0 (949) 866-8224
0 Gregpahel44@gmail.com
0 Chino Hills, CA
in Linkedln Profile
ADDITIONAL SKILLS
Strategy & Execution
Forecasting/Projections
Sales Processes
Team Development
Leadership & Motivation
Start-ups & Restructuring
High Performance Cultures
Coaching & Mentorinq
Consultative Selling
Lead Routing & Distribution
CRM (Salesforce Specialty)
Sales Enablement
Change Management
Relationship Management
Workflow Optimization
KPI's and Metrics
Strong & Direct Communicator
Execute & Deliver on
multiple projects
simultaneously
LICENSES &
CERTIFICATIONS
NMLS — MLO license
NMLS #: 871147
0 Executive Summary
Established & Results driven Sales Leader driving the majority of new
sales, revenue and profitability at multiple top-ranked organizations in
the country. Closed in excess of 5,700 Reverse Mortgage transactions,
$962,500,000 in funded Reverse Mortgage loan volume, and $94 MM in
Revenue since 2012. Recognized for developing training programs &
sales protocols spearheading lead generation/ conversions, sales
enablement and follow up protocols yielding record breaking production
and customer satisfaction. Ability to represent a company with
professionalism, integrity & confidence. Leads with authenticity, self-
awareness, humility & willingness to be vulnerable. Committed to
building long-lasting business relationships focused on growth and
profitability.
r Professional Achievements
Paramount Residential Mortgage Group (2017-2020)
Led PRMG to become #19th ranked reverse mortgage lender in the
nation 18 months post inception
23% avg. lead to application conversion ratio
52% app. to fund & 13% lead to fund pull through
Designed scalable & sustainable lead gen. solutions resulting in
$1,500 reduction inn cost per acquisition.
Avg. $2,500 Cost per Funded Loan (unheard of in Reverse space)
Average turn-time of 31 business days (app. to CTC - fastest in the
space).
American Advisors Group (2012-2017)
#1 ranked Sales Leader (2013-2017) / Award "Sales Leader of
the Year" 2015, 2016, 2017.
Increased annual revenue by $21 Million in 2015, 2016, and 2017
Increased sales production by 500% by creating & implementing
structured and sales process & top-down accountability.
Uniformed Doubled Annual revenue goals after 8 months as
Director of Sales.
Created roughly 60% of the sales process & training used today
at AAG.
Surpassed sales goals by 108% avg. for 4 consecutive years.
Groomed 6 employees into management & Sr. executive roles
Coached over 40 top producers from 2013 to 2017.
Software Professional Experience

Salesforce CRM President/Head of Reverse Mortgage Lending

Salesforce Classic
Salesforce Lightening iaramount Residential Mortgage Group / Corona, CA / 2017 - 2020
Reverse Vision
In 2017, PRMG - a top 10 lender in the nation, generating over $1 Billion in funded loan
Encompass
volume, month over month, made their strategic move to become a major player in the
Telephony
Reverse Mortgage space. Hired on as the head of reverse mortgage lending, tasked with
Genesys Pure Connect
building the platform from ground-up (3-5 year plan).
Five9 (2.5 yrs.)
· Designed all facets of HECM Division & Initiative, including each department, process,
Interactive intelligence
policy, procedure, technological decision & implementation, comp plan, recruiting, sales
(2.5 yrs.)
process, lead generation, fulfillment and more — in the Division
IC Business Manager
· Direct and coordinate all aspects of the sales plan by account to fulfil the growth and
Interaction Desktop
revenue goals of the organization
Interaction Fax
· Create and drive lead generation techniques and sales strategies to meet and exceed
Interaction Voicemail team sales and revenue targets
Interaction Recorder · Establish and implement short and long range goals — seasonal plans as well as 3-5
Dialer: Power. Predictive, year growth plans and strategies
Progressive and preview
· Analyze and evaluate the effectiveness of sales strategies against goals, taking into
Automatic Call Distribution account ROI
Priority based routing Skills
· Initiate new business development in non-traditional channels
based routing Customer · Train, develop, motivate and lead sales team
Retention Routing Best
· Insure that all regions implement an audit procedure to insure compliance
Prospect Routing Multi-
· Prepared business plans to identify how the Area/Regions will achieve assigned sales
Channel Queueing Cross-
goals. Prepare a Monthly Situation Report. Establish a Prospective Business Report
Selling in Queue GEO
accurately forecasting monthly & quarterly sales production
Routing
· Represented organization at national HECM conferences. Attended 3 NRMLA
Click-to-Call/ Click-to-Dial
conferences/ year
Microsoft Teams
· Via zoom, "state of the union" - addressing National Retail Production Team (approx...
Excel
1,200 employees) twice per month.
Word
· Advise C-level executives & shareholders on the conditions of key market trends,
PowerPoint
recommending various capital investments to be made, when, where and how they
should be placed, and their short and long term potential
· Created the HECM LO onboarding program offering product and sales process training.
· Led each onboarding class; trained every new HECM loan officer

