Mark Baldwin Email & Phone Number

San Carlos, California, United States

I was promoted to serve as a Home Lending Specialist at the branch, including training, coaching, and mentoring branch team members on various products and techniques. I work closely with bankers in meeting with customers, as well as introducing new customers to bankers for additional products and services. I serve as the customers’ primary point of contact throughout the entire life of the loan. I create an exceptional Customer Experience by utilizing a variety of tools, including direct mail, media ads, cross-selling, relocation and statement programs, the website, e-newsletters, outbound lead sourcing, and others. Among my achievements:❖Set the record for total funded loans within area of responsibility.❖Increased production each year. Improved ability to manage a complex home lending process, resulting in production improvements; instituted a system that allowed for steady personal growth and enhanced capabilities.

San Carlos, California, United States

I provided top-quality, highly responsive, and thorough service to a wide range of customers, educating them on the bank products and services that most closely aligned with their needs. I assisted customers with various bank transactions, including deposits, withdrawals, and wire transfers. I promoted products such as credit cards, mortgage loans, and investment accounts to existing customers, and served as a Small Business Specialist. I am proud to have:❖Ranked as #1 in the San Carlos Branch for mortgage referrals. Assisted key business client in retaining their account with Chase and purchasing 2 homes.❖Requested and accepted into the Branch Manager Trainee Program, as well as earning advancement to the Senior Home Lending Advisor role based on performance and capabilities.

San Francisco Bay Area

I launched a management consulting company specializing in coaching, training, & mentoring managers/decision makers. www.v7consult.com

San Francisco Bay Area

I built a record of achievement and advancement through increasingly responsible positions. I contributed to strategic planning and process improvement in order to ensure exceptional-quality customer service. I created the overall sales and marketing strategy for the branch, including analyzing competitors to provide appropriate recommendations.I created and implemented standards of performance with team members to guarantee a memorable Customer Experience. I developed and instituted HR policies and procedures, along with a training and development strategy, and trained, mentored, coached, and evaluated team members, with a focus on constructive feedback. Notably, I:❖Set a record for total revenue and profit generated in a single month (St. Helena Branch/Napa). Contributed to Top 3 branch average ranking for revenue, profit, and customer service during 8-month tenure.❖Established a record at the North Vallejo Branch by increasing fleet by 51% over 14 months. Additionally, trained and mentored 2 team members who reached top percentile rankings. Consistently ranked in the top 10% for assistant managers in the region for fleet growth.❖Increased total profits by 15% and fleet size by 12% within 8 months at the Berkeley branch. Additionally, acquired 2 large corporate accounts that had established relationships with a competitor, increasing inventory by 20 units a month. ❖Trained and mentored numerous employees, 3 of whom were promoted to Assistant Manager.