dynamic, experienced and ambitious financial services industry professional, eager to integrate strong client relations, accounting, and business administration skills into a leadership position with a progressive organization.  proven track record of driving business development, compliance and loan administration processes in a high-volume lending environment.  core competencies include:

 

   cultivate internal & external alliances

   develop high-performance teams

   leadership and planning

   cost control & budgeting

   relationship/ account management

   training, mentoring & team building

   quick to foster confidence/gain trust

   persuasive & effective speaker

 

licensed fl correspondent lender ¾ licensed fl mortgage broker  ¾ licensed fl notary

 

professional history

 

mizner financial group, inc., boca raton, florida                                                                                       2008 to present

president/sales analyst / consultant

   lead business development, client relations and growth strategies for an aaa lending organization; developed opportunities through networking, lead generation and marketing strategies to secure new business opportunities and a substantial loan pipeline.

 

the addison financial group, inc., boca raton, florida                                                                  1992 to 2008

sales loan analyst / program loan manager

   secured sales growth through an exceptional ability to build solid client relationships; managed a client base of 1,224 key accounts, and consistently achieved top 10 ranking for performance.

   developed compelling presentations based on industry trends and market analysis to educate industry insiders and client community on financial resource management; facilitated public speaking engagements, and became a well known and requested speaker.

   closed over 662 financial loan packages with a value of over $150mm; subject matter expert in underwriting, cost analysis, risk mitigation, financial solvency and creditworthiness.

   resolved conflicts between buyers and sellers; acted as liaison between parties to clarify responsibilities, and explain contract modifications.

   managed interviewing, hiring and employee development initiatives for processing recruits and loan officers; offered ongoing coaching and mentoring, identified performance gaps, and created an atmosphere of continuous learning to assemble a high performance team.

   gained significant insight in interpreting variables in borrowers repayment ability and ensured the absence of asset forfeiture evidence by examining us individual personal 1040 sole proprietorship c schedule c and us corporate via partnership 1065, corporation 1120, s corporation 1120s and limited liability company (llc) documentation.

   maintained accountability for resource management budget formulation; reviewed, categorized and managed monthly expense and disbursements, input general ledger entries, and managed accounting procedures.

   ensured accuracy in the preparation of bank reconciliations and expense statements.

   led the process to reevaluate property values annually, and petitioned local municipalities and initiated trust setup recommendations and real estate acquisitions.

 

education

 

florida atlantic university,  boca raton, fl - bachelor of arts, finance and business administration

broward college, coconut creek, florida - associates degree, general and business administration

 

 

 

 

name

title

company

address 1

address 2

city/state/zip

 

 

 

date here

 

 

dear <name here>,

 

 

are you seeking a dynamic, ambitious and award winning sales leader to join your team?  as a successful business development and account management leader offering 20+ years of sales excellence, i know that i would be a valuable contributing member of your organization from day one.  i have the ability to quickly establish a strong presence and gain the cooperation of high level decision makers to drive business goals.  please accept this letter and my resume as application for the position of <position here>.

 

 

i have an excellent track record of cultivating business relationships and executing sales and marketing plans.  i ve been highly successful in driving aggressive sales goals and have been able to maintain consistent growth in a challenging economical climate.  in addition to my business development talents, i am a successful and accomplished trainer with the ability to develop high performance teams.  according to the job description for <position here>, you are seeking someone with the ability to <choose something from the job description here>.  i am well versed in <specific here> and know that i could be an integral member of your team.

 

 

i would like to be considered for a position with <organization here> in which someone of my background could make a contribution. as a proven leader, i believe it would be mutually beneficial for us to meet.  i will contact you within a week to arrange for an interview. should you require any additional information, i can be contacted at the phone numbers listed above.

 

 

 

with regards,

 

 

ron gerlach