Robert Finch

Robert Finch

My Business Philosophy

I feel that each business has a story to tell, and that it is the job of an integrated marketing specialist to effectively communicate that story to a target audience.  Beyond just telling the story, though, it needs to be told in a way that will reach out and draw in the target audience.  In terms of a narrative, the story needs a hook.

I give business stories a hook.

Education

Education
2011 - Present

Bachelor of Arts, Strategic Communications

National University
  • Received Certificate of Excellence in Scholarship.
2010 - Present

Toastmasters International
  • Awarded 2011 Toastmaster of the Year (Club Level).
  • Obtained Communication Education Award: Advanced Communicator Bronze.
  • Obtained Leadership Education Award: Competent Leader.
  • Served as 2011 Vice President of Membership.

Work History

Work History
2010 - Present

Technical Support (Loan Toolbox)

Mortgage Success Source (United Communications Group)
  • Resolve member concerns related to contacts in their Platinum Marketing account.
  • Use GoToMeeting to assist members with exporting contacts from variety of LOS programs.
  • Scrub Excel files to maximize contacts uploaded to Platinum Marketing account.
  • Keep notes of all member conversations in NetSuite CRM.
2009 - 2010

Member Services Representative (The Mortgage Market Guide)

Mortgage Success Source (United Communications Group)
  • Worked in round robin satisfying customer needs and complaints.
  • Kept up-to-date notes of conversations with clients in NetSuite CRM.
  • Charged customers for renewal of subscriptions and events. 
2007 - 2009

Implementation Advisor (Mortgage Mastery University)

Mortgage Success Source (United Communications Group)
  • Directed members to content to match their current business needs.
  • Satisfied general, inbound needs and complaints for members under my assignment.
  • Charged customers for materials in warehouse, and renewal of services through ISIS CRM.
2006 - 2007

Production Partner to Division Manager

Mortgage One Lending
  • Worked directly with clients from initial contact through loan closing. 
  • Processed loans, satisfying conditions and closing loans smoothly. 
  • Managed database contacts and daily calendar using ACT software.
2005 - 2006

Production Partner to District Manager

GMAC Mortgage
  • Worked directly with clients from initial contact through loan closing. 
  • Processed loans, satisfying conditions and closing loans smoothly. 
  • Managed database contacts and daily calendar using ACT software.