Sales Manager
Resume:
Robert J. Garczewski
Fishers, IN 46037
*************@*****.***
Work
Experience
Regions Bank, Indianapolis, IN
Mortgage Loan Originator; July, 2013-Present
*Originated $1million in new loan production in the 1st
quarter
*Built a pipeline of over $1.25million in potential new
loan production in the 1st quarter
*Responsible for building a book of personal loan
production business through bank referrals, by building
personal networking partnerships and creating self-
generated referral sources
*Assist borrowers in qualifying for a mortgage by
collecting and analyzing data, explaining options and
helping them identify the best loan program for their
personal situation
*Created a personal "Commitment to Service" plan and
presented it to over 175 realtors in the 1st quarter
*Built a personal networking & marketing database of over
300 professionals
*Conducted one on one sales meetings in person & over the
telephone with prospective customers to help them finance
and/or refinance their homes
*Cross-sold other Bank financial products to customers as
appropriate
Liberty Home Equity Solutions, Rancho Cordova, CA
Regional Account Manager; January, 2012-June, 2013
*Averaged over $3.5million per month in Loan Production in
1st Year
*Brought in over 30 new bank & broker customers in 1st
Year
*Conducted sales meetings with clients, group
trainings/presentations, weekly email updates,
and a regular call rotation to communicate company updates on programs/
procedures
*Acted as a liaison between both internal and external
customers to help solve loan specific issues, customer
concerns and complaints, IT issues and various other issues from day to day
*Assisted customers in creating sales/marketing campaigns
and strategies to grow business
*Member of the Field Advisory Council tasked with
implementing improvements to overall business
processes to enhance the customer experience for our business partners
MetLife Home Loans, Covenant Station, NJ
Account Executive; November, 2007-December, 2011
*Averaged over $7.5million per month in Loan Production
*Grew Broker relationships from 5 customers to over 70
bank & broker customers
*Managed the day to day business relationships and
interactions with over 70 accounts through
individual sales calls, workshops, email newsletters and training seminars
*Worked effectively with both external bank and broker
customers and internal staff to problem solve on loan
specific issues, customer complaints, IT issues and to manage ongoing
industry and program changes
*Helped customers create sales/marketing strategies to
grow their business
Reverse Mortgage Lenders Network, San Diego, CA
Account Executive; May, 2007-September, 2007 (Business
Division Eliminated)
*Attempted to build an East Coast Wholesale Distribution
Channel
*Signed up over 40 new wholesale broker relationships
*Increased loan pipeline from $0 Loan Production to over
$2million Loan Production/month
*Conducted Broker Trainings to train on new Origination
Systems & Ops Procedures
Financial Freedom Senior Funding Corp., Irvine, CA
Relationship Manager; February, 2004-April, 2007
*Regional growth of over 45% each year in reverse
mortgage unit volume
*Production of over $12million per month in Loan
Production
*Expanded Broker relationships from less than 50 to
over 150 Bank & Broker Lenders
*Created value-added partnerships conducting
individual sales calls, client workshops,
training seminars, conference calls and monthly
newsletters
*Named Outstanding Relationship Manager of the Year
in 2005
Horace Mann Financial Services, Indianapolis, IN
Marketing Representative; August, 2003-January, 2004
*Sold investment and insurance products to school teachers
through individual meetings
*Averaged over $3,500/month in gross commissions
*Maintained All Securities Licenses, Life/Health Insurance
License & Earned Indiana Property/Casualty License
OneAmerica Securities Inc., Indianapolis, IN
Senior Sales Specialist; June, 1999-August, 2003
*Involved in the day-to-day planning of building a
start-up broker/dealer
*Grew average gross revenue over 75% each year
*Conducted educational and training seminars to
registered representatives nationwide
*Maintained Series 7, 63 & 65 General Securities &
Investment Advisor Licenses & Indiana
Life & Health Insurance License
Fidelity Investments, Blue Ash, OH
Brokerage Trader; June, 1998-May, 1999
*Bought and sold stocks, mutual funds, options and fixed
income products for customers
*Earned Series 7 General Securities License & Series 63
Uniform Securities Agent License
Education Xavier University, Cincinnati, OH
Williams College of Business Administration, B.S.B.A. in
Business Finance; May, 1998
*Xavier University Trustee Scholarship recipient
Society of Certified Senior Advisors, Denver, CO
Earned designation as Certified Senior Advisor (CSA); July,
2006
Activities
*Member; National Reverse Mortgage Lenders
Association (NRMLA)
*Guest speaker at many civic, community and professional
organizations on the topic
of reverse mortgages and related senior topics
*Member; Metropolitan Indianapolis Board of Realtors
(MIBOR)
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