Todd Potter, Cmb® Email and Phone Number
Todd Potter, Cmb® work email
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Todd Potter, Cmb® personal email
General Manager & Coach who shapes the work environment to achieves desired results. - Engaging & Servant Leader focused on professionally developing others to leverage individual strengths resulting in championship teams and unparalleled performance. - Operations Executive providing critical thinking with collaborative interaction to inspire performance throughout the loan cycle by integrating data, compliance and emerging trends to drive strategy. - Expert talent builder skilled at teaching others how to excel by utilizing key consultative philosophies and aligning those core concepts with individual capabilities.
Penair Credit Union
View- Website:
- interracu.com
- Employees:
- 114
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Vp Of Mortgage LendingPenair Credit UnionBrighton, Mi, Us -
Svp Of Mortgage ServicesInterra Credit Union Aug 2020 - PresentGoshen, Indiana, United StatesGeneral Manager of the Mortgage Services Division which includes originations, operations and servicing. Everyday, empowering our team for professional excellence through strategic execution, collaboration and accountability.Leadership platform based on the Gino Wickman - Entrepreneurial Operating System.Infrastructure includes 33 mortgage professionals.Oversight including, but not limited to: Capital Markets (Optimal Blue & Vice Capital Markets), LOS/POS (Finastra/Mortgage Bot), Lead Generation (Sales Boomerang), Compensation Management (CompenSafe/LimeGear), Servicing (FICS), Investor Relations (FNMA, FHLB Indianapolis, Bayview & 32 Portfolio Programs), Construction Management (Land Gorilla), Marketing and Recruiting.Engaging member of the Senior Management Team that develops and delivers the strategic plan of the organization. -
Vice President - Mortgage BankingLevel One Bank Jan 2018 - Jun 2019Farmington Hills, MiStrategically recruited to build out residential mortgage platform to expand core banking operations. The mission – create a destination for high producing mortgage professionals that embody the organizational core values. The results – 198% loan growth from 2017 to 2019. - As a team, led all recruiting efforts to successfully onboard 34 highly recruited - accomplished sales and operational professionals from local competitor with two loan production offices and fulfillment center. - Promoted to overhaul Secondary Marketing. Transitioned to whole loan mandatory best execution by integrating MBS hedging platform, resulting in an average net gain on sale improvement of 56 BPS. - Organized the application, approval and launch of loan delivery to Fannie Mae. Coordinated directly with Treasury Management in establishing MSR valuations. - Directed the vetting, selection, build-out and launch of Sub-Servicing partner/platform. Successfully transitioned over 500 loans from core system to Sub-Servicer, combined with Fannie Mae integration. - Successfully led the conversion of CRM platform to better integrate with core LOS system, improving MLO participation to 100%. -
Svp - Correspondent National Sales ManagerEnvoy Mortgage Company Mar 2013 - Sep 2017Monroe, Louisiana - Brighton, MichiganAppointed as a Charter Member of the Correspondent Lending Division (CLD) Development Team—a team charged with designing and implementing the Correspondent Lending Platform from the inception phase through to live production in an astonishing 5 months. Recruited, mentored, and developed all members of the National Production Team, including 2 Divisional Managers, 11 Regional Managers, 3 Inside Sales Support personnel and a Marketing/Event Administrator. - Led the National Production Team in building a network of lenders from 0 ⟶ 225+ in less than 4 years’ time, resulting in $3B+ in production. - Spearheaded all branding and marketing initiatives to support the business launch of the CLD. - Developed all creative content, including website copy, lender portal, product launch promotions, the correspondent marketing folder, conference/meeting reception host management, CRM system intelligence warehouse, LinkedIn, and promotional events. - Created an unprecedented marketing campaign—The Charity Award$ Challenge—directly resulting in $1.2B in incremental production and $415K in philanthropic donations made in the name of participating lenders to 75+ charities nationwide. - Developed compensation structure with a margin management framework based on both volume of production and quality of lender performance. - Hosted an annual Production Summit: A 3-day event focused on training, mentoring and coaching all members of the sales and operations management. Choreographed all content, including strategic planning, interactive dialog and securing guest speakers.
