Looking for a job

Robyn Franzen

@robynfranzen

Message

I build mortgage sales systems, coaching programs, and reporting that drive sustainable growth.

United States

Message

What I'm looking for

I'm looking to lead mortgage growth through sales strategy, coaching, CRM modernization, performance reporting, and cross-functional process improvement.

At Verve Credit Union, I lead sales administration, sales enablement, and strategic initiatives that strengthen mortgage growth. I designed the enterprise sales management platform and executive reporting that give leaders real-time visibility into opportunities, referrals, production trends, and pipeline health.

I've also originated residential mortgages, led branch operations at Credit Union 1, and developed CRM processes for financial planning. I believe sustainable growth comes from investing in people, simplifying complexity, and creating systems that allow great teams to do their best work.

Experience

Work history, roles, and key accomplishments

Current

Sales Administration Manager

Current

Verve Credit Union

Apr 2022 - Present (4 years 5 months)

Promoted from Mortgage Originator to lead enterprise sales administration, sales enablement, and strategic initiatives supporting mortgage growth and organizational performance. Partnered with executive leadership to improve mortgage production through enhanced sales strategy, referral management, pipeline visibility, and performance reporting.

Sales Administration Sales Enablement Strategic Planning Pipeline Management Executive Reporting CRM Salesforce Power BI Excel Process Improvement Change Management Cross functional Leadership

Mortgage Originator

Verve Credit Union

Nov 2020 - Apr 2022 (1 year 5 months)

Originated residential mortgage loans while delivering a consultative, relationship-based member experience from application through closing. Earned Elite Performer (2021) recognition for outstanding mortgage production and sales performance.

Mortgage Origination Sales Salesforce Pipeline Management Referral Management Training Process Improvement

Financial Advisor / CRM Process Developer

Our House Wealth Advisors

Jan 2020 - Nov 2020 (10 months)

Delivered consultative financial planning while designing automated client engagement workflows that improved operational efficiency and service consistency. Developed reporting and workflow solutions that strengthened client relationship management and advisor productivity.

Financial Planning CRM Workflow Automation Reporting Customer Relationship Management

Branch Manager

Credit Union 1

Feb 2012 - Aug 2016 (4 years 6 months)

Led branch operations with responsibility for consumer lending, deposit growth, business development, and member experience. Coached and developed employees through ongoing performance management, mentoring, and sales coaching.

Branch Management Consumer Lending Deposit Growth Business Development Sales Coaching Performance Management Mentorship