Rick McCreadie
Experienced Sales Leader
Spring Hill,TN
Summary
Accomplished financial services professional with over 30 years of experience in mortgage banking, client relationship management, and business development, seeking to leverage extensive background in financial planning, investments, and client advisory to contribute to the success in business, finance and management roles. Demonstrating passion for building relationships, cultivating partnerships and growing businesses. Outstanding record of achievement for sales revenues, market penetration and territory growth.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Regional Sales Manager
UNMB HOME LOANS INC.
NASHVILLE, TN
11.2022 - Current
- Spearheaded regional sales initiatives, resulting in a increase in production volume within the Southeast Division.
- Cultivated successful organizational growth through strategic planning, business development, and talent acquisition.
- Enhanced client relationships and satisfaction by implementing targeted advice and developing thoughtful solutions.
- Participated actively in industry conferences and seminars for knowledge sharing purpose.
- Developed strategies and plans for regional sales growth.
- Created promotional campaigns to increase sales in the region.
- Recruited, trained, coached, mentored, and evaluated a team of regional sales representatives.
President
TRI-CITIES MBA
Johnson City, TN
05.2022 - 05.2023
- Led a trade association dedicated to the improvement of the mortgage banking system, ensuring ethical practices and informed membership on regulatory changes.
- Coordinated with five chapters across Tennessee to promote sustainable homeownership and community development.
- Organized and facilitated board meetings, strategic planning sessions, and annual conferences.
- Established fundraising strategies to increase financial support for programs and services.
- Created a marketing plan to increase awareness of the organization's activities in the community.
REGIONAL MARKET LEADER
SEATRUST MORTGAGE / PRIMIS BANK (Acquisition)
NASHVILLE, TN
12.2020 - 06.2022
- Directed branch manager recruitment and operational excellence across multiple states, focusing on advanced loan programs and customer service.
- Developed and implemented strategies to improve team performance and productivity.
- Conducted regular meetings with staff to discuss progress, identify challenges, and develop solutions.
- Directed the recruitment process for new employees, including interviewing and selecting candidates.
- Assessed team performance against established goals and objectives.
Vice President-Regional Mortgage Sales Manager
First Horizon Home Loans
Nashville, TN
12.2017 - 12.2020
- Managed a team of loan officers, achieving top regional sales performance through effective training, mentoring, and strategic market positioning.
- Organized special projects such as corporate events or marketing campaigns.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
Education
Bachelor of Science - Marketing And Management
Jacksonville University
Jacksonville, FL12-1984
Associate of Applied Science - Real Estate
Cincinnati State Technical And Community College
Cincinnati, OH06-1981
Skills
- Business Growth Management
- Team Building Expertise
- Strong Interpersonal Skills
- Presentations And Public Speaking
- Sales And Market Development
- Expert in client relationship management and business development
- Proficient in financial planning, investment strategy, and portfolio management
- Strong leadership and team collaboration abilities
- In-depth knowledge of regulatory compliance and risk management
- Effective communicator with exceptional presentation and negotiation skills
Affiliations
Most days I will walk 3 miles with my GoldenDoodle Daisy, and 2 Bernadoodles Duke and Dominc.
Have a passion for family/performance automobiles/ice hockey/cycling/hiking.
Accomplishments
- Participated in the TNMBA Future Leaders Class
- Recognized by TNMBA for growing the Tri-Cities MBA membership
Certification
- NMLS License #296782
- Previous Financial License - Series 6, 63, Property & Causality & Life insurance
Timeline
Regional Sales Manager
UNMB HOME LOANS INC.
11.2022 - Current
President
TRI-CITIES MBA
05.2022 - 05.2023
REGIONAL MARKET LEADER
SEATRUST MORTGAGE / PRIMIS BANK (Acquisition)
12.2020 - 06.2022
Vice President-Regional Mortgage Sales Manager
First Horizon Home Loans
12.2017 - 12.2020
Bachelor of Science - Marketing And Management
Jacksonville University
Associate of Applied Science - Real Estate
Cincinnati State Technical And Community College
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