Richard Heltzel
Senior Vice President @ Accurate Group | Sales and Client Relationship Management
- Role
- Senior Vice President at Accurate Group
- Location
- Traverse City, MI, US
- LinkedIn followers
- 500 followers
About Richard Heltzel
At Accurate Group, I manage key lender and investor relationships along with government-sponsored enterprise (GSE), focusing on identifying needs and designing effective solutions. Through cross-functional team leadership and strategic relationship building, our team has successfully driven revenue growth and expanded market share, showcasing a commitment to excellence and client satisfaction.
Experience
Senior Vice President
Feb 2020 — Present
Relationship management of Lender and Investor Clients (Private and GSE). Extensive experience in creating and cultivating client relationships, identifying client needs, and translating into successful product and service solutions. Proven track record of growing revenue and market share.
Skills
- Mortgage Banking
- Public Relations
- Social Networking
- Business Strategy
- Social Media
- Finance
- Mortgage Servicing
- Mortgage Lending
- Selling
- Real Estate
- Microsoft Office
- Sales
- Customer Relations
- Process Improvement
- Small Business
- Private Equity
- Reo
- Customer Service
- Leadership
- Customer Satisfaction
- Training
- Teamwork
- Sales Management
- Risk Management
- Acquisitions
- Business Development
- Loan Origination
- Strategy
- Marketing
- Accounting
- Recruiting
- Social Media Marketing
- Home Equity Loans
- Team Leadership
- Team Building
- Management
- Due Diligence
- Refinance
- Mergers & Acquisitions
- Real Estate Transactions
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