Summary
Overview
Work History
Education
Skills
References
Timeline
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Reginald J Lewis

Bethlehem

Summary

Senior Regional Account Manager with extensive experience at Dominion Wholesale Financial, specializing in account management and market analysis. Recognized as a top producer through effective sales strategies that improved client retention and increased revenue. Proficient in CRM systems and adept at building strong relationships, delivering customized solutions to high net worth investors.

Overview

28
28
years of professional experience

Work History

Senior Regional Account Manager

Dominion Wholesale Financial
Bethlehem
08.2024 - Current
  • Established accounts in Northeast United States to enhance market presence.
  • Achieved top producer status for new company through strategic sales initiatives.
  • Aided growth of mortgage broker base with purchase, refinance, and commercial loans.
  • Engaged high net worth investors for transactions exceeding $2 million.
  • Managed regional accounts, strengthening client relationships and satisfaction levels.
  • Developed strategic plans to drive sales growth and expand market reach.
  • Collaborated with cross-functional teams for effective product launches and promotions.
  • Analyzed market trends to identify expansion opportunities and address customer complaints promptly.

Regional Account Executive

Stronghill Financial
Austin
02.2024 - 05.2024
  • Managed and established accounts for wholesale mortgage brokers, training them on new loan products.
  • Produced over 3 million dollars in loans during tenure at Stronghill Financial.
  • Developed relationships with clients to assess and address financial needs.
  • Analyzed market trends to pinpoint business growth opportunities.
  • Conducted regular client follow-ups to maintain service quality and enhance retention.
  • Leveraged CRM tools for tracking client interactions and managing account data.
  • Assisted with onboarding of new customers, providing necessary training.
  • Implemented regional sales strategies to boost market share and drive revenue growth.

Owner

RJLREALTYANDINVESTMENTS LLC
Bethlehem
11.2021 - 12.2023
  • Established company to support wholesale banking for partners and relationships.
  • Facilitated purchase and refinance processes for all commercial properties.
  • Utilized referral partner network to package and underwrite various commercial loans.
  • Evaluated client financial situations to determine mortgage eligibility effectively.
  • Coordinated communication between clients and lenders throughout mortgage processes.
  • Prepared accurate documentation for loan applications and approvals.
  • Reviewed credit reports to assess borrower risk profiles accurately.
  • Developed tailored mortgage solutions based on individual client needs.

Vice President of Commercial Lending

Tam Lending
Cherry Hill
10.2020 - 10.2021
  • Helped establish commercial lending for the company setting up and training of sales force for commercial loans.
  • Also established wholesale banking relationships to aid in various forms of commercial loans which include hard money, traditional banking and alternative financing for business owners and those investing in commercial properties.
  • Directed cross-functional teams to develop strategic initiatives and operational plans.
  • Fostered relationships with key stakeholders to enhance collaboration and communication.
  • Led organizational change initiatives to improve efficiency and effectiveness.
  • Mentored senior leaders to build leadership capabilities within the organization.
  • Championed innovation by promoting new ideas and technologies across departments.
  • Identified problems and implemented solutions to better streamline operations.
  • Implemented process improvement procedures that resulted in cost savings across the board.
  • Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
  • Advised senior executives on approaches for resolving complex issues impacting operations.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Hired, trained, and mentored staff members to maximize productivity.
  • Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.

Account Executive

Velocity Mortgage Capital
Fort Washington
05.2014 - 09.2020
  • Handled Nationwide accounts and developed new accounts.
  • Financed Commercial mortgage $100,000 -$5,000,000.
  • Handled 200 different accounts and Aided in Purchase and Refinance of All types of Commercial Property.
  • I consistently met goals while at the company and have year over year growth while with the company.
  • Managed client relationships to ensure satisfaction and retention.
  • Developed customized mortgage solutions based on client needs.
  • Collaborated with internal teams to streamline loan processing.
  • Prepared detailed presentations for potential clients and stakeholders.
  • Facilitated training sessions for junior account executives on best practices.
  • Utilized CRM software to track leads and manage client communications.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Managed accounts by providing ongoing technical support after the sale was completed.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Attended networking events to build relationships with potential customers.
  • Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Performed product demos at conferences, meetings, seminars, or other venues as necessary.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Analyzed sales space capacities based on system parameters, securing high stock availability.

Sales Associate/ Assist Manager

Dun And Bradstreet
03.2010 - 04.2014
  • Telephone Sales called nationwide accounts selling services that enhanced Business credit.
  • Had sales goals monthly between $25,000 to $80,000 in products.
  • Served as a team lead.