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Senior Vice President - National Sales ManagerAffiliated Mortgage Company, Home Loan Division Of Benchmark Bank Sep 2011 - Mar 2013Plano, Texas - Brighton, MichiganPromoted to National Sales Manager for the Retail Lending Division (RLD) because of exceptional performance as an Account Executive in the Correspondent Lending Division (CLD). - Directed the expansion of the RLD—adding 3 branches in the Southeast. Increased production YOY by 47%+ with a team of less than 30 loan officers in less than 2 years’ time. - Negotiated the development of a second operations/branch center in the Midwest to support the national expansion of the RLD; oversaw all aspects of the operations, compliance, and information technology implementation across all sites. -
Vice President, Regional Account ExecutiveAffiliated Mortgage Company Mar 2009 - Nov 2011Monroe, Louisiana - Brighton, MichiganBrought a dormant CLD region (MI, OH, IN and PA) —essentially zero active lenders—to the #1 producing region, adding 39 new lenders and reactivating 6 lenders in just 2 years’ time.
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Correspondent Account ManagerJp Morgan Chase Sep 2007 - Mar 2009Account Manager Developed dormant accounts and prospected new relationships in Ohio, Indiana and Illinois. Maintained ownership of individual pricing elasticity models (BE and Mandatory). Managed internal contacts to set mutual expectations for both principal(s) and department manager(s).· Surpassed Q3-08 high tier revenue goal by 146%. Surpassed Q4-08 high tier revenue goal by 218%.· Q4-2008 lock activity – 2205 units for $419M.· Increased accounts from 13 to 33 in six months by prospecting and territory expansion.Non-Prime Product ManagerDeveloped national sales platform for a pilot Non-Prime Correspondent Lending Program. Worked in tandem to develop program with hardware/software developers, operations and executive management. · Solicited and trained 77 clients in four months all program details including technology, pricing and execution.· Managed the development and release of a private label website LOS with Lydian Data Services. -
Business Account ManagerCountrywide Home Loans May 2005 - Jun 2007Subject matter expert in support of Prime Regional Managers for Non-Prime lending program. Subsidized revenue to increase market share and product penetration. Managed pricing and fulfillment of all Non-Prime activity directly with department managers.· Increased Non-Prime market share to 100% on all accounts and routinely exceeded quarterly revenue targets.· Directly managed the revenue margins on flow volume and controlled the bid/delivery of negotiated trades. -
Director Of Mortgage BankingMichigan Herritage Bank 2004 - 2005As an Officer of the bank, I directed the day-to-day restructuring of the entire mortgage operation. Responsible for hiring and dismissal of personnel based on performance evaluation(s). · As a producing manager, I originated over $9 million in closed loans for 2004.· Created the Fair Lending and Pricing Policy of Michigan Heritage Bank that won the endorsement of outside counsel and the American Bankers Association.
Todd Potter, Cmb® Skills
Todd Potter, Cmb® Education Details
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Disruptive Strategy
Frequently Asked Questions about Todd Potter, Cmb®
What company does Todd Potter, Cmb® work for?
Todd Potter, Cmb® works for Penair Credit Union
What is Todd Potter, Cmb®'s role at the current company?
Todd Potter, Cmb®'s current role is VP of Mortgage Lending.
What is Todd Potter, Cmb®'s email address?
Todd Potter, Cmb®'s email address is to****@****ter.net
What schools did Todd Potter, Cmb® attend?
Todd Potter, Cmb® attended Harvard Business School Online, Western Michigan University - Haworth College Of Business.
What skills is Todd Potter, Cmb® known for?
Todd Potter, Cmb® has skills like Impactful Leader, Coach And Mentor, Advocacy Educator, Trusted Consultant, Stratigic Management.
Who are Todd Potter, Cmb®'s colleagues?
Todd Potter, Cmb®'s colleagues are Kevin Graber, Jackie Powell, Nathan Orr, Heidi Ball, Terri Dewald, Carla Oplinger, Justin Hochstetler.
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