Chris Lozen Email & Phone Number

Georgetown Township, Mi, Us

Grand Rapids, Michigan, United States

• Schedule and perform routine Zoom calls with coaching clientele.• Cultivate stellar relationships with sales reps and companies assigned to me.• Optimize communication skills by creating strategies for specific title-related sales scenarios.• Analyze sales rep performance and determine where they need to improve in order to produce results.• Determine and set realistic production goals with client management.• Help influence client recruiting, interviewing, hiring, onboarding, and development of associate talent.• Guide sales rep success using framework that encourages company scripting, process and methods proven to work 4x better than the industry average.• Foster a spirit of teamwork and cohesion, aligning with company’s tight nit and fun working environment.

• Project Manager, Account Executive and Solutions Consultant on “Mortgage as a Service” Broker Model with duties including bringing in new broker partners, building out technology platforms, and using creative and analytical thinking to helpwith sales techniques, marketing, restructuring loans, and facilitating closings.• Cross department collaboration with IT to create an online portal/CRM suited to team needs based on recurring feedback meetings held daily with the sales team and management.• Managed communication and support platform with broker teams through dedicated Slack channel, email and phone.• Tasked with onboarding new sales branches and acclimating the team to platforms including pricing, origination, and customer relationship management systems.• Developed company retail operations curriculum and training guide. Implemented across multiple platforms including video tutorials, digital presentations, Lessonly, and Zendesk.• Mentored and coached operations and sales team members through recurring series of weekly calls and webinars in one-on- one, small, and large group settings.

• Team Lead of 6 Loan Officers located in Western and Northern Michigan. Direct report to Area Sales Manager of Michigan.• Develop, implement, and administer sales playbook to sales team members.• Manage meetings and calendars of the Area Sales Manager of Michigan, loan officer team and internal real estate partners of Coldwell Banker.• Host weekly meetings and webinars between in-house lending and real estate partners to share best practices including ways in which we could collaborate and grow together through pricing, products, client communication, expenses and time management.• Schedule and book travel arrangements for Area Sales Manager and Loan Officer team.• Set monthly KPI goals with management for sales team and monitor progress through weekly check-ins to evaluate effectiveness of sales approach and provide necessary coaching to meet monthly targets.• Train new hires in systems operations and tools.• Recruitment of new sales team members through prospecting, interviewing, hiring, and onboarding process, closely collaborating with Human Resources.• Help team members build and maintain relationships with third parties such as real estate agents, title companies, and insurance partners by handling communication efforts via email and phone to increase production numbers of the sales team.• Expense budget, management and approval for myself, Area Sales Manager and Loan Officer team through Concur.

• Grew branch home lending productivity by 119% within first year of employment and maintained steady and consistent growth year over year.• Led organization effort on cross-selling and interdepartmental development between business banking, investment banking, branch management and retail banking including event planning, marketing through social media, meeting coordination and department correspondence.• Research and data analysis on market trends and financial development to provide best in class customer service.• Top 3 producer in my region.• Selected by Area Sales Manager of Midwest to host weekly calls for Michigan, Ohio, Indiana, and Kentucky on best practices due to my production and innovative techniques.• Developed sales prospecting and follow up process that was adopted company wide.• Administered coaching and training sessions for financial advisors, branch managers and retail bankers to foster team growth and support development in overall production performance.• Loan Officer Mentor to sales reps on technique, overcoming objections, product, guideline and pricing scenarios, prospecting and follow up process.• Organizing and hosting community, professional adjacent and company events with established marketing and event budgets.

• Managed team of 3 Loan Officers with direct report to Area Sales Manager of Michigan.• Coached Loan Consultants on how to prospect and facilitate relationships with local real estate agents to grow production through means of social media, cold calling and real estate branch presentations.• Developed and implemented team strategy on prospect follow up process for increasing lead conversions percentage.

• Team Lead of 3 Loan Officers with direct report to Regional Area Sales Manager of Western/Northern Michigan.• Top 3 producer in my region.• Coached branch Mortgage Consultants on sales techniques, over coming objections, product, pricing and guideline scenarios and how to prospect leads through networking with real estate agents and examining mortgages serviced by our company.

• Developed and administered strategy with company leaders on TRID regulation industry change and educated team members.• Onboarding new team members in Disclosure and Compliance department on system operations, work flow, and job functions.

• Team Captain of Developmental Banker team – Team of 10.• Top 5 Producer within my region.• As Team Captain, Tasked with listening in on team member sales calls with the ability to step in to handle escalated client sales objections and close the deal and prevent loss of the sale, helping bankers with product, pricing and guideline scenarios, and preparation for client presentation.