Steven Poole Email & Phone Number

Charlotte, North Carolina, United States

Portfolio of 3 family care homes serving 6-residents per home in the South Charlotte market • Conducted market research and competitor analysis developing marketing materials and digital content for private care-home portfolio • Assisted in property evaluation, analyzing and planning for safety and mobility modifications with consideration to resident quality of life while addressing move-in objections

Oasis supports families with evaluation and selection of senior care housing options with a high attention to compassion, advocacy and the client experience• Increased placements by 600% in the first 120 days through a prospect-centered sales approach• Executed effective marketing strategies to increase professional lead generation by 22% targeting elder law and geriatric care services

Charlotte, North Carolina, United States

The Ivey is a local Brain Health and Memory Wellness Center assisting 1,000+ patients and families annually suffering from Dementia through their commitment to direct patient support, caregiver resources, and community education. • Increased professional referrals by 18% within the first 90-days targeting 5 independent and concierge primary practices through cold-calling, total office calls and leveraging existing patient accounts• 300%+ increase in community impact score through sales presentations and in-services targeting CCRCs, primary practice, neurology and prescribed therapy care teams

Certainty Home Lending is a boutique lending arm of parent company Guaranteed Rate allowing loan officers autonomy in developing a book-of-business while providing the tools to originate over 100 different loan types to best meet borrowers needs in NC, SC and GA markets • Generated over $1.3M in pipeline value by seeking strategic partnerships with 5 realtor groups and 2 national builder accounts through cold-calling, in-person appointments and collaboration during open-house events• Generated a 36% increase in referral activity by actively sourcing leads through educational presentations and realtor office visits representing 6 Federal and State homebuying programs

Charlotte, North Carolina, United States

CapCenter is a family owned Mortgage, Real Estate and Insurance company specializing in providing a comprehensive, value-driven home-buying experience for well qualified borrowers of Conventional and Government loans products in the VA, NC, SC and GA markets. • Led Region (NC, SC) of 12 loan officers with over 280 units closed YTD (2022) generating $50 million in loan production• Utilized 5 individual software systems to streamline loan products across 3 states emphasizing quality assurance and risk compliance • Fielded 120 monthly applications with a 42% closing ratio on purchase, 70% on refinance with 88.9%, 100% customer satisfaction scores (NPS), respectively

• Grew ADC 14% within first 12 months and achieved 93%+ occupancy for 5 out of 7 years in a 155-unit, private-pay Assisted Living and Memory Care community by successfully targeting post-acute, hospice, independent, home-health and private practice HCPs • Closed over $45M in top-line revenue by building a a prospect-centered sales culture for a 135-member team demonstrating strong sales leadership with a focus on talent development • Initiated and managed quarterly marketing campaigns across 3 departments resulting in a 28% increase in professional referral activity within first 12-months• Eliminated over $65K in annual referral fees through successful pipeline management and lead tracking

Sales and Marketing, Leasing , Property Repositioning, Branding, New Business Development, Contract Compliance, Client Retention.