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ron gerlach
po box
810311 ¾ boca raton, fl 33481 ¾xxx-xxx-xxxx ¾ abc@xyz.com
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
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