Jarret A. Berman Email & Phone Number

Palm Beach, Florida

NY

• Sales: Prospected and sold clients through cold calls, marketing, and network of referral partners, generating more than $30 Million dollars in origination of new loans. Ranked in top 10% nationally out of more than.
• Seminars: Organized and marketed in-branch seminars that increased quarterly production by 20%.
• Training: To increase sales revenues, from the branch platform, conducted training to improve Personal Bankers and Branch Partners’ ability to profile… Show more
• Training: To increase sales revenues, from the branch platform, conducted training to improve Personal Bankers and Branch Partners’ ability to profile for potential clients.
• Sales Leadership: Provide information, knowledge and methods to realize the vision to be successful in the mortgage business with team members Show less

NY

• P&L Management: Successfully managed all day-to-day operations, including payroll, rent and marketing, to achieve a profitable P&L.
• Marketing: Developed and implemented online and print marketing strategies to brand company and exceed sales goals.
• Training: Demonstrated and taught strong service and selling skills to loan officers, which resulted in improved quality loans and higher production.
• Sales Leadership: Hired, supervised and motivated high-performing team of loan… Show more
• Sales Leadership: Hired, supervised and motivated high-performing team of loan officers. Implemented standards, set production goals and evaluated performance to maximize branch production Show less

• Sales / Sales Strategy: Created new in-house marketing team to provide leads for entire branch sales force. Funded over $100 million dollars annually, becoming the top producing branch for the company.
• Staff Leadership: Spearheaded key hiring, training and motivation, contributing to steady growth of the branch production to more than 60 staff. Created team captains to oversee and train loan officers, enabling myself.
• Operations:… Show more
• Operations: Designed, controlled and oversaw all branch resources to ensure efficient, productive and compliant branch operations Show less