Robert Loacker Email & Phone Number

Arlington Heights, Il

Helena, Mt

Provide liability management and mortgage origination services to broker/dealer high net worth clients in the United States. Provide deal making expertise to bankers in the field in a private banking environment. Demonstrated expertise in income, asset, and credit analysis in support of multi-million dollar mortgage lending decisions, pipeline management, service quality assurance and regulatory compliance. Experienced with creative mortgage loan structuring, unique home vesting, and dual… Show more Provide liability management and mortgage origination services to broker/dealer high net worth clients in the United States. Provide deal making expertise to bankers in the field in a private banking environment. Demonstrated expertise in income, asset, and credit analysis in support of multi-million dollar mortgage lending decisions, pipeline management, service quality assurance and regulatory compliance. Experienced with creative mortgage loan structuring, unique home vesting, and dual collateralization of portfolio lending products. Proved performance in providing stellar service to internal and external clients, client / firm conflict resolution, and deeper and stronger client and referral partner loyalty. Show less

Vernon Hills, Il

Utilized exceptional leadership skills to successfully manage a team of 30 Loan Officers to originate residential mortgage sales nationwide for the Morgan Stanley Smith Barney branch network.Delivered preeminent service to Morgan Stanley Smith Barney’s high net worth clientele and its 1,300 branches of Financial Advisers across the United States while partnering with Private Bankers and Financial Advisers to manage complex customer relationships, achieving a consistent overall client… Show more Utilized exceptional leadership skills to successfully manage a team of 30 Loan Officers to originate residential mortgage sales nationwide for the Morgan Stanley Smith Barney branch network.Delivered preeminent service to Morgan Stanley Smith Barney’s high net worth clientele and its 1,300 branches of Financial Advisers across the United States while partnering with Private Bankers and Financial Advisers to manage complex customer relationships, achieving a consistent overall client satisfaction rating surpassing 90%. Managed the firm’s most affluent client and financial adviser relationships, negotiated multi-million dollar loan terms while mitigating company risk; applied, interpreted and underwrote credit policy while taking calculated risks in granting exceptions inherently necessary in dealing with sophisticated Morgan Stanley clientele. Strategically built a department of highly qualified and professional sales talent with production of 20,000 units and volume of $4-5B annually. Show less

Vernon Hills, Il

Led a national sales force team of 35 Client Service Officers responsible for $4.5B+ in annual residential mortgage loan sales, and simultaneously collaborated with internal business leaders on multiple high-profile initiatives and execution of overall strategic decisions.Successfully managed 500+ inbound and 300+ outbound calls per day call center to achieve an above average service level of 90%, with an average answer speed of 10 seconds and an abandoned ratio of less than 2%.… Show more Led a national sales force team of 35 Client Service Officers responsible for $4.5B+ in annual residential mortgage loan sales, and simultaneously collaborated with internal business leaders on multiple high-profile initiatives and execution of overall strategic decisions.Successfully managed 500+ inbound and 300+ outbound calls per day call center to achieve an above average service level of 90%, with an average answer speed of 10 seconds and an abandoned ratio of less than 2%. Decreased average days to fund by over 15 days. Show less

Vernon Hills, Il

Managed team of 10 Loan Officers and Loan Processors specializing in residential mortgage loans originated within the Midwest. Evaluated client applications for creditworthiness, capacity to repay, program requirements, set client requirements and identified up sell and cross sell opportunities with approval of $500k.

Vernon Hills, Il

Consistently exceeded monthly goals as an in-house Loan Officer through strong organizational practices coupled with excellent oral and written communication skills.