Matthew Sursely

Experience

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  Mill Creek Country Club

  Jan 1989 - Jan 2000

  Outside Services / Bag Rat
• 

  The Member's Club at Aldarra

  Jan 2000 - Sept 2004

  Outside Services Manager

  - Trained all outside operations employees on customer service and necessary tasks

• 

  Island Home Capital

  Sept 2004 - May 2005

  Processor / Loan Officer

  - Coordinate all pricing and exceptions.- Accounted for delivery and closure of loans.- Communicated with top tier clientele and realtors as to the status of the loan.- Performed signing sessions- Assisted owner with his sales duties

• 

  Countrywide Home Loans

  Jun 2005 - Oct 2005

  Production Coordinator

  - Received training for the account executive role

• 

  MortgageIT

  Oct 2005 - Feb 2008

  Account Executive

  Learned the skills to effectively service the wholesale community in HawaiiRookie of the Year for the Wholesale Lending Division, 2006Top 10 Nationally Ranked for total loan volume, 2007Top 10 Nationally Ranked for total loan volume, 2006

• 

  EverBank

  Feb 2008 - Oct 2012

  Sr. Account Executive

  - Developed the Hawaii market for the wholesale channel with a firm understanding of investor requirements and local demand - Educated the organization and fellow colleagues regarding business practices and lending nuances for the Islands of Hawaii#2 Nationally Ranked Producer for total loan volume, 2012#2 Nationally Ranked Producer for total loan volume and units, 2011#1 Nationally Ranked Producer for total loan volume, 2010#1 Nationally Ranked Producer for total loan volume, 2009#6 Nationally Ranked Producer for total loan volume, 2008 Show less

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  First Century Bank

  Oct 2012 - Jun 2016

  Regional Sales Manager - Retail / Wholesale Lending

  - Assist retail mortgage loan officers at FCB with mortgage transaction structuring and execution- Manage up to 30 mortgage broker companies with structuring, submission and closing of mortgage loans- Designed and implemented submission practices and processing procedures to allow delivery of the best quality product- Communicate daily with operations staff and managers to maintain a free flowing pipeline- Educate clients on new product enhancements to ensure loans meet all guidelines and update loan officers of current market conditions- Create marketing material to attract new accounts and inform current client base- Provide training for account executives regarding product mix, general underwriting and regulation changes#1 Nationally Ranked Producer for total loan volume and units, 2015#1 Nationally Ranked Producer for total loan volume and units, 2014#1 Nationally Ranked Producer for total loan volume and units, 2013#1 Nationally Ranked Producer for total loan volume and units, 2012 Show less

• 

  AnnieMac Home Mortgage (Aquired from First Century Bank)

  Mar 2016 - Dec 2016

  Sales Manager

  - Assist retail mortgage loan officers at AnnieMac with mortgage transaction structuring and execution- Manage up to 30 mortgage broker companies with structuring, submission and closing of mortgage loans- Communicate daily with operations staff and managers to maintain a free flowing pipeline- Educate clients on new product enhancements to ensure loans meet all guidelines and update loan officers of current market conditions

• 

  Caliber Home Loans, Inc.

  Oct 2017 - Jul 2018

  Loan Consultant
• 

  HomeStreet Bank

  Jul 2018 - Nov 2019

  Senior Mortgage Loan Officer

  Sr. Loan Officer at the Redmond, Bellevue, Issaquah and Newcastle HomeStreet Bank locations.With 15 years of experience in the mortgage industry, I have the knowledge and dedication required to provide the ideal financing options to my clients here in Washington.

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  Baker Boyer Bank

  Nov 2019 - now

  • VP | Trust/Investment Advisor Manager | Financial Planner

    Jan 2023 - now

  • AVP | Trust/Investment Advisor Supervisor | Financial Planner

    Nov 2019 - Jan 2023