Jeffrey Pollard

Director of Business Development & Operations @ Hi Financial, LLC | NMLS #1869562

Scottsdale, Arizona, United States Contact Info
812 followers 500+ connections

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About

I am a staunch advocate of excellence, with a proven record of propelling elite teams toward market leadership, substantial revenue growth, and cost control, all the while maintaining operational compliance.


My extensive background encompasses:

• Professional Scrum Master (PSM, scrum.org June 2023)
• 22 years Business Development
• 15 years Marketing Strategy, Strategic Planning & Execution
• 13 years Private & Institutional Investor Partnerships, with a strong emphasis on relationship retention, involving GSA's and Fortune 1000 entities.
• 13 years Founder (Seed to Sale to Seedx3)
• 13 years as a Responsible Individual for Federal and State regulatory agencies
• 13 years Pre/Post-Launch Execution strategies (Seedx4)
• 13 years Profit/Revenue Optimization and Forecasting
• 4 years AML/BSA/KYC & FinCEN Administrator
• 4 years Project Management Experience
• 4 years NMLS MCR/FCR Regulatory Reporting Administrator
• 4 Experience with ISO 20022, Blockchain, Tokenization of RWA’s, DeFi, DAO’s and Web3 technologies
• 3 years Real Estate Development/Raw Land Development


I believe in building relationships through open, transparent communication, detailed research, and validation.

Experience

  • Hi Financial, LLC      NMLS #1869562  Graphic

    Director of Business Development

    Hi Financial, LLC NMLS #1869562

    - Present 5 years 1 month

    • Regulatory Compliance Leadership: Recognized as the Responsible Individual for NMLS #1869562, currently holding licenses in Arizona and Colorado. Appointed as the state and federal regulatory compliance officer overseeing adherence to standards set by Fannie Mae, Freddie Mac, VA, FHA/HUD, USDA, and CFPB.

    • Sales Excellence: Achieved an impressive average monthly sales volume while managing a team of licensed loan originators.

    • Operational Enhancement: Spearheaded initiatives…

    • Regulatory Compliance Leadership: Recognized as the Responsible Individual for NMLS #1869562, currently holding licenses in Arizona and Colorado. Appointed as the state and federal regulatory compliance officer overseeing adherence to standards set by Fannie Mae, Freddie Mac, VA, FHA/HUD, USDA, and CFPB.

    • Sales Excellence: Achieved an impressive average monthly sales volume while managing a team of licensed loan originators.

    • Operational Enhancement: Spearheaded initiatives resulting in a remarkable 125% increase in origination volume, a 25% improvement in process flow and compliance efficiency, and a 12% reduction in business operational expenses from 2020 to 2023.

    • Compliance Expertise: Played a pivotal role as the AML/BSA/KYC/Fin Cen Compliance Administrator. Appointed as the state and federal regulatory compliance officer overseeing adherence to standards set by Fannie Mae, Freddie Mac, VA, FHA/HUD, USDA, and CFPB

  • Project Manager Scrum Master

    Blue Sky Development Group, LLC

    - Present 3 years 7 months

    Phoenix, Arizona, United States

    * Partner in raw land development to residential & commercial construction projects utilizing tradfi lending solutions, investor funds, and just in time funding
    * Developing "proof of concept" for implementation of ISO20022 compliant security tokens via blockchains to leverage Defi lending advantages and reduce friction costs Q1 2025
    Responsible for researching, analyzing, and the communication of Layer Zero, Layer 1, Layer 2, and Defi market trends, attack vectors, regulatory clarity…

    * Partner in raw land development to residential & commercial construction projects utilizing tradfi lending solutions, investor funds, and just in time funding
    * Developing "proof of concept" for implementation of ISO20022 compliant security tokens via blockchains to leverage Defi lending advantages and reduce friction costs Q1 2025
    Responsible for researching, analyzing, and the communication of Layer Zero, Layer 1, Layer 2, and Defi market trends, attack vectors, regulatory clarity, and scalability options to current partners, 3rd party service providers and current debt servicing entities
    * Coordinating the ongoing development of secure, cost effective, scalable solutions for the tokenization and digitization of real estate projects promoting increased liquidity and connectivity for investors from all backgrounds
    * Evolving strategic partnerships with current Layer Zero, Layer 1, and Layer 2 Blockchains for tokenization of future RWA projects and Defi opportunities

