Brian Reid Email and Phone Number
With over 8 years of dedicated service in the military, I've honed invaluable leadership skills that I now leverage in the financial sector to drive success and innovation. My transition to the mortgage and banking industries has been marked by a steadfast commitment to helping clients, managing and developing teams, assisting real estate agents, and supporting corporations to achieve financial objectives. As I pursue my CPA certification, I am actively expanding my expertise in accounting and financial management, a testament to my unwavering dedication to professional growth in the financial field.Drawing upon my military background, I bring to the table a unique blend of leadership, discipline, and strategic acumen. As an Agent Relationship Banker at Rocket Mortgage, I am not only a trusted industry expert but also a proficient leader who fosters collaboration, innovation, and a culture of excellence. My proficiency in financial analysis and risk assessment, coupled with my expertise in SQL, R, Python, IFRS/GAAP knowledge and data analytics certifications, allows me to spearhead data-driven initiatives that optimize financial forecasting models, mitigate risks, and enhance decision-making processes.In my current role, I oversee mortgage support, referral development, and cultivation efforts, working closely with clients and agents from diverse backgrounds. Utilizing my leadership experience, I conduct comprehensive client interviews to understand their unique financial needs and objectives, offering tailored mortgage solutions. Furthermore, I coordinate seamlessly with various stakeholders to ensure a streamlined and efficient loan processing experience.My contributions have been instrumental in driving growth and success at Rocket Mortgage, earning recognition through multiple individual and team awards. I take pride in being part of the nation's largest mortgage lender and a leader in the fintech space, where my leadership skills from the military, coupled with my financial expertise, continue to make a meaningful impact on both clients and colleagues alike.
Rocket Mortgage
View-
Senior Mortgage OriginatorRocket Mortgage Mar 2020 - PresentDetroit, Michigan, United StatesExpertise in Mortgage Products: Extensive knowledge of a wide range of mortgage products, including conventional, FHA, VA, jumbo, and other specialized loan programs including automotive, with a proven track record of effectively matching clients with the most suitable financing options.Strong Sales and Origination Skills: Demonstrated ability to generate and convert leads, maintain a robust pipeline, and consistently meet or exceed sales targets, while adhering to all regulatory and compliance standards.Risk Assessment and Mitigation: Proficient in conducting comprehensive financial assessments to evaluate borrowers' creditworthiness, identifying potential risks, and implementing strategies to mitigate them, ensuring responsible lending practices.Customer Relationship Management: Exceptional interpersonal and communication skills to build and maintain long-lasting client relationships, delivering exceptional customer service and fostering client loyalty in a competitive market.Compliance and Regulatory Adherence: Proven commitment to staying up-to-date with industry regulations, ensuring full compliance with lending guidelines, and participating in ongoing training and development to uphold the highest ethical standards in mortgage lending.
-
Agent Relationship AnalystRocket Mortgage Nov 2019 - Mar 2020Detroit Metropolitan AreaRelationship Building: Proven ability to develop and maintain strong, mutually beneficial relationships with a diverse portfolio of business partners, including real estate agents, brokers, and other referral sources, in order to drive consistent referrals and business growth. Representing the Rocket Pro brand as an industry expert in the real estate professional space.Sales and Revenue Generation: A track record of meeting or exceeding sales targets through effective lead conversion and relationship management, resulting in increased loan origination and revenue for the organization.Product and Industry Knowledge: In-depth understanding of mortgage and lending products, as well as the broader real estate and financial industry, enabling the ability to provide valuable insights and guidance to partners and clients.Communication and Presentation Skills: Strong communication skills for delivering compelling presentations, training sessions, and marketing materials that effectively convey the benefits of collaborating with the financial institution and its mortgage services.Compliance and Risk Management: Commitment to ensuring that all transactions and partnerships adhere to regulatory requirements and internal compliance standards, minimizing legal and financial risks and upholding ethical business practices.
-
SergeantUnited States Army National Guard Mar 2011 - Mar 2021Demonstrated Exceptional Leadership: Displayed outstanding leadership qualities and effectiveness in carrying out assigned military duties, inspiring and guiding fellow soldiers through challenging situations.Tactical Team Leadership: Led and supervised a team of soldiers in various day-to-day military operations, including reconnaissance missions, intelligence gathering, and inventory management of critical military equipment, ensuring efficient execution of tasks and mission success.Technical Proficiency: Exhibited strong technical skills in the maintenance and repair of military weapons, vehicles, and equipment, contributing to the operational readiness of the unit and the safety of personnel.Adaptability and Problem-Solving: Demonstrated the ability to adapt to rapidly changing situations, make critical decisions under pressure, and effectively solve complex problems, ensuring mission objectives were met and troops remained safe.Completion of Leadership Course: Successfully completed the Army National Guard leadership course, further enhancing leadership capabilities and honing military skills, which contributed to the overall readiness and effectiveness of the unit.Team Building and Cohesion: Fostered a sense of unity and cohesion within the team, promoting camaraderie and teamwork among soldiers, which is essential for maintaining a high level of morale and performance in a military environment.Discipline and Accountability: Upheld the highest standards of discipline and accountability, setting a strong example for peers and subordinates, and ensuring that military rules and regulations were adhered to at all times.
