Requests
8
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Members 1st Federal Credit UnionHead of Retail Mortgage Sales
Apr. 2024Greater Harrisburg Area · HybridRecruited to provide leadership and direction in managing and supervising the origination process of residential first mortgages enterprise-wide. Additionally, to spearhead the recruitment and oversight of a company-wide sales force, comprising Sales Managers and Mortgage Loan Officers, while driving mortgage production through direct and indirect goal-setting and performance tracking across our extensive enterprise and 60-location retail branch network, as well as within the real estate community throughout our 46-state lending footprint.
CitizensMortgage Market Manager - Wealth / HNW / Private Banking Profiles
Nov. 2023 - May. 2024Greater Philadelphia · HybridRecruited to lead the High Net Worth and Affluent mortgage team within the PA / DE footprint.
TruistProducing Manager / Leader - Truist - NMLSR ID: 757633 - PA, NJ, DE
Dec. 2022 - Nov. 2023Greater Philadelphia · HybridPrivate Wealth Financing was created to serve the consumers and partners of Truist Wealth and the community at large for complex financial transactions that need the expertise that comes from many years of successful complex HNW transaction execution.
Wells FargoMortgage Branch Manager / AVP - Wells Fargo Home Mortgage
Mar. 2012 - Dec. 2012Reading, PAResponsible for growing new mortgage business, managing a High Performance Sales culture, developing relationships, recruiting superior talent, P&L/GL management, and overall managing to the Wells Fargo standards. Managed staff of 20
Wells Fargo Private BankPrivate Lending Banking Manager Pennslyvania/Delaware/Maryland Shore Wells Fargo-NMLSR ID: 757633
Jan. 2012 - Aug. 2022PennsylvaniaManage Private Mortage Banking Department for Pennsylvania, Delaware & Maryland Shore. Source, serve and solution the mortgage needs of the affluent client.
Sovereign Bank / Banco SantanderVice President Mortgage Banking
May. 2011 - Mar. 2012PennsylvaniaRecruited to take over a high producing territory and introduce change so as to conform to the Santander model of business. Hire, train, and supervise growing staff covering 2200 square miles in Central Pennsylvania. Responsible for all relationship management, training, and cross selling for the region, which consisted of 38 locations, 3 executive leaders, and 390 associates.
Applied BankChief Operating Officer - Applied Bank Mortgage Sub
Mar. 2009 - Mar. 2010Glen Mills, PARecruited to direct Sales, Operations, and Marketing for newly-created national residential mortgage center. Member of Executive Team charged with creating entirely new organization. Actively involved in developing structure, guidelines, manuals, job descriptions, pricing, margins, and compensation plans. Selected financial and CRM systems, product menu, and delivery partners. Recruited, trained, and managed Underwriting, Closing, Processing, and Sales teams. Directed marketing, compliance, contract approval, and training operations. Supervised team of 45 mortgage bankers, floor managers, and operational/administrative personnel. • Facilitated business development through selection and rollout of all products.
• Increased sales by developing relationships with direct and third-party providers.
Flagstar BankArea Sales Manager - Mid Atlantic Region - Wholesale Lending
Dec. 2007 - Jan. 2009Promoted to oversee business development in PA and DE for 4th-largest wholesale lender in US. Managed operations of three locations. Supervised account executives, and maintained base of 650 active clients. Developed market plans, training programs, and presentations. • Increased production 44% in first seven months by focusing on active clients only.
• Developed business within accounts through management of relationships with CxOs in private banking, community banking, and credit unions.
• Met needs of large clients by assisting with creation of specialized commitment program to facilitate forward purchasing with minimal risk in volatile market.
• Personally developed role of Area Sales Manager to help bring in new clients, including large client that grew to $140M in monthly retail mortgage originations.
Flagstar BankSenior Retail Sales Lending Manager
Sep. 2003 - Nov. 2007Oversaw new location, supporting Philadelphia and surrounding area. Led development of nationwide loan originations. Supervised staff of 17. Designed sales structure, established sales team, and set commission strategy. • Ranked in Top 5 out of 172 locations in total dollar volume in year one and year two.
• Delivered revenue of $1.8M in year one and $2.2M in year two (22% growth), on $115MM and $134MM in sales
• Recognized for superior staff retention and development of successful products.
Emigrant BankWholesale Business Development Manager
May. 2002 - Sep. 2003Recruited to manage and develop business relationships with mortgage banking and broker organizations, credit unions, and savings and loan institutions in PA, DE, and NJ. • Built territory from zero to as much as $12M per month, with average of $7M/month.
• Ranked in Top 10 out of 36 in originations and closings.
• Consistently maintained average loan amount 57% higher than company average
Bank OneAssistant Vice President / Home Loan Services Wholesale / Portfolio Division
Jul. 2001 - May. 2002Managed all relationship development and loan origination for large portions of PA and NJ. • Grew territory fundings from $2M to $10M per month, on average in only six months.
• Built originations from previous high of $15M per month to as much as $36M per month, compared to company average of $7M per month. • Ranked in Top 10 out of 60 for fundings, originations, and client activity, exceeding company averages in all categories.
• Number 1 for new client sign ups and No. 2 in correspondent client applications and fundings
Mellon Mortgage CoRetail Mortgage Production Sales Manager
Jan. 1995 - Dec. 1999Recruited to develop the sales plan and penetration for three (3) Mellon Bank Regions throughout the Commonwealth of PA, which consisted of 32 counties and 104 Mellon Bank Stores. • Ranked #3 in personal sales volume among Mellon management personnel, and #2 in responsibility sales volume for entire bank footprint which encompassed 5 states. • Hired, trained and managed all mortgage sales personnel and support for the entire region. • Conducted marketing and product presentations for the Mellon Bank regional and central Boards of Directors and Senior Management Team. • Handled all customer quality issues deemed to be either extremely sensitive and/or difficult for each (3) Regional President and The Office of the Chairman. • Cultivated a seamless relationship between Mellon Bank, Dreyfus and the Mortgage division that was recognized as the first of its kind within region by the President’s (3), and resulted in increased sales, productivity and cross-selling opportunities by all involved divisions. • Increased CRA and Government assistance loans to #1 status in region surpassing every lender significantly in the market, both bank and mortgage company.
Intch is a Professional Networking App for the Future of WorkSee more people like Scott on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
392444 people
16
Program Manager @ DISH Network
15
Human Resources @ UB Greensfelder
15
Principal Consultant @ Marketing Endeavors Strategic Consulting
64306 people
15
Principal Consultant @ Marketing Endeavors Strategic Consulting
42
Senior Mining Engineer @ Riot blockchain
25
Mortgage Loan Officer @ Triple T Investment INC