WOODROW ROBERTS III
CLIFTON,VA
Summary
Enterprising change agent successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
11
11
years of professional experience
Work History
Producing Branch Manager
American Financial Network Inc
Clifton , VA
07.2020 - Current
- Assessed employee performance and developed improvement plans.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Implemented service improvements to enhance sales cycle.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Submitted loan applications to underwriter for verification and recommendation.
- Resolved various issues impacting sales management and business operations.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Complied with regulatory guidelines and requirements.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Consulted customers to boost product sales and services
- Implemented service improvements to enhance sales cycle
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Founder
FVR Consulting and Business Development LLC
Clifton , VA
05.2020 - Current
- I founded FVR Solutions to develops effective strategies for organizations to drive acquisition and profitable growth models through strategies that will allow them to compete within any market conditions.
- My role within the company is to work with our clients to Develop New Business Channels & Growth initiatives while Managing Risk, Compliance, Yield, and overall quality of each opportunity uncovered will support our clients to comfortably focus on other current needs enabling their organization to grow.
- I worked with our clients to develop comprehensive strategy to facilitate robust business channel to produce $650 million in new loans that help clients exceed revenue goals.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Defined company roles and responsibilities to establish and enhance processes.
- Identified business development challenges and customer concerns for proactive resolution.
VP- Managing Director
DC. Financial - DBA Of Homeside Financial
Fairfax , VA
09.2018 - 04.2020
- Work to develop sales channel for product distribution throughout National Mortgage Market.
- Developed Lending products for new and current banks and credit unions that were apart of DC.
- Hired and developed new business develop staff throughout country and trained on sales strategies along with sound foundation of 1,3- and 5-year client retention opportunities Served as lead person and expert on secondary mark transactions for MBS whole loan and participation sales.
- Ensured organization retained highest standard of compliance and due diligence with all our services before and after our service completed.
- Helped develop culture of high standards of service for entire organization.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Led change and transformation across business areas to deliver benefits and align company resources.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Controlled costs to keep business operating within budget and increase profits.
EVP/Chief of Retail Operations
Justice Federal Credit Union
Chantilly, VA
05.2017 - 05.2018
- Collaborated with controller and CFO to set rates for Consumer Loans, Mortgages and Deposit Rates to constantly be within market and optimizing value for organization and members.
- Contributed to leadership team for implementing company policies and procedures.
- Created new department within consumer lending to drive Home Equities to maximize efficient production of product for large growth
- Directly managed 2 Regions of 30 branches and two call centers with that spanned through 10 states.
- Lead award-winning marketing department managed all newsletters, product marketing, in- house commercials, social media, and management of organizations web site along with Credit Unions foundation site.
- Developed and comprehensive Business Development campaigned that created strong brand awareness for credit union in multiple markets with wide verity of business channels and partners.
- Introduced multiple initiatives that created rapid growth in deposit products, membership and overall loan growth that has created non – interested income growth with other revenue streams for organization.
- Managed over mergers and acquisition team for credit union.
- Successfully developed strong partnership with Credit Union partners who represented over 70% of credit unions membership.
- Collaborated with staff in efforts to cross train with strategic mindset in improving job functionality with emphases in lean staffing models.
- Managed budget for departments and anticipated projects with maximizing productions while managing to board recommendation of operating ratios.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively
- Proven ability to learn quickly and adapt to new situations
- Demonstrated leadership skills in managing projects from concept to completion
- Cultivated interpersonal skills by building positive relationships with others.
VP of Business Development and Retail Operations
Fairfax County Federal Credit Union
Fairfax, CA
01.2012 - 04.2017
- Development, Directed Strategy that Increased Loan Production that produced growth of 100% of total loan portfolio.
- Generated Loan and Membership growth that increased assets of Credit Union over $200 million in 3 years.
- Created new business channels for Credit Union to increase growth of organization within short time.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Applied out-of-the-box critical thinking to develop new and unique solutions that resulted in successful expansion of credit unions home equity loan production.
- Enhanced operational efficiency by coaching team to adhere to compliance standards.
- Participate in recruitment and hiring of talent for selected positions to build strong branch performance.
- Managed profitability of branches by driving sales of deposits along with loan products and coaching to relationship selling for improved market share
- Directed initiatives that yielded above peer average ROI while sustaining growth for organization.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks
- Worked well in a team setting, providing support and guidance
- Applied effective time management techniques to meet tight deadlines.
- Exercised leadership capabilities by successfully motivating and inspiring others
- Organized and detail-oriented with a strong work ethic
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Education
Graduate Studies - CUES CEO Certificate
University of Pennsylvania
Philadelphia, PA04.2018
MBA - Business Administration And Management
Averett University
Danville, VA05.2017
Bachelor of Science - Marketing and Finance
School of Business – American University
Managua, Nicaragua 05.2002
Skills
- Motivational Techniques
- Customer and Vendor Relations
- Key Performance Indicators (KPI)
- Finance and Accounting Operations
- Strategic Planning
- Cross-Functional Team Management
- Business Analysis
- Negotiation
- Mergers and Acquisitions Knowledge
- Process Improvement Strategies
- Market Growth
- Business Strategy Development
- Strategic Vision
- Revenue Generation
- Lean Methodology
- Product Roadmaps
Additional Information
- LICENSES , MLO NMLS SAFE License States to Originate Virginia, AWARDS AND ACKNOWLEDGEMENTS , 2016 Scotsman Guide National Top Producer in Loans #1 in Nation for Home Equity Loans #2 in Nation for Total Loan Production #64 In Nation for Total Dollar in Volume https://www.scotsmanguide.com/Residential/Articles/2017/07/Featured-Top-Originator Woodrow-RobertsFairfax-County-Credit-Union/ 2012– 2015 Managed Loan Productions of over $512 Million in New Loans. 2016 – $224 Million 2015 - $217 Million 2014 - $156 Million 2013 - $114 Million 2012 - $46 Million
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Producing Branch Manager
American Financial Network Inc
07.2020 - Current
Founder
FVR Consulting and Business Development LLC
05.2020 - Current
VP- Managing Director
DC. Financial - DBA Of Homeside Financial
09.2018 - 04.2020
EVP/Chief of Retail Operations
Justice Federal Credit Union
05.2017 - 05.2018
VP of Business Development and Retail Operations
Fairfax County Federal Credit Union
01.2012 - 04.2017
Graduate Studies - CUES CEO Certificate
University of Pennsylvania
MBA - Business Administration And Management
Averett University
Bachelor of Science - Marketing and Finance
School of Business – American University
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