**** *. **** 414-***-****

Street Home

Brown Deer, WI 414-***-****

***** ****

abk2vo@r.postjobfree.com

Robert W. Oates

Objective My desire is to be associated with a company that

recognizes and rewards its employees for their base

of knowledge and experiences.

Professional US Bank: Business Banking Officer

Experience 2008 - December, 2009 Menomonee Falls, WI

I have been responsible for soliciting business

from companies with annual revenues of up to

$10,000,000

Attended Advanced Training for IMPAX Training in

February, 2009 in Cleveland, Ohio

Attained Certifications on HMDA Reporting

Requirements, Bank Fraud, Financial Analysis, and

other Banking Products and Services.

Participated in numerous Discoveries and

Presentations to potential clients to determine

their needs and then presented solutions to solve

their Banking needs. This included Cash Flow

Management, Single Point Essentials, Letters of

Credit, Business Checking Accounts, Business Credit

Cards and Lines of Credit.

Secured clientele through selected cold calls as

well as targeted marketing pieces delivered through

the mail.

Wachovia Securities: Financial Advisor

2007-2008 Mequon, WI

Acquired my Series 7, 66 and Wisconsin Life, Health

and Disability Licenses which allowed me to solicit

and procure assets as a Financial Advisor for

clients.

Attended two week extended Sales and Marketing

Training at our Home Office in St. Louis.

Presented and implemented strategic financial

planning for clients through systematic auto

deposits into Asset Allocation programs such as

Goldman Sachs, Russell Investments and American

Funds.

Countrywide Home Loans: Area Manager, Account

Executive

1999-2007 Brookfield, WI

I had started as a Sub-Prime Area Manager before

being recruited to become an Account Executive on

the Prime Side.

Responsible for building and maintaining long term

relationships with over 50 Mortgage Bankers and

Brokers throughout Wisconsin.

Specifically instructed clients on the usage of

automated CLUES underwriting software and

functionality of proprietary software that

increased sales volume by 53% and ensured customer

loyalty.

Averaged over $8,000,000 in loan production on a

monthly basis.

Completed company certifications in HMDA, Ethics

Training, Workplace Security, FHA, Pay Option ARM,

Payment Advantage and Fraud Detection.

Nations Title Agency, Old Republic National Title

Insurance Co:

Sales Representative, Sales Manager, Branch Manager

1990-1999 Brookfield, WI

Progressed from being a Sales Representative to a

Sales Manager and than a Branch Manager

Responsible for managing fifteen employees.

Named an Assistant Vice President by Board of

Directors.

Opened a new branch office in Racine, WI that

obtained profitability within seven months of

opening up.

Received recognition as one of the company's' top

producing sales representatives; being ranked

number eight out of sixty sales representatives.

Obtained new incremental business from out of state

lenders, which added $2,350,000 gross revenue to

operations on an annual basis.

Merrill Lynch Realty: REALTOR

1980-1990 Glendale, WI

Obtained Graduate, REALTORS Institute (G.R.I.)

designation, which involved ninety hours of

classroom education and successful completion of

three-hour exam.

Member of Presidents Club.

Nominated as Affiliate of the Year by Milwaukee

Board of REALTORS.

Security Savings & Loan Association: Mortgage Loan

Officer

1979-1980 Milwaukee, WI

Hired on as first college graduate in company

history to start in their Loan Origination Program.

Hand calculated Annual Percentage Rates (APR) for

mortgage applicants along with Good Faith Estimates

(GFE) and Truth-in-Lending (TIL) disclosures.

PROPERTY & LEASING MANAGEMENT -

Verizon Wireless, Whalen & Company: Property and

Leasing Manager - Great Lakes Region, Bulk Site

Leasing Manager

1999 - 2003 New Berlin, WI

Handled all property management issues for over

hour hundred sites located throughout Wisconsin

including tower locations, warehouse space, retail

store locations and office spaces.

There were cost savings affected by me of over

$22,000 by reviewing and documenting overcharges

from WE Energies within my first sixty days of

employment.

While assisting our in-house council with

negotiations on compliance issues, there were

savings to my employer of court costs and fines

exceeding $72,000.

I was the Senior Company Representative at

Municipal and Zoning hearings for cell tower

placement of antennas.

Education

University of Wisconsin - Whitewater

Bachelor of Business Administration - Finance

Degree

Outside Activities

Brown Deer Village Trustee

Church Council Treasurer and President

Assistant Scoutmaster, Troop 393

Member of Brown Deer CDA, Visioning,

Chair-Finance & Public Works, Beautification

Committees

President and Founding Member, Random Walk

Investment

Club

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