Sadiki Gordon
Dallas,TX
Summary
Experienced business-driven relationship manager with a proven track record of over 15 years in acquiring new clients and cultivating profitable relationships. Adept at assisting clients with financial planning processes and evaluating financial data to ensure their goals are met. Demonstrates unwavering determination and excels in fostering dynamic collaboration, enabling informed decision-making. Strategic-thinking professional with strong expertise in driving business growth to consistently exceed expectations. Recognized as an expert relationship manager, known for talent in coaching and mentoring colleagues.
Overview
18
18
years of professional experience
Work History
SVP, Relationship Manager
Morgan Stanley Private Bank
11.2019 - 11.2023
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction, averaging client satisfaction scores in 98th percentile.
- Complied with established internal controls and policies.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Vice President, Financial Center Manager III
Bank Of America
08.2014 - 11.2019
- Assessed employee performance and developed improvement plans for staff of approximately 18 associates.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Examined customer loan applications for loan approvals and denials.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Identified partnership opportunities and established favorable business connections.
Vice President, Business Unit Manager
Bank Of America
05.2012 - 08.2014
- Managed team of approximately 117 associates and 7 managers, across multiple sites (TX, CA and NC), always demonstrating leadership and vision in managing.
- Successfully managed to achieve savings in excess of $1B, by insuring quality of loan modifications.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established team priorities, maintained schedules and monitored performance.
- Defined clear targets and objectives and communicated to other team members.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Mortgage Team Manager
Bank Of America
03.2010 - 05.2012
- Coordinated team collaboration to share ideas and build best practices.
- Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
- Led employee relations through effective communication, coaching, training, and development.
- Delivered regular team meetings for aligned work towards common goals, increased overall productivity by 10%.
- Cultivated positive, productive team environments, resolving conflicts quickly.
- Facilitated meetings to communicate team performance goals and results.
Mortgage Loan Processor
Bank Of America
08.2008 - 03.2010
- Handled any conditions sent from underwriting departments.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Prepared file for final clear-to-close by branch management.
- Processed mortgage loan applications accurately and successfully for over 2 years.
- Maintained accurate records of loan processing activities and documents in CRM system.
Automotive Sales Consultant
Sewell Automotive
08.2005 - 08.2008
- Consistently exceeded monthly sales targets, averaging 75% above monthly goal.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Answered telephone and email inquiries from potential customers.
- Prepared purchased vehicles and completed final delivery checks.
Education
Bachelor of Arts - Graphic Design
Baylor University
08.2005
Skills
- Team Leadership
- Deadline Management
- Sales Expertise
- Stakeholder and Investor Relations
- Exemplary Communication Skills
- Regulatory Compliance
- Wealth Management
- Sales and Marketing
- Strategic plans
- Customer Support
- Corporate presentations
- Corporate Communications
Timeline
SVP, Relationship Manager
Morgan Stanley Private Bank
11.2019 - 11.2023
Vice President, Financial Center Manager III
Bank Of America
08.2014 - 11.2019
Vice President, Business Unit Manager
Bank Of America
05.2012 - 08.2014
Mortgage Team Manager
Bank Of America
03.2010 - 05.2012
Mortgage Loan Processor
Bank Of America
08.2008 - 03.2010
Automotive Sales Consultant
Sewell Automotive
08.2005 - 08.2008
Bachelor of Arts - Graphic Design
Baylor University
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