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LINKED IN Link title Stephenie Cratz CEO Management & Consulting Focus in Financial Banking Industry What are you working on?
Stephenie... |
Visible to: your connections only [ Edit ] Profile Edit My Profile View My Profile Edit Public Profile Settings Print PDF Forward this profile Stephenie Cratz [ Edit ] [ Edit ] CEO Management & Consulting Focus in Financial Banking Industry [ Edit ]
West Palm Beach, Florida Area [ Edit ]
What are you working on? Stephenie...
Visible to: your connections only [ Edit ]
Profile Q&A Recommendations Connections Current CEO at Fox Equity Investments, Inc. [ Edit ] Past Senior Wholesale Account Executive B2B at Central Pacific Bank Vice President/ Managing Partner at The Fox Financial Group, Inc. Information System Sales Executive at Teletrac Document Imaging Sales Executive at Milner Document Products Sales and Mareting Executive at MECC see less...
see all... Education Minnesota State University, Mankato Recommended 7 people have recommended you
1 co-worker, 4 clients, 2 partners Connections 247 connections Industry Management Consulting [ Edit ] Websites My Website [ Edit ] My Company [ Edit ] My Portfolio [ Edit ] Public Profile http://www.linkedin.com/in/stepheniecratz [ Edit ] Public Profile setting: FULL VIEW [ Edit ] Promote your public profile! Promote your profile Link to your full profile from blogs and web sites with personalized buttons.
SummaryEdit Summary: BUSINESS DEVELOPMENT SENIOR SALES MANAGEMENT & MARKETING EXECUTIVE Sales & Marketing Management • Territory Start-up & Development • New Business Development Customer Relationship Management • Business Partnerships • Trade Shows • Direct Mail Campaigns
PROFILE
Results-driven and hard working executive with a career reflecting achievements in driving sales and marketing initiatives that have delivered outstanding returns. Excellent organizational and time management skills, and excel in high pressure situations. Entrepreneurial spirit and edge for success.
CAREER HIGHLIGHTS
• Grew a territory from start-up to $10.2 million in the first 30 days. • Founded/built a successful business that was named by an industry publications as one of the “fastest growing” in the state of Florida and as the “go to” business for its services; personally closed an average of $29 million in volume per year. • Consistently ranked as a top sales producer.
Specialties: -Business Development -Recruiting -Marketing/Advertising -Web Design/B2B sales -Direct Mail Campaigns/Internet marketing -Information Tech. product and application sales -Computer software sales and marketing POP -Document Imaging product Sales -Retail Sales through college -Telesales
Add Position Experience Positions are listed in chronological order, with most recent at the top.
Edit CEO at Fox Equity Investments, Inc. (Privately Held; 1-10 employees; Management Consulting industry)
May 2007 – Present (1 year 1 month)
Fox Equity Investments, Inc. Engaged to contrive a new wholesale South East Florida wholsesale oustside sales territory for Several National Mortgage Banks. •Developed a pipeline of over $10.2 million in the first 30 days. •10.2M consisted of 42 units. •30 new accounts signed on in 30 days. Accounts derived from aggressive prospecting and extensive knowledge of the mortgage industry and deep understanding of current financial markets. •Inspired to design, execute and launch full Internet marketing program directly influencing 5000+ brokerages. • Effectively manage and correspond with personal past client database of over 5000 brokers. • Effectively market and advertise to database of 5000 database of brokers weekly growing book of business. •Consult for small businesses, design websites and launch marketing for new compaines.
5 visible recommendations for this position Manage
Edit Senior Wholesale Account Executive B2B at Central Pacific Bank (Public Company; 501-1000 employees; CPF; Banking industry)
September 2006 – May 2007 ( 9 months)
Challenged to build and develop a territory from scratch. Responsible for prospecting for new customers, qualifying leads, closing sales, and driving marketing initiatives in the South East Florida region. •Took the virgin territory from zero to $4.5 million in the first 30 days. •Targeted mortgage companies with production levels of $150 million and with above average of 12+ brokers per office that had been in business for three years or more; opened an average of three new accounts per week with annual volume of $150 million. Trained and managed up to 60 brokers on products and procedures. •Launched marketing programs, including email campaigns and requirements for brokers to use the company’s services. •Streamlined the sales process and improved efficiency/productivity by implementing a new IT format for loan tracking. •Established an internal marketing program and developed incentives to encouarge brokers in the slow market.
2 visible recommendations for this position Manage
Edit Vice President/ Managing Partner at The Fox Financial Group, Inc. (Privately Held; 11-50 employees; Banking industry)
June 1997 – September 2006 (9 years 4 months)
Co-founded a mortgage bank . Brought the business from start-up to full-scale operation – contributed entrepreneurial vision, developed/executed business plan, set up business processes and financial reporting systems, led sales, marketing and business development initiatives, and created an effective recruitment program to attract and maintain a top-caliber staff. Managed up to 24 brokers and 5 office personnel.
- Grew the business from start-up to nearly $1 billion in loan production; company was named by Mortgage Times as the “Fastest Growing Mortgage Company” in Florida, and became known as the “go to” mortgage lender for luxury lending in Palm Beach publications.
