Robert Hoffman
Katy,TX
Summary
Resourceful and performance-driven professional with hands-on experience in account management across diverse sectors, enabling organizational success. Solid aptitude for acknowledging potential problems and implementing strong sales and account management strategies/solutions. Skilled at leading daily routine sales operations, including negotiating contracts with keen focus on maximizing profitability. Deft at devising and executing latest strategic sales initiatives and program development to increase profitability. Instrumental in providing excellent customer service and ensuring maximum satisfaction with offered services. Outstanding leader with ability to strengthen collaboration with all levels of management. Performance-driven Vice President with 15 Years of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment. High-achieving senior executive bringing expertise in business planning, revenue development and change management. Offers 15 Years of leadership in Financial services industry along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment. Veteran Senior Executive adept at increasing profit margins by growing sales and reducing costs. Hands-on, proactive manager with adaptable and creative approach. Driven to always be improving business operations. 8 Years of business development and strategic planning expertise. Adept at implementing improvements to optimize efficiency in business operations. Highly skilled in process optimization. Performance-driven results. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment. High-achieving senior executive bringing expertise in business planning, revenue development and change management.
Overview
13
13
years of professional experience
Work History
AVP Financial Operations Management
Texas A&M University
2023.10 - Current
- Responsible for the reconciliation and remittance payments for the medical, indemnity, outside counsel distribution for all parts of the University system
- Auditing and maintaining accurate financial 's and state documents.
- Analyze and audit amortization and interest expense calculations on leased assets for accuracy in the account system.
- Develops and coordinates proactive strategies for capturing relevant data and information to ensure compliance with applicable accounting standards.
- Coordinates with the Ethics and Compliance lead investigator to conduct complaint investigations regarding fraud
- Nominated to SEC counsel
AVP Secondary Markets
Primelending
2011.06 - 2013.12
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Helped VPs add value and growth to annual sales volume.
- Increased revenue by developing targeted sales strategies tailored to specific customer segments.
- Collaborated with cross-functional teams to develop new products and services, leading to a competitive advantage in the market.
VP Lending Manager
Bank of America
2017.07 - 2021.07
- Spearheaded end-to-end aspects of lending process, ensuring appropriate filing of packages with signatures, disclosures, credit authority, and supporting documentation
- Evaluated loan packages, consisting of long-term credit provisions to assure inclusion of adequate safeguards
- Used analysis to influence strategic decisions and identify new opportunities.
- Received Pinnacle award 2020 for community service, client delight, production.
- Served as Presidents Member and oversaw 158 Units, while allocating $45M of funds.
- Ranked in top 5% in Houston MSA with closed volume and units for 2019-2021 by leveraging superior leadership skills.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
AVP Product Development
Primelending
2015.01 - 2017.07
- Led administration, monitoring, and maintenance of software infrastructures and applications
- Engaged in designing, developing, testing, and documenting new products and loan programs
- Liaised with clients to understand business requirements.
- Optimized operational workflow by providing onsite support for various branches.
- Oversaw the complete and thorough implementation of new mortgage loan programs, products, and services, and ensuring team members were well informed and trained.
- Oversaw practices and processes to ensure integrity, safety, and availability of newly released loan programs and applications.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
Sr. Risk Analyst
CMG Home Loans
2023.01 - 2023.10
- Worked with senior management in analyzing market conditions, financial data, in determining strategic product and pricing to maximize profitability while minimizing risk for the clients.
- Identified potential risks and trends.
- Prepare reports, summaries, and presentations.
- Collaborated with other team members, such as risk managers, traders, and underwriters.
VP - Private Mortgage Lending
Wells Fargo
2022.01 - 2023.01
- Assisted clients in the completion of mortgage applications, while inspecting documents for accuracy and thoroughness
- Analyze loan applications, gather credit histories and reports, and assess applicants' capacity to repay.
- Determine qualification and loan eligibility of clients by reviewing clients' financials.
- Increased company growth through collaboration with sales and marketing departments.
- Increased company revenue by implementing innovative marketing strategies and streamlining sales processes.
National Sales Director
NOVA Medical
2014.01 - 2015.01
- Coordinated with the VP of Product development in managing the technical aspects of product design and development and defining the target market that the products served
- Organized and conducted meetings with CEO's and HR executives to discuss workers' compensation and on-the-job injuries
- Engaged in formulating presentations at clinic and coordinating meetings with various doctors and therapists.
- Steered execution and release of goods and services as per market trends and public demands.
- Brought in 75 new business to use Nova Medical as preferred workers medical treatment for on job accidents using new technology.
- Promoted medical center's use as best in business for treating occupational injuries and offered physical therapy.
VP of Customer Escalation - Office of the President
Washington Mutual
- Cultivated a high-performance culture within the organization by setting clear expectations for employees at all levels, providing regular feedback, and recognizing achievement.
- Championed change management initiatives within the organization to ensure smooth transitions during periods of growth or restructuring.
- Collaborated closely with various department heads on strategic planning initiatives to ensure alignment between corporate goals.
- Responsible for managing escalations relating to products or services and reporting feed back to upper management.
- Solved high-level issues and provided advice, support, and help mitigate further client frustration.
Senior Loan Officer
Bank of America
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Submitted loan applications to underwriter for verification and recommendations.
Education
Bachelor of Arts - Banking And Finance
California State University Northridge
Northridge, California05.2001
Skills
- Sales & Account Management
- Secondary / Lock Desk
- Risk Analysis
- Process Improvement
- Product Development
- Problem Resolution
- Business Development
- Relationship Building
- Cross-Functional Collaboration
- Strategic Planning & Execution
- Team Leadership & Development
- Effective Communication
- Revenue Generation
- Leadership and People Development
- Client Engagement
- Mission and Vision
- Sales Growth
Accomplishments
Presidents Club - Bank of America 2019-2021
Pinnacle Club - Bank of America 2020
Chairman's Council - Washington Mutual 2000
Timeline
AVP Financial Operations Management
Texas A&M University
2023.10 - Current
Sr. Risk Analyst
CMG Home Loans
2023.01 - 2023.10
VP - Private Mortgage Lending
Wells Fargo
2022.01 - 2023.01
VP Lending Manager
Bank of America
2017.07 - 2021.07
AVP Product Development
Primelending
2015.01 - 2017.07
National Sales Director
NOVA Medical
2014.01 - 2015.01
AVP Secondary Markets
Primelending
2011.06 - 2013.12
VP of Customer Escalation - Office of the President
Washington Mutual
Senior Loan Officer
Bank of America
Bachelor of Arts - Banking And Finance
California State University Northridge
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