Richard Berg
Ladera Ranch,CA
Summary
Experienced financial analyst with 18 years of experience in customer relationship building, leading sales/marketing initiatives, and analyzing consumer-specific situations to reduce debt balances and enhance financial stability. Proven track record of achieving exceptional satisfaction ratings through empathetic guidance and strategic counsel tailored to unique customer needs. Skilled in leveraging CRM platforms and multi-channel marketing strategies to guide prospective consumers and exceed lead closing expectations.
Overview
24
24
years of professional experience
Work History
National Mortgage Lender
05.2023 - Current
- Oversee branch operations, including loan production, staff supervision, and compliance oversight.
- Recruited, trained, and managed high-performing mortgage teams to exceed sales goals.
- Built strong referral networks with realtors, builders, and community partners to drive loan volume.
- Ensured regulatory compliance and quality control for all mortgage transactions.
- Managed branch budgeting, performance reporting, and strategic growth initiatives.
- Delivered exceptional customer service and resolved escalated client issues.
Financial Strategist
Capital Solutions
04.2021 - 05.2023
- Establish positive rapport with clients by delivering personalized support and strategic counsel regarding financial stability to drive measurable outcomes and achieve a high satisfaction rate
- Empower customers by providing comprehensive education to enable informed decision-making and foster understanding of various debt relief options
- Analyze current financial situation to provide tailored debt management solutions enrolling over one million a month and consistently surpassing satisfaction ratings and production goals
- Contribute significantly to revenue growth, aiding clients in financial distress while reinforcing the company’s reputation as a trusted provider of debt settlement strategies
Sr. Loan Officer / Sales Manager
BrightPath Funding Inc.
08.2017 - 04.2021
- Led client acquisition efforts for home loan services through direct marketing mailings, internet leads, and warm/cold calling to expand the customer base and elevate engagement
- Tracked client interactions by utilizing CRM and telephone systems to ensure accurate documentation and evaluate diverse customer preferences
- Promoted a positive buying experience by implementing a consultative Needs Analysis Selling approach and presenting tailored financing options to prospective buyers
- Created and executed innovative marketing strategies by collaborating proactively with four cross-functional teams to increase loan volume and market reach
- Resolved customer issues by leveraging effective problem-solving and critical thinking skills while mitigating potential risks and enhancing operational integrity through strict compliance with regulatory expectations
Sr. Loan Officer
Stonebridge Lending Inc.
02.2001 - 08.2017
- Facilitated direct client contact via CRM platforms and telephone outreach, effectively managing responses to marketing initiatives and maximizing conversion rates in commercial and residential lending sectors
- Leveraged excellent communication and rapport-building skills to close clients during telephone interactions while using professional call centers for higher efficiency
- Exceeded lead closing targets by 25% and drove overall profitability through strategic prospecting techniques
Education
Bachelor of Science - Business Management, Data Analytics
Denver Institute of Technology
Skills
- Debt Settlement Solutions, Loan Advisory, Relationship Building, Prospecting & Lead Generation, Sales & Marketing, Financial Analysis, Leadership, Modeling & Analysis, Lead Closing, Customer Satisfaction/Retention, Telephone Support
- CRM Systems: Relintex, Zenith, Forth, Salesforce, Calyx Point, Encompass
- Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, Microsoft Teams
- Financial forecasting
- Innovation management
- Organizational design
- Strategic planning
Timeline
National Mortgage Lender
05.2023 - Current
Financial Strategist
Capital Solutions
04.2021 - 05.2023
Sr. Loan Officer / Sales Manager
BrightPath Funding Inc.
08.2017 - 04.2021
Sr. Loan Officer
Stonebridge Lending Inc.
02.2001 - 08.2017
Bachelor of Science - Business Management, Data Analytics
Denver Institute of Technology
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