Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Steven Robertson

Petersburg,FL

Summary

Dynamic Senior Vice President of Mortgage Lending at Rate Mortgage, recognized for driving business growth through strategic initiatives and market expansion. Expert in financial analysis and customer service, successfully secured partnerships that enhanced company reputation. Proven leader in optimizing processes and mentoring teams, achieving high client retention and satisfaction.

Proficients in High impact presentations.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

10
10
years of professional experience

Work History

SR VP of Mortgage Lending

Rate Mortgage
01.2023 - Current
  • Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and networking of the top producing realtors and teams.
  • Strengthened relationships with key Real Estate Companies, fostering trust and collaboration across the organization.
  • Secured vital partnerships with industry leaders, enhancing company reputation and expanding market reach.
  • Developed measurement tools, dashboards, and reports to track metrics on adoption and effectiveness of initiatives.
  • Networked with customers, prospects and partners.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.

Senior Loan Officer

Crosscountrymortgages
10.2017 - 01.2023
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
  • Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
  • Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
  • Maintained strict confidentiality of bank records and client information.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Achieved high levels of client retention by providing exceptional service throughout the loan origination process.
  • Increased mortgage revenue by developing targeted marketing campaigns aimed at specific customer segments.
  • Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks.
  • Improved team''s closing ratio by conducting ongoing training sessions focused on sales techniques and product knowledge.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Assessed loan portfolios for compliance with underwriting policies.
  • Developed and maintained relationships with customers, lenders and other third parties.

Mortgage Loan Officer

Security National Mortgage Comp
10.2015 - 08.2017
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.

Education

High School Diploma -

Viterbo College
La Crosse, WI

Skills

  • Effective strategic leadership
  • Regulatory compliance management
  • Quality enhancement
  • Market expansion strategies
  • Efficiency optimization
  • Customer service expertise
  • Expense oversight
  • Engaging presentation skills
  • Process optimization expertise
  • Financial analysis
  • Staffing and recruitment
  • Financial planning expertise
  • Marketing proficiency
  • Product management
  • Strategic planning
  • Innovation management
  • Report preparation
  • Growth planning
  • Procedure implementation
  • Performance improvement
  • Business planning
  • Market expansion strategies

Accomplishments

Solid Track record of Top-tier sales performance as a manager and individual producer.


Languages

English
Full Professional

Timeline

SR VP of Mortgage Lending

Rate Mortgage
01.2023 - Current

Senior Loan Officer

Crosscountrymortgages
10.2017 - 01.2023

Mortgage Loan Officer

Security National Mortgage Comp
10.2015 - 08.2017

High School Diploma -

Viterbo College

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