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Sales & Marketing Professional, Finance, Mortgages, Loss Mit

orlando, FL
November 16, 2009

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STEVE ROBERTSON **** Ulmerton Road, Clearwater Fl, 33762 • Cellular 727-***-****


Sales & Marketing Account Management Business Development

Industry Experience Includes


 Performance-driven sales professional offering 15+ years in both the sales and management sides of business.

 A well-connected, achievement-driven, results oriented professional skillful in strategic process improvement, project planning, financial analysis, solutions implementation and human capital management.

 Possess “big picture” thinking and decisive leadership strengths; able to manage diverse environments including growth, startup, restructuring and managing through change.

 Independent problem solver with the ability to stimulate excellence and optimize employee engagement.

 Skilled communicator, who consistently motivates, inspires and leads by example resulting in top performing sales teams.

 Expert in analyzing existing operations, implementing necessary strategies and formal business practices to improve profit performance and consistently meet organizational goals and objectives.

 Stellar performance record with a passion for excellence, exceptional integrity, and knack for building and mentoring sales staff.


− Performance Improvement & Sales Coaching − Recruiting/Team Building & Employee Retention

− Motivational Expert & Strong Facilitation Skills − Business Acceleration / New Business Development

− Business Planning/Developing Vision & Culture − Sales Effectiveness & Customizing Sales Solutions

− High Impact Presentations & Sales Management − Inspire Innovative Thinking & Employee Engagement

− Customer Centric & Client Retention − Curriculum Development & Workshop Design

− Performance Evaluation/Talent Assessment − Strong Persuasion, Negotiation & Influential Skills

− Leadership Development & Career Management − Product Launch & Marketing Strategies

− Strategy Implementation & Process Improvement − Problem Analysis & Change Management

Mortgage Loans Real Estate Banking Retail


 North Pine Mortgage (2006 – 2008) Built company from the ground up by securing appropriate licensing, secured location and successfully negotiated a super jumbo loan of over $11 million. Closed $2.3 million in loans within first

30 days and built a significant pipeline.

 U.S Bank (2002 – 2004) Launched a massive and successful first time home buyers program given 4 times a year. Average turn out of 325 to 380 per night with 20% capture in new business that resulted in 560 additional loan closures each year, 4 additional loan officers brought on board to handle leads, not including the Cannot attend but solicit responses. (CABS).

Steve M. Robertson Page 2



Dave Martson Motors, Minocqua, Wisconsin (2008 – 2009)

 Conducted monthly finance and lease reports.

 Processed financing for titling, CVR, payoffs of customer vehicles.

 Extensive involvement in customer relations and establishing product needs such as insurance that is appropriate for each customer situation.

 Negotiated and approved all contracts from sales staff.

 Prepared and monitored scheduling of prep department staff.


North Pine Mortgage, Minocqua Wisconsin (2006 – 2008)

 Started company from the ground up and built solid customer base becoming top-producing mortgage company in the area.

 Developed budget, recruited, trained and hired effective sales professionals.

 Developed and implemented a series of on-going motivational sales / training sessions.


Orchestrated the origination of real estate loans locally and nationwide. Managed and qualified clientele

applications initiated and developed new business contacts.

Associated Bank, Brookfield, Wisconsin (2006)

 Closed $13 million in loans in one year.

US Bank Home Mortgage, Brookfield, Wisconsin (1998 – 2006)

 Closed an average of $26 million in loans a year.

 Presidents Club Recipient (2000)

ComCor Mortgage, Waukesha, Wisconsin (1996 – 1998)

 Within first 10 months of starting held top performance record of loan closings 4 consecutive months.


Known for effectively being able to turn around negative underwriting issues, successful marketing campaigns, new property listing and buyers.

Prudential Preferred Properties, Brookfield, Wisconsin (1994 –1996)

 Held record for $2.5 million in listings.

 Awarded President’s Council - Always in the top 1/3 of the company in originations (1995)

First Realty Better Homes & Garden, Brookfield, Wisconsin (1993 – 1994)

 Winner of Rookie of the Year in first 8 months in real estate (1993)

SALES CONSULTANT - Competition Sports & Marine, Brookfield, Wisconsin (1989 – 1993)

 Sold Super Competition ski boats, Yamaha personal watercraft and various line of ski and other accessories.


 Ford Motor Credit - Menu Selling; Qualifying Questions - No's to Yes's (2009)

 Joe Verde On-Line Sales Courses - How to Over Come Objectives; Staying off Price; Advanced Closing and Negotiation; Professional Selling (2009)

 Joe Theisman Course - Selling Skills (2003 & 2004)

 Red course in Real Estate - Advancing the Sales Call (1994)

 Completed Graduate Level Courses in Business Sales and Marketing that included general accounting, finance, and economics (1999)


 Mortgage Broker, State of Wisconsin – License # 213200

 Rotary International – Active member in various community projects

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