Walter Parker
Castle Rock,CO
Summary
Detail-oriented financial professional with extensive experience in budgetary operations, financial analysis, and departmental collaboration. Over 20 years of business development skills in marketing, networking, social media, and hosting exclusive events for real estate and lending professionals. Proven expertise in budget development, financial reporting, and account reconciliation across multiple financial institutions. Demonstrated success in analyzing financial trends, preparing comprehensive reports, and maintaining strong interdepartmental relationships. Skilled in developing and implementing financial procedures and record systems to drive efficiency and accuracy.
Overview
26
26
years of professional experience
Work History
Regional VP of Sales/SR. Loan Officer
USA Lending.Ai powered by Texana Bank
02.2024 - Current
- Originate loan applications from diverse sources including realtor referrals, social media marketing, and direct client engagement
- Effectively communicate with realtors and clients throughout the loan process, ensuring a smooth experience
- Specialize in social media marketing for real estate, teaching classes for realtors, and generating leads through targeted advertising and A.I.
- Demonstrated expertise in various roles including counselor, negotiator, and credit counselor
- Managed Junior Loan Officers to help them learn and grow within the industry
- Championed continuous improvement initiatives within the sales organization by identifying best practices, optimizing workflows, and mitigating potential risks or bottlenecks in the process pipeline.
Branch Manager/Senior Loan Officer
American Financial Network
06.2023 - 02.2024
- Originate loan applications from diverse sources including realtor referrals, social media marketing, and direct client engagement
- Effectively communicate with realtors and clients throughout the loan process, ensuring a smooth experience
- Specialize in social media marketing for real estate, teaching classes for realtors, and generating leads through targeted advertising
- Demonstrated expertise in various roles including counselor, negotiator, and credit counselor
Loan Officer/Mortgage Broker
Emortgage Capital
10.2022 - 06.2023
- Originate loan applications from diverse sources including realtor referrals, social media marketing, and direct client engagement
- Effectively communicate with realtors and clients throughout the loan process, ensuring a smooth experience
- Specialize in social media marketing for real estate, teaching classes for realtors, and generating leads through targeted advertising
- Demonstrated expertise in various roles including counselor, negotiator, and credit counselor
Sales Manager – Loan Officer
American Financial Network/Elevate Home Loans
11.2021 - 10.2022
- Led sales marketing initiatives and served as a Senior Loan Officer, ensuring efficient loan origination and client satisfaction
- Managed and implemented effective marketing strategies resulting in increased business opportunities
- Spearheaded diverse roles, utilizing extensive skills in client management, marketing, and business expansion
Regional Sales Marketing Manager/Sr. LO Position
Contour Mortgage
06.2020 - 11.2021
- Led sales marketing initiatives and served as a Senior Loan Officer, ensuring efficient loan origination and client satisfaction
- Managed and implemented effective marketing strategies resulting in increased business opportunities
- Spearheaded diverse roles, utilizing extensive skills in client management, marketing, and business expansion
- Enhanced customer retention with personalized communication strategies.
- Boosted sales growth, utilizing market research to identify opportunities.
- Helped Grow The Branch From Just 2 People into 15 employees.
Commercial Lending-Relationship Manager II
Evangelical Christian Credit Union
01.2013 - 01.2015
- Managed comprehensive financial analysis for $250M portfolio, including trend analysis and variance reporting
- Developed and monitored departmental budgets, including personnel projections and expenditure forecasting
- Prepared monthly and quarterly account reconciliations and financial schedules
- Created fund analysis narratives and financial documentation for external auditors
- Collaborated with multiple departments to ensure accurate financial reporting and budget compliance
- Led cross-functional teams, achieving project milestones with strategic planning.