  • Canopy Sun Graphic

    Director of Business Development

    Canopy Sun

    - Present 4 years 4 months

    • Global partnerships sourcing Bitcoin mining equipment, mining pools, site locations, & crypto tax tracking software to optimize Bitcoin mining operations and regulatory requirements.
    • Utilizing remote infrastructure and commercial energy costs of each third-party location to enhance efficient Bitcoin mining revenue via standard operating procedures (SOP) tailored to each site location.
    • Skillfully forecast and manage capital expenditures on new equipment, repairs, energy, and…

    • Global partnerships sourcing Bitcoin mining equipment, mining pools, site locations, & crypto tax tracking software to optimize Bitcoin mining operations and regulatory requirements.
    • Utilizing remote infrastructure and commercial energy costs of each third-party location to enhance efficient Bitcoin mining revenue via standard operating procedures (SOP) tailored to each site location.
    • Skillfully forecast and manage capital expenditures on new equipment, repairs, energy, and facility contracts, ensuring optimal efficiency throughout the product lifecycle.
    • Oversee Bitcoin mining operations in strategic locations in Canada, Nebraska, New Jersey, Nevada, and South Carolina via remote viewing and monitoring 24/7.

  • Geneva Financial LLC Graphic

    Branch Manager

    Geneva Financial LLC

    - 5 months

    Lead a high-performing team of mortgage professionals, including loan officers, processors, and underwriters, ensuring their growth and success within the organization.
    Spearhead business development efforts, cultivating strategic partnerships

  • Union Home Mortgage Corp. Graphic

    Senior Mortgage Loan Officer

    Union Home Mortgage Corp.

    - 11 months

    Gilbert, AZ

    Expertly guide clients through the loan origination process, assessing their financial situations and recommending suitable mortgage products.

    Effectively originate loans across multiple states while maintaining a strong understanding of each state's specific regulatory requirements.

    Provide accurate and timely pre-qualification and pre-approval letters to clients, setting the stage for successful home purchases.

    Collaborate with underwriters, processors, and other teams to…

    Expertly guide clients through the loan origination process, assessing their financial situations and recommending suitable mortgage products.

    Effectively originate loans across multiple states while maintaining a strong understanding of each state's specific regulatory requirements.

    Provide accurate and timely pre-qualification and pre-approval letters to clients, setting the stage for successful home purchases.

    Collaborate with underwriters, processors, and other teams to ensure a smooth and efficient loan processing and closing process.

    Develop and nurture relationships with real estate agents, builders, and referral partners to drive business growth and generate referrals.

    Stay up-to-date with industry trends, market conditions, and changes in regulations to provide clients with accurate and relevant information.

    Ensure full compliance with federal and state regulations, including TILA-RESPA Integrated Disclosure (TRID) and Qualified Mortgage (QM) rules.

    Consistently achieve and exceed monthly loan origination goals through proactive business development efforts.

    Deliver exceptional customer service, addressing client inquiries, concerns, and providing regular updates throughout the loan process.

    Leverage strong communication skills to educate clients about various mortgage products, rates, and terms, helping them make informed decisions.

  • Alliance Home Loans NMLS#142084 Graphic

    Senior Loan Consultant

    Alliance Home Loans NMLS#142084

    - 5 years 7 months

    Phoenix, Arizona Area

    Expertly guide clients through the loan origination process, assessing their financial situations and recommending suitable mortgage products.

    Effectively originate loans across multiple states while maintaining a strong understanding of each state's specific regulatory requirements.

    Provide accurate and timely pre-qualification and pre-approval letters to clients, setting the stage for successful home purchases.

    Collaborate with underwriters, processors, and other teams to…

    Expertly guide clients through the loan origination process, assessing their financial situations and recommending suitable mortgage products.

