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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Shub Farm RdMarriottsville, MD Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEBusiness Development Relationship Management Performance Management Dynamic and results-oriented leader with over 25 years of experience in Business to Business (B2B) account management, relationship management, and mortgage banking. Consistently recognized for exceeding goals, driving business growth, and fostering lasting client relationships. Proven track record of success in top-producing roles within competitive markets.Areas of ExpertiseBusiness Development ~ Relationship Management ~ Pipeline Management ~ Client Engagement ~ Leadership and Teambuilding ~ Quality Service and Performance ~ Mortgage Banking ~ Asset Management Professional Skills & StrengthsBusiness DevelopmentDrive consistent and steady account growth through diligence and strategic follow-up.Implement consultative sales practices to strengthen business relationships and serve as a valuable resource for clients.Provide insightful analysis of client financial performance and offer strategies for improvement.Advocate for ethical practices in a heavily regulated industry, preserving preferred status and ensuring compliance.Strategic market trends analysisSales & Account ManagementFacilitate sales training and mentorship programs to drive performance excellence.Monitor broker performance through scorecard reports and provide ongoing support and guidance.Ensure compliance with program qualifications and regulations by reviewing transactions prior to submission.Collaborate with operational partners to identify opportunities for process improvements and maintain quality standards.Increase market share in a highly competitive industry by outlining financial incentives, operational efficiencies, and trusted business-broker relationship. EXPERIENCETruist - Retail Lending Loan Officer 2016-CurrentReferral and network growth management to include builders, realtors, and financial planners.Cultivate referral and network growth among builders, realtors, and financial planners.Collaborate with internal Truist business segments to increase market share and drive business growth.Consistently rank as a top 5 performing Loan Officer in the Baltimore market.Earned 2021 TOPS Award for finishing in the top 10% of production in 2021. Citibank - Sales Development Consultant (SDC) 2012-2016Manage sales and volume goals for 15+ branches, driving significant increases in funding volume for Helocs and first mortgages.Promote to Regional Lending Specialist, overseeing a broader territory and achieving top-ranking performance nationwide.Provide training and mentorship to branch managers and personal bankers, coaching on leveraging tools and sourcing leads in addition to home buying seminars for Citibank partners and realtors.Network with realtors and collaborate with segment partners to deepen client relationships and expand market presence.Manage sales and volume goals for 7 of 15 Maryland branches for first mortgages.Increased Heloc funding volume over 150%. 11.8 million in 2012 to 19 million in 2013.Increased first mortgage volume over 200%. 18 million in 2012 to over 37 million in 2013.Cit-Stars Winner for 2nd Quarter. Ranked #1 among my piers with 144% to Goal YTDFinished 2014 as #1 Ranked Regional Lending Specialist out of 12 Nationwide. New Penn Financial - Senior Mortgage Consultant 2010-2012Generate leads from referral partners and conduct client financial analysis to match products effectively.Establish strategic partnerships with real estate offices and host educational seminars for homebuyers.Client financial analysis to insure the client is matched with the right product.Established a Partnership with ReMax Solutions as a preferred in-house lender regionally.Hosted Home Buying seminars for prospective buyers and real estate agents. Freddie Mac - Senior Inventory Manager 2011-2012Manage non-performing loans and foreclosure alternatives for Freddie Mac inventory, collaborating with operational partners to achieve resolutions.Portfolio risk management.Collaborated with operational partners for strategic inventory management resolution. SunTrust Mortgage Wholesale - Outside Account Executive 2008-2010Manage prime and wholesale accounts throughout the Baltimore Metropolitan region.Retained 70% of $100M+ account base following lateral transition from CitiMortgage to SunTrust. CitiMortgage Wholesale - Outside Account Executive (Maryland Region) 1999-2008Excelled as a top producer for wholesale prime lending, consistently achieving Presidents' Circle and Chairmans' Circle recognition.Grew sales territory that that exceeded 260 million over a 5 year period.Lead the Mid-Atlantic region in Quality Partner Brokers. The Columbia Bank - Account Executive/Consumer Lending 1997-1999Manage retail consumer accounts and support daily bank operations.Mortgage analyst.EDUCATIONBachelor of Science, Political Science 1993Towson State University - Baltimore, Maryland |
