage solutions that
best fit their financial or home buying needs
Conducted mortgage and home buying education classes for agents within my region
Sales, Citibank, Troy, MI (8/2003-7/2004)
Provided branch customers with personal, auto, home equity, and mortgage loan solutions
Executed end-to-end process from application to closing
Regional Sales Manager, International Energy Solutions, Pontiac, MI (11/2003-9/2004)
Established goals to achieve revenue targets, provided strategic direction, and led execution of
sales plan for targeted territories
Led opportunity meetings to recruit talented sales professionals to a new industry
Lead trainer for product competency, procedures, regulatory requirements, and sales tactics.
Identified and trained candidates for district and field management positions
Monitored and held sales teams and managers accountable to production, regulatory, and
compliance requirements
Sales - Field Manager, International Energy Solutions, Pontiac, MI (7/2003-11/2003)
Provided classroom and field training for sales force, with ongoing coaching sessions
Achieved sales goals for territory while ensuring regulatory and compliance requirements
were met
Led region in personal sales in addition to achieving management responsibilities and goals

Regional Manager, Primerica Financial Services, Livonia, MI (3/1998-8/2003)


Recruited, trained and led financial services sales representatives while producing personally
from referral based leads
Delivered opportunity presentations to small and large groups promoting the business model
and products
Provided customized needs-based solutions to meet client present and future financial goals
Cross-sold insurance, investment, and mortgage products
Successfully earned promotions from agent to district, division, then regional manager
through recruiting and team production

Education
BBA, University of Michigan, Flint, MI; anticipated graduation: May 2018
Broad based program including accounting, statistics, finance, quantitative analysis,
operations management, marketing, business and corporate strategy, international business,
human behavior and management information systems

Associate of Business Administration, Schoolcraft College, Livonia, MI, May 2015


Fundamental business program covering accounting, business administration, computer
information systems, finance, human resource management, marketing, and business
management. Cumulative GPA of 4.0

Series 6, 63, Principle, Variable Annuities, Life and Health licenses held from 1998-2007
Licensed to sell packaged securities, variable annuities, life and health insurance and to
oversee operational, compliance, trading and sales operations and the personnel who staff
them

Professional Engagement
Mortgage Bankers Association and Stratmor Peer Group Roundtable for large bank
participants 2014 2017
Citibank leadership alumni program 2007 - 2017