Work History
Skills
Websites
Timeline
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Barra Stern

Barra Stern

Sarasota,FL

Work History

Director of Business Development

Senior Helpers of St. Petersburg
10.2022
  • Identifies and develops new business opportunities
  • Builds and maintains relationships with customer base
  • Trains and educates CNA'S and HHA'S in private duty senior care
  • B2B Builds business marketing plans in medical field
  • Competitive Analysis reporting
  • Ongoing relationships with internal staff
  • Maintains relationships with medical staff
  • Senior analyst reporting and assessments.

Business Development Manager / LOA Management

Lincoln Lending Group
11.2021 - 10.2022
  • Manage current pipeline for loan officers, navigate through various applications through closing of Home Loans
  • Liaison between processing, underwriting and borrowers
  • Business development, customer relations, team building via realtors, builders attorneys, loan officers
  • Event planning, ongoing training per scripts and applications.

Assistant VP Mortgage Banker

City National Bank
04.2020 - 11.2021
  • Assist borrowers in applying for mortgages and refinances
  • Attract mortgage customers and assist them navigate a variety of mortgage products
  • Engage as the primary point of contact from application through closing
  • Maintain ongoing relationships with Realtor partners and builders.

Assistant to President and VP of Sales

Montage Mortgage | NMLS ID 762069 Financial Services
10.2016 - 11.2020
  • Managed a team of loan Officers
  • Advise borrowers on financial status and methods of payments for the mortgage loan process including Appraisals, inspections and costs
  • Evaluate, authorize, pre-approval of real estate
  • Advise borrowers on financial status of creditors and methods of payments for the mortgage loan process

Sr. Mortgage Banker

Integrity Home Loan / Peoples Bank
08.2011 - 10.2016
  • Advise borrowers on financial status and methods of payments for the mortgage loan process
  • Assist borrowers from start to finish in the loan origination
  • Processing and servicing of loans from application to close
  • Establishing and maintaining client relationships throughout the loan process from beginning to end.

Senior Mortgage Banker

Residential Finance Corporation
03.2007 - 08.2011
  • Responsible for the origination and sales of home loans throughout the US
  • Responsible for loan origination, processing and servicing of loans from application to coordinating inspections and appraisals
  • Origination process was from application to close
  • Establishing and maintaining client relationships throughout the loan process from beginning to end, also cultivated inter-office rapport with operations department, which attributed to my success.

Territory Sales Manager

Jerry Elsner
04.2000 - 10.2007
  • B2B Marketing across the state of Florida
  • Maintained current relationships with hospitals, hotels, and grocery stores
  • Establish new accounts, selling plush, novelty and gift
  • Strong outside cold calling to bring in new accounts
  • Heavy follow up, while meeting and exceeded monthly sales quotas.

Skills

  • Leader
  • Adaptable
  • Team Player
  • Closer
  • Self-Motivated
  • Resourceful
  • Communications Expert
  • Unique

Timeline

Director of Business Development

Senior Helpers of St. Petersburg
10.2022

Business Development Manager / LOA Management

Lincoln Lending Group
11.2021 - 10.2022

Assistant VP Mortgage Banker

City National Bank
04.2020 - 11.2021

Assistant to President and VP of Sales

Montage Mortgage | NMLS ID 762069 Financial Services
10.2016 - 11.2020

Sr. Mortgage Banker

Integrity Home Loan / Peoples Bank
08.2011 - 10.2016

Senior Mortgage Banker

Residential Finance Corporation
03.2007 - 08.2011

Territory Sales Manager

Jerry Elsner
04.2000 - 10.2007
Barra Stern