Colby Shane
Phoenix,AZ
Summary
High-performing mortgage banker with a proven record of exceeding sales targets, driving client retention, and cultivating key referral partnerships. Recognized for leadership in training, product knowledge, and delivering top-tier client satisfaction.
Overview
6
6
years of professional experience
Work History
President's Club Mortgage Banker
Rocket Mortgage
Phoenix, Arizona
07.2025 - Current
- Closed $33M+ in 2025 (173% to plan); prior years ranged from $19M to $27M, delivering up to 20% annual growth.
- Managed 150+ active clients using Salesforce CRM while meeting tight deadlines.
- Spearheaded pilot loan products, providing insights to leadership on performance and opportunities.
- Built preferred-lender relationships with six real estate agents; executed referral strategies that doubled repeat clients from 2024–2025.
- Led Fast Track Training Program, mentoring new bankers on products, efficiency, and closing strategies.
- Promoted three times in four years; awarded Quarterly Top Closer (9x), 2025 Benjamin Award, and 2024 Love Our Clients Award.
Executive Mortgage Banker
Rocket Mortage
Phoenix, Arizona
07.2024 - 07.2025
Senior Banker
Rocket Mortgage
Phoenix, Arizona
08.2022 - 07.2024
Mortgage Banker
Rocket Mortgage
Phoenix, Arizona
02.2021 - 08.2022
- Achieved federal mortgage licensure(SAFE), with a passing score of 93%, within one month of hire.
- Delivered exceptional client service, performing 800 daily cold calls, while consistently reaching the company conversion goal of 10%.
- Met and exceeded sales targets 4 consecutive quarters Q1 2021 through Q1 2022.
Midwest Sales Associate
Cypress Agritech
Bakersfield, CA
04.2020 - 12.2020
- Developed territory accounts and executed a $200K sales funnel, closing deals from $2.8K–$100K+.
- Leveraged Salesforce CRM to track pipeline, KPIs, and growth opportunities.
- Aligned products, pricing, and services with market trends and customer needs.
Education
Bachelor of Science - Marketing
Iowa State University
05.2020
Skills
- Problem solving
- Team leadership
- Salesforce CRM
- Effective communication
- Client relationship management
- Adaptability
Technical Skills Certifications
- Federally and state licensed in 25 States to originate mortgages.
- Proficient in Microsoft Office Suite & Social Mediums - Facebook, Twitter, Instagram.
- Proficient in Salesforce CRM.
- Certified in Iowa State University Foundation of Personal Selling Simulation Program - CRM.
Community Volunteer Leadership
Student-Athlete, Iowa State Athletics Football,Ames, IA, 06/16, 05/19,
- Wide receiver for Iowa State University.
- Balanced 40+ hours/week of athletics with full course load.
- Developed discipline, time management, and teamwork in a high-performance environment.
Timeline
President's Club Mortgage Banker
Rocket Mortgage
07.2025 - Current
Executive Mortgage Banker
Rocket Mortage
07.2024 - 07.2025
Senior Banker
Rocket Mortgage
08.2022 - 07.2024
Mortgage Banker
Rocket Mortgage
02.2021 - 08.2022
Midwest Sales Associate
Cypress Agritech
04.2020 - 12.2020
Bachelor of Science - Marketing
Iowa State University