Management Assistant Management Sales & Marketing

Gregory W. Berger

720-***-**** adxwz4@r.postjobfree.com

Finance / Sales / Management

Professional Summary

Over 35 years of diverse experience and expertise in Finance, Business Management, Sales/Sales Management, Team Building and Marketing in bring to a future employer to assist with the expansion/growth of its product and services set forth in the Company’s Business/Marketing Plan.

Sales Management Project Management Finance & Analyzation Business Management/Development

Team Leadership Relationship Building Client Relations Implementing Business Plan

Organization Credit Review Consulting Implementing Marketing Plan

Sales/Sales Management

• Participated in Builder New Community Planning Meetings, Grand Opening & Quarterly Community Reviews.

• Increased loyalty and capture rate by 34% by re-establishing brand recognition with both team members and customers through relationship building and training.

• Teamed up with Owner & Sales Team to develop Century 21 Franchise to Top 10 Franchise’s 3 years in a row nationwide.

• Developed & opened two production branches, increased production to an average $16.1 Million per month and in branch #2 to an average $18.7 Million in production per month.

Management

• Established two profitable production branches, hired, trained production and operation team, consisted up to 7 external, 2 internal sales consultants and 4 operational team members.

• Implemented a corporate culture, developed regional business, marketing, advertising Plan, branch policies and procedures, resulted in a positive, productive work environment, decreased turn over, increased work performance and production.

• Analyze and implemented with Senior Management Regional Business and Marketing Plan. Increased name recognition, hired qualified team members, increased production and profit margins.

• Reviewed and signed off on all documents prior to warehousing. Ensued branch compliance fell with in all Federal, State Guidelines.

Marketing

• Established and developed Business Partner Relationship with new and assigned clients, through product knowledge, follow through, established loyal relationships, increased market share by 42% and an average of 31% account penetration.

• Expansion of company’s brand name recognition company’s financial products, services and market share. Guest Speaker, Training Presenter of industry education related topics, informative presentations to business owners, sales team, associations and consumers.

• Increased sales and loyalty from new and assigned clients through increase the conversion of Internet leads to consumer sales.

Customer Service

• Attained 4.83 out of 5.0 Customer Service Score, by providing superior client service.

• Accomplished 87% Consumer Retention Rate by providing superior customer service, follow through and product knowledge.

• Increased bank’s commercial account market share, loyalty and profit margins on business, personal and mortgage loans through superior service & follow through.

Experience:

American First Finance, Retail Support Specialist,

Centennial, CO. January 2023 – July 2023

KBHS Home Loans, Sr. Loan Consultant,

Centennial, CO. May 2017 – August 2022

Pulte Mortgage, Sr. Loan Consultant,

Centennial, CO. March 2015 – October 2016

Wells Fargo, Sr. Loan Consultant, Business/Personal Banker, Sr. Loan Consultant,

Centennial, CO, January 2014 – February 2015

PHH Home Loans / Coldwell Banker & Century 21, Sr. Mortgage Advisor,

Evergreen, CO. & Spring Hill, FL, May 2008 – January 2014

Countrywide Home Loans, Sales Manager/Sr. Home Loan Consultant, Spring Hill, FL, August 2002 – May 2008

Countrywide Home Loans, Branch Manager, Mission Viejo, CA

August 1999 – August 2002

Held other numerous Management & Finance positions throughout my 38 Plus year career in the Finance Industry.

Education

National Lewis University, McLean, VA

BA Degree, August 1990

Major: Business Management

Thesis Research in Strategic Advertising Strategies

Paul Smith’s College, Paul Smith, NY

A.A.A Degree May 1978 Major: Management

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