Hi, I’m
Adam Haupt
Regional Manager
Henderson
Summary
Top-performing business development professional with a strong background in sales and management. Drives business expansion through aggressive sales initiatives, resulting in revenue growth, increased market share, and enhanced market penetration. Strategic thinker who excels at planning and implementing sales, marketing, and business initiatives to align with corporate objectives. Exceptional relationship management and team-building skills. Professional, personable, and articulate in presentation. Consistently achieves sales success, delivering strong revenue and profitability gains in highly competitive environments. Areas of strength include problem-solving, decision-making, negotiation, program management, and adaptable marketing knowledge.
Overview
24
years of professional experience
Work History
American Pacific Mortgage
Regional Manager
02.2023 - Current
Job overview
- Developed and executed successful business plans that resulted in improved market share and profitability within the region.
- Boosted brand growth by devising strategic network and marketing tactics.
- Managed P&L oversight for multiple branch locations, ensuring financial targets were met and operational maintenance was upheld. Collaborated with the Executive Management Team and finance controllers to drive organizational growth
- Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
- Expanded regional presence by researching potential markets, developing strategic partnerships, and opening new locations.
- Motivated regional staff to achieve ambitious sales targets by establishing a competitive incentive structure and celebrating team accomplishments.
- Increased customer satisfaction with timely resolution of escalated issues and proactive communication on product updates.
- Implemented cost-cutting measures across the region that led to significant savings without compromising service quality or employee satisfaction.
Celebrity Home Loans, Source Mortgage Group
Regional VP
5 2022 - 02.2023
Job overview
- Oversaw Branch Managers/Field Offices for to ensure a consistent practice of business development and financial oversight
- Lead projects regarding mortgage Operations backend fulfillment to ensure timely and cohesive actions
- Worked with Financial Analyst to identify expenses of existing vendors and then challenged those vendors to renegotiate contracts leading to healthier margins in a time of economic challenges
- Conducted weekly, and monthly calls with Sales and Operations to maintain company culture and provide educational support and updates.
Planet Home Lending
Area Manager / Retail Branch Manager
06.2018 - 01.2022
Job overview
- Responsible for growing Region to $480M annually over a 4-year period through identifying general and unique originator opportunities, ranging from the individual outliers to larger branch acquisitions
- Performance management, to include annual performance reviews, performance improvement plans, formal and informal coaching, counseling, etc
- Assisted Branch Managers and Sales Managers regionally in the development of sales and marketing plans, forecasting, performance management, and financial oversight of P&Ls
- Coached managers within the region to perform daily, weekly, and monthly management practices to steadfast leadership
- Connected with affiliate sales groups, i.e., NAAREP, AREAA, and GLVAR to provide familiarity and confidence with our organization to participate in the shared vision to provide quality services to consumers and grow the company in its business outreach which lead to profitability
- Brand promotion through speaking engagements, i.e., special events, Real Estate co
- Presentations, charity gala, etc
- Managed/Controlled the flow of concession usage with field managers to assist them to reach profitable standards and grow wealth leading to market reinvestment
- Lead operational planning with Ops Management partners to drive steady and confident actions within the sales process to ensure high efficiency and little to no operational overlap
- This compartmentalization leads to confidence within the salesforce and the operational admin resulting in effective transaction completions in a timely fashion
- Established financial proforma with new and existing managers leading to proper sales forecasting.
CrossCountry Mortgage
Branch Sales Manager
01.2017 - 01.2018
Job overview
- Executed performance goals established by the Senior Management Team
- Create a sales culture that drove top performance through well-known coaches and mentors
- Reached out to market business partners to establish warm introductions with MLOs and meet to provide a cohesive next step toward quality business actions in the working relationship
- Promoted healthy Sales and Ops forums to ensure good communication leading to confidence with reliant work peers
- Provided weekly, monthly, and yearly meetings with salesforce to ensure quality practices to help MLOs meet their goals
- Assisted MLOs with preparations of sales presentations, marketing, and sales activities resulting in increased volume.
Freedom Mortgage Corp.
Branch Sales Manager
07.2015 - 12.2016
Job overview
- Provided Salesforce support in resolving issues operationally to ensure on-time closings
- Established and maintained accounting for closed transactions to enable accurate distributions of commission
- Assisted MLOs with preparations of sales presentations, marketing, and sales activities resulting in increased volume
- Supported field offices/MLOs with individual speaking engagements at Real Estate offices and Unions/organizations
- Managed field office marketing campaigns and handled organized distribution of lead generation to qualified MLOs
- Provided weekly, monthly, and yearly meetings with salesforce to ensure quality practices to help MLOs meet their goals
- Drove quality business practices to help the Region achieve $180M per month within 24 months with two other key business partners.
