Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Jason Hultgren

Atlanta,GA

Summary

As a Senior Mortgage Banking Sales executive with 27 years of versatile and accomplished experience in community, middle, large and complex financial service lending organizations to include banks and non-Banks driving originations, recruiting, revenue growth, optimizing talent development, performance and the customer experience. I bring to organizations the demonstrated ability to build productive internal, external, vendor and counter party relationships and deliver agile strategic execution of a growth oriented banks vision and mission with results that are measurable and achieve excellence. I welcome new opportunities to grow and lead transformational change that dramatically improves business outcomes in growth, sales, digital, recruiting and strategic growth.

Overview

30
30
years of professional experience

Work History

SVP, Director of Retail Mortgage Sales

United Community Banks Inc
Atlanta, GA
8 2018 - Current

Responsible for growing profitable retail mortgage production and increasing market share across The UCBI footprint of (GA, SC, NC, TN, FL and AL) Drive Sales Leadership to manage and grow UCMS mortgage market share within the legacy markets and new metro markets in the UCBI footprint. Motivating, coaching and encouraging employees.

Increased UCMS Production from $800MM to $2.4B from 2018- 2021. Increased Customer CSP and Loyalty Scores. Drove Sales force effectiveness from 2.7 funded units per month to over 7 funded units per month. Added new teams in Eastern NC and Florida markets. Recruited , developed and improved self generated MLO sales force. Meeting banks goals to grow new customers and relationships. Serving our bank wide footprint by meeting our communities needs with fair lending and meeting LMI and CRA lending goals. Put a CRA Strategic plan together for UCB/UCMS.

Skills: recruiting, lift outs, talent development, business development & the expansion of the retail mortgage practice, working and partnering for opportunities with other lines of business to include the community retail bank, business and commercial banking and future plans of growing our market share from our homebuilder finance LOB.

SVP- Mortgage Production Manager

State Bank and Trust
Atlanta, GA
9 2017 - 8 2018

Acquired by Cadence Bank. (NASDAQ-CADE)Responsible for growing profitable retail mortgage production and market share across metro Atlanta. Provide sales leadership to manage and grow State Banks mortgage market share. Responsible for meeting CRA goals, recruiting, lift outs, M&A, talent development, business development & the expansion of the retail mortgage practice, working and partnering for opportunities with other lines of business to include the community retail bank, business and commercial banking, private banking and homebuilder finance.

Regional Sales Manager

Southeast Mortgage
Duluth, GA
07.2016 - 07.2017

Strengthened company's business by leading implementation of strategic growth in Metro Atlanta, Greater Georgia, South Carolina, Florida and Alabama. Accountable for sales leadership and production including overall customer satisfaction. Generated new business through financial professionals, home builders and Realtor partnerships. Industry Memberships, Affiliations and Awards include:

- Licenses and Registrations- NMLS ID #437921, FL LO30993, GA License #43980, SC License MLO- 437921

SVP, Regional Sales Manager, Head of Traditional Retail

AmeriSave Mortgage Corporation
Atlanta, GA
01.2014 - 06.2016

Head of Distributed Retail Sales Manager for the Traditional Retail Mortgage Sales Division.

Transitioned this role when CertusBank sold it's Mortgage Division Assets to Amerisave in November 2014. Post sale, responsibilities expanded to include establishing, growing, and building out the Traditional Retail Mortgage Sales channel. Increased business model diversification by expanding purchase business, external and organic growth with recruiting, and hiring. Established Loan Production offices to drive a sales force with great customer service and nurture established books of business and relationships with Realtors and Builders.

Mortgage Area Sales Manager- Retail Mortgage

Fifth Third Bank
Atlanta, GA
08.2010 - 01.2014

Specialist in building Retail Mortgage Loan Origination teams including build-outs, lift-outs, recruiting and growing markets and market share. Promoted and given a larger team of direct reports and a larger market territory. Duties included coaching, recruiting, leading cross sell, sales management, recruiting, mortgage banking, business development, FHA, CRA, credit risk, CRA, FHA, VA, GNMA, Conventional, GNMA, Jumbo, construction to permanent, mew construction, portfolio lending, affluent lending and Private Mortgage Banking. Selected from a group of my peers to attend Fifth Third Advanced Leadership Development training class. Co-Chaired United Way Campaign in 2010 for Fifth Third in Georgia. Increased production from <$50MM in production to $370MM.

