Sergio Gomez
Sturgis
Summary
Accomplished Loan Officer dependable in building customer base and exceeding sales goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase company revenue, and cement loyalty.
Overview
16
16
years of professional experience
Work History
Assistant Vice President Mortgage Loan Originator
Century Bank And Trust
04.2017 - Current
- Finished top producer in the Retail Lending Department 6 consecutive years
- In 2020 broke company record for new mortgage production by closing over $22 million in new loans
- Grew consumer and mortgage book of business to over $50 million in 6 years
- Developed relationships with local realtors to establish an effective referral source
- In 2019,2020, 2022 and 2023 contributed to award of best Mortgage Lender in St. Joseph county by the Sturgis Journal's annual best of the best contest
- Worked hard to establish an esteemed reputation within the community to become a trusted name
- Originated, reviewed, processed, closed, and administered mortgage and retail loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Licensed Branch Manager
First Merit Bank/ Huntington Bank
02.2015 - 04.2017
- In 2016 finished 143% to goal in scorecard production
- Cross-trained existing employees to maximize team agility and performance.
- Resolved various issues impacting sales management and business operations.
- Advised clients on investments, and retirement planning.
Branch Manager/Assistant Vice President
Key Bank
12.2010 - 01.2015
- Managed the top producing branch in the Northern Indiana market
- Exceeded annual production goals year after year
- 2013- Nominated to Signature Circle for being in the top 100 producers in the country
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Inside Sales Consultant
AT&T/Centennial Wireless
05.2008 - 12.2010
- 2009 while only working for company for 6 months received nomination for President's club (company retreat for top 50 sales reps in the country)
- 2010 received nomination to Summit Club (company retreat for finishing in the top 10% sales reps in the country)
- Upsold customers by recommending accessories and promotions to increase revenue.
- Assisted customers in determining cellular phone needs by asking open-ended questions, clarifying advantages and disadvantages of each product.
Education
MBA - Finance
Colorado State University, Global Campus
Aurora, CO05.2025
Bachelor of Science - Organizational Leadership
Spring Arbor University
Spring Arbor, MI05.2019
Associate of Applied Science - Business
Glen Oaks Community College
Centreville, MI05.2010
Skills
- Risk Management
- Effective Relationship Building
- Business Development
- Sales Goal Oriented
- Credit Analysis
- Well-Versed in different areas of Retail Banking
- Networking Abilities
- Leadership Competency
Affiliations
Board Member Sturgis Hospital Foundation
Board Member Sturgis Neighborhood Program
Board Member Sturgis Lions Club
Board Member Centro De Ayuda
Additional Information
- Producers Life Insurance License
- Producers Health Insurance License
- FINRA Series 6 and 63 Securities License
- Variable Life & Annuity License
- Business Banking Lending Certification
- NMLS 452242
Languages
Spanish
Native or Bilingual
Timeline
Assistant Vice President Mortgage Loan Originator
Century Bank And Trust
04.2017 - Current
Licensed Branch Manager
First Merit Bank/ Huntington Bank
02.2015 - 04.2017
Branch Manager/Assistant Vice President
Key Bank
12.2010 - 01.2015
Inside Sales Consultant
AT&T/Centennial Wireless
05.2008 - 12.2010
MBA - Finance
Colorado State University, Global Campus
Bachelor of Science - Organizational Leadership
Spring Arbor University
Associate of Applied Science - Business
Glen Oaks Community College
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