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BENJAMIN GERARD
111 Waverly Place (916) 520-2613
Manhattan, NY 10014 [email protected]
MANAGEMENT PROFESSIONAL
Mortgage • Banking • Investment Banking • Financial Services
Results-driven professional with a progressive management career in the financial services and mortgage banking
industries. Skilled at developing and executing targeted business initiatives that drive customer growth, achieve
sales objectives, and enhance bottom-line profits. Highly effective communicator and team leader with proven
ability to build long-term relationships with internal and external customers by establishing a high level of
confidence and trust. Visionary leader with a keen understanding of business priorities and demonstrated
expertise in rapidly advancing business goals to revenue-producing activities.
CORE LEADERSHIP QUALIFICATIONS
• Team Building / Leadership • Major Account Management • P&L / Budgeting / Cost Control
• Staff Training & Development • Operations Management • New Business Development
• Business Planning • Market Penetration Strategies • Consultative Selling Strategies
• Account Development & Retention • Risk Management • Project Management
PROFESSIONAL EXPERIENCE
MANHATTAN MORTGAGE COMPANY, New York, NY 2006 to Present
Residential mortgage lender with 300 employees in 11branch locations servicing borrowers in New York, Arizona and Florida.
BRANCH MANAGER
Manage daily operations of this growing branch with a primary focus on driving revenue growth, increasing
profit, and managing risk. Provide leadership and direction in overseeing the performance of 20 branch
employees across diverse functional areas including sales, payroll, accounts receivable / payable, and
compliance. Manage branch P&L, with a monthly expense budget of $15-20,000, and maintain full
accountability for the attainment of branch monthly goals.
• Maintain the highest standards for fiscal management practices and business ethics while adhering to all
Federal, State, and Local laws and regulations.
• Provide operational support to facilitate the ongoing branch needs for recruitment, growth and loan origination.
• Spearheaded initiative to add new lenders to portfolio and to obtain licenses in Florida and Arizona.
Selected Accomplishments:
Built branch from the ground floor into a thriving operation that currently produces $2-3 million in monthly
gross sales. Recruited, hired and trained entire staff.
Achieved recognition as Branch of the Month on three separate occasions.
Invited to sit on the company’s Board of Directors.
DOW JONES & COMPANY, NEW YORK, NY 2001 to 2006
A leading provider of financial information, data services and news for financial companies and organizations, with more than
500,000 users in North America and an additional 260,000 worldwide.
REGIONAL OPERATIONS MANAGER (2004-2006)
Promoted to this key management role at the company’s corporate headquarters in NYC. Charged with
expanding and developing resources for optimizing the full potential of account relationships. Provided
constructive input in the areas of sales, contracts, systems management, client training, sales projects and client
system upgrades. Personally managed account relationships with Morgan Stanley and Charles Schwab.
• Selected by the Board of Directors to develop business plans for several different departments and to
present them to the Board of Trustees. Followed up with department managers to ensure that plans were
properly implemented.
• Created a ticketing system that significantly enhanced the ease and accuracy of tracking client requests.
Selected Accomplishments:
Played key role on sales team that negotiated the largest sale in the company’s history, covering 10,000
terminals and producing $8,500,000 in monthly income.
Achieved 100% account penetration with several large NCY-based companies by improving client relations.
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