Sam S. Email & Phone Number

Greater Houston

• Originate and structure 175-250 conventional, FHA, VA and USDA mortgage loans annually.o Utilize knowledge of investment banking, residential lending, and capital markets to execute loan processes. o Close $3M-$6M.
• Establish client relationships for builder partner.o Serve as primary point of contact for 60—100 key accounts.o Achieve 98% client satisfaction rate, highest on team.o Resolve issues, positioning all parties for growth.
• Identify growth opportunities aligned with client goals and objectives.o Advise accounts using extensive relationship management experience.o Perform strategic sales planning and focused prospecting. Deliver.
• Analyze backlog status and report findings to leadership to support decision making.
• Work in cross-functional collaboration with sales representatives, land development team, title representatives, and real estate agents.o Deliver 175-250 products to wholesale investors annually.

Greater Denver Area

• Served as original employee in finance startup.o Established 100% of loan and account management processes, using knowledge of residential real estate and relationship management experience.o Collaborated with multiple.
• Delivered exceptional sales performance.o Created pipeline volume of $20-$30M from scratch.o Averaged $3-$4M in monthly closings.o Surpassed sales targets by 150% on average.o Attained 97% customer satisfaction scores.
• Partner with executive leadership on strategic direction and risk management.
• Advised staff hiring and supported prospecting.

Greater Denver Area

• Oversaw 100-140 active files averaging $30-$38M.o Closed $3.75M monthly.o Exceeded growth targets by 50%.o Maintained 96% customer satisfaction scores.
• Delivered professional relationship management experience.
• Demonstrated strong credit analysis skills. Understand negotiating variability of interest rates, terms, and prices.

Fort Collins, Colorado Area

Provide commercial and residential custom window-covering solutions. Ownership interest in the Colorado franchise location of national window covering company Blind Guy.

Fort Collins, Colorado Area

Initiated client-facing sales functions to meet and exceed sales targets. Responsible for managing store team to meet demand. Managed supply chain to ensure sales and volume requirements were met. Facilitated project-based sales and accounting initiatives. Utilized customer feedback to ensure positive client experiences. Handled pricing and sales.

Fort Collins, Colorado Area

• Built home improvement company from $0—$1M in revenue in 5 years.
• Executed 175-200 projects annually.o Managed budgets up to $150K.o Partnered with 105 vendors and subcontractors.
• Supervised 19 full-time staff.
• Oversaw sales and marketing activities, including cold prospecting.o Developed website and developed SEO, driving page to Google first page.

Master Of Business Administration - Mba, Finance

Capstone: Implement product strategy across 7 simulated years. Led 6-member team as COO focused on production. Developed 13 new products..

Master Of Science - Ms, Information Systems - Enterprise Technology Management

Activities and Societies: Knowledge Base: Strategy & System Design, Analytics/Statistics, Data Modeling, CybersecurityCapstone: Analyzed.

Bachelor Of Science (B.S.), Finance

Finance, Finance, General