Max Bryan Roberts
Salt Lake City,UT
Summary
With over 20 years of experience in the mortgage industry, notably at Guild Mortgage, I have honed my sales presentation and motivational skills to drive success. Specializing in various loan types, I've built profitable, referral-based businesses, leveraging my expertise in sales and superb time management to exceed KPIs and foster client satisfaction.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Sales Manager
Guild Mortgage
Salt Lake City, UT
02.2024 - Current
- Possesses 20 years' expertise in originating various types of loans.
- Achieved success through referrals from clients and financial professionals.
- Developed pricing strategies that would maximize profits while still remaining competitive in the market.
Sales Manager
Academy Mortgage Corporation
Salt Lake City, UT
05.2011 - 02.2024
- Built a referral-based business from repeat customers and financial professionals.
- Originated loans for two decades, specializing in various mortgage types including Conventional, FHA, VA, State Bond, Construction and Reverse Mortgage.
Loan Officer
Cornerstone Capital Bank
Salt Lake City, UT
12.2009 - 05.2011
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Loan Officer
Countrywide/Bank of America
Salt Lake City, UT
05.2008 - 12.2009
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Verified client financial information to determine creditworthiness and loan eligibility.
Loan Officer
Washington Mutual Bank
Salt Lake City, UT
10.2005 - 05.2008
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
- Located and suggested loan packages that met client needs and priorities.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Education
Bachelor of Science - Finance
University of Utah
Salt Lake City, UT05-1999
Skills
- Sales presentation
- Sales expertise
- KPI tracking
- Superb time management
- Positive and upbeat
- Verbal and written communication
- Motivational skills
- Solution selling
Certification
- Licensed in Utah, Texas and Nevada
Affiliations
- Served in local church leadership
- Served on Parent Advisory Council at Primary Children's Hospital
- Licensed soccer coach
Timeline
Sales Manager
Guild Mortgage
02.2024 - Current
Sales Manager
Academy Mortgage Corporation
05.2011 - 02.2024
Loan Officer
Cornerstone Capital Bank
12.2009 - 05.2011
Loan Officer
Countrywide/Bank of America
05.2008 - 12.2009
Loan Officer
Washington Mutual Bank
10.2005 - 05.2008
Bachelor of Science - Finance
University of Utah
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