0 Education
· Multi-faceted lead gen/origination channels: direct mail, web ppc, SEO, AdWords,
exclusive live transfer using offshore call center.
· Built multi-channel origination platform: Call center (HECM specialists/ LO's), Certified
California State Origination (PRMG retail Branches), and Referral (Branch referrals sent to HECM Call
University, Fullerton Center)
Business · Final authority on all HECM related marketing company wide.
Administration & · Provided guidance to Chief Marketing Officer, General Counsel, CFO, COO, and CEO on
Management - 2011 all HECM Market strategies to ensure compliance and minimize exposure
· Created the Salesforce HECM CRM interface including leads, opportunities, and
application page layouts, workflow rules, and API to HECM LOS (Reverse Vision), click
to call, lead routing and reporting, and lead management protocols
· Reported directly to co-owner & Chief Lending Officer of PRMG
Director of Sales
American Advisors Group / Orange, CA / Tan. 2012 — July 2017
· Director of Sales tasked with the restructuring and revival of a dying division plagued by poor performance,
leadership & direction. The success of this division weighed heavily on AAG's ability to meet key investor
targets and goals over the next 2 years.
· Grew Division from 14 loan officers & 2 direct-report sales managers - to 52 loan officers with 5 direct report
sales manager in 2 years
· Drove conversion rates to record levels - lead to application conversion from 12% avg. to 23% avg. (#1 in
org. achieved in 8 months)
· Drove application to fund pull through from 36% blended — to — 51% in 9 months, and lead to fund pull
through from 4% to 13% in just 9 months from inception
· Held weekly Divisional sales huddles focused around motivating sales floor and ensuring that their goals
aligned with ours, sales contest announcements, awards for top producers from week / month prior, planned
out various topics that would motivate and inspire.
· Monitored all sales metrics, call & CRM reporting and KPI's at MACRO level
· Implemented weekly sales acumen challenge initiative comprised of call/sales coaching 1x/week with every LO
on the sales floor
· Led weekly huddles to discuss sales strategy, performance goal meetings and training on new products to
increase overall sales
· Created unique lead filters inside of salesforce CRM that improved lead management and visibility into daily
habits of each loan officer
· Led weekly revenue meetings with Sales Managers
· Reviewed operational records and reports to project sales and determine profitability.
· Responsible for conducting and moderating a minimum of 5 Sales staff presentations/ Sales training's each
month, with approximately 100 — 150 employees present for each presentation
· Led sales training's every month for the entire sales staff (approx. 100+ employees present)
· Partnered with CMO, CSO, and General Counsel regarding new product launches and training staff on product,
how to sell product, and which buyer/client type fits within the value proposition of each program

Paralegal — Loss Mitigation

Beverly Hills Law Associates / Orange, CA /2009 -2011
· Worked closely with Senior Partner
· Responsible for client intake, investigation, and product placement — offering Loan Modification, Forensic
Document Audit, Bankruptcy, Deed in Lieu, Short Sale, Credit Repair, and Debt Settlement services.
· #1 ranked producer in my role between 2010-2011
· Blended lead campaigns, 60% outbound / 40% Direct Mail and Google AdWords

Personal Banker/ Teller

J . P. Morgan Chase Bank formerly known as Washington Mutual/ Whittier, CA / 2008 - 2009
· Opening, closing, reviewing all new and existing accounts.
· Opened a minimum of 8 checking, savings, CD or money market accounts per month
· Responsible for closing vault 3 days per week
· ensure money drawers balanced at zero at the end of each day - no exceptions
· Gave each and every customer the type of service and experience that reminds them as to why they chose
to keep their money in Washington Mutual.

Loan Officer
Homeowners Friend Mortgage Company/ Orange, CA/ 2006 -2007
· Began in the "dialer" room making 200+ outbound calls/day.
· Fastest promoted employee in company history — 2 weeks. Promoted form dialer representative to
loan officer.
· Closed no less than 7 loans closed per month,
· Minimum of 200 outbound phone calls made per day. No inbound marketing or leads.
· Maintained the highest pull through from lead to application on the sales floor (18% - high considering
the age of each lead we were given)