Robert Hoepfner Email & Phone Number

Milwaukee, Wi, Us

Kenosha, Wi, Us

I lead a team of consumer and business lenders in helping both achieve their financial goals through proactive problem solving. As part of my focus I have expanded the CU lending product lines to include business and ITIN (spanish language) lending. Current special initiatives include providing solutions to the affordable housing challenge through home rehab and renovation financing.

New York, New York, Us

Lead a with 12 remote commercial construction and renovation, investmen real estate underwriters. Lead loan broker and lender remote seminars on credit processes and product education. Participated in company wide effort to utilize renovation properties as a source of affordable housing.

Worked with businesses and individuals to establish, grow and manage their businesses by providing the financing and cash management tools they needed. Using a proactive, consultative relationship approach, these customers were able to make timely decisions and connect with other business leaders which simplified day-to-day management. Personal business development production averaged $11.0 million in new loans per year and over $35.0 in my tenure at F & M Bank.Clients ranged from a sole proprietor shop to the 300 employee trucking, logistics and warehousing company. Industries and businesses served include: Trucking and logistics companies, investment real estate portfolios with residential units of 4 to 500, Non-owner and owner occupied real estate, asset based financing, equipment financing, and light manufacturing and assembly.Governtment lending experience includes: SBA 504, 7A, SBA Express and USDA programs.

Brookfield, Wi, Us

Producing manager that worked with businesses and individuals relationships throughout Wisconsin and Northern Illinois. to establish, grow and manage their businesses by providing the financing and cash management tools they needed. Using a proactive, consultative relationship approach, these customers were able to make timely decisions and connect with other business leaders which simplified day-to-day management. Personally originated an business averaged of about $8.2 million in new loans per year for a total of $40 million while leading a team of 11 lenders and 10 loan services professional through the credit crisis of 2008-11Clients ranged from a individual real estate investors to the a medical practice that also built 11 dialysis centers. Industries and businesses served include: manufacturing, investment real estate portfolios with residential units of up to 700, non-owner and owner occupied real estate, asset based financing, equipment financing, and senior residential facilities.Governtment lending experience includes: SBA 504, 7A, SBA Express and USDA programs.

Bachelor Of Business Administration, Marketing Major, General Business, Marketing, Management

Certificate Of Effective Communications And Human Relations, Interpersonal Relationships Skills

Certificate - Negotiating To Win, Sales Negotiation

Certificate, Business/Commerce, Commercial Lending & Credit

Advanced Commercial Lending And Portfolio Management Strategy