Marty Meade
People's Bank
Richmond,VA
Summary
Professional with strong background in mortgage consulting, ready to deliver impactful results. Known for exceptional problem-solving skills, effective communication, and deep knowledge of lending practices. Adept at fostering team collaboration and adapting to changing needs, ensuring reliable outcomes. Equipped with strong analytical abilities and customer-focused mindset to drive success.
Work History
Mortgage Consultant
9 Months- Guided clients through mortgage options, providing tailored solutions to meet financial needs.
- Analyzed client financial information, ensuring accuracy and compliance with lending regulations.
- Developed and maintained strong relationships with real estate agents to drive referral business.
- Coordinated loan processing activities, enhancing workflow efficiency and reducing turnaround times.
- Implemented process improvements that streamlined documentation requirements, increasing operational efficiency.
- Conducted market research to identify trends, informing strategic adjustments to product offerings and services.
- Maintained compliance with industry regulations and company policies while processing loan applications.
- Managed a diverse portfolio of mortgage products, offering tailored solutions for various financial situations.
- Developed marketing strategies targeting specific demographics within local communities leading to increased brand awareness among potential clients.
- Analyzed complex financial data to determine appropriate loan options for clients based on their unique circumstances.
Home Loan Consultant
1 Year 6 Months- Guided first-time home buyers through the home loan process.
- Developed partnerships with Boone Homes and NK Homes, enhancing referral opportunities.
- Assisted first-time home buyers in navigating home loan process, ensuring clarity and confidence.
- Engaged with HHHunt Homes representatives at events to drive interest in new construction offerings.
Loan Originator
1 Year 6 Months- Cultivated relationships with real estate agents and builders, resulting in a steady stream of self-sourced leads.
- Achieved $6 million in closed volume through May 2023.
- Earned recognition as a trusted lending partner for NK Homes and Boone Homes, strengthening referral networks.
- Enhanced marketing partnership with EXIT First Realty by conducting monthly training sessions for agents, improving collaboration and lead generation.
- Recognized as trusted lending partner for NK Homes and Boone Homes.
- Enhanced marketing partnership with EXIT First Realty through monthly training sessions for agents.
- Maintained consistent five-star customer service ratings via eEndorsements.
Home Loan Sales Consultant
2 Years 7 Months- Originated home loans for first time home buyers, investors as well as buyers who are increasing home size and downsizing.
- Originated home loans for first-time home buyers, investors, and clients upgrading or downsizing their homes, facilitating their financial goals.
- Completed 2020 with 15 million (60% purchases and 40% refinances) in volume.
- Product offerings included conventional, FHA, VA, jumbo and first time home buyer DPA programs.
- Developed lending partnership with Shurm Homes within 3 months of obtaining licensure.
- Established lending partnership with Shurm Homes within 3 months of licensure, enhancing referral network and client access.
- Established trust with Shurm Homes, Boone Homes, and NK Homes as a reliable lending partner.
- Negotiated marketing services agreement with Exit First Realty, strengthening collaboration and lead generation.
- Completed Virginia licensure in September 2019.
Sales and Marketing Representative
1 Year 7 Months- Achieved 165% of sales quota in 2018.
- Sustained customer satisfaction rating of 98%.
- Developed targeted marketing strategies to enhance brand visibility and drive customer engagement.
- Executed sales initiatives resulting in increased market share within competitive segments.
- Analyzed customer feedback to refine product offerings and improve overall satisfaction levels.
Sales and Marketing Representative
2 Years 3 Months- Achieved 127% of sales quota in 2017 through effective home sales strategies.
- Achieved 95% of sales quota in 2018 while consistently delivering strong performance under pressure.
- Developed and executed targeted marketing strategies to increase brand awareness and customer engagement.
- Established and maintained strong client relationships through effective communication and personalized service.
- Conducted market research to identify emerging trends and customer preferences, informing product offerings.
Director of Business Development
4 Months- Educated physicians on converting and sustaining medical practices through Concierge Medicine Practice Model.
- (The position was eliminated due to a company reorganization.)
- Analyzed market trends to identify growth opportunities and inform business development strategies.
Sales Consultant
1 Year 7 Months- Sold blood and urine sample collection in the Medical/Hospital/Regional Reference Lab markets.
- Achieved 101% of plan in 2014 and 102% of plan in 2015, contributing to $100K growth.
- Developed and executed strategic sales plans to drive product adoption in healthcare settings.
- Cultivated relationships with key decision-makers to enhance brand visibility and customer loyalty.
- Conducted market analysis to identify emerging trends and align sales strategies accordingly.
Vascular Access Territory Manager
7 Months- Achieved 115% of quota in 2013.
- Finished 2013 at 115% of quota.
- Position was eliminated following Teleflex acquisition.
Vascular Access Account Manager and Area Field Trainer
3 Years- Achieved #1 ranking worldwide for Gripper Micro sales in 2012.
- Turned underperforming territory around from #23 out of 25 in 2011 to #2 out of 25 in 2012.
- Exceeded fiscal year 2012 quota by 13%.
Education
Master of Social Work - Richmond VA
Bachelor of Science - Psychology
Skills
Mortgage origination
Loan structuring
Regulatory compliance
Risk analysis
Sales forecasting
Customer relationship management
Client engagement
Customer service
Team collaboration
Document review
Timeline
Mortgage Consultant
People's Bank
10.2025 - CurrentRead More
Home Loan Consultant
Caliber Home Loans/ New Rez/ Arbor Home Loans
07.2023 - 01.2025Read More
Loan Originator
Southern Trust Mortgage
02.2022 - 08.2023Read More
Home Loan Sales Consultant
Main Street Home Loans
07.2019 - 02.2022Read More
Sales and Marketing Representative
StyleCraft Homes
12.2017 - 07.2019Read More
Sales and Marketing Representative
Ryan Homes
08.2016 - 11.2018Read More
Director of Business Development
Paragon Private Health
12.2015 - 04.2016Read More
Sales Consultant
Becton Dickinson, Pre-Analytical Systems
05.2014 - 12.2015Read More
Vascular Access Territory Manager
Vidacare
04.2013 - 11.2013Read More
Vascular Access Account Manager and Area Field Trainer
Smiths-Medical
04.2010 - 04.2013Read More
Virginia Commonwealth University
Master of Social Work from Richmond VA
Read More
Virginia Commonwealth University
Bachelor of Science from Psychology
Read More