Frank Herrera Email & Phone Number

Brookfield, Wisconsin, Us

- Collect financial information (e.g. taxes, debts)- Evaluate creditworthiness and eligibility for obtaining a mortgage loan.- Interview clients.- Guide clients through mortgage loan options.- Prepare and submit mortgage loan applications.- Ensure data are in line with national and local financial rules.

Overseeing budgets, staff, and executives and evaluating the success of the company. Meeting with board members and other executives to assess the direction of the company, develop short and long-term goals, plans, and strategies, and ensure the company's compliance with the stated mission.

• Duties consisted of developing and implementing a marketing plan withthe objective of increasing client base and market share within ageographical area.• Effective in soliciting new accounts and proven ability in expanding anddeveloping existing client relationships by providing excellent CustomerService.• Managed pipeline reports, call reports and productivity reports.• Excellent oral and writing communication skills.

Conducted seminars and empowerment retreats for middle and uppermanagement in order to implement goals and implement companymission statement.• Implemented both internal and external quality control procedures byworking with banks and investors.• Implemented security measures to ensure integrity amongst internalemployees and external sources.• Created marketing campaign that increased company revenue by over$1,000,000 dollars in six months.• Effectively managed marketing budget and negotiated terms withtelevision, radio and print agencies for campaign.• Implemented annual budget. Orchestrated budget process with alldepartments and senior management.• Implemented weekly forecasting of financial results versus the budget.• Established and managed internal audit function.

Effective in soliciting new Broker Business and manage existing Broker Base. Provided excellent customer service by acting as a liaison between Marketing, Sales, Underwriting, Secondary Marketing and FundingDepartments. Extensive contact and communication with CEO’s upper levelmanagement. Negotiated million dollar commitments with banks and mortgagecompanies. Excellent communication skills.

Education record

Business Administration And Management, General

Education record