Nadia Brinkman Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Innovative Products. Amazing People. Outstanding Service. It’s who we are.We are committed to helping you growyour business through our unique, proprietaryloan products. We understand howimportant your relationships are,because we feel the same way about you.

San Francisco Bay Area

San Francisco Bay Area

Walnut Creek, California

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most.

San Francisco Bay Area

• A highly talented finance professional with a demonstrated track record of maximizing customer service opportunities and consistently exceeding sales performance goals with 10+ years in the financial/mortgage sector..
• Initiate and coordinate the development of strategic action plans to successfully penetrate new markets to insure growth and profitability
• Administer comprehensive assistance in the creation and implementation of crucial sales and marketing plans as needed to drive increase market share
• Provide timely and accurate support to business partners on structure and delivery of loans.
• Build and maintain strong relationships with key existing clients to increase loyalty and retention
• Proactively identify a variety of new business opportunities to drive business growth

San Francisco Bay Area

• Develop and implement a key business plan and sales strategy for the market ensuring the attainment of all company sales goals and profitability
• Initiate and coordinate the development of strategic action plans to successfully penetrate new markets
• Administer comprehensive assistance in the creation and implementation of crucial sales and marketing plans as needed to drive business growth
• Provide timely, accurate and competitive pricing on all products to the business partners while striving to maintain maximum profitability
• Maintain detailed, accurate records of all production, sales and activity reports to better manage goals and expectations
• Build and maintain strong relationships with key existing clients to increase loyalty and retention

San Francisco Bay Area

• Responsible for the overall success and growth of the designated market as measured by new business loan acquisitions
• Correctly identified and recommended appropriate alternatives regarding loan structuring and financing solutions
• Extensively reviewed and analyzed complex credit files, compensating factors, deficiencies and exception requests to determine the appropriate course of action
• Provided full support and recommendations to the strategic business partners to ensure optimal business success
• Successfully closed 240 new transactions from 35 accounts averaging $85M in revenue in 2013
• Meticulously maintained correspondence with all clients to guarantee an outstanding customer service experience

San Francisco Bay Area

• Provided strategic leadership, directing a team of 10 loan officers while monitoring for top productivity and efficiency
• Responsible for devising and introducing appropriate team production goals to drive enhanced performance
• Effectively managed the sale pipeline throughout all aspects of the cycle
• Delivered superior customer care by creating personalized relationships with each customer to ensure that their diverse expectations and situations were managed and top level service was provided while exceeding both.
• Managed a very large monthly pipeline of up to 65 files of both FHA and conventional refinances and purchases while adhering to all government and conventional guidelines, closing procedures and federal regulations
• Accurately verified the conditions of approval including customer assets/income documentation while resolving vesting, child support, judgment and title issues