Dan Ellison
Sacramento
Summary
Dynamic sales professional with over twenty years of experience in diverse environments, possessing a deep understanding of customer needs and business dynamics essential for exceeding expectations. Proven track record in real estate, successfully closing 38 transactions in the inaugural year with Keller Williams, along with significant achievements in medical device sales and team leadership. Expertise in guiding organizational growth as Team Leader at Keller Williams, overseeing nearly 200 agents while fostering a culture of success and collaboration. Passionate about empowering others to thrive and scale their businesses, driven by a commitment to exceptional service and support.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Owner
Dan Ellison Real Estate Team | Tribe Realty
12.2013 - Current
- Developed and implemented a comprehensive business plan to launch the company.
- Created and managed the company's financial budgeting, forecasting, and reporting systems.
- Recruited, hired and trained staff members to ensure that operational goals were met.
- Identified potential partnerships to expand the reach of the business.
- Established policies and procedures for efficient workflow management.
- Managed day-to-day activities across multiple departments within the organization.
- Conducted regular reviews of existing processes to identify areas of improvement.
- Provided leadership support during times of organizational change or uncertainty.
- Approved and negotiated contracts with distributors and suppliers.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Developed marketing plans to promote properties for sale, including listing ads in social media campaigns and websites.
- Generated leads through networking activities, cold calling prospects, referrals.
- Directed operational strategies to enhance team productivity and client satisfaction.
- Managed diverse real estate transactions, ensuring compliance with local regulations and industry standards.
Loan Officer
NuVision Lending
05.2022 - Current
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Negotiated terms and conditions of loan contracts.
- Explained various types of loans available to customers and their associated terms and conditions.
- Interacted with underwriters, appraisers, title companies. during the processing of a loan application.
- Tracked and managed new leads and followed up on referral business.
- Performed daily maintenance of loan applicant database.
- Evaluated client financial profiles to determine mortgage eligibility and product suitability.
- Guided clients through loan application processes, ensuring clarity and compliance with regulatory standards.
Team Leader
Keller Williams Sacramento
11.2017 - 04.2019
- Developed and implemented recruiting strategies to source, screen, and select qualified candidates.
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Developed strategies for problem solving and conflict resolution among team members.
- Provided coaching and feedback on employee performance, encouraging professional development.
- Analyzed market trends in order to develop competitive compensation packages.
- Reviewed resumes and conducted phone interviews to identify potential candidates.
- Mentored junior agents, enhancing their performance and fostering professional growth within the team.
Distributor / Owner
Acer Medical
11.2008 - 11.2011
- Owned and operated a medical device distributorship responsible for the sales and marketing of spinal implants and biologics in the Greater San Diego Area
- I worked with orthopedic and neurosurgeons on complex spine surgeries involving trauma, deformity, and degeneration of the spine
- Provided innovative technologies and excellent service that allowed the surgeons to provide the best patient care possible
- Increased market share and surgeon relations for manufactures
- Negotiated on behalf of the manufacturer to get new products accepted into key hospitals in my territory.
- Managed inventory distribution to ensure timely delivery of medical supplies.
Senior Field Sales Manager / Assistant Manager
Vector Marketing
12.2003 - 03.2007
- While working as a direct sales representative with Vector I gained extensive experience in cold calling, lead generation, presentation skills, and sales skills
- In 2004 I was ranked seventh in the nation among thousands and was awarded the All American Scholarship among other achievements
- Five time presidents club winner.
- Established and maintained strong relationships with key clients, fostering loyalty and retention.
- Led by example in achieving personal sales targets while motivating the team to exceed their goals consistently.
Business Banking Officer
U.S. Bank
03.2010 - 10.2011
- Worked as a business banking officer facilitating equipment finance, owner and investor occupied real estate financing and merchant services
- Responsible for calculating cash flow on investment properties and understanding the numbers of investment real estate
- I created long-term business relationships which brought financing and banking opportunities to US Bank within the L.A
- Territory.
Spine Sales Representative
JBI Surgical
03.2007 - 11.2008
- As a sales representative for JBI Surgical I was responsible for the sales and marketing of spinal implants, biologics, and pediatric orthopedic products
- I gained extensive experience working in an operating room setting and was responsible for 80% of case coverage serviced by JBI
- In the last twelve months of working with JBI I increased total company sales by 20% and played a major role in the day to day operations and growth of the company
- Training programs completed with Blackstone Medical, Zimmer Spine and Sea Spine in spinal anatomy, spinal implant product lines including a cadaver lab.
Education
BA, International Business with an emphasis in Spanish and Western Europe -
San Diego State University
06-2006
Skills
- Leadership
- Coaching
- Database Management
- Negotiation
- Lead Generation
- Networking and Prospecting
- Outside Sales
- Tech Savvy
- Relationship building and management
Certification
Real Estate Sales Person, California Department of Real Estate, 01929242
NMLS#2228881
Timeline
Loan Officer
NuVision Lending
05.2022 - Current
Team Leader
Keller Williams Sacramento
11.2017 - 04.2019
Owner
Dan Ellison Real Estate Team | Tribe Realty
12.2013 - Current
Business Banking Officer
U.S. Bank
03.2010 - 10.2011
Distributor / Owner
Acer Medical
11.2008 - 11.2011
Spine Sales Representative
JBI Surgical
03.2007 - 11.2008
Senior Field Sales Manager / Assistant Manager
Vector Marketing
12.2003 - 03.2007
BA, International Business with an emphasis in Spanish and Western Europe -
San Diego State University