Customer Support Loan Officer

FRANK D. LOJERO Whittier, CA ***** 626-***-**** ********@*****.***

Business Development Executive Market Penetration Client Acquisition Relationship Management Solutions innovator, leader, manager, trainer, and mentor who enacts action plans that drive client retention and expand market share. Diplomatic and persuasive communicator who owns customer experience, builds rapport across all organizational levels to bypass gatekeepers and gain trust of key decisionmakers. Adapts quickly to shifting priorities and moves in new directions to overcome challenges and drive organizational success. Ensures proper handling of clients while acting as a liaison between client and management. Strives for and achieves customer satisfaction. CORE COMPETENCIES

New Business Development Market Penetration Team Leadership & Development Relationship Management Time Management Continuous Process Improvement PROFESSIONAL EXPERIENCE

Business Development Officer LIBERTY SBF HOLDINGS LLC Culver City, CA-Remote 2021 to Present Development of new contacts and leads to generate real estate loans. Develop a referral network with Brokers and professional associates to solicit for opportunities. Build effective relationships and trust with existing clients and prospective clients. Keep informed and updated on changes in the real estate lending environment, competition, and product development Regional Director, Sales Executive CRES INSURANCE SERVICES, LLC Las Vegas, NV 2016 to 2020 Act as company ambassador to real estate brokers and agents to establish brand identity and differentiate key products and services. Exercise independent decision-making and strong business acumen to formulate, propose, and secure buy-in for strategic sales recommendations.

ACHIEVEMENTS:

Expanded book of business by 30% YOY through development and implementation of high-touch prospecting strategies with face-to-face client interaction.

Elevated client retention by 33% – how did this compare to previous retention rates – through hands-on training and ongoing customer support.

Account Executive COSTAR GROUP INFORMATION TECHNOLOGY & SERVICES Los Angeles, CA 2014 to 2016 Lead end-to-end client management, a book of business with over 300 accounts. Analyzed and identified client needs to formulate service recommendations to overcome organizational challenges and empower growth opportunities. ACHIEVEMENTS:

Increased sales by 15% over one year through upselling, prospecting, lead generation, compelling sales presentations, and consistent follow-through.

Facilitated communication among internal and external stakeholders to drive client satisfaction and retention. Vice President, Senior Commercial Real Estate Loan Officer UNION BANK Pasadena, CA 2002 to 2014 Marketed and solicited new business and business from existing brokerage relationships. Obtained required financial information from borrowers to underwrite a deal for the approval of Credit Management. ACHIEVEMENTS:

Grew client base by 20% over two years through proactive relationship development with key decision-makers.

Achieved 75% closing rate. Built strong rapport with prospective clients and leveraged in-depth sales and marketing knowledge to formulate and present customer-centric solutions. Vice President, Special Assets Department Manager UNION BANK Brea, CA 2002 to 2012 Managed a team of 25 employees. Department responsibilities included managing over a commercial real estate loan portfolio of over 3000 loans. Regular inspections of real estate property and development for construction and deferred maintenance correction and funds withheld and incurrence claim disbursements. Responsibilities also included delinquency collections, required (flood) insurance follow up, and regular regulatory compliance scrubs. ACHIEVEMENTS:

Earned Vice President title and promoted to Senior Commercial Real Estate Loan Officer EDUCATION & CERTIFICATIONS

Bachelor of Arts in Business Leadership CHAPMAN UNIVERSITY Orange, CA Products Specialist Certification COSTAR Los Angeles, CA Real Estate License License No. 01279794

Property and Casualty Broker License License No. 01279794