STEVE SULLIVAN
**** ** **** ******, *******, WA *8115 ~ 206-***-**** ~
ab2dab@r.postjobfree.com
INVESTMENT SALES / LOAN OFFICER
Achievement oriented sales professional with diversified experience in
financial services specializing in Mortgage Backed Securities investment
sales. Strong PC skills, excellent multi-tasking and organizational
aptitudes and proven ability to influence business partners. Extensive
experience in loan origination and underwriting commercial real estate loan
transactions. Effective communicator and problem solver. Proven sales
achievement in broker development and investor sales
Credit/Income Analysis Financial Statement Investor Sales
Analysis Client Development
Pro Forma Analysis Tax Return Analysis Sales Training
Database Management Appraisal Review Federal Regulatory
Trending and Collateral Development Lending Requirements
Forecasting
Asset Resolution
EXPERIENCE
COCA COLA ENTERPRISES
Market Development Manager, 2012-2013
. Introduced new products and placed new equipment in major accounts such
as Amazon, Fred Hutchinson Cancer Research Center, Gate Foundation and
North Seattle Community College
. Responsible for Food Service on Premise Accounts that required needs
analysis strategies to gain acceptance of new coolers, vending equipment
and new fountain equipment
. Utilized strong territory management skills to make best use of time
calling on over 500 accounts
CHESTERFIELD MORTGAGE INVESTORS - Seattle, WA
Hard Money Direct Lender - Account Executive, 2008 to 2011
. Solicited new mortgage loan business through cold calling, site visits,
direct mail and email campaigns.
. Generated $3,000,000 in new investor business by adding 50+ new investors
to portfolio during down market.
. Designed new marketing materials to be sent to new investors - print/web
based
DIRECT LENDING GROUP, INC. - Seattle, WA
Hard Money Direct Lender - Vice President, 2004 to 2008
. Averaged $10 million per year of new loan business and sales to
private investors.
Steve Sullivan - page 2
. Designed and wrote company brochures for brokers and investors.
. Assisted in design of company website and wrote most of its content.
. Planned/organized opening of new office with three brokers and three
support staff
. Managed and grew broker database to over 200 brokers. Efforts resulted
in more effective marketing campaigns through telephone and email.
. Performed detailed income and credit analysis using financial statements,
credit reports, and personal/corporate tax returns.
. Made site inspections and appraisal review using realtors, LoopNet and
CoStar.
PACIFIC COAST INVESTMENT CO. - Seattle, WA
Hard Money Direct Lender - Vice President, 1995 to 2004
. Originated/underwrote and sold participations in Deeds of Trust and
Mortgages to accredited private investors.
. Grew investor base from $0 to $8,000,000 in six months
. Conceptualized and marketed Payment Assurance Program that resulted in
major increase of investor capital.
. Achieved a 75% conversion rate on selling plan to new investors.
. Received CCIM designation from CCIM Institute.
EDUCATION
Bachelor of Arts in Public Relations, UNIVERSITY OF WASHINGTON - Seattle,
WA
Earned Series 63 license for selling securities.
Sales Training - Professional Selling Skills by Xerox & Track Selling by
Max Sacks International