    Effectively originate loans across multiple states while maintaining a strong understanding of each state's specific regulatory requirements.

    Provide accurate and timely pre-qualification and pre-approval letters to clients, setting the stage for successful home purchases.

    Collaborate with underwriters, processors, and other teams to ensure a smooth and efficient loan processing and closing process.

    Develop and nurture relationships with real estate agents, builders, and referral partners to drive business growth and generate referrals.

    Stay up-to-date with industry trends, market conditions, and changes in regulations to provide clients with accurate and relevant information.

    Ensure full compliance with federal and state regulations, including TILA-RESPA Integrated Disclosure (TRID) and Qualified Mortgage (QM) rules.

    Consistently achieve and exceed monthly loan origination goals through proactive business development efforts.

    Deliver exceptional customer service, addressing client inquiries, concerns, and providing regular updates throughout the loan process.

    Leverage strong communication skills to educate clients about various mortgage products, rates, and terms, helping them make informed decisions.

  • Senior Loan Consultant

    Access Capital Group, Inc.

    - 3 years 6 months

    Phoenix, AZ

    Expertly guide clients through the loan origination process, assessing their financial situations and recommending suitable mortgage products.

    Effectively originate loans across multiple states while maintaining a strong understanding of each state's specific regulatory requirements.

    Provide accurate and timely pre-qualification and pre-approval letters to clients, setting the stage for successful home purchases.

    Collaborate with underwriters, processors, and other teams to…

    Expertly guide clients through the loan origination process, assessing their financial situations and recommending suitable mortgage products.

    Effectively originate loans across multiple states while maintaining a strong understanding of each state's specific regulatory requirements.

    Provide accurate and timely pre-qualification and pre-approval letters to clients, setting the stage for successful home purchases.

    Collaborate with underwriters, processors, and other teams to ensure a smooth and efficient loan processing and closing process.

    Develop and nurture relationships with real estate agents, builders, and referral partners to drive business growth and generate referrals.

    Stay up-to-date with industry trends, market conditions, and changes in regulations to provide clients with accurate and relevant information.

    Ensure full compliance with federal and state regulations, including TILA-RESPA Integrated Disclosure (TRID) and Qualified Mortgage (QM) rules.

    Consistently achieve and exceed monthly loan origination goals through proactive business development efforts.

    Deliver exceptional customer service, addressing client inquiries, concerns, and providing regular updates throughout the loan process.

    Leverage strong communication skills to educate clients about various mortgage products, rates, and terms, helping them make informed decisions.

  • Co-Founder

    Traditional Home Mortgage, Inc.

    - 7 years 1 month

    Scottsdale, AZ

    Seed to Sale, overseeing the entire journey from inception to final transaction.

    Directed a high-performing team of Loan Officers, providing leadership, guidance, and mentorship to ensure optimal performance.


    Leveraged in-depth market knowledge to identify opportunities, expand the client base, and maintain strong client relationships.

    Upheld compliance with industry regulations, fostering a culture of excellence and professionalism.

    Collaborated with…

    Seed to Sale, overseeing the entire journey from inception to final transaction.

    Directed a high-performing team of Loan Officers, providing leadership, guidance, and mentorship to ensure optimal performance.


    Leveraged in-depth market knowledge to identify opportunities, expand the client base, and maintain strong client relationships.

    Upheld compliance with industry regulations, fostering a culture of excellence and professionalism.

    Collaborated with cross-functional teams, including legal, compliance, and marketing, to align strategies and ensure consistent communication.

Education

  • University of Minnesota Duluth Graphic

    University of Minnesota Duluth

    Bachelor Marketing

    -

    Activities and Societies: Scholarship athlete: Men’s Tennis 1992-1996, NCIS Player of the Year 1994 & 1996.

    Marketing Major and Communications Minor graduate

Licenses & Certifications

Volunteer Experience

  • Volunteer

    1mission www.1mission.org

    - 1 year 8 months

    Poverty Alleviation

    Mexico community development organization giving people in poverty an opportunity to earn a home by serving in their community.

    www.1mission.org

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