Nathan Larsen Email & Phone Number

Saratoga Springs, Ut, Us

Orem, Ut

While at DFY, I developed innovative sales tools that empowered clients to assess their purchasing and financing options, leading to a 40% increase in year-over-year transactions. I collaborated with over 900 clients, identified financing solutions, including traditional mortgages, DCR loans, and self-directed IRAs, while coordinating closely with lenders to facilitate investment purchases.By streamlining our sales and purchase process, and proactively coordinating with outside team members, I increased our closing rate from 65% to 85%, significantly driving sales and revenue growth. I led a dedicated team of account executives, assisting clients in building investment portfolios consisting of over 1,000 single-family properties across various US markets.As a member of the senior leadership team, I strategically planned for growth, introduced new products, and refined processes to elevate the client experience. My efforts resulted in higher satisfaction and retention rates.I guided account executives in creating customized strategies for clients, which led to substantial increases in purchases and overall business growth. Additionally, I developed a new client onboarding process that facilitated smoother integrations and stronger relationships.

Led branch in service, growth and compliance. Provided solutions for members through use of banking products and services. Responsible for branch conformity to banking regulations while increasing overall profitability through growth in loans, deposit balances, and utilization of banking products. Responsible for managing and interpreting data and measures to help with branch planning

Organized and coordinated key financiers and business owners to achieve funding for business projects.

Responsible for team management, product sales, increasing loans & deposits, and developing and improving new/existing client relationships. Met or exceeded all quarterly checking campaigns, effectively coordinated operational duties of employees, and achieved a top 2006 branch performance ranking.

Managed, coached and trained a team of Retirement Service Specialists to effectively provide investment guidance and outstanding service to participants in 403(b), 401(k), and 457 retirement plans. Responsible to lead and motive team members to produce asset acquisition and retention leads and ensure that company and security regulations were met.

Bachelors, Business Administration

Associates, Marketing

Activities and Societies: Student Body President/Student Government - 1995