Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Jerod Runde

Summary

Versatile Executive offering 20-year track record of overseeing and managing Sales & Business operations to meet company objectives. Strong knowledge of budget administration, business development and key decision making. Disciplined and forward-thinking manager with excellent communication and team-building skills.

Overview

17
17
years of professional experience

Work History

Senior Mortgage Banker & Team Lead

Fairway Independent Mortgage Company
2020.04 - Current
  • All Self-Generated referral business from my established 20-year portfolio
  • Plan, Run and maintain my own marketing for my team & partnering realtors
  • Maintain & Manage profit, and expenses
  • Prospect new realtor partners & maintain referral partner relations
  • Prospect mortgage clients
  • Issue Mortgage applications & Guide clients through the mortgage process
  • Manage post-closing Mortgage client retention digital marketing platform
  • Manage post-closing client retention Mailers & Gifts
  • Maintains annual continuing education
  • Maintained a remote Las Vegas Office
  • Maintained National & State Licenses.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Worked with underwriters to fix application problems and resolve issues.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Analyzed loan applications and credit reports to determine Program eligibility and risk level.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Fielded customer complaints and provided solutions.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.

Senior Mortgage Banker & Team Lead

Platinum Mortgage DBA Great Lakes Mortgage Financial
2013.04 - 2020.04
  • All Self-Generated referral business from my established 20-year portfolio
  • Plan, Run and maintain my own marketing for my team & partnering realtors
  • Maintain & Manage profit, and expenses
  • Prospect new realtor partners & maintain referral partner relations
  • Prospect mortgage clients
  • Qualify Potential Mortgage clients for financing
  • Issue Mortgage applications & Guide clients through the mortgage process
  • Manage post-closing Mortgage client retention digital marketing platform
  • Manage post-closing client retention Mailers & Gifts
  • Maintains annual continuing education
  • Maintains a remote Las Vegas Office
  • Maintains National & State Licenses.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.

Snowboard Instructor

Lee Canyon Ski Resort
2018.11 - 2019.04
  • Greet & Determine Clients skill level
  • Detailed Breakdown & explanation of the lesson plan
  • Lead local kids camps
  • Customer service.
  • Demonstrated snowboarding techniques based on established course framework and student ability levels.
  • Utilized variety of snowboarding and ski techniques to impart knowledge and customized instruction to individual skill levels.
  • Stayed on top of current weather conditions to maintain student safety.

Senior Mortgage Banker & Team Lead

United Shore Financial & Shore Mortgage
2010.03 - 2013.04
  • Prospect mortgage clients / cold & warm lead sources
  • Qualify Potential Mortgage clients for financing
  • Issue Mortgage applications & Guide clients through the mortgage process
  • Manage post-closing Mortgage client retention digital marketing platform
  • Manage post-closing client retention Mailers & Gifts
  • Maintains annual continuing education
  • Manage a team of call center mortgage bankers
  • Manage team productivity.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Worked with underwriters to fix application problems and resolve issues.
  • Fielded customer complaints and provided solutions.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Analyzed loan applications and credit reports to determine program eligibility and risk level.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.

Western Regional Inside Sales Manager

Alpha Card Merchant Services
2007.02 - 2008.11
  • Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
  • Updated accounts and maintained long-term relationships with clients.
  • Cultivated productive relationships and maintained quality communications with account contacts to maximize client retention.
  • Prepared pricing strategies for current customers to enhance sales and increase profitability.
  • Trained employees on new technology and sales methods to build highly-knowledgeable and successful team.
  • Scheduled and led department staff meetings, workshops and functions to encourage and inspire staff.
  • Surpassed sales goals by 18%% over prior year with implementation of diverse sales tools and strategies.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.

Education

Associate of Science - Sales And Marketing Education

School Craft College
Livonia, MI
2004

High School Diploma -

Plymouth-Canton High School
Canton, MI
06.1999

Skills

  • 20 years mortgage experience
  • 25 years Sale's & Customer service experience
  • 10+ years Executive experience
  • Marketing Experience
  • Experienced Snowboard Instructor
  • Restaurant & Bar experience
  • Quick To Learn & Apply New Information
  • Loan Origination Expertise
  • Time Management Abilities
  • Risk Management Aptitude
  • Effective Communication
  • Team Leadership
  • Goal Oriented Mindset

Accomplishments

2018 & 2019: 10 Million In Individual, Self Generated Mortgage Sales

2020 : 20 Million In Team Volume, Self Generated Mortgage Sales

References

  • Ron Hickel, Branch & Sales Manager / Total Home Lending, 734.673.3060
  • Shawn Cool, Owner / Red Rock DT BBQ, 734.891.6691
  • Deon Dwyer, Executive / Quicken loans, 248.892.3366
  • Joshua Grats, Director Of Sales Enablement & Strategy / Legion Technologies, 248.238.7444

Timeline

Senior Mortgage Banker & Team Lead

Fairway Independent Mortgage Company
2020.04 - Current

Snowboard Instructor

Lee Canyon Ski Resort
2018.11 - 2019.04

Senior Mortgage Banker & Team Lead

Platinum Mortgage DBA Great Lakes Mortgage Financial
2013.04 - 2020.04

Senior Mortgage Banker & Team Lead

United Shore Financial & Shore Mortgage
2010.03 - 2013.04

Western Regional Inside Sales Manager

Alpha Card Merchant Services
2007.02 - 2008.11

Associate of Science - Sales And Marketing Education

School Craft College

High School Diploma -

Plymouth-Canton High School
Jerod Runde