CMG Financial
Business Development / Sales Manager
06.2013 - 07.2015
Job overview
- Conducted One-One-One sales training sessions with salespeople for achieving greater commitments in the sales process
- Provided speaking engagements for brand awareness of the company with new relationships and B2B partners
- Created marketing strategies for exposure opportunities with the public and industry partners
- Identified and originated new growth and revenue activities by way of Marketing Service Agreements with Realtor partners
- Served as Interim Branch Manager for 5 months while maintaining production levels and high morale in the office
- Action Planned Sales Professionals and inserted myself as an accountability partner to achieve set expectations for the company and individual salespeople
- Established numerous relationships with State / Federal Politicians, City Council, and Universities to better serve constituents and larger employer firms for company-specific mortgage loan programs
- Recruited Mortgage Consultants for multiple branch offices within the municipality.
Alderus Funding & Investments
Business Development / Client Relations Manager
07.2009 - 07.2010
Job overview
- Contacted new and existing customers to discuss how their needs could be met through specific products and services
- Attended monthly sales meetings and quarterly sales training
- Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory
- Kept detailed records of daily activities through an online customer database
- Met existing customers to review current services and expand sales opportunities
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices
- Identified prospective customers by using business directories and following leads from existing clients.
Reliant Mortgage Company
Marketing Manager / Business Development
03.2005 - 02.2008
Job overview
- Directed and coordinated marketing activities and policies to promote products and services
- Reviewed the financial aspects of product development, such as budgets, expenditures and research and development
- Developed pricing strategies while balancing firm objectives with customer satisfaction maximization
- Initiated market research studies and analyzed findings
- Applied sales forecasting techniques and strategic planning to verify sales and profitability of products, lines and services
- Analyzed business developments and monitored market trends
- Completed quarterly forecasting and monthly financial reviews
- Worked with the communications team to drive internal promotion of company programs, initiatives, guiding principles
- Directed the hiring, training and performance evaluations for marketing and sales staff and supervised their daily activities
- Identified value propositions and key messages for all of the company's marketing campaigns.
First Source Financial / SOMA Financial
Branch Manager
11.2000 - 03.2005
Job overview
- Worked interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and Real Estate Professionals
- Conducted training for marketing, sales, and scenario evaluation to effectively sell, package, and close consumer loans
- Provided guidance and information for loan officers relevant to the risks and benefits of each program the applicants were qualified for; effectively explained and communicated the terms of each product and ensured all documents necessary were signed by the borrower
- Negotiated prices, terms of sales and service agreements
- Contacted new and existing customers to discuss how their needs could be met through specific products and services
- Quoted prices, credit terms and other bid specifications
- Prioritized tasks and projects to meet tight deadlines
- Attended monthly sales meetings and quarterly sales trainings
- Prospected and conducted face-to-face sales calls with loan officers and account executives throughout territory
- Kept detailed records of daily activities through online customer database.
Education
Cimarron-Memorial H.S.Las Vegas, NV
High School Diploma
05.2001
Skills
Public Speaking
Coaching/Training
- Mortgage Marketing Animals Elite Coaching
- Radian
- Training Pro
- MGIC
- Tom Hopkins Boot Camp Sales Mastery 2008 and 2014
- ATS Mentor
- Real Estate Market Mentors Forum 2015, 2016, 2017, and 2018
- Advanced Training System
Hobbies & Interests
An avid golfer, I enjoy spending time on the course perfecting my swing. As a licensed pilot, I love the thrill of flying airplanes and exploring the skies. Football is my favorite sport to watch, particularly during game day weekends. In my downtime, I indulge in reading to expand my knowledge and unwind. Above all, I’m a dedicated family person, cherishing time with my wife, two children, and our two beloved wiener dogs.
Timeline
Regional Manager
American Pacific Mortgage
02.2023 - Current
Area Manager / Retail Branch Manager
Planet Home Lending
06.2018 - 01.2022
Branch Sales Manager
CrossCountry Mortgage
01.2017 - 01.2018
Branch Sales Manager
Freedom Mortgage Corp.
07.2015 - 12.2016
Business Development / Sales Manager
CMG Financial
06.2013 - 07.2015
Business Development / Client Relations Manager
Alderus Funding & Investments
07.2009 - 07.2010
Marketing Manager / Business Development
Reliant Mortgage Company
03.2005 - 02.2008
Cimarron-Memorial H.S.
High School Diploma
05.2001
Branch Manager
First Source Financial / SOMA Financial
11.2000 - 03.2005
Regional VP
Celebrity Home Loans, Source Mortgage Group
5 2022 - 02.2023
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