John Robinson
Morrow,OH
Summary
Top performing sales professional with over 20 years experience selling business to business as well as directly to the consumer in both a call center environment and in person sales presentations. Consistently in the top 1% of all mortgage originators in the united states. Very strong at building a rapport with clients and explaining complex products to close the sale. Able to talk with clients to understand their needs, overcome objections and close the deals as well as maintaining the relationship over many years with strong communication and customer service skills. Hardworking employee enthusiastic about learning the logistics field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
20
20
years of professional experience
Work History
President
Robinson Capital Partners LLC
2006.11 - Current
- Maintain a customer portfolio of commercial loans in excess of $1 Billion dollars
- Portfolio includes multi family, apartment complexes, mixed use, office buildings, Assisted living, memory care, car washes, franchises and other small to medium sized businesses
- Analyze mergers, acquisitions and commercial real estate transactions in order to place them in the most beneficial product
- Analyze, size, package and process various commercial loan products including Fannie/Freddie SBL
- CMBS, Mezzanine, Life/Insurance, Hedge funds, 7A, 504 and construction lending
- Maintain strong networking with all of my clients in order to continue building referrals and growing my portfolio of clients
- Company is pending for sale
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
Branch Manager
Novus Home Mortgage
2020.05 - 2022.05
- Manage a branch P&L overseeing the production of: commercial, conventional, FHA, VA, USDA and broker products
- Supervise two loan officers and monitored their production
- Escalate issues with clients loans to underwriting and processing management to resolve issues
- Personal production on average of over $2MM a month with 90% being purchase loans
- Manage the P&L including all cost structure and lead purchasing sources to maintain a profitable branch
- Commercial products originated include Fannie/Freddie SBL, Hedge funds, Insurance, CMBS and hard money loans.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Resolved various issues impacting sales management and business operations.
Lending Officer
Universal 1 Credit Union
2017.01 - 2020.05
- Originate, process and close Jumbo, FHA, USDA, Fannie and Freddie residential mortgage loans
- Average over 40MM a year in funded loans while managing all aspects of the lending process for the credit union
- Administer the FHLB Welcome home program for the Credit Union
- Submit and obtain approval from
- FHLB
- Assemble the package and submit for reimbursement under the program guidelines
- Recommended loan approvals and denials for portfolio based on customer loan application reviews
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC
- USA Patriot Act, Privacy Act and Community Reinvestment Act
- Developed and maintained relationships with local real estate agents.
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
Private Client Lending Officer
SVP, Group Dynamics
2013.08 - 2014.11
- Managed a portfolio of over $1 Billion in commercial and residential loans from existing private banking clients
- Managed clients existing relationship with the bank and recommended products to enhance and grow the relationship with the bank
- Grew my portfolio by 12% in the first year and drove revenue gains of 19% year over year
- Originated Conventional, Jumbo, 7A, 504, CMBS, Fannie/Freddie SBL and Mezzanine financing for clients.
Capital Accountant and Project Manager
SAP
2003.06 - 2014.01
- Certified in FI, CO, AM, PS, PP, MM, SD and HR modules
- P&G contractor for multiple GBU’s
- Perform monthly audit on all purchasing globally for P&G to verify that all protocols within SAP are being followed and that all purchases are properly authorized
- Perform asset audits for manufacturing plants throughout the US, Mexico and
- Germany to verify that all capital assets are accounted for and compliant with GAAP
- Capitalize new assets in SAP including determinations on the U&O date and proper categorization of the asset for depreciation
- Manage capital projects from appropriation all the way thru to capitalization of the new asset using the earned value management (EVM) protocol
- Train all new project managers and capital accountants on the use of SAP FI, CO, AM
- PS and PP modules
- Manage the creation of new reporting within SAP with the ABAP code team to include fixing scripting errors and report errors.
Private Banking Loan Analyst
RBS Citizens
2009.04 - 2013.08
- Originate Purchase and refinance loans for Fannie Mae, Freddie Mac, FHA, VA, USDA, HARP, community bond and portfolio loans thru a network of 2200 branches in 18 states under the brand names Citizens
- Bank and Charter One Bank
- Worked with the banks high net worth customers throughout the US to service their mortgage, credit card, commercial lending and business banking needs
- Funded over $45,000,000.00 in loans each year in 2009, 2010, 2011, 2012 to make the champions club
- Evaluated customers credit, income, debt ratios, determined program and ran DU/LP findings for loan approvals
- Evaluated and recommended commercial loan applications for approvals for 7a, 504, Fannie and
- Freddie SBL programs
- Averaged over $50MM a year in closed commercial loans.
Private Banking Lending Officer
JPMorgan Chase and Co
2006.09 - 2009.04
- Worked with banks high net worth clients to understand their needs and provide residential mortgages, commercial loans, commercial banking products, unsecured loans, credit cards, auto loans and insurance products
- Evaluated loan applications for Conventional, FHA, VA, USDA, CRA, 7A, 504, CMBS and mezzanine financing
- Average loan volume of $97MM a year which put me in the Scotsman top 1% in originations in the US and the Presidents Club for JPMorgan
- Closed over $500MM in commercial loans in just over 3 years including multifamily, mixed use, apartment complexes, gas stations, office buildings, hotels, car washes, franchises and business acquisitions.
Mortgage Consultant
Manhattan Group, Originated
2003.06 - 2006.09
- Fannie Mae, Freddie Mac, FHA, VA, USDA, and commercial loans
- Worked with realtors and local businesses to prospect clients for purchase, refinance and commercial loans
- Specialized in mixed use and commercial lending including SBA loans for gas stations, retail projects and auto service centers.
Education
Bachelor of Science - Economics
The Ohio State University
Columbus, OH06.2024
High School Diploma -
Indian Hill High School
Cincinnati, OH06.1997
Skills
- Residential mortgage lending regulations
- Commercial loan processes and requirements
- Financial Analysis of businesses and individuals
- Calyx, Cadence, Encompass and Optimal Blue
- Professional networking
- Loan Officer Experience
- Loan Origination
- Fair Housing Regulations
- Portfolio Management
- Mortgage Servicing
- Underwriting
- Approachable and Outgoing
- Results Orientation
- Communication and Engagement Techniques
- Time Management
- Key Account Management
- Customer Relationship Management
- Performance Testing
- Scrum Methodology
- Project Planning
- Project Deadlines
- Project Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Branch Manager
Novus Home Mortgage
2020.05 - 2022.05
Lending Officer
Universal 1 Credit Union
2017.01 - 2020.05
Private Client Lending Officer
SVP, Group Dynamics
2013.08 - 2014.11
Private Banking Loan Analyst
RBS Citizens
2009.04 - 2013.08
President
Robinson Capital Partners LLC
2006.11 - Current
Private Banking Lending Officer
JPMorgan Chase and Co
2006.09 - 2009.04
Capital Accountant and Project Manager
SAP
2003.06 - 2014.01
Mortgage Consultant
Manhattan Group, Originated
2003.06 - 2006.09
Bachelor of Science - Economics
The Ohio State University
High School Diploma -
Indian Hill High School
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