Joseph Holtcamp
Camas,WA
Summary
Dynamic, results-driven, financial sales leader with years of experience driving revenue growth, managing high-performing teams, and delivering exceptional client service. Proven track record of exceeding sales goals, growing territories, and managing multi-million-dollar portfolios. Expertise in account management, mortgage lending, insurance sales, and business development. Strong compliance, training, and operational management skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Owner/Designated Broker
Community First Home Loans
07.2021 - Current
- Manage a team of 7 loan officers and oversee multimillion-dollar funded production annually
- Obtained Life/Health, Property/Casualty & SIE Licenses
- Lead compliance, marketing, training, hiring, and operational functions for the mortgage brokerage
- Maintain approvals with national lenders to offer a comprehensive range of loan products
- Build and maintain client relationships with Realtors, CPA's, attorneys, and business owners
Mortgage Loan Officer
Columbia Credit Union
09.2019 - 04.2021
- Analyzed financial and credit data to match customers with appropriate loan programs
- Managed full-cycle mortgage processes, from solicitation to underwriting and funding
- Maintained strong community visibility through networking and marketing campaigns
Account Executive
Quicken Loans Mortgage Services
06.2018 - 07.2019
- Expanded revenue and developed partnerships with brokers across the territory
- Delivered training presentations on loan products and onboarded new partners
- Negotiated terms with clients, overcoming objections to close sales effectively
Business Development/Account Executive
M&T Bank
01.2016 - 06.2018
- Grew NW territory by 25%, managing 30-50 wholesale accounts and conducting training seminars
- Created partnerships through networking, trade shows, and cold calling
- Collaborated with senior management to optimize the sales process and ensure account quality
Education
Bachelor of Science - Business Management
University of Phoenix
Associates - General Studies
Clark College
Skills
- Microsoft Office Suite
- Salesforce
- SAP Applications
- MS Project
Professional Highlights
- Licensed and certified expert in Life & Health, Property & Casualty Insurance, and Securities Industry Essentials (SIE).
- Hired, trained, and managed 10-20 sales reps, driving performance at Sunset Direct Lending.
- Achieved $45M in loan funding in 12 months as Mortgage Loan Originator, Columbia Credit Union.
- Funded $100M in 12 months as a Wholesale Account Executive, Quicken Loans.
- Top Producer at M&T Bank; grew NW territory by 25%.
- Earned National Best in Class; recognition for revenue growth among 250 sales agents at Saia LTL Freight in 2015.
- Grew sales by 20% in six months and set a company sales record of $3.75M+ in annual revenue at NW Natural.
- Held top producer rankings across multiple organizations, including Sunset Direct Lending, Millennium Funding Group, and The Nautilus Group.
Certification
Licenses:
Mortgage:
Designated Broker
National Mortgage Originator
Insurance:
Property/Casualty
Life/Health
SIE - test scheduled
Timeline
Owner/Designated Broker
Community First Home Loans
07.2021 - Current
Mortgage Loan Officer
Columbia Credit Union
09.2019 - 04.2021
Account Executive
Quicken Loans Mortgage Services
06.2018 - 07.2019
Business Development/Account Executive
M&T Bank
01.2016 - 06.2018
Bachelor of Science - Business Management
University of Phoenix
Associates - General Studies
Clark College