Robert Stewart
Lehi,UT
Summary
Driven Chief Operations Officer and General Manager bringing 28+ years' of competitive intelligence and business planning expertise. Proven leader and builder of dynamic alliances, hyper-performing teams, strategic sales and marketing initiatives and profit-generation. Demonstrated success with elite portfolio of clientele, long-standing company ownership and global network of cultivated relationships with premier industry leaders. Committed to cost-effective management of resources and assets, creating opportunities for business, partners and clients, driving entrepreneurial thought and delivering world-class customer service experience.
Overview
21
21
years of professional experience
Work History
Division Manager
Geneva Financial, LLC
Chandler, AZ
01.2023 - Current
- Coach and consult with leaders on employee practices that maintain a positive employment relationship and promote a high level of employee engagement
- Steward for developing/driving/maintaining a performance-based culture in a hybrid environment
- Hired and onboarded multiple branches in Florida, Washington, California, Nevada, Utah, Colorado, and Arizona
- Coached and trained all sales inside the division and helped to motivate and inspire outside divisions toward higher achievements and success.
National Sales Manager
Veritas Funding, LLC
Lehi, UT
01.2020 - 11.2022
- Designed and built a world-class training and coaching program to drive business for referral partners making Salespeople a value-add to each of their diverse business relationships
- Managed 130 salespeople and a marketing division that led to an increase of 30% in recruiting and onboarding in a market that experienced a 70% decrease
- Grew a Utah state only company platform into a nationwide sales platform with branches in California, Oregon, Washington, Idaho, Arizona, Colorado, Missouri, and Tennessee with licenses in 24 additional states.
Regional Manager
Citywide Home Loans
Sandy, UT
01.2019 - 01.2020
- Managed all regional operations through a corporate merger of Citywide and Stearns and then Blackstone
- Increased production by 4OO% through recruiting and organic sales training and coaching.
Regional Manager
Security National Mortgage Company
Salt Lake City, UT
01.2015 - 01.2019
- Grew an existing region of salespeople, underwriters, processors, loan officer assistants, and marketing from $12M in monthly revenue to more than $60M in just 12 months
- Created a recruiting, onboarding, training, and support structure that brought on a new branch every month during a 16-month time frame and increased internal organic production by 300%
- Remodeled branch operations and began detailed reporting on all operations and reduced cost to fund loans by 30%.
Director, Lead Management
W.J. Bradley Mortgage Capital, LLC
Centennial, CO
10.2012 - 01.2015
- Created and managed the division of WJB designed to eliminate legal and compliance risk by vetting its 10,000 partner companies, vendors, and JV businesses
- Created a lead generation and nurturing division that increased past client purchases as a percent of total revenue from just over 5% to nearly 15% while interest rates increased from 3.6% to 4.3% Managed the interactions and communication between internal and external organizations including legal, compliance, marketing, accounting, third party marketing, and all third-party call centers.
Chief Operating Officer
No Risk Investor, LLC
Spanish Fork, UT
01.2010 - 10.2012
- Managed all operations for three companies including a marketing company, an online lead generation company, and an investing education company
- Organized all operational functions including telecom, shipping, inventory, inbound and outbound call centers, data management, and all data processing and systems
- Acquired more than 9,000 subscription buyers in less than 6 months.
Chief Operating Officer
The Evolution Group, LLC
American Fork, UT
02.2007 - 01.2010
- Directed nine third-party support groups in six states
- Grew the company from startup to more than $50 million in sales in its first year
- Administered all operational functions including compliance, information technology, database management, telecom, telephony, shipping, inventory, inbound and outbound call centers, and data management.
Chief Operating Officer
Net Marketing Alliance
American Fork, UT
02.2003 - 02.2007
- Managed all processes and systems including compliance, information technology, database management, telecom, telephony, shipping, inventory, inbound and outbound call centers, and data management
- Cut more than $7.5 million from payroll expenses and increased sales from $12 million to more than $250 million.
Education
Bachelor of Science, International Business, Spanish (Minor) -
Utah Valley University
Skills
- Ability to make decisions and solve mission critical problems
- Ability to verbally communicate with people inside and outside the organization and country
- Product management and development
- Sales management and analysis
- Ability to analyze quantitative and qualitative data
- Proficient in many business analysis platforms including Microsoft Office, Salesforce, Domo, and many others
- Sales and Marketing Expertise
- Performance Improvements
- Performance Management
- Customer Relationship Development
References
- Dave Fausett, Owner, The Evolution Group, 801-367-5590
- Robert Stuberg, President, Success International and Personal Coach to Fortune 100 CEO’s, 231-744-7100
- Tom Cannon, Director, Human Resources, Geneva Rock, 801-885-2430
Timeline
Division Manager
Geneva Financial, LLC
01.2023 - Current
National Sales Manager
Veritas Funding, LLC
01.2020 - 11.2022
Regional Manager
Citywide Home Loans
01.2019 - 01.2020
Regional Manager
Security National Mortgage Company
01.2015 - 01.2019
Director, Lead Management
W.J. Bradley Mortgage Capital, LLC
10.2012 - 01.2015
Chief Operating Officer
No Risk Investor, LLC
01.2010 - 10.2012
Chief Operating Officer
The Evolution Group, LLC
02.2007 - 01.2010
Chief Operating Officer
Net Marketing Alliance
02.2003 - 02.2007
Bachelor of Science, International Business, Spanish (Minor) -
Utah Valley University
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