Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Certification
Timeline
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Brian Graham

Prosper

Summary

Dynamic and results-driven professional with a proven track record in sales, mortgages, recruiting, coaching, finance, and data analysis. Committed to delivering exceptional service and fostering strong client relationships while consistently exceeding performance targets. A collaborative team player dedicated to achieving organizational goals and enhancing customer satisfaction.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Assistant Sales Manager

Groundworks
07.2023 - Current
  • Consulting with residential homeowners/businesses regarding their foundation and concrete needs
  • Inspection of 350-400 residential/commercial structures annually while providing engineered repair plans to correct current issues
  • Coordinating with production team and clients to ensure proper install
  • Conducting interviews for branch growth while training/developing current field inspectors to increase client experience
  • Increased revenue from $4M to $8M ($1.1M personally)

Account Executive - National

Home Point Financial Corp
05.2022 - 05.2023
  • Assisted 1,700+ loan officers/broker partners with residential loan origination process
  • Extensive work with Salesforce, Encompass, Canva, Microsoft Office (Excel, Outlook, Word, PowerPoint) to enhance relationships with partners
  • Recruited new brokers to utilize Home Point's lending platform
  • Provided training sessions and tutorials for partners to better serve their clients
  • Created partner marketing materials for new products/programs

Executive Mortgage Loan Originator

Home Point Financial Corp
07.2020 - 05.2022
  • Funded $175M+ in residential loans throughout US (#2 Funder in 2021 - $100M)
  • Originated residential loans for clients through home-buying & refinance process (CONV, FHA, VA, USDA, Jumbo, HELOC)
  • Data analysis with clients based on financial profile to better serve future needs
  • Became SME with several programs/products offered to our clients

Customer Service Manager

Home Point Financial Corp
10.2019 - 07.2020
  • Led company in loan submissions each month (125+ per month)
  • Managed loan process for 7 retail loan officers
  • Communicated with borrowers, computed qualifying income, assisted Operations Team through funding

Assistant Men's Basketball Coach

Richland College
10.2014 - 10.2019
  • Won 2014-15 NJCAA National Championship
  • Claimed 3 Regional Titles, 4 District Titles, and over 100 wins during tenure
  • In charge of program recruiting, player development, created academic support program, and handled program budget
  • Graduated 50+ players while increasing team GPA from 2.5 to 3.0

Lead Senior Account Analyst

Fidelity Investments
06.2008 - 09.2014
  • Performed daily verification of mutual fund pricing, disseminated to clients and media outlets
  • Contributed to cash reconciliations with respective banks while improving inefficiencies and increasing communication with departments/vendors
  • Utilized applications (Microsoft Office, Invest One, AS400, Bloomberg) for tasks/projects to become more efficient and lessen potential manual error by 70%

Education

B.B.A. - Finance

Texas A&M University
College Station, TX
05.2008

Skills

  • Relationship management

  • Mortgage origination expertise

  • Development of sales strategies

  • Sales process oversight

  • Statistical analysis

  • Effective communication

  • Customer experience optimization

Hobbies and Interests

Family, Sports, Grilling, Community Projects, Outdoors

Certification

NMLS License (TX)

Timeline

Assistant Sales Manager

Groundworks
07.2023 - Current

Account Executive - National

Home Point Financial Corp
05.2022 - 05.2023

Executive Mortgage Loan Originator

Home Point Financial Corp
07.2020 - 05.2022

Customer Service Manager

Home Point Financial Corp
10.2019 - 07.2020

Assistant Men's Basketball Coach

Richland College
10.2014 - 10.2019

Lead Senior Account Analyst

Fidelity Investments
06.2008 - 09.2014

B.B.A. - Finance

Texas A&M University

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