John Gates
Mortgage Branch Manager
Raleigh,NC
Summary
Ready to contribute to team success and achieve positive results, poised to tackle new challenges and advance organizational objectives with dedication and enthusiasm. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with leadership and program management skills.
Overview
45
45
years of professional experience
6
6
years of post-secondary education
Work History
1st Mate/Captain Yacht Southern Star 76' Sloop
Yacht Southern Star
06.1981 - 07.1982
- Addressed guest needs, questions, or concerns to create optimum experience onboard.
- As Mate, Performed Maintenance, Supervised crew of 2 deckhands,
- As Licensed Captain, set up trips between Ft. Lauderdale and different locations in the Bahamas. Insured safety of crew and guests. responsible for Navigation and managed inventory of supplies for voyages while minimizing waste and unnecessary expenses.
Deck Hand
Yacht Cambria 128' J Class Sailing Yacht
12.1980 - 05.1981
- Performed maintenance tasks such as painting, chipping rust, and greasing equipment to extend the lifespan of onboard assets.
- Provided necessary support while sailing, during docking maneuvers, contributing to successful berthing at various ports.
Raleigh Sales Manager
Amres Corp
01.2024 - Current
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Hired and mentored New LO that brought revenue into the organization within 2 month of coming on board.
- Managed personal pipeline and gave support to 2 loan officers.
- Met with Industry partners on behalf of the originating team.
- Member of Raleigh-Wake Home Builders Association and sponsored events for the organization.
- Member of Raleigh Mortgage Bankers Association 2001-2013, Board of Directors 2014-2018, Past President 2015, 2016
- Vetted Member to Triangle Real Producers.2023-2024
Personal Banker
Wachovia Bank
06.1979 - 1 1981
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Branch Manager
Hamilton Home Loans/Lower.com
01.2021 - 01.2024
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Branch Manager
Supreme Lending
04.2018 - 01.2021
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Branch Manager
Union Mortgage Group
01.2009 - 01.2018
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Branch Manager
National City Mortgage
01.2007 - 01.2009
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Branch Manager
Columbia National/American Home Mortgage
01.1995 - 01.2007
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Sales
Gregory Poole Power Systems
01.1989 - 01.2001
- Sales of Caterpillar Marine Diesel Engines throughout Eastern NC
- Clients were commercial fishermen, boat builders, and NCDOT Ferries
Loan Officer
Sears Mortgage/PNC
12.1991 - 1 1995
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
VP of Operations
Benson Marine Group
01.1987 - 01.1989
- Responsible for opening new NC Sales Office for Hatteras Yachts, and Ocean Yachts, and Carver Boats
- Negotiated Leases for Southport Marina and oversaw the boatyard, developed the work order system for new Yacht customs orders, regular maintenance, carpentry, diesel mechanics, marine fabrication of tuna towers, and marine electronics installations
International Sales Executive
AMF International/Hatters Yachts
06.1984 - 01.1986
- Responsible for setting up and maintaining dealerships relationships throughout the Caribbean, South America, and Central America
- Sold a diverse line of Marine Products that were used by Resort areas through out the Caribbean
- Working with International Clients for Hatteras Yachts from initial order, through construction, and delivery.
- Took Spanish courses at the Berlitz school to enhance cultural communications and relationship building
- Set up new Hatteras YACHTS Dealerships in St. Croix BVI, Guatemala, Equador, and the Dominican Republic. Enhanced relationship with existing dealership in Puerto Rico.
Education
Bachelor of Arts - Economics
University of North Carolina At Chapel Hill
Chapel Hill, NC 05.1975 - 01.1979
MBA - Finance
Wake Forest University
Winston-salem, NC 05.1982 - 01.1984
Spanish - undefined
Berlitz School of Languages
01.1984 - 12.1984
Skills
Mentoring
Team building
Sales strategies
Goal Setting
Using Tech Stacks
Non QM Lending Products
Recruiting
MBS Highway Tools
Family
I have a twin brother Nevill. I am married to Leigh. I have fathered 2 sets of twin boys, John and Ras, age 35, and Frank and Wade, age 19, now college freshman. I have a daughter, Belle age 30 sandwiched between the sets of twin boys.
Offshore Fishing and Sailing enthusiast
As a young boy, I grew up in a family that started a Yacht Club for sailing enthusiasts in a small town in Eastern NC on the Neuse River. One thing led to another and I always followed those people that liked the water, sailing, and fishing of any type. People that hung around docks, that enjoyed life and adventure. It was a different cult of experimental lust for things out of the ordinary. Eclectic living.
Timeline
Raleigh Sales Manager
Amres Corp
01.2024 - Current
Branch Manager
Hamilton Home Loans/Lower.com
01.2021 - 01.2024
Branch Manager
Supreme Lending
04.2018 - 01.2021
Branch Manager
Union Mortgage Group
01.2009 - 01.2018
Branch Manager
National City Mortgage
01.2007 - 01.2009
Branch Manager
Columbia National/American Home Mortgage
01.1995 - 01.2007
Loan Officer
Sears Mortgage/PNC
12.1991 - 1 1995
Sales
Gregory Poole Power Systems
01.1989 - 01.2001
VP of Operations
Benson Marine Group
01.1987 - 01.1989
International Sales Executive
AMF International/Hatters Yachts
06.1984 - 01.1986
Spanish - undefined
Berlitz School of Languages
01.1984 - 12.1984
MBA - Finance
Wake Forest University
05.1982 - 01.1984
1st Mate/Captain Yacht Southern Star 76' Sloop
Yacht Southern Star
06.1981 - 07.1982
Deck Hand
Yacht Cambria 128' J Class Sailing Yacht
12.1980 - 05.1981
Personal Banker
Wachovia Bank
06.1979 - 1 1981
Bachelor of Arts - Economics
University of North Carolina At Chapel Hill
05.1975 - 01.1979
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