Sam Mischner

Chief Revenue Officer (CRO)

NerdWallet

Jun 2025 - Current (1 year 3 months)

Advisor

Morty

Aug 2020 - Aug 2022 (2 years 1 month)

President and Chief Commercial Officer (CCO)

ConsumerAffairs

Jul 2020 - Jun 2025 (5 years)

Responsible for sales, marketing, product, and general management functions. Helping to scale and diversify business by helping consumers make large purchases and helping partners grow their businesses with predictability. Focused on strategy, execution, and building a great team and culture.

Advisor

Truework

Nov 2019 - Dec 2021 (2 years 2 months)

Chief Commercial Officer (CCO)

Cadre

Jan 2019 - May 2020 (1 year 5 months)

Led sales, marketing and general management functions. - Responsible for more than 8x in user growth in less than 18 months by developing marketing levers and analytics insights. - Developed and built sales org that 5x sales conversions. - Introduced GM structure to allow for multi product growth and helped shift business to new managed portfolio model.

Chief Revenue Officer (CRO) and Head of Mortgage (General Manager)

LendingTree

Oct 2013 - Jan 2019 (5 years 4 months)

Responsibilities include: General Manager of Mortgage Business- Purchase, Refinance, and Home Equity Chief Revenue Officer- Mortgage, Personal, Business, Auto, Deposits and Credit Cards -Responsible for leading sales for LendingTree companywide. -Reorganized and restructured entire sales organization to help company exceed revenue targets YoY. -Created strategic sales focus that allows for scalability and rapid growth. -Diversified client base and revenue verticals with a focus on both new and existing client expansion. -Led major negations and brought creative deal making to larger clients. -Helped create innovative products to bring on and grow large clients and banks. -Managed lender operations and the call center.

S

Senior Vice President

Strategic Lending Group

Mar 2012 - Oct 2013 (1 year 8 months)

Responsibilities include: Sales Production, Marketing, Operations, and Secondary Marketing -Started mortgage division for bank holding company. -Created Direct to Consumer origination model along with retail model that services branch clients. -Led all aspects of startup process in a highly regulated environment. -Developed all sales strategies, compensation plans, and marketing plans to help position company for high growth and scalability. -Conceptualized and executed highly efficient, technology driven sales and operation model that is centrally managed.

W

Vice President of Sales and Marketing

Walker Jackson Mortgage Corporation

Feb 2011 - Jul 2011 (6 months)

-Developed and implemented companywide sales goals and metrics by identifying key performance measures that accurately predicted future success and quickly identified areas of needed improvement. -Focused on areas of sales deficiencies and created and executed concentrated strategies. -Managed teams of loan officers. -Responsible for marketing strategy and budget. -Implemented multifaceted marketing approach while monitoring effectiveness and analyzing ROI. -Helped in developing process flow to create efficiencies in sales process and synergy among departments including sales, processing, and closing.

Senior Vice President of Operations and Marketing

RMCi Financial

Jul 2010 - Feb 2011 (8 months)

-Responsible for the oversight and supervision of production including sales, processing, closing, and post closing. -Responsible for sales management and managed multiple sales teams while creating and monitoring daily, weekly, and monthly goals. -Created an innovative process flow that formed “specialists” and utilized current skill sets that reduced underwriter touches by 50% and reduced cycle times by 33% while increasing capacity. -Managed all marketing strategies and budget. Created structure and performance metrics that help manage the use of marketing dollars for best ROI. -Managed secondary lock desk and pricing. Implemented new policies that enhanced lock response time, reduced fallout, and strategically helped company increase

F

President and COO

Freedom Financial Solutions

Feb 2004 - Jul 2010 (6 years 6 months)

Grew start-up mortgage brokerage firm from inception into multi-state FHA lender that successfully merged with RMCi Financial. Responsibilities included marketing, managing production, operations, compliance, human resources, and budgeting while analyzing profitability. • Consistently grew business year over year. • Received numerous awards from investors including recognition as a top volume broker and lender. • Aggressively tracked industry trends and competitive programs; adjusting marketing strategies to remain a leader in the industry.

Loan Officer

Nationstar Mortgage

May 2003 - Feb 2004 (10 months)

• Sold broad portfolio of first and second mortgage products. • Responsible for training new employees. • Created sales strategies that were implemented to all sales staff within branch. • Recipient of multiple Pinnacle Club Awards.

B

Loan Officer

Beneficial Mortgage Company

Oct 2002 - May 2003 (8 months)

• Originated and processed mortgages, home equity loans, and personal loans on a daily basis. • Helped counsel customers in regards to debt management and met needs with debt consolidation loans and insurance products.

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