Rob Boss Email & Phone Number

New York, New York, Us

New York, New York, Us

As the Credit Manager, I directly oversee a team of remote Underwriters. I serve as a liaison between Operations and Sales to bridge the needs of our customers and our investors. Attention to detail while being adaptable are key areas of my expertise.

New York, New York, Us

As the Team Lead, I am responsible for training new team members. I cover my personal pipeline as well as manage a team of Underwriters' pipelines. I take great pride in being the go-to person and first point of contact for our team for issues and questions that arise during the entire underwriting process. I also am a liaison between our team and other departments such as Business Development, Client Service Representatives, and Quality Control. This role allows me to leverage my years of management experience with my passion for investment lending and financial services. Through measure success, I was quickly promoted internally to oversee the Fix & Flip, New Construction, and Bridge Underwriting team.

New York, New York, Us

Responsible for managing a pipeline in an accurate and time sensitive environment. Worked as a fully remote Senior Commercial Underwriter and was a top producer amongst the team. I was quickly internally promoted to oversee the team as the Team Lead.

Cincinnati, Ohio, Us

Responsible for overseeing Branch Operations as well as a full staff of 8 employees. I was able to leverage my skills and background in both sales and management to lead our branch as a top producing lending institution in Michigan.

Brighton, Mi, Us

Q2 Strategies is a national provider of management consulting and technology solutions, all focused on connecting business, technology and talent strategies. Q2 works with our clients to align these strategies, to better ensure operational success, and to secure competitive advantages in the marketplace. Our clients count on us to help them deliver their most challenging IT, people and change-related initiatives. We support these transformational initiatives and programs at both leadership and executive levels. By focusing on using analytics and customizable toolsets, we enable our clients to do more with less, improving operational efficiencies and unleashing innovation.• Met and exceeded placement targets in a highly competitive environment• Worked with companies on the cutting edge of technology on meeting specific strategic initiatives• Specialize in understanding clients needs and partnering with our companies offerings• Actively listen to discover technological needs• Part of a team based culture that is dependent on everyone being successful• Target key clients for strategic partnerships• Identify key contributors and build relationships• Set initial face to face meetings• Maintain relationships through face to face, e-mail, and phone conversations• Providing feedback to team lead for further engagement• Excellent follow through with both candidates and clients

Auburn Hills, Mi, Us

Lead and manage the sales and service delivery process for the branch while increasing profitability. I provide sales leadership, accountability, and industry expertise to create an exceptional client experience within each branch. In this role I have the opportunity to lead, develop and grow one of our retail branches.• Increased branch sales from $4 million to $15 million per year• Specialized in building and leading a team to hit both individual and personal goals• Exceeded sales goals on a monthly and yearly basis• Took over branch in 2014 as the worst performing branch and grew it to the top performingbranch in 2019 of the entire Credit Union• Thrived in a hyper competitive environment finding ways to differentiate ourselves from ourcompetitors• Generated relationships with local businesses to drive revenue and not rely on walk in traffic alone• Identified and met with prospective business members to offer credit union products and services• Generated new ideas for sale campaigns• Set and managed branch budget

Akron, Oh, Us

• Quickly promoted from strictly sales role due to proven record of success both individually and building up team members• Recognized as a top performing branch in personal loans and mortgages• Supervised branch of two personal bankers, one teller supervisor, and seven tellers• Handled highly sensitive and confidential personal information with daily interactions andinquiries• Maintained high level of communication in person, online and over the phone with customers insoliciting bank business and programs• Generated new business leads for company outreach and business development• Set branch priorities and handle multiple assignments and deadlines under pressure of a fast pacecustomer service-based environment• Interacted with a diverse array of personalities in high stress related situations• Managed reports in meeting daily, weekly, and monthly sales goals, employee progress, andbranch production• Discovered client needs and tailor fit products and bank programs to benefit them and thecompany

Akron, Oh, Us

• Recognized as a top ten salesperson within the company leading to a promotion• Processed Mortgage and Home Equity applications• Provided leadership and direction to tellers on prospective sales approaches• Constructed creative sales campaigns and work with tellers and other personal bankers to reachdesired team goals• Proactively generated sales calling lists for daily teleconsulting• Consistently followed up with current and new clients to build and maintain positive businessrelationships• Utilized networking skills to build clientele throughout the community• Coordinated and led sales presentations on new products such as employee rewards presentations

Brighton, Michigan, Us

• Established and surpassed membership sales goals• Retained and strengthened relationships with current membership• Presented and persuaded potential members of the benefits of joining Chamber of Commerce• Maintained customer service and customer satisfaction during all stages of membership• Participated in community events• Excelled in cold-calling prospective clients

Sales agent for personal and commercial lines of insurance.