Branch Manager - Financial Operations
TD Bank
06.2012 - 01.2013
- Conducted monthly account reconciliations and prepared detailed financial analysis reports
- Monitored department contracts and budgets, ensuring compliance with monetary terms and scope
- Developed and maintained financial record systems for key operational metrics
- Assisted with annual budget preparation and ongoing analysis
- Coordinated with external auditors for annual reviews
Financial Operations Manager/Assistant Manager
Regions Bank/Truist Bank
01.2010 - 06.2012
- Led team of 7 professionals in financial operations and reporting
- Prepared and analyzed monthly financial statements, including variance analysis
- Developed budget amendments and managed budget transfers
- Implemented new financial procedures and record-keeping systems
- Created custom department reporting solutions for various stakeholders
- Developed KPIs to measure financial performance, enabling more informed business decisions based on real-time data insights.
- Collaborated with department heads on expense management, identifying opportunities for cost reduction without compromising service quality.
Assistant Manager - Financial Services-Branch Manager
Bank of America
01.2006 - 01.2009
- Managed daily financial operations and reporting requirements
- Conducted regular financial analysis and budget monitoring
- Prepared comprehensive financial reports for management review
- Developed and maintained financial tracking systems
- Ensured compliance with audit requirements and financial regulations
Call Center Representative
American Online
01.1999 - 01.2003
- Handled 90-120 calls per day
- Performed in the top 1% for Sales and Member Retention performance
- Trained New Employees in Sales, and Billing/Tech Support
- Exceeded Sales Goals and Initiatives every year
- Helped increase customer satisfaction and loyalty thru reflective listening, DISC profiling and education of products available and how to implement and use them
Worship & Media Pastor
Village View Community Church
08.2015 - 05.2017
- Operated and oversaw full operations and budgeting for a Large Church of over 1k attendees and an annual budget of $400,000
- Audited and performed quarterly budget reports and requests to help department and church grow in both music and media
- Instituted internship programs and technology training for volunteers to extend and grow the entire department
- Hired additional staff and provided social media marketing for the entire church as well
Education
No Degree - Pastoral Studies/Business Admin
Lee University
ClevelandSkills
- Budget Development and Analysis
- Financial Report Preparation
- Account Reconciliation
- Cash Flow Analysis
- Contract Monitoring
- Variance Analysis
- Interdepartmental Collaboration
- Financial Procedure Development
- Audit Support
- Data Analysis and Reporting
- Sales Support
- Credit Analysis
- Loan Structuring
- Business Banking Portfolio Management
- Sales/Program Training Experience
- Implementation of Marketing Strategies
- Advanced Excel and Financial Modeling
- Financial Management Software
- Budget Planning Systems
- Accounting Software
- Business Intelligence Tools
- Sales presentations
- Territory management
- Revenue generation
- Competitive analysis
- Sales coaching
- Customer service
- Sales team leadership
- Relationship building
- Product knowledge
- Customer relationship management
Nmls Number
936118
Timeline
Regional VP of Sales/SR. Loan Officer
USA Lending.Ai powered by Texana Bank
02.2024 - Current
Branch Manager/Senior Loan Officer
American Financial Network
06.2023 - 02.2024
Loan Officer/Mortgage Broker
Emortgage Capital
10.2022 - 06.2023
Sales Manager – Loan Officer
American Financial Network/Elevate Home Loans
11.2021 - 10.2022
Regional Sales Marketing Manager/Sr. LO Position
Contour Mortgage
06.2020 - 11.2021
Worship & Media Pastor
Village View Community Church
08.2015 - 05.2017
Commercial Lending-Relationship Manager II
Evangelical Christian Credit Union
01.2013 - 01.2015
Branch Manager - Financial Operations
TD Bank
06.2012 - 01.2013
Financial Operations Manager/Assistant Manager
Regions Bank/Truist Bank
01.2010 - 06.2012
Assistant Manager - Financial Services-Branch Manager
Bank of America
01.2006 - 01.2009
Call Center Representative
American Online
01.1999 - 01.2003
No Degree - Pastoral Studies/Business Admin
Lee University
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