Sales & Marketing Professional, Finance, Mortgages, Loss Mit

STEVE ROBERTSON **** Ulmerton Road, Clearwater Fl, 33762

**************@*****.*** • Cellular 727-***-****

SALES & MANAGEMENT PROFESSIONAL

Sales & Marketing Account Management Business Development

Industry Experience Includes

PROFESSIONAL SUMMARY

 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.

AREAS OF EXPERTISE

− 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

SELECTED ACHIEVEMENTS

 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

PROFESSIONAL EXPERIENCE

BUSINESS & FINANCE MANAGER

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.

BROKER

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.

RESIDENTIAL LOAN OFFICER

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.

REALTOR

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.

EDUCATION & PROFESSIONAL DEVELOPMENT

 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)

LICENSE & PROFESSIOINAL AFFILIATIONS

 Mortgage Broker, State of Wisconsin – License # 213200

 Rotary International – Active member in various community projects

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