Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

Jeff Soderstrom

Rosenberg,TX
Jeff Soderstrom

Summary

Established Account Executive gifted at lead generation and resolving customer issues. Engaging, personable and increasing business opportunities through dynamic and multi-pronged marketing strategies, sharp communication skills and dedication to customer service.

Overview

11
years of professional experience

Work History

Wilson And Clarke

Principal
01.2023 - Current

Job overview

  • Owned and Operated a commercial and business purpose Mortgage Brokerage working in 23 states.
  • Responsible for all marketing, processing, lender relations and closing.
  • Managed 5 part time domestic and international employees.

Nextres, LLC.

National Sales Director
07.2022 - 01.2023

Job overview

  • Developed and implemented effective sales strategies and led nationwide sales team members to achieve sales targets.
  • Chief Architect of new CRM and auto dialer rollout along with a mass email strategy where one previously did not exist.
  • Managed all data scraping logistics and acquisition of over 40,000 new contacts farmed from scratch.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Negotiated and closed agreements with large customers and monitored and analyzed performance metrics.
  • Liaised with marketing and product development departments to maintain brand consistency.
  • Managed and motivated sales team to increase revenue 100% in 2 Months.
  • Directed effective hiring, orientation, training, development, and retention of sales staff to maximize team performance.

LOANSTREAM MORTGAGE

National Account Executive
09.2021 - 07.2022

Job overview

  • Identified profitable business leads and built pipeline of prospective customers.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Brought lapsed accounts back to active status and provided additional revenue.
  • Team leader in production every month.

PLAZA HOME MORTGAGE

Account Executive
08.2019 - 09.2021

Job overview

  • (80% Inside Sales) Founded in 2000, Plaza Home Mortgage is a full-service Wholesale Lender with a wide menu of products including Conventional, FHA, VA, Jumbo, Renovation and Reverse. They have a strong reputation for ethical service and product diversity.
  • Peak Month Closed 7.5M in closed loan volume.
  • Consistently led entire West Coast Region in new Broker signups.
  • Was able to build success in California while being a 100% inside AE from behind a desk in suburban Houston.
  • Fluent in Conforming, VA, FHA, Jumbo and Reverse guidelines.
  • Managed slate of over 70 accounts. 80% of accounts under management were self generated
  • Managed sales cycle from first contact to established customer sale and maintained solid customer base
  • Worked with Underwriters to fix application problems and resolve issues
  • Developed prospects for new loans by conducting a minimum of 200 cold calls weekly

GRAY AND GREEN BIOMEDICAL SERVICES

Regional Account Executive
11.2018 - 08.2019

Job overview

  • (100% Outside Sales) (Ownership dissolved Biomedical Branch and refocused their business model on Lab construction) Founded in 2016, Gray and Green Biomedical Services was a full-service biomedical engineering firm specializing in repair, inspection and maintenance of an entire spectrum of medical devices including clientele in imaging, laser, surgical, dental, hospital, and freestanding ER space.
  • Achievements:.
  • Closed 4 medium sized hospitals with patient throughput of over 250 cases per month.
  • Closed 3 surgery center contracts with patient throughput of 80 cases week.
  • Led company in contracts under management.
  • Represented Gray and Green at all and conventions.
  • Responsible for expansion into San Antonio and Rio Grande Valley.

RMLD

VP of Sales
07.2012 - 11.2018

Job overview

  • (50% inside sales 50% outside sales) Reverse Mortgage Lenders Direct is a boutique lead generation firm with revenues of $700 thousand annually.
  • Company offers full line double verified domestic live transfer financial lead using organically sourced web opt-in data.
  • Territory covered continental United States
  • Managed staff of 5 Sales Reps nationwide.
  • Increased revenue by at least 200% over four years (FY 2013/ 350K to FY 2017/ 700K).
  • Hit quota goals every year from 2013 to 2017.
  • Represented RMLD at all national trade shows nationwide.
  • Responsible for communicating institutional client wants and needs into codified company best practices.
  • Supervised negotiations between institutional client legal teams and RMLD Corporate.
  • Responsible for all expenses, license fees and continuing education.
  • Closed and managed 5 of top 6 Reverse Mortgage Lenders in Country including Generation, Quicken, Loan Depot, Finance of America LLC, and AAG.
  • Promoted from Sales Lead to VP of Sales in 2014.
  • Promoted from Account Executive to Sales Lead in 2013.

Education

McNeese St. Univ
Houston, TX

Bachelor of Arts from Speech Communications
2000

University Overview

GPA: 3.7, Full two-year debate scholarship

National Speech Champion 2000

Skills

  • Relationship building and management
  • Account servicing
  • Knowledgeable in SalesForce
  • Knowledgeable in HubSpot
  • Lead Generation
  • Database Management
  • Needs assessment
  • Wholesale Mortgage (Conventional, Govt, Reverse, Jumbo and Non-QM)
  • Sales pipeline development
  • Solution selling
  • Cold calling expertise
  • Coaching and mentoring
  • Business growth and retention

Accomplishments

Eagle Scout

National Speech Champion, Phi Rho Pi 2000

MD Anderson Volunteer Service Award


Timeline

Principal

Wilson And Clarke
01.2023 - Current

National Sales Director

Nextres, LLC.
07.2022 - 01.2023

National Account Executive

LOANSTREAM MORTGAGE
09.2021 - 07.2022

Account Executive

PLAZA HOME MORTGAGE
08.2019 - 09.2021

Regional Account Executive

GRAY AND GREEN BIOMEDICAL SERVICES
11.2018 - 08.2019

VP of Sales

RMLD
07.2012 - 11.2018

McNeese St. Univ

Bachelor of Arts from Speech Communications
Jeff Soderstrom