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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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