Brian Kaplan Email & Phone Number

United States

Atlanta, Georgia, United States

• Leverage industry-leading analytical skills necessary to evaluate credit requests and determine trends in a given marketplace.• In-depth knowledge of the laws and regulations that govern consumer lending, including FHA, VA, conventional, and fixed/adjustable loans.• Communicate with clients, and internal & external stakeholders to ensure a smooth and efficient sales process.• Analyze and verify loan applications (income and asset verification) to determine creditworthiness and identify potential risks.• Ensure loans meet Federal, State, and Lender compliance guidelines.• Continuously investigate local real estate market trends, forecasts, account analyses, and the competitive landscape.

 Selected from a pool of 150 managers to lead one of the largest VA financial centers in Nevada; Grew branch to achieve double-digit profit gains, highest loan close rate, and high customer service scores. Created a new client application process that expedited payment accounts for the processing team, then partnered with senior management to determine necessary strategies. Analyzed branch sales and loan scorecards on a weekly basis; Utilized sales management skills to partner with senior management to report findings and determine necessary strategies. Awarded as a President Club Winner for 3 consecutive years; Recognized for successfully closing over 400+ highly-satisfied VA loans, a company record. Served as a subject matter expert on branch sales, lifting employee productivity, and maintaining 100% error-free and audit passing compliance with bank policies and procedures. Built and promoted a strong financial control environment while maintaining a sharp focus on marketing strategies; Deep expertise in state and federal banking compliance, banking products, VA loan processes, and handling complex transactions.  Transformed branch environment to a high-performance culture through employee action plans and quarterly performance monitoring

Rockville, Md

Inside Sales Director• Responsible for developing and executing strategic sales plans • Maintain the effective flow of business from different channels • Train client’s on our Virtual terminal and other software capabilities • Evaluate current merchant statements and teach others how to do so for effective analysis Relationship Manager• Manage the relationship between SecureNet and existing large-scale clients• Coordinate with Developers for custom payment pages and API Integration• Work with clients’ accounting teams for account reconciliation

Seoul, South Korea

• Taught English in collaboration with Korean instructors• Handled research and development • Coordinated placement and testing levels for students