Mark Loftus, Cbpa

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

I Help Businesses Reduce Ancillary Costs While Providing Fortune 100 Style Benefits @ Insperity
Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s Location
San Diego, California, United States, United States
Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s Contact Details

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" work email

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" personal email

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About Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"

Hello, I am a San Diego native going back 3 generations in America's Finest City. As a Business Performance Advisor with Insperity, I have the pleasure of helping some of the best small businesses run better, grow faster, and make more money. I help my clients find greater success, become more efficient and focused with their core business goals. I am laser focused on helping connect people and building fantastic long term relationships with other professionals. Over my 25+ year career, I've had the privilege of supporting clients as they grow from small businesses into mature and thriving organizations.Specialties: Marketing, Branding, Human Resources, Insurance, Payroll, W/C, Small Business Issues, Payroll administration, HR Administration, Employee Training and Development, Government compliance, Strategic Organizational Planning, Full Service HR, Performance Management, Expense Management, Time and Attendance, Organizational Planning, Recruiting Services, Employment Screening, Retirement Services, Insurance Services, Co-employment, and Workforce OptimizationPlease feel free to contact me to see how Insperity can help your business! I spent 22+ years in the financial services & mortgage loan business. Most recently, I was a licensed Mortgage Loan Originator and Mortgage Expert with Bay Equity, Loandepot and Cross Country Mortgage. I personally helped my clients navigate the mortgage process when buying or refinancing a home. I am licensed in CA, AZ, TX, OR and Illinois.I look forward to seeing how I can best support your business efforts on LinkedIn and am always available to answer your real estate mortgage loan questions.Specialties: banking, mortgage banking, business development, financial services, risk management, sales management, building sales teams, business development, customer satisfaction, coaching employees and relating to customers. Effective communicator at all organizational levels who enjoys multi-tasking in a dynamic work environment.

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s Current Company Details
Insperity

Insperity

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I Help Businesses Reduce Ancillary Costs While Providing Fortune 100 Style Benefits
Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" Work Experience Details
  • Insperity
    Certified Business Performance Advisor
    Insperity May 2019 - Present
    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
  • Gaylord-Hansen Team At Crosscountry Mortgage, Llc
    Mortgage Expert - Nmls 589160; Company Nmls 3029
    Gaylord-Hansen Team At Crosscountry Mortgage, Llc Nov 2021 - Jul 2022
    San Diego, Ca, Us
    Licensed in CA, AZ, IL, TX & OR
  • Gaylord-Hansen Team At Crosscountry Mortgage, Llc
    Mortgage Expert - Loandepot
    Gaylord-Hansen Team At Crosscountry Mortgage, Llc May 2019 - Dec 2021
    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.
  • Bay Equity, Llc
    Mortgage Loan Originator And Business Relationship Manager
    Bay Equity, Llc May 2012 - May 2019
    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.
  • City National Bank
    Vice President
    City National Bank Dec 2010 - Jun 2011
    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.
  • Wachovia Bank - Southern California
    Vice President And Financial Sales Leader
    Wachovia Bank - Southern California Apr 2007 - Sep 2009
    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.
  • Wachovia Bank
    Sr. Producing Leader/Sr. Financial Specialist/Small Business Specialist
    Wachovia Bank Jan 2002 - Mar 2007
    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.
  • First Union National Bank
    Financial Center Manager
    First Union National Bank Jan 1999 - Jan 2002
    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.

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" Skills

Banking Mortgage Lending Credit Loans Mortgage Banking Financial Services Leadership Commercial Lending Sales Management Refinance Business Development Real Estate Finance Credit Analysis Loan Origination Underwriting Customer Service Sales Operations

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" Education Details

  • University Of Houston, C.T. Bauer College Of Business
    University Of Houston, C.T. Bauer College Of Business
    General
  • Northern Arizona University-The W. A. Franke College Of Business
    Northern Arizona University-The W. A. Franke College Of Business
    Business Administration
  • Nationwide Mortgage Licensing System
    Nationwide Mortgage Licensing System "Nmls"
    Mortgage Origination
  • Nasd
    Nasd
    Series 6 & 63
  • California Department Of Insurance
    California Department Of Insurance
    Financial Services
  • Mira Mesa High School
    Mira Mesa High School
    General Studies

Frequently Asked Questions about Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"

What company does Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" work for?

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" works for Insperity

What is Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s role at the current company?

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s current role is I Help Businesses Reduce Ancillary Costs While Providing Fortune 100 Style Benefits.

What is Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s email address?

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s email address is ma****@****ity.com

What schools did Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" attend?

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" attended University Of Houston, C.t. Bauer College Of Business, Northern Arizona University-The W. A. Franke College Of Business, Nationwide Mortgage Licensing System "nmls", Nasd, California Department Of Insurance, Mira Mesa High School.

What are some of Mark Loftus, Cbpa "Helping Business Owners Increase Revenue"'s interests?

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" has interest in Nfl, San Diego Chargers, Sports Memorabilia, Snowboarding, Ipas, San Diego Padres, Golf, Craft Beer, Meteorology, Softball.

What skills is Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" known for?

Mark Loftus, Cbpa "Helping Business Owners Increase Revenue" has skills like Banking, Mortgage Lending, Credit, Loans, Mortgage Banking, Financial Services, Leadership, Commercial Lending, Sales Management, Refinance, Business Development, Real Estate.

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