R.M. “John” Adams IV

**** ******* ****

Belmont, NC 28012

704-***-****

adzvjp@r.postjobfree.com

Highly driven and well-rounded Relationship Manager, Sales Manager and Sales Professional with consistent top level personal sales production. 25+ year career in financial sales and management (both production and fulfillment) built around establishing and growing relationships with clients and teaming with partners (both internal and external) to deliver best-in-class service and solutions. Expert in new business development (B2B and B2C) and account growth/retention. Documented history as an exceptionally strong coach and team player/builder, with recognized leadership qualities and interpersonal skills. Entrepreneurial thought process, proven ability to build team spirit, clearly communicate expectations and follow-up on goals. Effective communicator, presenter, and negotiator; ability to relate well and adapt styles and methods to a variety of personalities and situations. Strong analytical and problem solving skills, consultative sales approach, and extremely proficient with the use of technology. Well-versed in recruiting, training, HR, consumer credit and lending, Ultra High Net Worth lending, financial analysis and commercial credit training, compliance, and all aspects of mortgage lending. Top-performing Loan Officer, Branch Manager, Wholesale Account Executive, and Regional Sales Manager with a focus on quality and service.

EXPERIENCE

Millennium Market Sales Manager

April 2023 - current

Built Sales Team for new market/warehouse in North Carolina to serve the NC/SC markets in the Fiber Optic/Broadband Infrastructure space. Responsible for recruiting, hiring, inventory decisions, client service, and Profit & Loss for the branch. Brought in $9.5 MM ytd in revenue in this emerging market. Developed Territory Sales Plan, with locality-based circuit routing/coverage. Teamed with Marketing to promote key product sales efforts. Developed Client Retention processes, as well as Client Growth progeam. Established daily/weekly quote management routines. Responsible for Vendor realtionships/training/management, leveraging those resources for training and customer introductions. Partner with Fulfillment/Operations to delive on client expectations and timelines.

Highlands Residential Mortgage, Ltd. Business Development Manager, Senior Loan Officer

February 2022 - March 2023

Opened market for HRM in Gaston County, networking with Realtors®, Municipal Leaders, and business owners to develop originations business.

Homebridge Financial Services, Inc. Regional Manager

December 2020-December 2021

Responsible for the growth and development of Homebridge’s production and performance of North Carolina; recruiting and training MLOs and managing day-to-day operations.

First Citizens Bank, Charlotte, NC SVP, Regional Mortgage Sales Manager

July 2016 – October 2020

Responsible for the production and performance of the Western NC regional mortgage sales team, growing from $260MM in 2017 to $410MM. Collaborated with executive management to develop a sales strategy which integrates and compliments the Bank’s overall performance objectives. Built strong relationships with referral partners, area leadership, and operations associates to achieve production goals. Ensures adherence to quality and service standards through strategic leadership and oversight of mortgage loan sales. Established consistent recruiting and networking routines to ensure a pipeline of qualified Mortgage Bankers. Developed “Sales Playbook” resource for mortgage division.

Merrill Lynch (Bank of America), Charlotte, NC Advisor/Wealth Management Banker

July 2009 - July 2016

Private Banking Advisor partnered with Financial Advisors offering wealth management solutions to high-net-worth individuals. Primary focus was on cash management strategies, liquidity solutions, custom mortgage solutions, securities based lending, and structured products.

Bank of America, Charlotte, NC Premier Client Manager (Merged into Merrill Lynch role)

November 2008- April 2009

Vertice (Wachovia Mortgage), Charlotte, NC Producing Sales Manager

December 2003 - November 2008

Allied Home Mortgage Capital Corp, Franklin, TN Producing Sales Manager/Branch Manager

August 1998 - December 2003

EDUCATION

University of North Carolina at Chapel Hill, Bachelor of Arts - Economics & Political Science

SKILLS

Sales Leadership

Pipeline Management

Recruiting/Networking

P&L Management

Sales and Performance Coaching and Training

Business planning and strategy development

Effective organization and communication

Social media

PERSONAL/COMMUNITY

Steele Creek Masonic Lodge

Oasis Shriners

RedFez Shrine Club- Board of Directors

Charlotte Regional Mortgage Lenders Association- 2021-2022 President, Board of Directors

NC Realtors Housing Foundation- Treasurer, Board of Directors

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