Greg Rast Email & Phone Number

San Diego, California, United States

• Licensed Life and Personal Lines Agent – California Department of Insurance #4011648
• Provides legendary service for existing clients through account maintenance.
• Conducts required outbound solicitation calls to existing and new clients to meet sales goals.
• Collects documentation to pre-qualify clients based on industry and company guidelines.
• Preparation of insurance documents and assistance of client through the signing and approval process.
• Advises clients and tailors policies to meet individualized insurance needs and budgets.

Greater San Diego Area

• Established and developed relationships with small and medium sized business owners through inbound marketing leads and outbound database follow up.
• Initiated and cultivated relationships, development of rapport and referrals.
• Created and maintained a self-generated book of business.
• Conducted pre-qualification and collection of documentation required for financing approval.
• Provided customized financing options, reviewing with client and assisting through the signing/funding process.

Greater San Diego Area

• Steadily increased monthly sales/connections since joining Spectrum team.
• Successfully implemented top-down selling approach.
• Achieved record 5 sales in 1 day and earned Hustle Award multiple months for highest customer contacts.
• Assisted in training of new hires through shadowing process.
• Received excellent client feedback regarding customer service.
• Provided consistent exceptional follow up with customers after sale and install process.

• Recruiting teams and individual loan officers for a nationally chartered, sales friendly bank. Originate in all 50 states. Outstanding back office support.
• Recruited 3 origination branches.
• Assisted in the physical branch location and selection process.
• Supported branches with pricing, structure and guideline needs.
• Trained incoming branches on company business model and processes.
• Monitored production levels and provided recommendations for greater efficiencies and increased sales.

Frederick, Maryland

• NMLS ID: 1024875
• Oversight of sales and operations teams and daily workflow of mortgage division.
• Managed sales and compliance activities of 9 branch origination offices and one operations center.
• Inverted purchase/refinance ratio from 13/87 to 80/20 over an 11-month period.
• Increased monthly originations from $15k to $43k in 8-month period.
• Through review and rebuild of back-office procedures, decreased underwriting turn time from 3 weeks to 72 hours within a 30-day period.

Pennsylvania

• NMLS ID: 1024875
• Managed production of 3 teams of loan officers with 24 total employees throughout Pennsylvania.
• Increased monthly production from $10M to $18M in less than one year.
• Defined target market for loan officer territories; trained and supported loan officers on new products and revisions; assisted loan officers with cold calling, warm calling, referral generation, and cross selling to.
• Provided daily guidance to team members regarding product and pricing questions and scenarios.
• Administered residential insurance claim process for over 230 branches of the bank.

York, PA

• NMLS ID: 1024875
• Led team from originations of $300 million in 2008 to $1 billion in 2012.
• Managed team of 84 employees with oversight of all opening, processing, compliance, underwriting, closing and postclosing / delivery functions.
• Formulated and moderated employee focus group for improved efficiencies.
• Administrated bank wide (230+) branches residential insurance claim procedures and processes.
• Member of compliance and loan work out committees.

Formerly, Communitybanks, Hanover / York, PA

York, Pennsylvania, United States

• Supervised processing and underwriting staff. Introduced LP underwriting and trained staff.
• Supervised loan officer staff with regard to production, product knowledge, sales and marketing.
• Established a bonus platform for processing team; introduced rotational processing concept.
• Worked with Senior Management in daily decisions when required; performed duties of Senior Management in their absence.