Business Development Specialist

ROBERT NICHOLS

San Tan Valley, AZ ***** 480-***-**** ️ ***********@***.***

MORTGAGE SALES MANAGER / BUSINESS DEVELOPMENT SPECIALIST

Dynamic and results-driven mortgage and sales professional with 20+ years of experience in loan origination, retail/wholesale marketing, and business development. Proven track record in driving revenue growth, managing high-performing teams, and ensuring compliance with federal and state regulations. Adept in CRM tools like Encompass and Calyx Point, and skilled in organizing marketing events, analyzing performance metrics, and building lasting client relationships.

CORE COMPETENCIES

- Mortgage Loan Origination

- Sales Strategy & Execution

- Client Portfolio Management

- Compliance & Risk Management

- Marketing & Event Planning

- Encompass Calyx Point MS Office

- Sales Performance Analytics

- Team Leadership & Training

PROFESSIONAL EXPERIENCE

WELLS FARGO HOME LOANS – Business Development Specialist

Apr 2023 – Jan 2025

- Developed sales strategies targeting assumption product markets

- Managed assumption product sales portfolios and client servicing quotas

- Led daily performance tracking and compliance reviews

- Implemented customer performance strategies for complex assumption solutions

GENEVA FINANCIAL – Senior Mortgage Loan Originator

Mar 2021 – Mar 2022

- Managed retail sales and wholesale marketing performance

- Organized vendor events and educational seminars

- Created advertising portfolios and maintained client sales relationships

- Supervised wholesale officers and retail processors

RIGHTSTART MORTGAGE – Senior Mortgage Loan Officer

Nov 2016 – Mar 2021

- Originated FHA, VA, and Conventional loans

- Maintained 96% Sales-to-Fund and 94% Sales-to-Application ratios

- Ensured compliance through NMLS and state certifications

- Utilized Encompass, Calyx Point, Excel, and MS Office

INNOVATIVE FUNDING GROUP, INC. – CEO / Founder

Aug 1997 – Apr 2015

- Founded and led a national mortgage lending firm

- Originated over $1B in commercial mortgage loans

- Managed 50+ employees and oversaw compliance, marketing, and training

- Acted as liaison with wholesale warehouse lines nationwide

EDUCATION

University of Phoenix – Bachelor of Science in Business Management (Expected Jan 2025)

Tennessee State University – Certification & Licensing

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