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Business Development Customer Service

Location:
Albuquerque, NM
Posted:
March 07, 2024

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Resume:

Mr. Erick B. Strobel

Direct 970-***-****

SUMMARY of Core Competencies :

oA MLO and Commercial Lender with 15+ years experience.

oProficient in team building and Portfolio Development.

oAdditional experience in finance, project management, innovation, business development, change management, as well as state and national regulatory requirements.

EDUCATION:

Updated Certificates; Information Security, Finance, Social Media, Compliance, Ethics,

HMDA Data Collection, Fair Lending, Credit Risk Analysis. From Regulatory University Current

Business Finance; Bachelor of Science, Colorado State University 1996

EXPERIENCE:

Sr. Business Banking Sales CRC

U.S Bank N.A. July/15/2020 – Current

Applicable Skills and Experience;

Top sales business CRC in the entire State and 4th in my Region.

Dependable; I’ve never missed a day with US Bank.

Exceptional communication and customer service skills.

Processed Business Merchant Services and referrals.

Originated Business Lines of Credit and Equipment Loans.

I have cultivated deep relationships in the Business community.

Opened New Business accounts with required legal paperwork.

Opened Business Checking, Business Money Market and Business Credit Cards.

Assisted my branch in generating the most Needs Met for last quarter in the Region.

Top performer of the entire Float Sales team last quarter in most metrics

Implementation of corporate vision to all Processing Team and taught new programs.

Directed movement of files through origination, underwriting and closing.

Proficient with all computer programs and banking applications / software.

Underwriting training and knowledge of lending programs and risk analysis.

Deep knowledge of direct lending products, procedures, and best practices.

Chosen to process and close clients with multiple Businesses, utilizing corporate reports.

Strong Community connections that will lead to new business!

Business Portfolio Development, Commercial Real Estate

Finance of America LLC Oct 2016 – July 2020

Applicable Skills and Experience;

Provided Commercial lending, multifamily, rental loans, and construction loans.

Analyzed Cash Flow, Pro Forma, Corporate and personal taxes to determine eligibility.

Easy comfort level working with large business owners and lawyers.

Refined presentation, process management and team building skills.

Customer service, sales team building and generation of clientele.

Strong networking skills and personal connections Nationwide.

Closed a wide range of loans and loan amounts.

Business Development, MLO June 2001 – July 2017

Client Advisory Service LLC. 1099 Liaison/Contract to:

Capitol Federal, MAC 5 Mortgage, Academy mortgage

Completed Portfolio loans up to 10 Million.

Real Estate Commercial and Mortgage Lending.

Originated Commercial Loan packages in Europe for Investors.

Customer service, sales team building and obtaining of conditions.

Customer service, sales team building and generation of clientele.

Business development assistance for new business and change management.

Generation of reports for team and reporting to managers.

Certified Teacher with Department of Regulatory Agency

Continued Experience pre-2001:

Business Operations and Quality Analysis

Siemens Medical Systems

Applicable Skills and Experience;

Required excellent mathematical, organizational and analytical skills.

Business operations, education, team building and reporting.

Manufacturing process knowledge, parts ordering, and acquisition.

Business process diagram, ad hoc report presentation, analytics, brainstorming, and big data.

Project management, data analysis, requirement management, and Model Building.

A global business with 23.7 billion Dollars in Revenue.

Business Operations and Project Manager

Hewlett Packard

Applicable Skills and Experience;

Project management, presentation and project analysis skills.

Created systems of success that improved efficiency and managed change.

Reporting to Stakeholders business related KPI and NOI.

Reports of progress to management team.

Inventory tracking and ordering for project.

Computer program proficiencies; including Customer Relations, Origination and Processing:

Microsoft Excel

Doc Velocity

Net Oxygen

CEI

Fusion

HOGAN

Microsoft Word

Google Analytics

Adobe Acrobat

Dynamics 365

Encompass

Calix Power Point

QuickBooks Pro

DocuSign

Tableau

Agile



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