Professional Timeline

>> A chronological history of my experience bridging the gap between Sales Strategy and Operational Execution.

Jul 2024 – Jan 2025 PART-TIME

Retail Sales Associate

T-Mobile | Riverton, Utah

// SUMMARY

Took a purposeful interim role during a family sabbatical to support the holiday season. Operated in a high-incentive sales environment while applying operational expertise to improve personal efficiency.

// KEY RESULTS

Reduced transaction times and eliminated manual follow-up errors by engineering a custom low-code tool, maximizing efficiency in a high-volume retail environment.
Oct 2023 – Mar 2024 FULL-TIME

Commercial Loan Officer

Lendio | Lehi, Utah

// SUMMARY

Served as a full-cycle financial consultant, managing the entire sales funnel from initial contact to close. Expertly negotiated terms with a network of over 75 lenders to align clients with optimal financing solutions.

// KEY RESULTS

Generated ~$67k in average monthly revenue with a 35% close rate by independently structuring complex deal packages across a network of 75+ lenders.
May 2023 – Oct 2023 FULL-TIME

Go-to-Market Sales Manager

Lendio | Lehi, Utah

// SUMMARY

Recruited as a founding operator to architect a new sales division. Built the end-to-end sales process, implemented the tech stack, and scaled revenue from $100k to $350k/mo.

// KEY RESULTS

Scaled monthly revenue to $350k ($4.05MM run rate) and reduced cost-per-rep by 50% by launching the company’s first successful offshore sales unit.
AVAILABLE ARTIFACTS:
topic VIEW ARTIFACT
Feb 2023 – May 2023 FULL-TIME

Business Relationship Manager

TCS Equipment Finance | Draper, Utah

// SUMMARY

Recruited to build a middle-market pipeline using Sandler methodology. Quickly identified a strategic disconnect between the high-volume GTM strategy and the conservative credit policy.

// KEY RESULTS

Built a robust middle-market pipeline from scratch and diagnosed a critical strategic flaw in the GTM architecture (Volume vs. Credit Policy misalignment).
Nov 2021 – Feb 2023 FULL-TIME

Traditional Lending, Subject-Matter-Expert (SME)

Lendio | Lehi, Utah

// SUMMARY

Designed a data-driven enablement system to solve high-value borrower leakage. Increased conversion rates by 144% by bridging the gap between sales velocity and underwriting risk.

// KEY RESULTS

Increased traditional product conversion rates by 144% (+$700k ARR) by architecting a data-driven sales enablement system and bridging the gap between sales and underwriting.
AVAILABLE ARTIFACTS:
topic VIEW ARTIFACT
Jan 2021 – Nov 2021 CONTRACT

SBA PPP Loan Forgiveness Agent

Lendio | Lehi, Utah

// SUMMARY

Entered FinTech during the chaotic SBA PPP rollout. Succeeded by becoming a rapid expert on changing federal regulations (SOP 50 10) and translating them into clear instructions for business owners.

// KEY RESULTS

Ranked Top 3 of 24 agents, processing 70-120 compliant applications monthly through high-volume regulatory consultation (100+ dials/day).
Aug 2020 – Feb 2021 CONTRACT

Integration Specialist

T-Mobile / Sprint | Salt Lake City, Utah

// SUMMARY

Selected to lead the operational integration of the Sprint/T-Mobile merger for a third-party partner. Focused on systems training, error documentation, and change management.

// KEY RESULTS

Facilitated the technical migration of 5 retail locations and reduced national system errors by contributing key workarounds to a central knowledge base.
AVAILABLE ARTIFACTS:
topic VIEW ARTIFACT
May 2019 – Aug 2020 FULL-TIME

Sr. Sales Representative

Sprint | South Jordan, Utah

// SUMMARY

Expanded role to include Manager on Duty responsibilities. My key contribution was architecting a B2B pipeline process that turned a non-revenue service center (Repair) into a lead generation engine.

// KEY RESULTS

Became the #1 district generator of B2B revenue by designing an ‘Account Audit’ workflow that converted non-revenue service visits into sales leads.
May 2018 – Aug 2018 INTERNSHIP

Operations Intern

Dynatronics | Cottonwood Heights, Utah

// SUMMARY

Foundational experience in systems thinking. Solved critical production delays by designing and deploying a physical Kanban inventory system.

// KEY RESULTS

Reduced stock-outs by 57% and past-due orders by 70% by designing and deploying a physical Kanban system to resolve critical supply chain bottlenecks.
AVAILABLE ARTIFACTS:
topic VIEW ARTIFACT
Sep 2017 – May 2019 FULL-TIME

Sales Representative

Sprint | Salt Lake City, Utah

// SUMMARY

Started career in sales, using a consultative framework to exceed customer needs. Responsibilities included maintaining deep product knowledge and coordinating in-store events to drive traffic.

// KEY RESULTS

Consistently achieved 125% of sales quota and ranked in the top 10% of the district through consultative selling and proactive event coordination.
Feb 2016 – Aug 2018 FULL-TIME

Shift Lead

Five Guys | Salt Lake City, Utah

// SUMMARY

Promoted to Shift Lead based on performance. Involved direct operational and financial management of a restaurant with over $1M in annual revenue.

// KEY RESULTS

Maintained labor costs under the 22% KPI and optimized kitchen throughput for a $1M+ annual revenue location through strategic staff management.
Jul 2015 – Feb 2016 PART-TIME

Crew Member

Five Guys | Salt Lake City, Utah

// SUMMARY

Required versatility and a commitment to quality across all kitchen and customer-facing operations. Mastered every workstation in a rotational system.

// KEY RESULTS

Mastered every rotational workstation and earned a promotion to Shift Lead within 7 months by maintaining high standards of order accuracy.

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