Frank Pavluk
St. Petersburg,FL
Summary
Dynamic account manager with a proven track record at PennyMac Financial Services, excelling in data-driven decision making and relationship building. Consistently delivers strategic planning and problem solving to boost client satisfaction and retention, overseeing more than 1,500 loan closings per year. Excels at coaching teams to exceed goals, leveraging upselling strategies and collaboration to drive growth and success.
Overview
13
13
years of professional experience
Work History
Account Manager Supervisor
PennyMac Financial Services
Tampa, FL
10.2020 - Current
- Managed relationships with mortgage brokers and lenders to ensure satisfaction, retention, and growth.
- Provided strategic and detailed planning to keep client's loans on track, from submission to closing.
- Analyzed performance metrics to identify areas for improvement in service efficiency, and coached up my entire team to ensure goals were consistently exceeded.
- Provided guidance and support for my team, sales associates, underwriting, upper management, and mortgage lenders.
- Managed an active pipeline of over 130 loans for as multiple sales executives, consistently delivering high-level customer service.
Senior Relationship Banker
Midflorida Credit Union
St. Petersburg, FL
01.2020 - 10.2020
- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed financial needs of clients to recommend suitable products and services.
- Guided team in achieving sales goals through effective training and mentoring practices.
- Implemented process improvements that streamlined operations and increased efficiency.
Senior Relationship Banker
Regions Bank
Gulfport, FL
06.2013 - 12.2019
- Had complete needs-based conversations to completely understand how each customer handles their banking and finances.
- Consistently exceeded goals for deposit accounts, credit products, and investments.
Education
Associate of Science - Financial Services
St. Petersburg College
Clearwater, FLSkills
Data-driven decision making
Upselling strategies
Teamwork and collaboration
Customer service
Verbal and written communication
Relationship building and management
Strategic account planning
Timeline
Account Manager Supervisor
PennyMac Financial Services
10.2020 - Current
Senior Relationship Banker
Midflorida Credit Union
01.2020 - 10.2020
Senior Relationship Banker
Regions Bank
06.2013 - 12.2019
Associate of Science - Financial Services
St. Petersburg College