Katherine Pochert

• Partner Experience (PX)Director
• Relationship Management Director

Developed two new programs from concept to stand up for company’s purchase division

• Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
• Worked closely with organizational leadership and board of directors to guide operational strategy.
• The Relationship Management team achieved over 3,000 direct real estate partner referrals in first full year
• The PX team moved partner satisfaction scores from 4.25% to 4.65% in first 90 days of execution
• Improved process for PX team that resulted in a 100% success rate in partner profile validations where previously it was 60%
• Define strategy and develop program standards and goals – Develop KPI’s and reporting capabilities to monitor brand engagement, customer satisfaction, sales
• Project/program management – cross functional collaboration (Legal, IT, Marketing, Sales, Operations, Communications) – complete build out of program CRM, automation of communication and task to streamline processes and improve partner experience in order to exceed sales goals
• Leader of three national remote teams
• Team member reviews and development
• Direct communication to executive team on program success/challenges
• Develop and conduct Loan Officer and Real Estate Agent communication training
• Attend industry conferences in order to deepen relationships and drive brand awareness
• Promoted cross channel communication and team building (Sales/Processing)
• Leadership – loan escalations and resolutions

• Top producer – 125 listings sold in 12 months
• Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
• Prepared and presented contracts and other legal documents to clients.
• Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
• Negotiated contracts with buyers and sellers to maximize customer savings.
• Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
• Performed home evaluations and developed competitive market analysis for individual homes.
• Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.

• Established Relationship Management program for the country's largest mortgage lender
• Led the team from initial production of 0 to over 450 direct real estate partner referrals a month with a conversion of over 37%
• The RM program now has 70 team members and is the largest division in business development at Rocket Mortgage
• Define strategy and communication process in order to successfully connect with our Real Estate partners and drive market share
• Project/program management – cross functional collaboration (Legal, IT, Marketing, Sales, Operations, Communications) – complete build out of program CRM (Salesforce), automation of communication and task to streamline processes and improve partner experience in order to exceed sales goals
• Manage top Benefit Partner relationships through on-site visits and consistent communication in order to grow channel sales
• Business development through national conventions and on-site office presentations resulting in increased market share year over year

• Responsible for the sale of wholesale mortgage products to the Broker community.
• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Qualified leads, built relationships and executed sales strategies to drive new business.
• Executed successful sales strategies to convert leads into customers.
• Resolved issues promptly to drive satisfaction and enhance customer service.
• Leveraged CRM to collect, organize and manage sales data and customer information.

• Responsible for the sale of wholesale mortgage products to the Broker community
• National business to business sales.
• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Qualified leads, built relationships and executed sales strategies to drive new business.

• Real Estate Developer of a Master planned community - single family, condominiums, high rise and town homes
• Media planning and tracking, sales, coordinate between the developer and builders to execute contract negotiations.
• Built strong relationships with industry professionals and influencers.
• Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
• Created content and promotional materials to drive engagement and conversions.
• Deployed well-coordinated campaigns, events and public relations strategies to promote brand.
• Created and managed marketing budget, ensuring maximized ROI.