Chad Shipley

• Advised clients on investment strategies, retirement planning, and wealth management solutions.
• Developed comprehensive financial plans tailored to individual client goals and risk tolerance.
• Conducted regular portfolio reviews to ensure alignment with market trends and client objectives.
• Facilitated client meetings to discuss financial progress, adjustments, and long-term strategies.
• Established strong client relationships through exceptional service and proactive communication initiatives.

• Facilitated client referrals and cross-sell opportunities, introducing new customers to local branch personnel to enhance service experience
• Oversaw pipeline of first and second mortgage products, ensuring timely processing and client satisfaction
• Strong financial acumen including reviewing business and personal tax returns, and financial statements
• A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws
• Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management
• Make outbound calls and engage in electronic communications to centers of influence (COI) for business development

• Marketed mortgage products to clients within and beyond branch footprint, enhancing client outreach
• Developed and expanded relationships with account executives, real estate agents, financial advisors, attorneys, insurance agents and underwriters.
• Interviewed with clients and gathered information pertaining to their unique financial situations, needs, and objectives
• Effectively overcame concerns and objections to gain the client's commitment
• Established financial services relationship with clients through the delivery of exceptional customer service
• Maintained deep understanding of product and company guidelines, ensuring high customer satisfaction and retention

• Designated Project Manager/Liaison between Vectra Mortgage Group and Retail Loan Center in order to offer manage alternate products, process loan applications, and train Mortgage Advisors on retail loan products.
• Served as Project Manager/Liaison between Vectra Mortgage Group and Retail Loan Center, managing alternate products, processing loan applications, and training Mortgage Advisors on retail loan products.
• Acted as key resource for state branch network and Mortgage Division, addressing loan product inquiries, processing issues, and resolving loan-related problems.
• Developed and launched training course across Vectrabank Colorado to enhance outbound sales efforts and boost production.
• Named Top Senior Banker January 2011 & September 2014, Top loan producing Senior Banker in 2014 with over 14 million in lending

• Initiate and maintain relationships with clients that ensure a long-term customer relationship and long-term business approach to client finances
• Developed and implemented tactics to expand book of business, enhance deposit production, and increase lending volume.
• Maintain outside referral sources of business for lending, deposits, and investments
• Counseled clients on financial decisions through Key Investment Services, collaborating with branch Financial Advisor to optimize client outcomes.
• Opened Denovo branch in 2009 and a second in September 2010
• Achieved Gold Key Club membership for exceptional performance in financial services. in June and August 2008, Only RM in Colorado to exceed loan and deposit production goals in 2009

Education Emphasis