Bryan Bazan Email & Phone Number

Sun Prairie & Cottage Grove Branch

Mortgage Lending: Assist potential buyers with mortgage lending for the purchase of a home or investment property. Assist current, 1-4 unit property owners with refinancing of current mortgage. Council clients about credit, loan programs and the financial benefits of refinancing. Underwriting: Directly responsible for underwriting all mortgage loans produced, secondary market or portfolio, through the analysis of income, tax returns, assets, debt, etc. Knowledgeable in secondary market requirements for purchasing mortgage loans.Business Development: Generate new business opportunities through community involvement, business networking and relationships with business partners, actively managing current client relationships to create referral business.Customer Relations: Consistent track record of customer satisfaction through servicing of existing mortgage portfolio and referrals to areas throughout the bank other than mortgage lending, i.e. commercial banking, personal banking, etc.Education/Marketing: Created and facilitated home buying and refinancing seminars for prospective clients and business partners. Current Director for the Wisconsin Bankers Association Mortgage School of Lending. Manage & implement curriculum design, instruct portions of the school, administer and evaluate final presentation by participants of the week long course.Additional Duties: Act as liaison between mortgage department employees such as processors, compliance, credit analysts, etc. and bank leadership to facilitate implementing new secondary market loan programs, development of portfolio programs, update underwriting criteria, etc.

Mortgage Lending: Assist potential buyers with mortgage lending for the purchase of a home or investment property. Assist current, 1-4 unit property owners with refinancing of current mortgage. Council clients about credit, loan programs and the financial benefits of refinancing. Underwriting: Directly responsible for underwriting all mortgage loans produced, secondary market or portfolio, through the analysis of income, tax returns, assets, debt, etc. Knowledgeable in secondary market requirements for purchasing mortgage loans.Business Development: Generate new business opportunities through community involvement, business networking and relationships with business partners, actively managing current client relationships to create referral business.Customer Relations: Consistent track record of customer satisfaction through servicing of existing mortgage portfolio and referrals to areas throughout the bank other than mortgage lending, i.e. commercial banking, personal banking, etc.Education/Marketing: Created and facilitated home buying and refinancing seminars for prospective clients and business partners. Assistant Director for the Wisconsin Bankers Association Mortgage School of Lending.

Business Development: Generated and followed-up on new client leads through existing accounts, referrals, trade show exhibiting & cold calls as well as maintained current customer base on a national level.Customer Relations: Worked with customers to ensure timely product distribution, invoicing integrity etc. while also developing marketing plans for Wisconsin Cheese & Sausage Co. products to be promoted within each individual retailer.Employee Management: Directly managed regional sales team members as well as hired, trained and managed sales brokers throughout the United States.Vendor Relations: Developed positive long-term business relationships with state agencies such as the Wisconsin Milk Marketing Board to help defer organization costs as well as to provide additional support to retailers.

Directly responsible for assisting homebuyers in obtaining financing for the purchase of their home, investment property or refinancing of an existing property. Responsible for sales, proper loan structuring, client interviewing and perceptive character judgment. Maintained a high level of customer satisfaction by generating, managing and servicing a portfolio of business. Developed positive long-term business relationships with financial institutions while reviewing portfolios and making recommendations as needed to grow the available options for prospective and current clients. Trained and counseled prospective New Home Buyers on financing options, the loan qualification process and tax deduction benefits. Guest speaker at more than 17 seminars for new home buyers. Worked with local high schools to teach students about building, managing and facilitating credit as well as the home buying process.

 Advertising Sales: Directly responsible for the advertising sales of the aviation division of a multi-national publishing company.  Business Development: Prospected new business, traveling extensively throughout North America, while maintaining and cultivating current relationships to grow the business unit.  Trade Show Management: Created, planned, managed and facilitated the International AOA Expo, a trade event in Milwaukee WI from inception to close. The event included participants from North America and Europe. - Booked the venue to soliciting exhibitors/attendees, retained speakers and educational session content as well as planned all social events. - Coordinated an additional expo area that would display heavy equipment.

 Sales Representative: Cold called on business’s to provide office solutions as needed. Due to first years’ sales growth I earned “Rookie of the Year” 1998.  Cost Analysis: After first year was promoted to Cost Analyst which provided cost analysis to large companies working to streamline office production.  Strategic Solutions: Reviewed client’s office equipment and paper flow expense and created a strategic solution which was designed specifically to streamline work production, cut costs and create a more efficient and cost effective work environment.  Customer Support: Listened to each clients needs to understand their business and offer solutions to support them in their current business life cycle.

Worked my way through high school and college, starting as a bus boy, dishwasher and food prep specialist working my way upto bartender and cook positions, with semi-management duties including accounting for the nightly receipts and closing the facility at the end of the day/night.

Bba, Finance

Activities and Societies: Finance Association

Education record