This document is a resume for Julian G. Olalde, a solution-focused, multi-lingual sales and operations executive with experience leading multi-site operations and capturing market share. He has over 15 years of experience in financial services, primarily at HSBC, managing portfolios over $80 million. His strengths include business development, customer relationship management, and strategic planning.
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Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
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RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
1. JULIAN G. OLALDE
2310 Bellbrook Ln • Garland, TX 75040 • 214-986-9908 • julianolalde@msn.com
Solution-Focused, Profit-Driven Sales and Multi-Site Operations Executive
OPERATIONS/SALES LEADERSHIP │HIGH-TRUST RELATIONSHIPS │STRATEGIC ALLIANCES
Accomplished multi-lingual, multi-cultural business leader with record of focused, growth-oriented
strategic leadership that boosts profitability and speeds time to market and in highly competitive and
under-utilized markets. Strong ability to empower, lead and motivate teams to peak performance. Expert
in applying a consultative, solution-based selling and operations approach and building high-trust
relationships. Talent for conceptualizing, planning and executing effective sales and business expansion
strategies through vision, leadership and value creation. Known for exceptional communication,
collaboration and negotiation skills, supported by equally strong ability to win trust and confidence from
internal and external customers.
SUMMARY OF KEY STRENGTHS
Multi-Site Operations Management Business Development/Account Expansion
Profit and Loss Analysis Latin American Market
Process Optimization Staff Retention/Recruiting/Training
Customer Relationship Management Portfolio Management
Budgeting/Forecasting Sales Operations/ Market Penetration
Labor Relations/Compliance Strategic Marketing and Planning
Program/Product Management New Product Launch/ Post Sales Support
PROFESSIONAL EXPERIENCE AND ACHIEVEMENTS
HSBC - HSBC Credit Centers Dallas/Houston, TX 2007 - 2009
HSBC Credit Center, Inc., an indirect subsidiary of HSBC North America Holdings Inc., one of the world's
largest banks by assets, providing consumer and commercial banking services, credit cards, asset
management, private banking, securities underwriting and trading, insurance, and leasing.
Vice President
• Oversight of an $87+M portfolio; 8 Assistant Vice Presidents and 45 professionals in Dallas and
Houston.
• Served as 1 of 3 Districts within the U.S. that specialized in the Hispanic market.
• Spearhead proactive sales processes for diverse loans, researched competition and ensured best
market pricing and terms.
• Supervised corporate strategic plan, as well as State/Federal regulations are enforced district-wide.
• Developed the market plan, targeting specific demographics and utilizing multiple promotions to
capture additional market share.
• Analyzed monthly P&L to forecast data and constantly upgrade sales and marketing operations.
• Lead in-depth research of housing market to fulfill client need with new products
• Responsible for HR functions including recruitment, training and employee development. Became
SME in consumer loan processes. Initiated weekly benchmarks to improve sales productivity.
SIGNIFICANT ACHIEVEMENTS:
Led through motivation, coaching and market knowledge. Directed 8 retail branches and 53
2. employees to met compliance, sales, reporting, audit and recruiting standards set by upper
Julian G. Olalde Page Two
management. Successfully drove results and exceeded expectations by focusing on key team
development and leadership components.
Implemented a division-wide training program for employees and executives. Communicated the
benefits by analysis reports, statistics and processes which increased sales to $353k in 2008;
$141,200 went to the bottom line.
Increased sales by 5% over prior year’s production and increased awareness and contributed to
corporation net profit by implementing a standardized process to offer insurance. Spearhead a
team that analyzed financial reports, market and processes. Monitored daily progress and
reviewed files to insure proper process was being followed.
Home Funds Direct Irving, TX 2006 - 2007
Home Funds Direct is the retail division of Accredited Home Lenders, Inc., a nationwide mortgage
banking firm headquartered in San Diego, California. Retail operations of nearly $1.6 billion making the
company one of the fastest growing lenders in the mortgage industry.
Sales Manager
• Led a call center office operations, supervising client interaction, sales and served as a liaison to
several departments.
• Managed 9 loan officers and processors in verifying loan stipulations according to company and
government policies.
• Worked with vendors to build relations in the appraisal and title departments. Was responsible for
starting bilingual department from ground up including processing, sales, coaching and training.
• Monitored compliance, sales results and training was kept up to date.
