Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant

Anthony Iannotta

Marco Island,FL

Summary

I have been in the mortgage residential business since 1985 and most of my experience has been working with the affluent clients.

I have been married for 39 years, 3 children and 6 grandchildren.

Hobbies - boating and golfing.

Overview

36
36
years of professional experience

Work History

Producing Sales Manager

Citizens Bank
12.2021 - Current
  • Facilitated regular team meetings for knowledge sharing, addressing challenges promptly, aligning goals across the team members.
  • Developed high-performing sales team by providing ongoing coaching, training, and performance feedback.
  • Collaborated with cross-functional teams to ensure seamless delivery of products and services to clients.
  • Exceeded quarterly sales targets through effective territory management and strategic account planning.
  • Established credibility and trust with customers by consistently exceeding expectations, ensuring repeat business and referrals.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.

Producing Sales Manager

City National Bank
10.2018 - 12.2021
  • Enhanced customer satisfaction through timely issue resolution and proactive communication of product updates.
  • Facilitated regular team meetings for knowledge sharing, addressing challenges promptly, aligning goals across the team members.
  • Developed high-performing sales team by providing ongoing coaching, training, and performance feedback.
  • Launched new products successfully by creating targeted launch plans and coordinating internal resources effectively.
  • Expanded customer base by identifying new markets and conducting targeted prospecting efforts.
  • Streamlined sales process, reducing time spent on administrative tasks and increasing focus on client engagement.
  • Managed a diverse portfolio of products ensuring expertise in each offering resulted in increased cross-selling opportunities.
  • Conducted market research to identify emerging trends, adjust sales strategies accordingly, and seize growth opportunities.
  • Implemented CRM system enhancements that streamlined workflow processes allowing for better tracking of sales activities.
  • Built relationships with customers and community to establish long-term business growth.
  • Managed accounts to retain existing relationships and grow share of business.
  • Implemented systems and procedures to increase sales.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.

Senior Mortgage Loan Officer

Fidelity Bank Mortgage
08.2018 - 10.2018
  • Analyzed applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Conducted thorough pre-qualification analyses to match potential borrowers with appropriate loan products for their needs.
  • Delivered engaging presentations at homebuyer seminars to educate potential clients on the home buying process and available financing options.
  • Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.

Private Mortgage Banker Branch Manager

Wells Fargo
12.2009 - 07.2018

Private Mortgage Bank Branch Manager (8/13- 8/18)


Managed 15 mortgage bankers from Marco Island up to St. Petersburg and Miami up through Fort Lauderdale (pricing,quality submissions, compliance,25 day clear to close)

Recruited new mortgage loan officers

Achieved profitability

Achieved customer service scores above 75%

Built relationships with internal & external referral partners

Averages $30-40 million month funding


Private Mortgage Banker (12/9-8/13)


Originate loans

Obtain customer loyalty scores above 65%

80% self sourced

65% purchase business

Personal Production

2010 - $55M

2011- $65M

2012-$78M

2013 (1/2 year) $68M









Owner/Operator

Island Mortgage
10.1988 - 12.2009

Sold the initial company to Citizens Community Bank in 1999 and the bank ws sold to First National Bank during 2001. At that time I restarted Island Mortgage . The company provided mortgage broker services to clients in the COllier County area. The annual closings ranged from $150M to $225M per year. The company was profitable and received acceptable audits from the State of Florida.

My office was staffed with 1 operations manager, 2 processors, 1 closer and 2 loan officers. The staff was with me from the very start and most of them followed me to Wells Fargo.

Education

Public Speaking - Public Speaking

Dale Carnegie
Hempstead, NY
06-1983

Certificate of Financial Planning -

Adelphi University
Garden City, NY
04-1982

Associate of Science -

SUNY At Farmingdale New York
Farmingdale, NY
06-1979

Skills

  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Team motivation
  • Relationship building
  • Product knowledge
  • understanding complex transaction - Affluent clients and self employed

Timeline

Producing Sales Manager

Citizens Bank
12.2021 - Current

Producing Sales Manager

City National Bank
10.2018 - 12.2021

Senior Mortgage Loan Officer

Fidelity Bank Mortgage
08.2018 - 10.2018

Private Mortgage Banker Branch Manager

Wells Fargo
12.2009 - 07.2018

Owner/Operator

Island Mortgage
10.1988 - 12.2009

Public Speaking - Public Speaking

Dale Carnegie

Certificate of Financial Planning -

Adelphi University

Associate of Science -

SUNY At Farmingdale New York
Anthony Iannotta