Patrick A Neely Email & Phone Number

Maple Shade Township, Nj, Us

Boise, Idaho, Us

Maple Shade, New Jersey, Us

Spearheaded the development of Home Sifter, a search-by-payment tool transforming the mortgage and home-buying experience.Drove product enhancements through rapid iteration based on direct customer and market feedback, resulting in 90% increase in engagement.Successfully closed high-ticket sales with key industry players, including real estate executives, leading to $30,000 in revenue within 30 days.Utilized advanced sales techniques, such as assumptive closing and relationship-building, to secure key partnerships with top C-suite executives.Engaged in discussions with investors and stakeholders to secure funding for product expansion, focusing on long-term scalability and revenue growth.Drove investor interest by presenting a strong product-market fit, emphasizing data-driven insights and financial returns from Home Sifter’s growing user base.Metrics: Increased lead conversion by 33% and grew user engagement by 90% through targeted marketing campaigns and integration of financial analysis tools in the mortgage workflows.Developed API integrations that streamlined mortgage broker workflows, reducing approval time by 90% and increasing productivity across multiple partners.

Maple Shade, New Jersey, Us

Led strategic initiatives to scale the “Search by Payment” tool, securing partnerships with national MLS organizations and expanding into new markets.Focused on driving revenue growth through innovative product offerings and targeted sales efforts, achieving consistent year-over-year revenue increases.Developed relationships with real estate brokers, investors, and key industry players to expand the user base and enhance product adoption.

Maple Shade, New Jersey, Us

Streamlining Property Services for Homeowners, Investors & REO Agents | Connecting Top-Rated Contractors NationwideExpanded ResiLink’s offerings to cover property services like foreclosure renovation, insurance claims, and investment strategies, improving client access to comprehensive solutions.Implemented reverse bidding for contractors, creating competition to provide homeowners, REO agents, and investors with more competitive pricing while increasing contractor engagement.Automated workflows and integrated scalable solutions that allowed us to grow a nationwide contractor network of top-rated service providers.Leveraged relationship-building and sales automation tools to connect with C-suite executives, successfully securing partnerships with real estate firms and investment groups.

As a third-generation real estate broker and member of the Nexus Association of Realtors, I am proud to follow in the family tradition of providing high-quality service to my clients. My business runs on real estate software solutions, which allows me to efficiently manage multiple work streams and effectively communicate with clients and colleagues. I have honed my skills in negotiation and have developed strong business partnerships that drive new business growth. In addition, I place a high value on building productive and cooperative relationships with my colleagues and am committed to continuing my education and professional development in the real estate industry.

With 17 years of experience in the mortgage industry, I have honed my skills in Pre-Underwriting and Origination, specializing in assisting clients to access mortgage financing and providing consultation to optimize the value of their real estate portfolios.As a dedicated Mortgage Loan Officer, I have played a pivotal role in identifying the most efficient integration points in sales channels for the point of sale system within my OccuLink Brand. My expertise spans Pre-Underwriting due diligence, processing, and exceptional customer care, complemented by a comprehensive understanding of loan products for all occupancy types.I have worked closely with clients to gather necessary documentation and assess their financial information while managing team projects from initial scoping to implementation. My commitment to outstanding customer service and ability to forge and maintain relationships with lenders and industry partners have significantly contributed to the growth of search by mortgage placement and reach, positioning me as an innovative real estate professional.#MortgageLoanOfficer #RealEstate #PreUnderwriting #Origination #OccuLink #CustomerService #LoanProducts #IndustryExpertise #SalesChannels #RelationshipBuilding #InnovativeProfessional

Moorestown, New Jersey, Us

Portfolio Retention Specialist in Mortgage Loan Origination

Alexandria, Virginia, Us

I have expertise in reviewing patent applications in the financial services industry, particularly those related to business methods. I have developed a methodical and creative approach to finding relevant prior art through advanced search techniques. I am skilled in interpreting claims in a way that allows me to accurately assess the patentability of an invention. I also ensure consistency in the prosecution methods used by my department.

Villanova, Pa, Us

As the President and member of the Villanova University Entrepreneurship Society from 2005-2009, I helped position the organization to tackle problems faced by various University departments. I developed opportunities for my peers to work on hands-on projects and achieve tangible results, and grew the organization from 10 to 50 active members across different fields. The society is now part of the Innovation Center for Entrepreneurship (ICE), which annually connects with Silicon Valley entrepreneurs to expose students to real-world problems that require cutting-edge technology to solve. In addition to my role in the Entrepreneurship Society, I also served as the Councilman for Student Concerns on the Villanova University Student Government Association from 2005-2009, and was the Social Chair for the Sigma Phi Epsilon Villanova University Chapter from 2005-2007.

New York, New York, Us

I gained valuable experience working with the best professionals in the investment banking industry, who were responsible for managing billions of dollars in wealth. Through this experience, I learned how to survey and evaluate information on early stage products, apply econometric analysis to measure value creation through resource allocation, and create persuasive pitch books to acquire new business. I also developed the ability to present analysis and recommendations that added value from target companies, creating market access and helping to acquire skills or technologies at a lower cost.

As a member of a long-short equity hedge fund team responsible for managing more than $1 billion in assets, I was tasked with sourcing and organizing data, presenting statistics, and analyzing trends. My programming skills were put to the test when I built a macro to reconcile trades, saving time and increasing productivity by freeing up 12.5% of our capacity to be used for other business objectives. This experience marked the beginning of my evolution as a programmer and laid the foundation for my continued development of computational skills. I am grateful for the opportunity to have worked in the financial industry, where I gained valuable experience in data analysis, trend analysis, and programming.Additionally, I am proud to have contributed to the success of our team, which was recognized with the Euro Hedge Fund of the Year Award in 2006 due to our impressive return of 160% on our AuM. Before this role, I had the chance to work at another long-short equity hedge fund where I gained valuable experience in observing the markets and learning how to determine investment value. My professional career has been greatly impacted by the knowledge and skills I have acquired through these experiences.

As a 15 year old analyst, I had the opportunity to work on the asset management desk of one of South America's wealthiest businessmen, overseeing a portfolio of 30 billion dollars. This experience allowed me to observe and learn about the markets, and gain a strong foundation in determining investment value. Working under the guidance of seasoned professionals, I was able to observe and contribute to the management of a significant amount of capital, gaining valuable insights and skills that have continued to serve me throughout my career. This experience was a crucial stepping stone in my professional development and helped to shape my understanding of the financial industry.

Bachelor, Science Mechanical Engineering; General Business

Comprehensive Financial Modeling And Valuation Analysis, Intensive 4-Week Financial Modeling And Valuation Training Program