Dan Appelbaum Email & Phone Number

366 South Kirkwood Road St. Louis, MO 63122

• Manage all aspects of loan origination including meeting with potential clients, mortgage evaluation, loan application, document collection, program placement and loan approval, loan commitment and closing.
• Marketing of Great Southern Bank mortgage products through developing relationships with referral partners such as Real Estate Agents, Title Agents, Financial Advisors, Insurance Professionals, Custom Home Builders.
• Developed and implemented training programs and solutions for branch employees in St. Louis Market
• Member of “Community Matters” St. Louis Team with a mandate to encourage local participation in community events and initiatives that align with the Great Southern Bank Community Matters goals.
• Developed and authored Mortgage Newsletter distributed monthly to 105 retail branches across 5 states
• Internal training certifications for FHA, VA, USDA, and MHDC loan programs as well as Portfolio Construction product and specialized Portfolio products

• Manage all aspects of loan origination including meeting with potential clients, mortgage evaluation, loan application, document collection, program placement and loan approval, loan commitment and closing.
• Marketing of M&I Bank mortgage products through developing relationships with referral partners such as Real Estate Agents, Title Agents, Financial Advisors, Insurance Professionals, Custom Home Builders, and others.
• Development of internal referral sources through relationship building with Commercial Lenders, Wealth Management, Business Bankers, Preferred and Private Banking, Personal Bankers, and Customer Service Representatives.
• Independent marketing efforts through local newspapers and Parish Bulletin.
• Team Leader, Green Lending Initiative
• Committee Member, USGBC Advocacy Committee

Festus, Jefferson County Missouri

• Responsible for sales of manufactured, modular, and custom homes in the Jefferson County area as well as surrounding Counties.
• Established and maintained Retail Sales Outlet with 10 units and over 1 million in retail inventory
• Managed day to day cost of operations, budgeting, sales projections and goals, and positioning in market place
• Supervised all aspects of loan origination for retail customers from taking loan applications, obtaining approvals, collecting underwriting stipulations, and scheduling closings
• Interfaced with processors, underwriters, and account executives during loan process
• Participated in advertising creation and placement in local publications