ROBERT BEESLEY
Prosper,TX
Summary
Business professional proficient in the art of building strategic, strong, long-term, and meaningful relationships that create business opportunities with a focus on driving significant balance sheet revenue. The ability to connect on a deeper level to build trust, identify additional opportunities, and effectively provide creative solutions. Developed a specific version of the Platinum Rule of business. Effectively to do onto others as they would have done unto themselves. Inspired by Dale Carnegie, Napoleon Hill, Brian Tracy, and many others. Expert on aligning business opportunities with corporate initiatives.
Overview
33
33
years of professional experience
Work History
SVP, Regional Manager | Private Mortgage Banking
Origin Bank
2013.04 - 2023.11
- Built Private Mortgage Banking program from ground up in 2013.
- Portfolio loan program contributing to corporate commercial lending balance sheet with a unique and high emphasis on relationships, high performance, accountability, and excellent communication while locking step with company culture and expectations.
- This initiative has contributed to significant overall company growth from 2013 to present, from $1.5BB to $10BB in total bank managed assets.
- Report directly to North Texas Market President.
- North Texas, East Texas, and the State of Louisiana market footprint.
- Collaborate with Senior Level Executives to implement, develop, manage, and add new enhancements market conditions require. Chief Risk Officer, Chief Compliance Officer, Chief Community Banking Officer (Mortgage & Retail), Program Operations Manager, Outside Legal Council.
- Managed program and production.
- Responsible for over $1BB in portfolio loan production.
- Currently maintains over $500MM in portfolio loans and $300MM in related bank deposits.
- Zero loan defaults in program 10-year history.
- 2023 YTD loan production is $98MM.
- 2022 total loan production was $143MM.
- 2021 total loan production was $90MM.
- Built and maintain excellent internal and external relationships to drive loan and deposit production. Regional EVP Credit Officer(s), Regional EVP Commercial manager(s), and Commercial Lenders, Banking Center Managers, and respective staff, Outside Wealth Advisors (internal on Horizon), Outside Business Partners and Past Clients.
Vice President of Sales
Aspire Financial, Inc., DBA TexasLending.com
2003.10 - 2012.12
- Managed corporate sales production for a leading local retail mortgage lender.
- Responsible for aggressive sales growth of over 300% within a 3-year period.
- Continuous growth and success in an ever-changing business environment by creating a vision of success, coaching and top grading the sales staff, leading the sales team toward a personal accountability model, and always holding the team to a winning picture.
- Recruited to TexasLending.com in 2003 to co-facilitate growth and change with the CEO and to lead the sales team.
- Introduced a professional sales training process and approach.
Senior Account Manager
MPOWER Communications
2001.07 - 2003.10
- Business to business telecommunication sales professional.
- Focused on medium sized companies identifying overall cost savings and /or better solutions for voice and data communication challenges.
- Personal production exceeded 200% of data communication sales quota and 120% of voice sales quota by actively prospecting new business and developing referral network.
- Assisted sales manager with running sales meetings, creating client proposals, and coaching team with a professional sales model.
- Worked with customers to develop strategic business and account plans
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration
Account Manager
T.I.C. Enterprises
2000.06 - 2001.07
- Sales professional focused on business-to-business telecommunication solutions.
- Provided phone system and data system solutions to medium and large corporations.
- Achieved 150% of sales quotas by actively prospecting territory with multiple market opportunities.
- Educated clients on new products or services to increase customer engagement with brand.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Senior Mortgage Consultant
Paramount Bank
1999.01 - 2000.06
- Residential finance solutions that included new home purchase and existing home refinance mortgage options
- Developed and managed sub-prime lending investors and programs that were entirely new to bank production.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
Senior Mortgage Consultant
First Team Mortgage
1998.03 - 1998.12
- Residential finance consulting and sales that included purchase, refinance, and cash out solutions to homeowners in the State of Texas
- Developed third party referral sources with CPA's, attorneys, and real estate professionals to accompany company provided business opportunities.
Senior Mortgage Consultant
Rock Financial Corp. (Rocket Mortgage)
1991.05 - 1998.03
- Production maintained in top 10% of sales staff.
- Residential finance consulting and sales derived from direct consumer marketing.
- Worked with clients on home purchase, refinance, and cash out solutions in the State of Michigan.
- Major source or business developed into third party referral sources; existing & former clients, CPA's, attorneys, home builders, and real estate professionals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals
Education
Bachelor of Science - Industrial Distribution & Marketing
Eastern Michigan University
Ypsilanti, MI08.1991
Skills
- Product Management
- Process Improvements
- Business Development
- Policies and Procedures
- Growth Planning
- Program Oversight
- Business Planning
- Strategic Planning
- Banking
- Mortgage counseling
Training
- The Pacific Institute | Investment in Excellence, 07/01/2004, Present, Program Facilitator
- Dennis Black & Associates | Professional Phone Selling, 06/01/1992, Present, Professional Sales Platform Based on the DECS or DISC Personality System.
- Personal Accountability & Development | Self Study with many Books, Audio CD's, and Seminars.
- NMLS #258531 | 05/01/2010 to Present.
Timeline
SVP, Regional Manager | Private Mortgage Banking
Origin Bank
2013.04 - 2023.11
Vice President of Sales
Aspire Financial, Inc., DBA TexasLending.com
2003.10 - 2012.12
Senior Account Manager
MPOWER Communications
2001.07 - 2003.10
Account Manager
T.I.C. Enterprises
2000.06 - 2001.07
Senior Mortgage Consultant
Paramount Bank
1999.01 - 2000.06
Senior Mortgage Consultant
First Team Mortgage
1998.03 - 1998.12
Senior Mortgage Consultant
Rock Financial Corp. (Rocket Mortgage)
1991.05 - 1998.03
Bachelor of Science - Industrial Distribution & Marketing
Eastern Michigan University
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