SIGNIFICANT ACHIEVEMENTS:
Launched new program with the Chamber of Commerce and Universities and lead managers to
get involved with organizations around community to increase awareness among Hispanic
people. Successfully directed an all-bilingual district. Increased sales over other retail branches
and developed and trained each member in compliance, sales, audit and customer service.
Nationstar Lewisville, TX 2005 - 2006
Nationstar Mortgage, headquartered in Dallas, Texas, is one of the nation’s leading mortgage lenders
and employs more than 750 mortgage professionals, services over 90,000 loans totaling more than $12B.
Branch Manager
• Led Call Center branch with 9 loan officers; specialized in east coast and southern regions. Managed
training and development of each employee and accountable for generating $1M in revenue/month.
• Researched market to ensure competitive pricing, product portfolio and outsold other lenders.
• Analyzed financial reports and developed a better marketing strategy.
HSBC - Beneficial Carrollton, TX 2000 - 2005
HSBC – Beneficial is an indirect subsidiary of HSBC North America Holdings Inc., one of the world's
largest banks by assets, providing consumer and commercial banking services, credit cards, asset
management, private banking, securities underwriting and trading, insurance, and leasing.
Assistant Vice President 2002 - 2005
• Led 4 account executives to capture key contracts in personal, auto and real estate loans.
3. • In charge of a $20M portfolio and monitoring of monthly P&L to insure branch was profitable.
• Reviewed financial reports, audit reporting, P&L and accounts to ensure current data and accuracy.
Julian G. Olalde Page Three
• Collaborated with the auditor to maintain business and state regulations in compliance. Responsible
for sales production, training and coaching of all employees.
• Directed HR functions including coaching, problem resolution, sales strategy, auditing, training and
recruiting. Anchored daily and weekly marketing strategy to drive company goals.
SIGNIFICANT ACHIEVEMENTS:
Established Bilingual Department to focus on Hispanic market to increase growth among a
portfolio that had not reached it's potential. Directed and trained executives in compliance, sales,
retention, customer service and financial reporting. Worked closely with all levels of the
organization to reduce liquidation to 8% and also improved and consolidate reports to a one page
reports that has all information needed.
Contributed by hiring and training more bilingual staff in branches and delivered great customer
service which increased customer referrals.
HSBC - Beneficial Garland, TX 2000 - 2002
HSBC – Beneficial is an indirect subsidiary of HSBC North America Holdings Inc., one of the world's
largest banks by assets, providing consumer and commercial banking services, credit cards, asset
management, private banking, securities underwriting and trading, insurance, and leasing.
Management Trainee
• In charge of learning the management side of the business while delivering monthly numbers.
Trained in auditing, compliance, training, recruiting, managing and financial reporting.
• Responsible for incoming Bilingual loan officers to insure proper training in the Hispanic clientele
• Helped with daily auditing responsibilities and held daily meetings for staff. Offered real estate,
personal and auto loans.
• Point person for new hires if they had question in regard to their training. In charge of following the
marketing plan set by upper management to insure the highest possible sales for the month. Helped
with daily audit reviews.
EDUCATION
Bachelors Degree - International Business and Spanish - Friends University - Wichita, KS
LANGUAGES
English and Spanish
LICENSES AND AFFILIATIONS
Limited Lines License--Insurance
4. JULIAN G. OLALDE
2310 Bellbrook Ln • Garland, TX 75040 • 214-986-9908 • julianolalde@msn.com
PROFESSIONAL REFERENCES
NAME TITLE ORGANIZATION PHONE
Derrick Udy Collections Director HSBC 469-878-4345
Patrick Kennedy Senior Vice President HSBC 540-421-2662
Luis Corral Vice President HSBC 512-680-5781
Mike Norwood Owner Liberty Mutual 972-765-6191
PERSONAL REFERENCES
NAME TITLE ORGANIZATION PHONE
Assistant Vice
Baldemar Hernandez HSBC 469-835-1876
President
Senior Account
Blanca Mendez HSBC 469-438-2295
Executive
Assistant Vice
Leonel Cantu HSBC 214-243-3819
President
Senior Account
Blanca Mendez HSBC 469-438-2295
Executive
Quality Assurance
Brenda Torres HSBC 915-240-1521
Coordinator
Rosa Serrano Sales Assistant HSBC 469-688-7483