Pete Kulis Email & Phone Number

1455 Broad St. 2Nd Floor, Bloomfield, Nj 07003.

1455 Broad St. 2Nd Floor, Bloomfield, Nj 07003.

Wholesale & Correspondent Account Executive

● Originate “A” quality purchase and refinance loans for bank portfolio● Responsible for origination, processing & submission of reverse mortgages● Expert knowledge in Conforming, FHA, USDA & HECM products● Create and maintain referral network with Realtors, Attorneys & CPA’s

● Lead development and marketing of RCM (revenue cycle management) products● Implement & train new accounts on Clinix® software, EHR (electronic health records) & report generation● Negotiate contracts with new accounts and established accounts● Grow current base of clients to increase profitability & market share● Compile monthly reports on practice revenue and forecasts● Responsible for research and conversion of business to a cloud based software platform● Internal IT Management, server management, IT Security & software implementation● Increased gross volume by $4.5MM by new account acquisition (133% of quota)

B2B Sales working directly with industry professionals in training on Chase guidelines and technology.

Worked directly with consumers in obtaining home financing. Other responsibilities included maintaining a producing referral network, training and keeping focused on industry changing guidelines.

Worked directly with consumers in obtaining home financing. Other responsibilities included maintaining a producing referral network, training and keeping focused on industry changing guidelines. In addition to establishing and running the commercial lending division.