Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Josh Schultz

Macomb,MI

Summary

Dynamic sales leader skilled in managing complex financial relationships and driving revenue growth. Expertise in developing high-performing teams and enhancing customer outcomes through consultative sales strategies. Strong communicator adept at aligning cross-functional goals to ensure business success.

Overview

5
5
years of professional experience

Work History

Sales Director

Adaxa Mortgage Brokerage
05.2024 - Current
  • Recognized as top-performing sales producer for consistently exceeding targets.
  • Led sales team to consistently meet or exceed performance goals through effective management.
  • Trained and mentored sales team on effective selling techniques, enhancing overall sales capabilities.
  • Manage complex lending relationships involving six- and seven-figure financial transactions.
  • Analyzed market trends to inform strategic planning decisions.
  • Assisted in developing long-term strategic objectives for the organization's overall success.

ACES Incubation Manager

loanDepot
06.2023 - 05.2024
  • Led onboarding and development initiatives to enhance team readiness and performance.
  • Partnered with leadership to improve hiring quality.
  • Facilitated cross-departmental communication to align project objectives and drive success.
  • Led team meetings to align project goals and expectations.
  • Coached and mentored team members to elevate job performance and skill development.
  • Evaluated staff performance and provided constructive feedback regularly.
  • Conducted 250+ face-to-face interviews.

Executive Loan Officer

loanDepot
07.2021 - 06.2023
  • Recognized as top sales contributor, driving significant revenue growth in competitive market.
  • Generated new business through consultative sales, aligning client needs with suitable loan products.
  • Managed high-volume client pipeline, ensuring timely and effective loan processing.
  • Educated customers on a variety of loan products and available credit options to promote valuable decision-making.
  • Built trusted client relationships.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Education

Bachelor of Science - Business Administration And Management

Central Michigan University
Mount Pleasant, MI
12-2020

Skills

  • Consultative Sales
  • Sales strategy
  • Sales team management
  • Business Development
  • Talent acquisition strategies
  • Talent Development
  • Performance Coaching
  • Performance evaluation
  • Customer relationship management
  • Customer loyalty programs
  • Cross-Functional Collaboration
  • Executive Communication
  • Effective communication
  • Constructive feedback
  • Adaptability and flexibility
  • Sales strategy

Accomplishments

  • Annual Top 5 performer 2025 Adaxa
  • Multiple Top 5 quarterly awards with loanDepot
  • Multiple promitions with most recent employers

Timeline

Sales Director

Adaxa Mortgage Brokerage
05.2024 - Current

ACES Incubation Manager

loanDepot
06.2023 - 05.2024

Executive Loan Officer

loanDepot
07.2021 - 06.2023

Bachelor of Science - Business Administration And Management

Central Michigan University
Josh Schultz