Branch Sales Manager

Wells Fargo Home Mortgage
Atlanta, GA
09.1998 - 09.2010
Held multiple positions with increasing responsibilities, budget, geography and span of control including Branch Sales Manager, Private Mortgage Banker, Senior Mortgage Loan Officer and Top Producing Mortgage Loan Originator. Promoted from Officer to AVP to VP over the course of 12 years and 5 major bank mergers. Served as subject matter expert during transition and change. Specialties include: business development, P&Lmp;L management,  sales leadership, employee engagement, residential mortgage banking and mortgage origination. At the end of my tenure, I lead the Private Banking Mortgage Team in Metro Atlanta to all legacy First Union and Wachovia Private Banking, Affluent Lending, Brokerage, Trust and Wealth Management teams.  Awards included:  Wells Fargo Home Mortgage-Region 1- Extraordinary Leader Award for Change Leadership during the Wells Fargo Acquisition of Wachovia Bank (2009) & Top Team in Bank Cross Sell Units (2010) - Served as Director for the Wachovia Mortgage Retail Mortgage Advisory Council (2007-2009).​

Senior Mortgage Loan Officer

Equitable Mortgage Corporation
Columbia, SC
02.1997 - 09.1998

Top Performing Mortgage Broker , Correspondent & Wholesale Mortgage banking. This was a call center sales environment.

Credit Manager

Wells Fargo Financial
Charleston, SC
01.1996 - 02.1997

Management Training Program in Consumer Finance, Credit Manager, Solicited Consumer Loans, Debt Consolidation Plans, Mortgages, Second Mortgages, Credit Insurance and Credit Cards. Formerly Norwest Financial prior to Wells Fargo and Norwest Merger.

Education

Bachelor of Arts - Government and International Studies

The University of South Carolina
Columbia, SC
12.1995

Skills

  • Leadership, Motivation and Encouragement
  • Mortgage Lending (FNMA, FHLMC, FHA, VA, USDA, Portfolio, C/P, HELOCs)
  • Strategic Partnerships
  • Customer Experience
  • Expense Control and P&L Management
  • Communications
  • Emotional Intelligence
  • Sales Pipeline Management
  • Coaching/ Situational Leadership
  • Cross Selling
  • Ellie Mae/ Encompass 360 LOS
  • Optimal Blue pricing engine
  • Allregs
  • Blend POS
  • Salesforce CRM
  • Strategic goals
  • Acquisition and merger opportunities
  • Employee Coaching and mentoring
  • Policy development
  • New business development
  • Strategic business planning
  • Sales territory and market share growth
  • Social media and digitally savvy
  • Accountability and ownership
  • Recruiting and hiring
  • Consultative and relationship selling
  • Rapport and relationship building
  • Market intelligence and competitive analysis

Affiliations

UCMS /UCBI

-United Community Bank Leadership Academy -2020 Graduate-Clemson University

-Member of The Mortgage Bankers Association- Production Council

-Graduate of the MBA School of Mortgage Banking II Class & currently enrolled as a CMB Candidate (Expected August 2022)
-Board of Governors for The Mortgage Bankers Association of Georgia- Expires 2023

-MBAG -Georgia Future Mortgage Leaders
-Mortgage Bankers Association of Georgia Presidents Award Recipient (Multiple Years)-Recipient of MBAG of MBAG Production Awards (Multiple Years)

-Affiliate Member of -The Atlanta Board of Realtors

-Affiliate Member of the Georgia Association of Realtors
-Affiliate Member with Greater Atlanta Homebuilders Association.
-Past Member for Board of Directors for The Atlanta Mortgage Bankers Association-2010-2016

-Member of the Atlanta Economics Club

-The Community Bankers Association of Georgia

-Georgia Bankers Association

-The Risk Management Association-Atlanta Chapter

Timeline

Regional Sales Manager

Southeast Mortgage
07.2016 - 07.2017

SVP, Regional Sales Manager, Head of Traditional Retail

AmeriSave Mortgage Corporation
01.2014 - 06.2016

Mortgage Area Sales Manager- Retail Mortgage

Fifth Third Bank
08.2010 - 01.2014

Branch Sales Manager

Wells Fargo Home Mortgage
09.1998 - 09.2010

Senior Mortgage Loan Officer

Equitable Mortgage Corporation
02.1997 - 09.1998

Credit Manager

Wells Fargo Financial
01.1996 - 02.1997

SVP, Director of Retail Mortgage Sales

United Community Banks Inc
8 2018 - Current

SVP- Mortgage Production Manager

State Bank and Trust
9 2017 - 8 2018

Bachelor of Arts - Government and International Studies

The University of South Carolina
Jason Hultgren