Bob Hagerty Email & Phone Number

1020 Plain Street Marshfield, Ma 02050

Leader Bank is a nationally chartered bank located in Arlington, MA with over $350 million in assets. Currently capitalized at $43 million, Leader Bank offers a full range of personal and business banking products including free personal and business checking accounts, commercial and residential lending products, home equity lines of credit, and free online banking and bill payment services. We distinguish ourself by providing unmatched customer service to each and every one of our clients. We offer localized, knowledgeable decision-making designed to create long-lasting relationships within the community. At Leader Bank we can deliver a customized solution to suit your needs from a large commercial to a small personal loan. Our staff understands that the success of Leader Bank depends upon the success of our clients. SpecialtiesCommercial and Small Business Lending, Residential Lending

Coastal Finance is a full-service mortgage broker servicing the needs of homeowners across New England. Headquartered in Quincy Massachusetts, Coastal Finance works with an array of leading nationwide banks to give its customers access to most competitive rates in the most popular home financing tools, including: new home purchase mortgages, re-financing of existing mortgages, and reverse mortgage (or home equity conversion mortgage) loans for seniors.

• Managed a sales team of over 50 members, exceeding company sales goals on a regular basis.• Developed, implemented and monitored a formal sales process with minimum activity requirements which increased productivity resulting in increased production up to 30% year over year for the past eight years.• Developed minimum standard requirements and performance criteria ratings for loan officers and performed quarterly reviews monitoring progress, coaching and/or mentoring.• Developed minimum due diligence procedure for new loan submissions to increase efficiency, resulting in a conversion (submission to close) rate more than two percent higher than the company average.

Wholesale Sales Manager (1997 to 2000)Promoted to define this newly created producing sales management position, designing policy and procedure manuals for each departmental position• Managed a sales team of over 15 members, recruiting, training, and developing highly competent loan officers to exceed company sales goals on a regular basis.• Created new account executive training program that resulted in increased productivity and reduced staff turnover.• Developed strategic alliances with key accounts to maximize production levels.• Educated mortgage brokers through sales presentations and training seminars resulting in improved quality of new loan submissions and increased conversion rates.

B.S., Business Management

Diploma