Richard Distefano
Caldwell,NJ
Summary
Leverage background in the banking industry to establish Residential Mortgage Broker Business in the state of New Jersey. My sole objective is helping to connect borrowers and lenders to find the best suited financing solution for the borrower's specific needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Managing Broker
Soho Mortgage Advisors
09.2022 - Current
- Developed a strong network of real estate professionals through consistent relationship-building efforts.
- Established a reputable brand presence within the community through exceptional customer service delivery and active participation in local events.
- Implemented innovative marketing strategies to attract prospective buyers and sellers, resulting in increased market share.
Citigold Relationship Manager
Citibank
10.2017 - 03.2020
- Exceeded 100% average annual sales quota in 2018 and 2019
- Ranked 12 in the country out of 410 relationship managers in residential mortgage sales in 2019, booking a total of $10.2 million loans
- Established relationships of reciprocity within the branch networks by referring business back too small business bankers, branch managers, and commercial bankers
- Managed a book of 750 high net-worth clients across three branches in DC and Maryland
- Lead monthly collaboration meetings with my three designated branches, which discussed business pipeline among partners and market managers.
Private Client Group Relationship Manager
PNC Bank
09.2016 - 10.2017
- Achieved top quartile performance among Private client group bankers in the DC/MD/VA market in 2017
- Managed the growth and retention of 300 high-net worth clients
- Consistently developed a pipeline of prospects resulting in new to bank acquisition
- Utilized firm software to track portfolios as well as maintained and updated contact database.
Education
Some College (No Degree) -
Marist College
Skills
- Proficient in Salesforce
- Microsoft Office Suite
- Client Research
Certification
- Series 7
- Series 63
- Maryland Life and Health
Hobbies and Interests
- Long distance running
- Biking
Timeline
Managing Broker
Soho Mortgage Advisors
09.2022 - Current
Citigold Relationship Manager
Citibank
10.2017 - 03.2020
Private Client Group Relationship Manager
PNC Bank
09.2016 - 10.2017
Some College (No Degree) -
Marist College
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