Regional Branch Manager

Metwest Commercial
Bethlehem
04.2003 - 03.2010
  • Opened the Pennsylvania branch of MetWest and grew the loan production to average $8 to $10 million per year.
  • Responsible for commercial loan development and relationship management for Northeastern United States.
  • Worked closely with clients and pre-underwrote loan files to determine the appropriate commercial loan product.
  • Trained and integrated retail branch partners on the appropriate commercial loan product to provide their clients and assist in recommendations to their clients.
  • This included multitasking and serving as the liaison between mortgage broker, borrower, underwriting and funding.
  • Maintain a network of client and referral sources consisting of attorneys, realtors, loan officers, investors and business owners.
  • Managed daily operations across multiple branches to ensure efficient service delivery.
  • Oversaw branch compliance with regulatory standards and company policies.
  • Collaborated with senior management to implement strategic business initiatives.
  • Led performance evaluations and provided constructive feedback to team members.
  • Created and maintained relationships with key clients in the region.
  • Established relationships with local businesses in order to create partnerships that would benefit both parties.
  • Resolved customer complaints professionally and efficiently while maintaining a positive relationship between customers and the organization.
  • Maintained effective communication with upper management regarding regional initiatives or issues.
  • Ensured compliance with all applicable laws and regulations relating to banking activities.
  • Attended industry events related to banking regulations or best practices.
  • Managed daily operations of a regional branch and its staff.
  • Identified opportunities for process improvements within each regional branch.
  • Provided guidance on regulatory changes impacting operations at the regional level.

Commercial Specialist

United General Mortgage Corporation
Bethlehem
09.1998 - 04.2003
  • Developed a commercial lending program for loan sizes up to $1 million dollars.
  • Aided in the marketing and implementation of the commercial lending program.
  • Responsibilities included, originating, pre-qualifying, and closing commercial mortgages.
  • Prior to the development of this program responsibilities were to originate residential mortgages including FHA, VA, conventional, and non-conforming loans.
  • Managed client relationships to ensure smooth mortgage application processes.
  • Coordinated documentation collection for mortgage approvals and compliance.
  • Facilitated communication between clients, lenders, and underwriting teams.
  • Developed training materials to enhance team knowledge of mortgage products.
  • Assisted in resolving client inquiries and issues promptly and professionally.
  • Analyzed performance indicators on commercial, contractual, and financial analysis for existing clients and complex sales opportunities.
  • Established relationships with clients through regular communication and follow-up activities.
  • Reviewed appraisal records, deed restrictions, and land use classifications for estimation of land values.
  • Established effective strategic relationship management across business partners and suppliers to deliver improved results.
  • Explained commercial appraisal criteria, formulas and statutory requirements to commercial property owners, managers, attorneys, and accountants.
  • Planned pricing strategies for existing products and services based on current market conditions.
  • Developed strategies to increase market share in specific regions.
  • Drafted proposals for prospective customers outlining features and benefits of company solutions.

Loan Officer

Ameriquest Mortgage
05.1998 - 09.1998
  • Originated consumer loans through profiling and using a needs-based analysis approach to consumer lending.
  • Loans originated were provided to clients in the Lehigh Valley.
  • Top producer for 3 months in a row in 1998.

Loan Officer

Sterling Mortgage
09.1997 - 04.1998
  • Provided 1st and 2nd mortgages to consumers throughout the Lehigh Valley and New Jersey regions.
  • Responsibilities included origination, credit analysis, and acquiring a funding source using a network of approximately 50 different wholesale lenders.

Education

High School Diploma -

Freedom High School
Bethlehem, PA
06-1992

Skills

  • Account management
  • Market analysis
  • Sales strategy
  • Client onboarding
  • CRM utilization
  • Relationship building
  • Negotiation skills
  • Client retention
  • Pipeline management
  • Relationship management
  • Upselling strategies
  • Sales presentations

References

References available upon request.

Timeline

Senior Regional Account Manager

Dominion Wholesale Financial
08.2024 - Current

Regional Account Executive

Stronghill Financial
02.2024 - 05.2024

Owner

RJLREALTYANDINVESTMENTS LLC
11.2021 - 12.2023

Vice President of Commercial Lending

Tam Lending
10.2020 - 10.2021

Account Executive

Velocity Mortgage Capital
05.2014 - 09.2020

Sales Associate/ Assist Manager

Dun And Bradstreet
03.2010 - 04.2014

Regional Branch Manager

Metwest Commercial
04.2003 - 03.2010

Commercial Specialist

United General Mortgage Corporation
09.1998 - 04.2003

Loan Officer

Ameriquest Mortgage
05.1998 - 09.1998

Loan Officer

Sterling Mortgage
09.1997 - 04.1998

High School Diploma -

Freedom High School

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