Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" Email & Phone Number

Kingwood, Tx, Us

A comprehensive HR service that gives you the freedom to focus on growth and opportunity.As your business grows, your challenges multiply. With Insperity, you don’t have to go it alone. Our mission: To help businesses succeed so communities prosper.With Insperity® Workforce Optimization®, our full service HR solution, you’ll get administrative relief, access to Fortune 100 style benefits, reduced liabilities and dedicated HR support. With our experienced service team, you can spend more time doing what you love – growing your business.Fast Start Award, 20191st Year Presidents Club, 20202nd Year Presidents Club, 2021Pinnacle Summit Sales Trip, 2020, 2021, 2022, 2023Chairman's Club 2023$2MM Club

San Diego, Ca, Us

Licensed in CA, AZ, IL, TX & OR

San Diego, Ca, Us

CONSUMERS WISHING TO FILE A COMPLAINT AGAINST A COMPANY OR A RESIDENTIAL MORTGAGE LOAN ORIGINATOR SHOULD COMPLETE AND SEND A COMPLAINT FORM TO THE TEXAS DEPARTMENT OF SAVINGS AND MORTGAGE LENDING, 2601 NORTH LAMAR, SUITE 201, AUSTIN, TEXAS 78705. COMPLAINT FORMS AND INSTRUCTIONS MAY BE OBTAINED FROM THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV. A TOLL-FREE CONSUMER HOTLINE IS AVAILABLE AT 1-877-276-5550. THE DEPARTMENT MAINTAINS A RECOVERY FUND TO MAKE PAYMENTS OF CERTAIN ACTUAL OUT OF POCKET DAMAGES SUSTAINED BY BORROWERS CAUSED BY ACTS OF LICENSED RESIDENTIAL MORTGAGE LOAN ORIGINATORS. A WRITTEN APPLICATION FOR REIMBURSEMENT FROM THE RECOVERY FUND MUST BE FILED WITH AND INVESTIGATED BY THE DEPARTMENT PRIOR TO THE PAYMENT OF A CLAIM. FOR MORE INFORMATION ABOUT THE RECOVERY FUND, PLEASE CONSULT THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV.

Corte Madera, Ca, Us

As a lending professional at Bay Equity, I am dedicated to helping you with all of your home mortgage needs.The housing and mortgage markets are constantly changing. I can help you navigate the many options to find the right loan for you and your family.Whether you are buying or refinancing, buying your first home or building your dream home, I can explore with you the many options for financing.You are invited to apply on-line, or contact me to set up an appointment. Either way you will get my immediate and personal attention.At Bay Equity, we know how important each mortgage is to the borrower. We are committed to great customer service and focused on closing each loan on time. Welcome to Bay Equity Home Loans, “Your Home for Loans.”Bay Equity is a full-service retail and wholesale mortgage lender headquartered in San Francisco’s Financial District. Bay Equity is a direct lender. Bay Equity also works with independent brokers and is committed to long-term relationships. At Bay Equity, we know it takes more than great mortgage rates to get the deal done. We're backed by the staff and technology to quickly move home loans from application through funding. We're experts in the full array of agency mortgage loan products - Fannie Mae and Freddie Mac - and we underwrite to our own guidelines.

Los Angeles, Ca, Us

City National Bank was founded in 1954 to serve the entertainment and real estate industries, professionals and the growing business community in Southern California. Today, it is the second-largest independent bank headquartered in California, with more than $21 billion in total assets and nearly 80 offices in Southern California, the San Francisco Bay area, Nevada and New York City. City National provides entrepreneurs, professionals, their businesses and their families with complete financial solutions on The way up. Highly personalized client relationships, combined with a full range of sophisticated financial products – commercial lending, private banking and wealth management capabilities – plus the best talent in the financial industry distinguish City National from its competition. City National approaches every relationship with the goal of becoming a trusted advisor. That means listening to clients and taking time to understand them, their businesses and their industries. It means offering honest advice and developing financial solutions that are tailored to their needs – both business and personal.

Recruited by Wachovia to lead the expansion into the San Diego and Orange County markets. Overall management responsibility for hiring and leading a team of 100 Licensed Financial Specialists, Business Specialists, Financial Center Managers, Tellers and business partners to exceed goals in the areas of sales, customer service, operations and risk management.Developed marketing plans and successfully opened nine De Novo financial centers in Orange and San Diego counties. Each financial center exceeded $75 million in deposits within the first year.Managed two markets which consistently exceeded all goals in 2007 and 2008, growing core deposits 25% and bringing total deposits over $2 billion.Grew the Book of Business by 500% each year.Successfully focused and coached sales team on business development, exceeding all business and consumer banking goals. Achieved and maintained a regional customer satisfaction score that ranked in the top quartile for the corporation.Expanded and maintained a top quality loan portfolio with no charge-offs or losses.

San Francisco, California, Us

Coached and developed seven select Financial Specialists to increase their individual production while maintaining and exceeding personal production goals. Exceeded annual goals in deposits, loans, investments and all business banking categories.Grew Book of Business by 30% in 2005 and 2006.Ranked 1st out of 80 qualified Financial Specialists in average monthly production in the Mid-Atlantic/Virginia Bank for 2006.Ranked 1st in overall business banking production in the Mid-Atlantic region for 2006.Achieved a personal customer satisfaction score of 6.85 out of 7 in 2006, helping to move the Financial Center into the 90th percentile in the Corporation.

Us

Managed sales, customer retention, expense control, operations, risk management, and personnel for multiple diverse financial centers, including the first financial center in Virginia to pilot the Service Measurement Program, which ranked Wachovia #1 in customer satisfaction for 8 straight years.Led Financial Center employees to establish an environment that achieved all sales and service performance objectives.Developed specific strategies and monitored progress, exceeding Financial Center goals and objectives.Served as an empowered decision maker and escalation point for all service and operational issues.Ensured the Financial Center team identified and focused on high-valued clients to improve their overall banking experience and retain and grow their business.

Cbpa, Certified Business Performance Advisor, Business Administration And Management, General

Bachelor'S Degree, Business Administration

Nmls License #589160, Mortgage Origination

Series 6 & 63

California State Insurance License, Financial Services

High School, General Studies