Selected Work

Campaigns, systems, and programs that moved the needle.

A cross-section of the marketing, recruiting, and leadership work I've led at UMortgage.

2x
industry email benchmarks

Lifecycle Marketing Program

Built an email lifecycle program that outperforms industry benchmarks by 2x (55–67% open rates, 20%+ CTR). Drove 963 past-client reactivations in a single quarter and contributed $2M+ in attributable funded volume.

3,300+
recruiting leads generated

B2B Recruiting Funnel

Architected a recruiting funnel across paid social, outbound, and proprietary tools that generated over 3,300 leads, supporting UMortgage's national sales team expansion.

Startup
→ Premiumbrand maturity

Brand Repositioning

Led the consolidation and repositioning of UMortgage's brand across Facebook, Instagram, LinkedIn, and TikTok, maturing the company's identity from startup to premium category brand and establishing a consistent voice, visual system, and content governance.

35,833
activities in 30 days

Sales Activation Competition

Designed and ran a month-long sales competition that drove 35,833 tracked activities in 30 days — 30% of all-time platform activity — with 86% participation and a single-day record 120% above the previous high.

400+
marketing assets

Marketing Library, Built Into Tempo

Directed development of a proprietary content library, now 400+ marketing assets, giving loan officers self-service access to compliant, on-brand materials and cutting the time it takes to go from idea to published post.

14 wks
new-LO cohort program

Sales Development Cohort

Lead a 14-week program for new loan officers, built to take someone from their first two weeks in the business to closing loans and building real agent partnerships. It's become one of the clearest examples of UMortgage's culture in action.

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