-
Credit Support AnalystComerica Bank Nov 2018 - Oct 2019Detroit, Michigan, United StatesCredit Analysis and Risk Assessment: Conduct in-depth credit analysis on prospective and existing clients, evaluating their financial statements, credit reports, and industry trends to assess creditworthiness and determine appropriate credit limits. Identify potential risks and propose risk mitigation strategies to minimize exposure.Portfolio Management: Manage a portfolio of client and corporate high-net worth accounts, continuously monitoring their credit performance, and promptly addressing any anomalies or deteriorating credit profiles. Implement proactive credit control measures to maintain a healthy credit portfolio and minimize bad debt.Documentation and Compliance: Ensure compliance with all relevant regulations and internal policies regarding credit agreements and documentation. Maintain accurate and up-to-date records of credit assessments, approvals, and client communications, facilitating internal and external audits and providing a strong foundation for decision-making and reporting. -
Senior Mortgage BankerQuicken Loans Apr 2017 - Oct 2018Detroit, Michigan, United States -
Asssistant Branch ManagerWanigas Credit Union Jul 2016 - Jan 2017Branch Launch Expertise: Played a crucial role in the successful pre-opening and launch of a new credit union branch, contributing to its establishment and growth from the initial stages.Operational Management: Effectively managed day-to-day branch operations, overseeing tasks such as report generation, sales analysis, and team meeting coordination, ensuring a smooth and efficient workflow.Sales Achievement: Demonstrated strong sales acumen by exceeding targets, achieving $450,000 in total loans within the first six months, and driving the branch's financial success through exceptional business development and community outreach efforts.Leadership in Loan Production: Led loan production initiatives, enhancing the credit union's lending portfolio by forging valuable business relationships and community engagement, resulting in increased loan origination.Ethical Underwriting Practices: Upheld high ethical standards in underwriting consumer personal loans and auto loans, adhering strictly to company policies and regulatory requirements, ensuring the protection of both clients and the institution.Supervision and Team Management: Provided effective supervision and guidance to subordinate loan underwriting accounts, fostering a collaborative and productive work environment while maintaining high-quality loan underwriting practices.
-
Small Business BankerBank Of America Sep 2015 - Jul 2016Sales Expertise: Proven ability to drive sales by skillfully evaluating customer needs, resulting in successful achievement and consistent surpassing of monthly and quarterly sales goals.Mortgage Achievement: Attained multi-million dollars in home loans, showcasing a strong command of the mortgage market and the ability to provide valuable financing solutions to clients.Team Training and Leadership: Provided leadership and training to a team of three associates, enhancing their sales practices and contributing to the overall success of the team.Operational Oversight: Effectively managed day-to-day branch operations, ensuring smooth workflow and compliance with banking regulations, which led to a well-organized and compliant work environment.High-Quality Customer Service: Maintained high customer service standards, resulting in excellent survey scores and the satisfaction of clients. Additionally, provided assistance to small business customers with annual revenues up to $1 million dollars and conducted meetings in the field to discuss small business products, services, and strategies, further enhancing the client experience and building strong business relationships. -
Personal BankerBank Of America May 2015 - Sep 2015Client Relationship Management: Expertly built and nurtured strong, long-term relationships with a diverse portfolio of clients, providing tailored financial solutions, addressing their needs, and offering personalized guidance to help them achieve their financial goals.Sales and Product Knowledge: Demonstrated a solid understanding of a wide range of banking products and services, effectively cross-selling to clients, and consistently meeting or exceeding sales targets, contributing to revenue growth.Financial Counseling: Provided valuable financial advice and guidance to clients, assisting with budgeting, savings, and investment decisions, resulting in improved financial well-being for clients and increased loyalty to the bank.Compliance and Risk Management: Maintained strict adherence to regulatory requirements and internal policies, ensuring that all client interactions and transactions were conducted with the highest ethical standards, thereby safeguarding the bank's reputation and integrity.
-
Universal Bank ConsultantPnc Mar 2011 - May 2015Holistic Financial Guidance: Evaluated the unique needs of clients and provided comprehensive financial guidance, effectively matching them with the appropriate products and services, resulting in improved financial well-being.Sales Achievement: Consistently met and exceeded individual monthly and quarterly sales goals by skillfully cross-selling a range of banking products, contributing to revenue growth and the bank's success.Business Relationship Management: Successfully recruited and managed relationships with local small businesses, facilitating business account openings and servicing, thereby expanding the bank's commercial clientele.Customer Relationship Building: Demonstrated a strong ability to build, retain, and strengthen customer relationships, leading to high customer satisfaction survey scores and the continued loyalty of clients who valued the quality of service and financial guidance provided.
Frequently Asked Questions about Brian Reid
What company does Brian Reid work for?
Brian Reid works for Rocket Mortgage
What is Brian Reid's role at the current company?
Brian Reid's current role is Senior Mortgage Originator | Economics & Finance Expert | Leadership and Risk Management | Army Veteran.
Not the Brian Reid you were looking for?
-
5respec.com, liquidusgroup.com, oracle.com, greenstarrecycling.com, gotransverse.com -
-
Brian Reid
New York City Metropolitan Area5solomonpage.com, gmail.com, ibisworld.com, salesforce.com, northboundsearch.com3 +121262XXXXX
-
Brian Reid
Accomplished Hr Operations And Hris Management Professional | History Of Streamlining Recruitment, Technical Training, Operational Efficiency And Process ImprovementChicago, Il -
Brian Reid
Clinton, Ny2norwichpharma.com, indium.com1 (315) 8XXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial