Joseph Giuliani Email & Phone Number

Waite Park, Minnesota, Us

Responsible for territory (B2B) MN Craft Beer sales in Roseville and St. PaulCustomer relationship managementIncreased existing account revenue 75-100+% year over yearIncreased sales 75-100+% across a wide range of on and off premise accountsDerived annual sales revenue of $650K+ through October 2019

Professional, accurate and timely closing of residential construction, purchase and refinance loans.Provided excellent customer service to clients by explaining their loan documents, timely processing of loan payoffs and follow through on sending completed closing packages to lenders and clients.Examined and cleared title by obtaining payoffs for loans and mechanic liens, verifying whom is going into title, and verifying real estate taxes and assessments were paid current.Preformed miscellaneous office duties including scheduling closings, packaging loan documents for overnight mail, initiating wires for loan payoffs.

San Francisco, California, Us

Specialized in high end custom home construction financing. Primary focus the past 6 years of my career was originating and closing $1.0MM + size residential construction loans while providing exceptional service to wealth management, private bank clients and custom home builders.$850k-$1MM of interest income derived from my portfolio on an annual basis.Managed the origination, processing and closing of interim construction loans for large complex custom home construction projects.Continuously maintained a 95% customer service satisfaction rating.Established a large referral network source of business through personal and group presentations to custom home builders, developers, realtors, home mortgage consultants and private mortgage bankers.Successfully managed and negotiated many large loans/projects in 2008-2009 due to overall economic market conditions, tightened credit guidelines and mechanic lien filings.Processed construction draws and performed detailed financial analysis of projects to keep loans in balance during the course of construction.

San Francisco, California, Us

Provided analysis, due diligence and real estate expertise to Business Banking and Small Business Banking groups in the process of closing commercial real estate loans.Maintained an on going active pipeline of approximately 20 commercial real estate loans at any given time.Prepared written collateral analysis reports (CAPs), ordered and reviewed all applicable due diligence relating to certain real estate.Provided excellent customer service to both external and internal clients.Successfully completed the College of Commercial Credit in May 2004

San Francisco, California, Us

Played a key role in large Rapid Expansion project in Saint Louis, MO. Responsibilities included construction of work stations, configuring computers, setting up phones and training new hires.Managed 16 Temporary Employees in the Closing Assistant Function consisting of keeping the client informed of the status of their loan, ordering title work, scheduling closings, and sending loan closing packages.Provided detailed information to senior management on a month to month basis on my teams success in how many loans closed per month and client satisfaction survey results

Ba, Communications

Education record