Eric Bakke Email & Phone Number

Minneapolis, MN, US

825 Wayzata Blvd. E #100 Wayzata, MN 55391

• Strategize and advise clients based on their needs, goals, and local market conditions
• Craft solutions and strategies using creative problem-solving skills, financial analysis, and knowledge of available products/programs
• Advise and guide clients before, during, and after the transaction in a way that creates value, builds referral relationships, and fosters repeat interactions
• Recommend local assistance programs such as those from Minnesota Housing Finance Agency, City of Minneapolis/St. Paul, and the 11-county metro area
• Create a digital marketing strategy using paid search (PPC), search engine optimization (SEO), email marketing, Facebook Ads, and self-created content to generate sales, brand awareness, and website traffic
• Gather and analyze personal sales and marketing data to track and target the most beneficial activities, lead channels, and products

Greater Minneapolis-St. Paul Area

• President’s Club level sales award by personally generating new leads/prospects, supporting in process clients, and proactively marketing to past customers
• Pilot, analyze, and provide feedback/recommendations to multiple levels of management, during software rollouts/releases or process changes
• Incorporate and evaluate the effectiveness of internal and external software tools for use within the local sales team branch and regional market’s sale’s strategy
• Analyze customer financial data from various payroll systems and tax documents
• Leverage the digital mortgage process to enhance the customer experience

Minneapolis, Minnesota

• Audit and provide exception authority on appraisal underwriting decisions for non-conforming portfolio loans
• Train and educate new employees on the process, guidelines, and software
• Actively update reference guides to reflect current credit policy, process changes, and third-party software instructions
• Lead and present workflow changes and educate existing teams
• Certify delegations of authority to individual underwriters after personally auditing, analyzing, and providing feedback on test case files

Minnesota

• Work with Lending Officers, Implementation Consultants, Business Analysts, and others involved with implementation projects to identify issues and provide feedback/recommendations for proposed changes
• Present portfolio metric report with recommendations on processes and credit policy updates to senior managers and leaders
• Subject matter expert for processes and software used in the Servicing, Bankruptcy, Collections, Loss Mitigation, and Foreclosure departments
• Onboard, train, coach, and lead a team of 11 underwriters

Minnesota

• Team Lead
• Review, analyze, and approve a pipeline of mortgage applications using prioritization, time management, and multi-tasking skills
• Complete User Acceptance Testing on production software to check for defects prior to release into live production
• Excellent written and oral communication skills used to convey the data, logic, and decision to internal partners and external customers
• Internal underwriting authority on FHLMC, FNMA, and FHA transactions
• Deep understanding of self employment income analysis and calculations based on both personal and business tax returns

Minneapolis, Minnesota, United States

• Interviewed borrowers to understand borrower's specific situation and identify and request the appropriate documents required for loan modification or short sale review
• Communicated and followed up with customers to obtain documents required by credit policy prior to submitting loans to underwriting
• Prioritized and managed a pipeline of over 120 applications
• Served as an escalation specialist for applications requiring additional assistance

Minneapolis, Minnesota, United States

• Responsible for performing a variety of loan processing and closing duties on Conventional, VA, and FHA loans while managing a pipeline of 100+ applications.
• Daily use of the LIS (MSP) origination system as well as both internal and customer facing software

La Crosse, Wisconsin, United States

• Analyze current and perspective clients' portfolios
• Research stock repurchase offers and provided recommendations
• Screen potential stocks and other investments for Financial Advisors
• Create reports containing accounts' performances and options transactions
• Experience with Fundamental Analysis, Technical Analysis, Covered Calls, and Closed-End Funds

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor'S Of Science, Finance, International Business, Economics, Spanish

Activities and Societies: Financial Management Association - PresidentFinancial Management Association President Resident Assistant Study.