Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Brett Grubbs

St Louis,MO

Summary

Goal-oriented Commerical Mortgage Broker with $250 Million closed in last 6 years. Takes a hands-on approach to business, making sure every step of the transaction is carried out with excellence. Dedicated to learning and being a market expert in the multi-family sector. Serving as a strategic resource for clients, helping them determine the best way to achieve their investment goals. Experience in brokering Fannie-Mae, Freddie-Mac, HUD, Bridge, CMBS loans for Multifamily owners and developers.

Overview

7
7
years of professional experience

Work History

Associate Director

Lument
06.2022 - Current
  • Lead Lument's Carolina originations team; sourcing opportunities for multi-family loans utilizing the entire scope of Lument's loan products including: Fannie Mae, Freddie Mac, CMBS, HUD, and bridge loans.
  • Set and conducted meetings with ultra-high net-worth clients and prospects.
  • Manage analyst and underwriting team to maximize work flow and efficiency.
  • Led a complex sales process in it's entirety from initial underwriting, property analysis, presenting quote, signing application, due diligence, commitment letter, to closing and loan funding.
  • Manage third party vendors including: appraisers, environmental inspections, property condition reports, and insurance.
  • Stayed up to date on current market conditions and advised investors and developers accordingly on optimizing their portfolios.
  • Developed and maintained large network of property owners and developers.
  • Developed targeted marketing strategies utilizing resources such as: CoStar, Yardi Matrix, and county GIS'.

Vice President

Sweetwater Capital
04.2018 - 05.2022
  • Responsible for developing relationships and originating Multifamily Loans throughout the southeast with a focus on North Carolina, South Carolina, and Virginia.
  • Directly involved in over $250 Million worth of real estate transactions.
  • Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Developed and led sales training initiatives for employees and teams across organization.
  • Obtain property information such as Rent Rolls, T-12 Operating Statements from property owners for initial underwriting.
  • Work with analyst team on underwriting prospective deals. Answer property specific questions to enhance underwriting.
  • Present loan sizers, term sheets, and applications to clients.
  • Updated borrowers through each step of loan application, due diligence, and closing processes while remaining attentive to customer needs.
  • Network and meet with other real estate professionals including developers, appraisers, landlords, and brokers.
  • Collaborated with senior management to develop strategic initiatives and long term goals
  • Monitored industry trends, keeping current on latest changes and competition in industry
  • Represented organization at industry conferences and events

Investment Sales Broker

Coldwell Banker
08.2016 - 04.2018
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Reviewed market research data and changed sales plans accordingly.
  • Assisted developers with rehabilitation projects to maximize value-add strategies.
  • Managed multi-million dollar strip center, increased occupancy by 20% in less than 6 months.
  • Negotiated lease terms with companies/agencies such as: Enterprise, Staffing Alliance, and NC Department of Motor Vehicles.

Education

Finance

University of North Carolina At Pembroke
Pembroke, NC

Skills

  • Business Development
  • Customer Service
  • Complex Problem Solving
  • Strategic Planning and Execution
  • Integrity and Transparency
  • Leadership and People Development
  • Effective Communicator and Public Speaker
  • Salesforce and HubSpot Software
  • Financial Analysis
  • Market Analysis

Affiliations

  • Commercial Finance Broker Network
  • Piedmont Apartment Association
  • Triad Apartment Association
  • Triangle Apartment Association

Timeline

Associate Director

Lument
06.2022 - Current

Vice President

Sweetwater Capital
04.2018 - 05.2022

Investment Sales Broker

Coldwell Banker
08.2016 - 04.2018

Finance

University of North Carolina At Pembroke

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Brett Grubbs