Rob Davis Email & Phone Number

Phoenix, AZ, US

Scottsdale, Arizona, United States

• I am a Vice President, Mortgage Lending at Guaranteed Rate Affinity. NMLS# 335997. Guaranteed Rate Affinity NMLS# 1598647. At Guaranteed Rate Affinity, we provide the best experience possible, featuring incredibly low.
• grarate.comEqual Housing LenderFor licensing information, go to www.nmlsconsumeraccess.org | www.grarate.com/licensing | https://www.grarate.com/privacy

15333 N. Pima Rd., Ste 205 Scottsdale, AZ 85260 United States

Rob began his career in the financial industry in 1998, beginning as a stock broker before delving into the mortgage business. He has since built a practice on transparent communication and servant leadership, racking up over 14 years of experience in Residential and Commercial lending. Today, he serves as Branch Manager for AmeriFirst Financial, Inc. with.

Phoenix, Arizona Area

• Build and develop partnerships with custom and tract home builders throughout Arizona
• Work closely with purchasing agents during the bidding process to ensure a profitable partnership
• Expanded suite of product and improved online presence with redesign of Celticelevator.com

Phoenix, Arizona Area

• Conduct over 35 cold calls per day to previous referral partners and clients
• Developed a marketing plan that focused on small business owner’s employee benefits
• Farmed previous client within my CRM database to identify potential opportunities
• Created a pipeline of over 2.2 million in two months, with persistence and professionalism
• Leveraged my social media network to develope a commercial lending partnership with the franchise division Dickey’s Barbecue Pit (one of the fastest growing franchises in the US)

Glendale

• Re-engineered Business Services department, including a new core system integration, Remote Deposit Capture, Business Online banking, new business-centric products and services, collateral management system, and.
• Exceeded current YTD production goal by 161% by originating over $2.7MM in CRE and C&I loans within the first four months, increased net deposits with over $1.5MM in new member business accounts
• Worked with Internal Control and Chief Lending Officer to ensure projects were in compliance with the NCUA, State and Federal auditors
• Hired and trained commercial underwriters on C&I and CRE, while still driving results
• Conducted year-end and quarterly employee reviews to help with employee development
• Built and leveraged relationships with 11 branch managers to ensure that frontline employees understood suite of new business centric products

• Led a sales organization of seven Senior Managers and 70 Business Consultants
• Managed budgetary and regulatory requirements ( profit and loss, business self-testing)
• Created the Standard Operating Manual for Top Client Acquisition Group
• Worked with marketing partners to design new small business-centric offers and products
• Conducted weekly staff meeting to ensure that key performance indicators were being met
• Awarded the “Presidential Award” and “Emerald Award”

Phoenix, Arizona Area

• Lead a sales team of 10-15 Business Consultants focusing on call coaching, pipeline management, and personal development
• Assisted TCA expansion to seven Senior Managers and 70+ Business Advisors within 16 months
• Hired, trained and led over 40 different business consultants in 2013, while still managing day to day responsibilities
• Exceeded annual goals for application and DBB perspective (apps 106%, DBB140%)
• Helped cultivate a growth mindset culture within TCA, while championing a new mantra of “Doing the Next Right Thing”
• Helped leadership team turn a cold calling environment into an emerging world-class sales organization

• Manage a $400MM portfolio of 400 clients that represent the top 1% of OPEN clients within Brooklyn/Queens, NY
• Grew portfolio by 13.75% for 2011 and finished 3rd overall in CCD for annual growth
• Migrated over 110 clients to a local Field Client Manger by building strong client relationships
• Build and leverage partnerships at the CEO and CFO level to help maximize client programs
• Effectively communicate OPEN's value proposition to increase clients’ net profits and allow greater cash flow flexibility
• Leverage relationships within the Risk and Merchant Departments to ensure capacity and suppression issues are addressed and remedied

• Strengthened risk relationships with clients by requesting and analyzing company financial statements and statements of personal net worth, while mitigating risk for the company
• Maintained an open line of communication between the Client Managers and BGC’s to ensure a positive customer experience
• Developed and trained new underwriters on commercial underwriting processes and procedures

Phoenix, Arizona Area

• Worked with Realtors and financial advisors to help meet clients’ needs in a highly volatile market
• Completed income and credit analysis to ensure both creditworthiness and solvency of borrowers
• Deepened my knowledge and understanding HUD repos, REO, and reverse mortgage products
• Maintained an open line of communication with all parties throughout the entire loan origination process
• Averaged two closings per month, while maintaining a full-time leadership position at American Express

• Developed strong business-to-business consultative selling skills through cultivating relationships with financial advisors, CPA’s, realtors, new home builders, and small business owners to become their company.
• Built and managed a portfolio of over 65 businesses, while still managing over 600 clients that had refinanced or purchased new homes
• Consistently exceeded all internal sales goals while still working to achieve lofty personal sale goals
• Personally originated over $18.5 million in loans for three consecutive years
• Informed clients of current economic and market conditions through a monthly newsletter
• Designed, developed, and delivered a new buyer education program and a lease purchase program

• Conducted annual compliance examinations of branch offices to evaluate adherence to internal policies and procedures, SEC Regulations, NASD Rules, and individual state insurance laws
• Communicated deficiencies, issues and concerns, verbally and in writing, to OSJ managers

• Managed a team of 18 registered representatives in portfolio management and customer sales
• Interviewed, hired, and trained new employees on company procedures, products, and services
• Produced, evaluated, and provided feedback for monthly/quarterly employee performance reports
• Assisted employees with their career paths to ensure future success within the company
• Addressed client and employee complaints; resolved problems promptly and efficiently
• Resolved regulatory and human relations issues in a timely manner