Sales Real Estate

G REGORY G . L UNDSTROM

**** *. ******** ******, **********, COLORADO 80122

G L U N N Y @ M S N . C O M ; 7 2 0 - 9 7 9- 1 3 7 1

P R OF I L E

High producing, profit driven Sales Executive with a 12-year professional career (8 yrs in commercial sales and 5 yrs supervisory

experience) spanning the industries of commercial banking, commercial real estate finance, financial services, telecom and

software is searching for a prominent sales executive or sales management position . Core competencies include:

New Business Development Key Account Management Channel Development Market Analysis Contract Negotiations

Consultative & Solution Sales Business Planning & Execution Team Development & Leadership

Sales Forecasting & Budgeting Product Marketing Territory Management Strategic Planning Project Management

P R OF E S SI O NA L E XP ER I E NC E

FIMAC Solutions, LLC, Denver, CO 4/11 – Present

[A privately-held company that specializes in providing the financial services industry with banking software focusing

on risk management and profitability solutions]

National Sales Executive

• Managed new client business development and prospecting efforts for the western U.S. territory

• Negotiated with C-level and Executives from banks, credit unions, and life companies on company’s risk management

suite of products that include ALM (Asset liability management) and CRE (commercial real estate) loan stress testing

analytics software

• Attended industry and community networking events

• Coordinated sales with FIMAC management and pre-sales technical teams

• Closed and cross-sold consulting engagements and software licensing fees for all company product lines

GL Financial Enterprise, LLC, Denver, CO 8/10 – 4/11

[An independently owned and operated commercial mortgage brokerage and consulting company]

Owner-Operator/President

Business development of commercial mortgage consulting / financing fee agreements on commercial income producing

properties through cultivated relationships with commercial banks, life companies, and other private investment capital

sources

Manage all business operations: sales, marketing, strategic relationships, accounting, underwriting, due diligence,

negotiating loan term sheets and commitments, and loan closings

Advise private investors and institutional lenders on feasibility for potential commercial mortgage investments

Great Western Bank, Denver, CO 12/09 – 7/10

[A Midwest regional savings bank with over $8 billion in assets and 200 branches]

Vice President, Specialized Relationship Manager

Reporting to the President of Great Western Bank Colorado, responsible for annual business development quota of $30

Million in new commercial credits and deposit growth

Developed a sales pipeline of qualified new business that exceeded $100 Million

Built an expansive professional network of referral relationships

Created all marketing collateral for the specialized commercial real estate lending platform

Represented the bank in numerous community organizations and industry conferences

G REGORY G . L UNDSTROM

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Essex Financial Group, Greenwood Village, CO 1/06 – 12/09

[Largest independently owned commercial mortgage banking firm in Colorado that services a $4 billion portfolio]

Vice President, Business Development Officer

New Business Development - Generated over 1300 clients and qualified borrower prospects through aggressive cold

calling, referrals, and establishing and maintaining relationships within the commercial real estate business community.

Specialized in lending on all commercial properties of investor and owner occupied real estate.

Top volume producer in 2008 and 2009 (45 total transactions), with the highest profit margins in the company

Promoted as youngest VP in company’s 20-year history

Surpassed annual sales revenue goals of $300K from 06’-08’

In 2006, was a member of an eight person loan production team that closed over $535 million in commercial loan; 2007,

on a seven member production team that closed $447 million

Portfolio Management and Analysis – Structured, underwrote, and closed over 300 transactions ranging from

permanent, construction, bridge loans, and equity interests to qualified borrowers and institutional investors

Performed loan servicing/asset management on a $300 million commercial loan portfolio; responsibilities included

property inspections, valuation, financial analysis, and loan administration

Supervised a staff of five loan analysts and closing specialists

Senior Commercial Investments Analyst 1/04 - 1/06

2005, as a member of a 2-person underwriting team underwrote and closed 56 loans totaling $496 million;

2004 – 54 loans totaling $428 million

Analyzed property operating and personal financial statements, credit reports, tax returns, and global cash flow

spreadsheets to determine appropriate loan terms and credit enhancements for borrowers

Performed opinions of value, purchase and sale contract drafting, lease review and negotiations, and hold vs. sale

analyses

Prepared debt/equity offering packages, loan submissions, and lender committee write-ups for prospective capital

partners

Conducted in-depth due diligence on local and national real estate markets, tenancy, comparable property rental rates

and sales, borrower experience and financial condition to determine credit worthiness

Provided in-depth analysis using MS Excel and industry software to determine feasibility and structuring on loans

Responsible for handling all press releases, prospecting, and targeted marketing efforts for individual loan producers

Trained and mentored all junior analysts and loan closing specialists

Tier One Bank, Lincoln, NE 1/03 – 12/03

[Tier One Bank was a federally chartered savings bank with assets totaling over $3 billion]

Commercial Real Estate Portfolio Analyst

Managed portfolio credit quality and loan modifications by performing credit reviews, ensuring covenant compliance

and file documentation, and communicating areas of concern in a timely manner

Reviewed and analyzed legal documents and other materials as part of the due diligence process or as part of on-going

property oversight

Evaluated and inspected prospective new commercial property loans for validity and completeness of data

Recommended from property inspections, analysis of regional economic data, and financial statement review whether

Tier One should invest into loan syndications on commercial real estate and residential mortgage pools

Carreker, Inc, Dallas, TX 6/98 – 6/00

[Acquired by Fiserv, Inc: a leader in information and e-commerce systems for the financial services industry]

Regional Sales Manager

Managed a 5-member sales and support team that was focused on new business development efforts for qualified

community and regional U.S. banking prospects

Consistently exceeded quarterly and annual software sales quotas; annual sales goal was $1.2 million

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Consulted with banks and channel sales partners on reserve reduction, ATM cash reduction/forecasting, check fraud

detection, and electronic check presentment solutions

Negotiated pricing strategies to maximize customer and business line profitability

Created contracts, business cases, RFIs, RFPs, marketing materials, budgets, presentations and sales reports for

executive management, business lines, and prospective banks

Selected by company’s executive committee to represent the sales division on a project team entrusted to procure,

migrate, and train the company on a customer relationship management (CRM) software called Onyx

Supported the sales staff of the Federal Reserve (4th district) in the marketing research and sales efforts of Electronic

Check Presentment (ECP) software

E D UCATI O N

Bachelor of Business Administration; Major: Management – Baylor University, Waco, Texas (1996)

Masters of Business Administration; Emphasis: Real Estate Finance, University of Texas-Arlington, Arlington, Texas (2002)

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