Robin Ptak
Sales Professional/Financial Services/Personal Finance Education
- Role
- Licensed President\'s Club Mortgage Banker - Nmls 2087392 at Rocket Mortgage
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Robin Ptak
Highly experienced sales and relationship management professional consistently achieving significant revenue growth. Proven ability to build and maintain strong client relationships through a consultative approach, identifying needs and delivering tailored solutions. Skilled in financial analysis and market trend interpretation, driving strategic initiatives to enhance profitability. Demonstrated leadership in building and motivating high-performing teams, committed to providing exceptional client service and achieving organizational goals. Operates with a strong sense of urgency and delivers results on time and within budget. Beyond my professional sales achievements, I am deeply passionate about personal finance education. I believe that financial literacy is essential for individual and community well-being. I actively seek opportunities to share my knowledge, whether through workshops or one-on-one mentoring. I am driven by a desire to empower others to make informed financial decisions and achieve their goals.
Experience
Licensed President\'s Club Mortgage Banker - Nmls 2087392
Jan 2021 — Present · Charlotte, NC, US
Residential mortgage banker licensed in 16 states.
Education
Central Connecticut State University
BA
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