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 monthly.o Control $31M—$42M volume pipeline. • 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 pre-approvals to prospects.o Develop forecasts.o Interpret policies and procedures to ensure compliance.• 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 departments to develop frameworks.• 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 functions. Managed consistent prospecting initiatives with contractors and builders to drive sales volume. Managed corporate marketing efforts at ground level.

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