Kyle Schubert Email & Phone Number

Denver, Co, Us

Aurora, Colorado, United States

• Cross-referenced products to find the best product to meet the customer’s needs, includes Conventional, FHA, VA, USDA, ARM, and Jumbo Loans• Produced at a top-level while maintaining an extensive and diverse backlog; often within the top 10% of associate bonuses for loan sales• Promoted to a team leadership position; called upon to coach others and mentor peers• Analyzed financial documents including Profit and Loss Statements, tax statements, W-2s, property liens, credit utilization ratios, etc., in order to assess the overall financial health of customers• Excelled in customer service by evaluating financial reports and creating viable sales solutions based on each customer’s situation• Familiar with Bridge Loan products; worked with sophisticated customers who owned multiple properties and developed multi-family units

Englewood, Colorado, United States

• Responsible for managing multi-state region with hundreds of loans in backlog• Reviewed property surveys, inspections, appraisals, flood certificates, title searches, etc., to ensure loans were underwritten correctly and to make sure loans closed on schedule• Excelled in interpersonal collaboration across departments (title, underwriting, management) to ensure a smooth process from the initial interview to closing• Cross-referenced Sales Contract with Mortgage Loan Application to ensure complete accuracy and customer satisfaction for builder (internal customer)

Edgewater, Colorado, United States

• Sold CDs, Money Market, Deposits, New Account Growth, Checking, and Savings Accounts• Motivated team to reach branch sales goals• Cross-sold financial products to customers and gained new customers through outside sales• Performed daily auditing of cash vault, cash drawers, wire transfers, etc.• Calculated and coordinated loan payoff amounts

Lakewood, Colorado, United States

• Represented over 15 health insurance companies, averaging three to five sales per week• Utilized web-conferencing technology to interact with customers, used software programs to submit applications electronically, eliminating paperwork and streamlining processes• Contacted leads via a three-line dialer system, maximizing production and sales opportunities

Denver, Colorado, United States

• Top Manager in Denver-Metro District for sales of Value-Add products, seven months of the fiscal year while managing over $100M in loan receivables • Loan Document Accuracy of 100% as determined by internal and state audits• Calculated and coordinated loan payoff amounts• Completed daily and monthly auditing by utilizing reports to ensure growth, control costs, and limit liquidation• Coordinated with Division and District Sales Managers to create new sales tactics and branch processes