Derek Sebert
Columbus,OH
Summary
Analytical financial services professional with 12+ years of experience evaluating financial data, assessing risk, identifying market opportunities, and developing strategic solutions that drive business growth. Extensive background in financial analysis, lending, business development, and client relationship management, with a proven ability to interpret complex financial information, support data-driven decision-making, and deliver results in dynamic market environments. Skilled in market research, forecasting, process improvement, revenue optimization, and cross-functional collaboration. Recognized for combining strong analytical thinking with strategic problem-solving to improve operational performance and achieve organizational objectives.
Overview
10
10
years of professional experience
Work History
Senior Mortgage Banker
CF Bank
Columbus, USA
05.2026 - Current
- Developed and maintained client relationships, delivering tailored mortgage solutions that met individual needs.
- Evaluated financial documentation to ensure compliance with lending guidelines and regulations.
- Partnered with real estate agents to ensure seamless transaction processes for clients, enhancing overall client experience.
- Mentored junior mortgage bankers, enhancing team performance and knowledge sharing.
- Implemented targeted outreach initiatives to effectively engage consumers and promote mortgage offerings. to consumers with a concise, creative, & informative proposals
Loan Partner
Lower.com
Columbus, USA
06.2024 - 05.2026
- Cultivated relationships with customers, lenders, and partners to improve loan processing efficiency.
- Developed strategies for improving customer service levels within the department.
- Established connections with real estate agents, businesses, and referral sources to increase collaboration opportunities.
Outside Sales Representative
Cintas
Columbus, USA
01.2024 - 06.2024
- Developed account strategies and cultivated relationships, driving sustained sales growth.
- Generated new business opportunities through cold-calling, networking, and referrals, expanding client base significantly.
- Coordinated customer visits and delivered sales presentations, promoting new products and strengthening customer engagement.
Account Executive
BBI Logistics
Tampa, USA
04.2023 - 12.2023
- Cultivated customer relationships and partnerships, exceeding revenue and profit goals.
- Delivered product demonstrations and addressed objections to drive customer engagement.
- Managed daily activities through CRM to enhance sales pipeline development.
Senior Vice President
The Federal Savings Bank
Columbus, USA
08.2019 - 09.2021
- Secured mortgage application approvals by collaborating with underwriters to resolve issues, enhancing approval rates.
- Generated referral business that closed loans alongside company-provided leads, expanding client acquisition.
- Managed pipeline of hundreds of prospective clients while delivering top-tier customer service.
- Managed pipeline of hundreds of prospective clients while delivering top-tier customer service, fostering strong client relationships.
Senior Mortgage Loan Officer
llomeside Financial
Columbus, USA
01.2017 - 07.2019
- Guided clients in selecting optimal mortgage loan options and financial products through consultative selling techniques, enhancing client satisfaction and informed decision-making.
- Analyzed financial data to determine eligibility for residential mortgages, ensuring accurate assessments for clients.
- Led initiatives that contributed to team goals while consistently ranking among top 10 Loan Officers company-wide.
Education
Bachelor of Arts - Psychology
Ohio Wesleyan University
OH05-2012
Skills
- Pipeline Management
- Customer Relationship Management
- Market Analysis
- Regulatory Compliance
- Research and Analysis
- Financial Analysis
- Consumer outreach
Timeline
Senior Mortgage Banker
CF Bank
05.2026 - Current
Loan Partner
Lower.com
06.2024 - 05.2026
Outside Sales Representative
Cintas
01.2024 - 06.2024
Account Executive
BBI Logistics
04.2023 - 12.2023
Senior Vice President
The Federal Savings Bank
08.2019 - 09.2021
Senior Mortgage Loan Officer
llomeside Financial
01.2017 - 07.2019
Bachelor of Arts - Psychology
Ohio Wesleyan University