Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Holli Kudlak

Winchester,VA

Summary

Dynamic Business Development Manager with a proven track record at Coldwell Banker Premier, excelling in relationship building and client retention. Expert in negotiations and CRM management, I consistently drove revenue growth and expanded market presence, delivering tailored solutions that exceeded client expectations and fostered long-term partnerships.

I have a strong background in identifying and capitalizing on business growth opportunities. Proven track record of successfully negotiating partnerships and expanding market presence. Demonstrated ability to lead cross-functional teams and develop strategic business plans.

Experienced with identifying market opportunities and driving business growth. Utilizes strategic thinking and effective negotiation skills to establish beneficial partnerships. Track record of leading successful business development initiatives and fostering collaborative team environments.

Skilled Business Development leader offering 30+ years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.

Experienced in converting sales leads and managing multiple accounts. Highly skilled in forecasting, project management, and strategic planning with exceptional communication abilities. Thorough in monitoring trends and capitalizing on emerging opportunities.

Goal-oriented manager with distinguished experience in Real Estate industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

36
36
years of professional experience
1
1
Certification

Work History

Business Development Manager/Relocation Coordinator

Coldwell Banker Premier
07.2011 - Current
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
  • Generated new business with marketing initiatives and strategic plans.
  • Represented company and promoted products at conferences and industry events.
  • Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Mentored junior team members in effective sales techniques, fostering a high-performance culture within the organization.
  • Performed client research and identified opportunities for account growth, account penetration, and market expansion.
  • Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
  • Monitored market trends and competitor activities to identify areas of potential opportunity.
  • Kept meticulous client notes and updated account information in company databases.
  • Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
  • Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts.
  • Established valuable partnerships with complementary businesses, creating mutually beneficial synergies that accelerated growth for both parties.
  • Launched new product lines by conducting extensive competitor analysis and identifying gaps in existing market offerings.
  • Improved sales team performance with targeted training programs focused on advanced sales techniques and product knowledge.
  • Developed and maintained strategic partnerships to provide added value to clients and increase competitive advantage.
  • Drove revenue growth by identifying and securing new business opportunities in untapped markets.
  • Expanded customer base by networking at industry events and leveraging social media platforms.
  • Implemented CRM tools to better track sales opportunities and customer interactions.
  • Strengthened client relationships, conducting regular follow-up meetings to ensure satisfaction and uncover additional needs.
  • Managed accounts to retain existing relationships and grow share of business.

Mortgage Loan Officer

Success Mortgage
09.2009 - 06.2011
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
  • Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
  • Reviewed loan files and updated to match current standards.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
  • Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
  • Explained different types of loans pertaining to client situations.
  • Checked loan documents for accuracy prior to closing.
  • Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
  • Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
  • Worked with underwriters to fix application problems and resolve issues.
  • Provided support during audits to ensure compliance with federal and state regulations, contributing to a strong company reputation.
  • Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
  • Tailored communication strategies to different client demographics, enhancing understanding and engagement with mortgage products.
  • Negotiated favorable loan terms with lenders, achieving cost savings for clients and increasing competitiveness of our offerings.
  • Streamlined loan processing times, implementing efficient document management systems.
  • Improved loan application accuracy, systematically reviewing and refining application processes.
  • Maintained compliance with federal and state regulations, conducting thorough reviews and updates of loan documentation procedures.
  • Addressed and resolved client concerns swiftly, maintaining high levels of customer satisfaction and loyalty.
  • Collaborated with underwriting teams to ensure smooth loan approval processes, minimizing delays and client dissatisfaction.

President

1st Universal Mortgage Services Inc
09.1996 - 10.2002
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
  • Managed crisis situations effectively while minimizing disruption to daily operations.
  • Enhanced company performance by implementing strategic plans and overseeing daily operations.
  • Drove revenue growth by expanding product offerings and identifying new market opportunities.
  • Cultivated strong relationships with external partners to foster collaboration and maximize resources.
  • Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
  • Streamlined organizational processes by evaluating current systems and implementing improvements.
  • Developed strong partnerships with cross-functional teams for improved collaboration and efficiency.
  • Supported project management team for optimal performance.

Loan Officer

Wheeling National Bank
05.1989 - 09.1996
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Examined customer loan applications for loan approvals and denials.
  • Developed strong relationships with customers through high levels of customer service.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.

Education

No Degree - International Business

WVU
Morgantown, WV

Bachelor of Science - Business

Wheeling Jesuit University
Wheeling, WV
12-1993

Skills

  • Team leadership
  • Business development and planning
  • Customer service
  • Negotiations
  • Business development
  • Decision-making
  • Relationship building and management
  • Client relationship building
  • Account management
  • Goals and performance
  • Verbal and written communication
  • CRM management
  • Lead generation
  • Relationship development
  • Process improvement
  • Project management
  • Quality control
  • Client consultations

Accomplishments

  • Created lead generation program, resulting in YOY increase in ROI.
  • Directed a team of 37 personnel bringing in $100,000,000 per year volume
  • Increased yearly revenue by 18% in 2024

Certification

  • CSP - Certified Sales Professional
  • Licensed Real Estate Sales Associate - 2015-present

Timeline

Business Development Manager/Relocation Coordinator

Coldwell Banker Premier
07.2011 - Current

Mortgage Loan Officer

Success Mortgage
09.2009 - 06.2011

President

1st Universal Mortgage Services Inc
09.1996 - 10.2002

Loan Officer

Wheeling National Bank
05.1989 - 09.1996

No Degree - International Business

WVU

Bachelor of Science - Business

Wheeling Jesuit University

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