Patrick Herbert Email & Phone Number

Greater Los Angeles Area

• Leads strategic initiatives to rapidly recruit high producing and high potential real estate agents in 6 locations• Oversees the hiring, leadership and development of the staff as well as ensures they are properly trained and held accountable to high performance standards• Manages and accelerates the financial performance of the office, paying close attention to, and making necessary adjustments to key financial indicators, to maximize profitability• Designed new marketing strategies to help increase lead generation for our agents• Implemented a new CRM software that effectively increased our productivity and output YTD since purchase and has Increased sales by almost 60%

Irvine, California

• Recruited staff, interfaced with realtors and developers to secure financing for individual purchases and construction of major projects. • Provided senior-level direction for credit policies and underwriting guidelines. • Provided expertise in forecasting, budgeting, and performance measurements. • Provided in-house staff training on best practices and changes in the law.• Identified staff's strengths/weaknesses and trained to strengthen weaknesses. • Presented sales and marketing strategies to agents. • Successfully grew company with broad loan platform (conforming, non-conforming, Non-QM, FHA, VA, SBA Business) and home sales by recruiting, training, and partnering with builders and community organizations.

Dana Point, California

• Augmented business through internal bank leads, referrals from past clients, and realtor leads. • Managed the loan process with the consumer from taking the application, analyzing needs, recommending the best programs.• Worked with processing and underwriters, insuring compliance and participating in all closings, whether they were purchase or a refinance. • Coordinated with realtors through marketing and providing mortgage education• Worked with various REIT, hedge funds, and investors

Calabasas, Ca

• Prospected for new business through social media, database, networking events, setting meetings, etc.• Grew and maintained new and existing relationships with past clients and referral partners• Guided clients and referral partners throughout the mortgage process with excellent communication• Presented mortgage product options and offered the best loan terms & interest rates possible• Gathered documentation from the client to submit the loan to underwriting for approval• Monitored the loan process to ensure loans closed and funded on the date specified by the borrower.

Laguna Hills, California

• Worked closely with the President to implement the organization's vision, mission and overall direction.• Liaised between sales and operations ensuring that all processes are functioning as expected.• Oversaw the marketing and promotion of the company to implement all strategies including the development of sales support materials including brochures, sales literature and overall company marketing effort.• Coordinated with senior management at affiliated real estate firm regarding any affiliate events, programs, or any other matter that would arise.• Oversaw the implementation of a technology and marketing strategy to equip loan officers with point-of-sale efficiencies and marketing materials that lead or set industry standards.• Evaluated the overall strategic direction of the organization, revenue generation and sustainability.

Laguna Hills/San Juan Capistrano

• Worked closely with President to implement the organization's vision, mission and overall direction.• Liaised between sales and operations ensuring that all processes are functioning as expected.• Oversaw the marketing and promotion of the company to implement all strategies including the development of sales support materials including brochures, sales literature and overall company marketing effort.• Coordinated with senior management at affiliated real estate firm regarding any affiliate events, programs, or any other matter that would arise.• Oversaw the implementation of a technology and marketing strategy to equip loan officers with point-of-sale efficiencies and marketing materials that lead or set industry standards.• Evaluated the overall strategic direction of the organization, revenue generation and sustainability.

Real Estate Development

Education record