Jake Belter, CMB

• Identified and developed relationships with executive decision-makers at 16 Strategic Accounts for the purpose of: defending existing market share (>20%); increasing low market share (<15%); or gaining entry into a dormant account

□ Throughout 2020, increased market share with multiple accounts from <25% to >40% through the introduction of additional services and solutions
□ Engaged strategies with multiple clients to reduce the number of mortgage insurance providers to organically increase influence and market share

• Implement communication plans with national Field Sales team to coordinate efforts for growth between multi-branch lenders
• Positively contributed to team and company culture by listening, guiding and cultivating community within our work environment

• Coordinated with Client Risk Management the compilation and presentation of executive summaries and other lending operational metrics to determine changes in strategy or new product development needs

• Achieved the highest historical territory market share through the creation and development of lender partnerships throughout the mortgage cycle (Loan Processors, Underwriters, MLOs, Secondary Marketing, Post-Closing, Executive) to become our customers' primary reference related to mortgage insurance and key industry-related information
• Increased average monthly user base from mid-30s to >60 accounts in less than 3 years
• Developed relationships with GSE partners and vendors to deliver timely, relevant information to key contacts in lender offices
• Organized and hosted Executive-level lender roundtable events partnering with industry partners such as: FNMA, Equifax, and Bradley, Arant, Boult, Cummings

• Responsible for establishing and managing the mortgage lending division for the credit union
• Managed credit policy for portfolio lending as well as investor relationships for secondary transactions

Established and managed relationships with community bank and credit union partners across Alabama and central Tennessee to grow a book of TPO business for Synovus Financial

• Hired as the first AE for the state of Alabama
• Created relationships with mortgage lenders and brokers through cold-calls, industry trade groups and existing network
• Maintained working knowledge of guidelines for a wide range of Alt-A products

Auburn University, Auburn, AL 1998
Bachelor of Science, Business Administration (Finance Concentration)