RODGER MERKEL
Miamisburg,OH
Summary
Experienced sales and management professional with a strong background in the financial sector. Proven track record of expanding client base and increasing revenue. Seeking employment opportunity to leverage skills in sales hunting and drive growth in new industries.
Overview
35
35
years of professional experience
1
1
Certification
Work History
FINANCIAL CONSULTANT
Self-employeed
01.2023 - Current
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Streamlined budgeting processes for improved efficiency and accuracy in financial forecasting.
- Developed comprehensive financial models to support strategic planning and decision-making for key business initiatives.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
VP OF BUSINESS DEVELOPMENT COMMERCIAL/RESIDENTIAL SALES
C4Financial
01.2018 - 01.2023
- Extensive commercial and residential prospecting. Skills in collecting, analyzing and implementing strategic options.
- Prioritize customer service and follow up skills.
- Evaluate portfolios to maximize global wealth.
- Developed strategic partnerships for increased revenue generation and market growth.
- Championed product innovation ideas that led to significant improvements in functionality and user experience.
BUSINESS DEVELOPMENT DIRECTOR
Union Savings Bank
01.2015 - 01.2018
- Business to business sales; banks, credit unions, financial planners, investment firms, commercial and residential real estate brokers.
- Consulted clients with financial lending program options.
- Increased client base by implementing strategic business development initiatives and fostering long-lasting partnerships.
- Planned and coordinated implementation of business plans and penetration of new markets.
- Prepared sales presentations for clients showing success and credibility of products.
CEO/PRESIDENT/SALES MANAGER
Wright-Patt Credit Union
01.2009 - 01.2010
- After a year of negotiations WPCU purchased my residential company, Select Mortgage Group, LTD.
- Managed residential retail origination and outside sales staff soliciting Credit Unions Nationally to join WPCU as a correspondent partner.
- Increased sales territory from 7 to 42 States.
- Achieved company growth by implementing strategic plans and streamlining operations.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
CEO/PRESIDENT/FOUNDER
Select Mortgage Group, Ltd.
01.1996 - 01.2010
- Founded a new start up firm. Recruited, trained, motivated and managed hundreds of originators plus staffing with a caring family culture.
- Acted as Operations Manager overseeing compliance, audits, accounting, human resource departments along with controlling two warehouse lines to maximize revenue and providing the best financial options for our clients.
- Created successful marketing campaign (Alternative Mortgage Solutions - AMS) concentrating on services to Credit Unions and rural Banks. Our value assisted their members with governmental residential mortgage needs, assisted in their client retention and supported company CRA requirements.
- Successfully grew AMS amassing 72 loyal clients within 7 states with 4 outside sales account reps and 35 inside account loan office reps.
- During the difficult 2008 industry collapse, the largest Credit Union in Ohio, WPCU, saw the success and desired to purchase the firm. The acquisition provided them the opportunity to go national, with the same format, in addition to my mortgage service platform in 2009. They now service credit unions nationwide and enjoy hundreds of millions in annual revenues.
- Built a positive organizational culture that fostered creativity, innovation, and employee engagement.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Drove revenue growth by expanding product offerings and identifying new market opportunities.
BRANCH MANAGER/TOP LOAN ORIGINATOR
Queen City Mortgage
01.1993 - 01.1996
- Top originator topping 58 others.
- Top branch out of 5 other cities.
- Hired, trained started with 4 loan officers into 46 producers.
- Implemented and presented company training courses.
BRANCH MANAGER
ITT Financial Services
01.1990 - 01.1993
- Hired, supervised and achieved top branch awards topping the region of 7 branches and the Ohio Division of 29.
- Obtained Oho life and health insurance license to sell credit insurance products.
- Sold B2B 90 day same as cash.
Education
Bachelors degree - Marketing Major with minors in Speech Communications and Foundation of Business
Ball State University
01.1988
Skills
- Client engagement strategies
- Client portfolio management
- Business development strategy
- Recruitment expertise
- Development of sales strategies
- Analytical problem-solving
- Effective time management
- Collaborative teamwork
- Analytical reasoning
Certification
- NMLS# 4777 / OH# 001500.02
- Continuing education for the duration of state mandated
Affiliations
- Big Brother/Big Sister
- Board Member of Big Brother/Big Sister of Dayton 3 years
- Board Member of Dayton Area Diabetes Association (DADA) 8 years
- DADA Fundraiser Committee Chair 7 years Annual Golf Outing, largest revenue source
- St. Henry's Catholic Church Parish Council Member Finance Committee 3 years
- Sigma Alfa Epsilon Fraternity
ABOUT ME
Entrepreneurship has always driven me to be a creative marketer and a successful sales producer and manager mainly in the financial sectors of commercial and residential lending.
Timeline
FINANCIAL CONSULTANT
Self-employeed
01.2023 - Current
VP OF BUSINESS DEVELOPMENT COMMERCIAL/RESIDENTIAL SALES
C4Financial
01.2018 - 01.2023
BUSINESS DEVELOPMENT DIRECTOR
Union Savings Bank
01.2015 - 01.2018
CEO/PRESIDENT/SALES MANAGER
Wright-Patt Credit Union
01.2009 - 01.2010
CEO/PRESIDENT/FOUNDER
Select Mortgage Group, Ltd.
01.1996 - 01.2010
BRANCH MANAGER/TOP LOAN ORIGINATOR
Queen City Mortgage
01.1993 - 01.1996
BRANCH MANAGER
ITT Financial Services
01.1990 - 01.1993
Bachelors degree - Marketing Major with minors in Speech Communications and Foundation of Business
Ball State University
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