1. Tyler Judd 1 of 2
Tyler Judd
1459 Valhalla Drive, Denver, NC 704-806-2283 mlsgtj@gmail.com
SUMMARY OF QUALIFICATIONS
Accomplished, results-driven professional with 10 plus years of diverse experience in financial services, relationship development, and
data analysis. Consistently recognized for leading multiple projects simultaneously and a proven track record of analyzing, structuring
and implementing program details within budget, schedule, and risk optimization. Exceptional team player with ability to collaborate,
strategize and implement effective solutions, consistent with corporate vision and goals. Areas of expertise include:
• Project Management
• Mentoring
• Translating Complex Information
• High Level Presentation and Communication
• Relationship Management
• Credit Analysis
• Team Leadership
• Account Development
• Comparative/Competitive Analysis
• Quantitative/Financial Analysis
EDUCATION
Wake Forest University, School of Business, Charlotte, NC August 2010
Master of Business Administration
University of North Carolina at Charlotte, Charlotte, NC December 2002
Bachelor of Science in Business Administration, Major in Finance
SELECTED PROFESSIONAL ACCOMPLISHMENTS
Policy Development  Developed, designed and authored training manual for new hires and seasoned employees. Manual
was implemented companywide and has contributed to lowering turnover from 50% to 20% over a 3
month period.
 Participate in Retail Advisory Board for onboarding and training. Tasked with lowering turnover
and increasing associate satisfaction upon hire.
 Appointed to Retail Advisory Board to develop a sales campaign that was implemented and required
for all sales associates so that they could increase sales and market share.
Situational Analysis  Reviewed current sales processes and developed new techniques and procedures to streamline
and improve current work flow.
Training/Mentoring  Managed all onboarding and training of new employees. Utilized in-depth industry knowledge and
experience to teach proper techniques and workflow resulting in reduced employee turnover in
current market by 30% after implementation.
 Traveled companywide to train new sales executives and teach best practices.
Customer Service  Achieved 100% customer satisfaction scores for the year 2014. Score was the highest in the
company from more than 300+ Associates.
Sales and Marketing  Consistently finished in the top 10% of more than 300 sales associates companywide for sales
production as part of a top ranked sales team.
Leadership  Lead team of 7 as chairman of Stewardship Committee tasked with increasing donations, giving
time and talent to support members thereby enhancing fellowship and commitment.
 Subject matter expert leading and implementing mortgage banking and marketing/sales initiatives,
presenting at sales meetings on best practices.
 Played crucial role in opening and introducing the first new office of Charter One Bank into the
Charlotte market and effectively introducing products and brand.

2. Tyler Judd 2 of 2
PROFESSIONAL EXPERIENCE
CHARTER ONE MORTGAGE COMPANY, INC. / RBS CITIZENS, NA, Huntersville, NC April 2013-Present
Mortgage Loan Officer
 Consulted with clients seeking residential mortgage loans throughout North and South Carolina and Virginia.
 Interviewed clients and performed detailed comparative analysis between products to determine proper product based on needs.
 Review customer income, assets and financial history and perform detailed financial analysis of personal and corporate tax
returns to determine ability to secure borrowed funds.
 Created marketing campaign to network extensively with realtors, new-home builders, and related organizations to secure referral
sources for potential new clients.
 Selected to onboard 10 new loan officers within Charlotte, Charleston, SC, and Winston-Salem offices.
 Reviewed current sales cycle and evaluated each milestone for efficiency and identified areas of concern. Based on this
analysis and observation, developed stream-lined loan processes to support high workloads, achieve sales goals, and grow
market and referral base.
MT. ZION UNITED METHODIST CHURCH, Cornelius, NC May 2013- Present
Stewardship Chair
 Lead team of 10 individuals tasked with increasing giving of financial gifts, time and talent.
 Develop program to increase giving during the final quarter of each year to meet budget goals.
 Plan and lead monthly meetings to establish guidelines, develop handbook and discuss ways to improve stewardship.
 Analyze annual giving using detailed historical financial info and survey information to perform SWOT analysis.
ON Q FINANCIAL, INC., Huntersville, NC Sept 2012-April 2013
Loan Officer
 Co-produced $12M in sales in first 6 months and developed a $3-million-a-month territory.
 Performed competitive analysis to review various product offerings from competing vendors. Analyzed products for price,
availability and product features. Presented most favorable product to the client for review.
SUNTRUST MORTGAGE, INC., Huntersville, NC Aug 2007-Oct 2012
Loan Officer / Account Manager
 Managed financial services portfolio for 200+ clients in Virginia, Tennessee, and North / South Carolina with total loan value
of more than $60M over 5 years.
 Recognized as one of top loan officers in customer satisfaction companywide and in top 30% of region for sales.
 Consulted with bank branch managers and developed marketing initiatives to increase sales capture rate. Researched current
customer database to determine areas that were being underserved and developed a program to reach out to those clients
directly with a product offering that was not being serviced by the bank.
 Consulted with clients via interview process to collect relative data. Reviewed customer information and prepare several quotes
for varying options available to the client. Consult with and deliver information to client and function in a professional advisor
role to determine most logical solution and product.
 Appointed to company’s Retail Advisory Board, a 15-member panel selected to represent views of 1500+ loan officers to
executive management. Played role in developing new direction and policies companywide.
HOMEBANC MORTGAGE CORPORATION, Charlotte, NC Jan 2006-Aug 2007
Loan Officer / Account Manager
 As new in-house loan officer for Keller Williams consulted with management team to identify and assess areas of weakness
and implemented a plan to increase capture rate. Increased KW sales penetration from 0.5% to 29% and dramatically grew
monthly sales from $100K to $2M.
 Selected to develop and mentor new staff on policies, procedures, professional conduct, and sales strategies as Learning
Captain. Cut loan officer turnover rate in half.
 Monitor financial market and noted trends in weekly trading and pricing. Reported weekly financial information to business
partners to drive sales and position clients to take advantage of favorable market conditions.
CAROLINA BG, INC., Matthews, NC Jan 2003-Jan 2006
Account Executive
 Spearheaded new B2B development in previously untapped sales territory. Conducted comprehensive analysis of market and
demographics with appropriate strategies to promote product line and acquire new contracts.
 Increased sales by 200% for 2 consecutive years.
 Selected to represent company and develop new customer base in Grand Cayman.
 Played key role in training new account executives for failing sales territories and providing training and development to enable
them to turnaround business and become profitable.