§ Recruited top agent to open a sister real estate company, Fox Realty; • § Designed and developed the company’s web site, spearheaded direct mail campaigns with an average of 6000 mail pieces per month, and participated in local trade shows and home shows.
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Edit Information System Sales Executive at Teletrac (Privately Held; 201-500 employees; Wireless industry)
August 1996 – May 1997 ( 10 months)
Challenged to develop a territory from the ground up for this start-up company providing advanced fleet management services and real-time location technology to increase fleet productivity and customer service. Worked to identify new account opportunities while deepening existing relationships, and served as a key liaison to provide a robust communication channel with accounts.
• Grew territory sales from zero to $1.8M over a one-year period. • Managed sales calls to targeted commercial accounts and demonstrated outstanding presentation, negotiation, and closing skills. • Continually opened new accounts while increasing volume with existing accounts. Set up accounts with Rinker, Maschmeyer Concrete and large fleet providers, the foundation I established resulted in signed contracts with Ford, Peugeot, Isuzu, Subaru, Mitsubishi and DaimlerChrysler for standard fit programs, and secured RDS TMC traffic information contracts with Audi.
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Edit Document Imaging Sales Executive at Milner Document Products (Privately Held; 501-1000 employees; Business Supplies and Equipment industry)
February 1996 – August 1996 ( 7 months)
Responsible for advancing the sale of document imaging products focusing on small and mid-size companies in a territory spanning from West Palm Beach to Boca Raton, Florida. Led the entire prospecting and contract feasibility analysis process through to final closure.
• Consistently opened new accounts and attained sales leadership for highest volume; ranked as a top sales producer for five consecutive months. • Produced $70,000 per month in gross sales volume.
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Edit Sales and Mareting Executive at MECC (Public Company; 51-200 employees; Computer Software industry)
August 1995 – February 1996 ( 7 months)
Promoted within two months to a senior sales/marketing position based on outstanding sales performance as a Sales Representative and recommendation from the company’s Chief Executive Officer. Held responsibility for the overall coordination, management and leadership of all of sales and marketing activities.
• Targeted, penetrated, and grew business with retail accounts, including Best Buy, Comp USA, Circuit City, and Egghead. • Exhibited at large technology shows nationwide and developed POP marketing pieces.
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Request recommendations Add Education Education Education is listed in chronological order, with most recent at the top.
Edit Minnesota State University, Mankato BS, Interior Design, 1989 – 1994
You can provide additional notes on your experience at this school.
Activities and Societies: Gamma Phi Beta Sorority
Get Recommended Recommended By Recommendations are listed in chronological order, with most recent at the top.
CEO at Fox Equity Investments, Inc. Edit 5 visible recommendations for this position:
“Fantastic Service would recommend to anyone. Very hands on with all matters revolving around my financial transaction.” March 10, 2008
Top qualities: Great Results, Personable, Expert
Bradford Cohen hired Stephenie as a investments in 2,005, and hired Stephenie more than once
“Stephenie is hard working, honest, and ethical. An overall great person to be around. Her personality is highly energetic and she is very upbeat in the various capacities she has assisted my company with.” February 28, 2008
Top qualities: Great Results, Personable, High Integrity
Chris Granitz hired Stephenie as a Financial Advisor in 2,006, and hired Stephenie more than once
Top qualities: Great Results, Personable, Expert February 25, 2008
Dan Dyack hired Stephenie as a Business Consultant in 2,000, and hired Stephenie more than once
“Stephenie has been my account representative several times. She is detail oriented. Good at training my company on the products available and how to use them. She is prompt in her return of calls and always professional. I have enjoyed working with her and look forward to having the oportunity again in the future.” February 25, 2008
Top qualities: Expert, High Integrity, Creative
Nancy Grabe hired Stephenie as a Real Estate Agent in 1,995, and hired Stephenie more than once
“Stephanie is very experienced in the Mortgage Buisness and she is hands on all files given. Stephanie gets the job doen. Mario” February 25, 2008
Mario Quintero, Mortgage Consultant, Stockton Turner Mortgage Bankers was a consultant or contractor to Stephenie at Fox Equity Investments, Inc.
Senior Wholesale Account Executive B2B at Central Pacific Bank Edit 2 visible recommendations for this position:
“Stephanie is a hard working dedicated employee. She goes above and beyond to assist her clients.” April 30, 2008
CHRIS GRANITZ, Owner, AmeriHome Loan Corp worked with Stephenie at Central Pacific Bank
“Stephanie's reputation precedes her, she is extremely detailed oriented and has a proven track record of under promising and over delivering. You will not be disappointed when doing business with her.” February 23, 2008
Joe Sloboda, Senior Loan Officer, Countrywide Home Loans was with another company when working with Stephenie at Central Pacific Bank
Additional Information Edit Websites: My Website My Company My Portfolio Interests: BUSINESS DEVELOPMENT SENIOR SALES MANAGEMENT & MARKETING EXECUTIVE Sales & Marketing Management • Territory Start-up & Development • New Business Development Customer Relationship Management • Business Partnerships • Trade Shows • Direct Mail Campaigns
PROFILE
Results-driven and hard working executive with a career reflecting achievements in driving sales and marketing initiatives that have delivered outstanding returns. Excellent organizational and time management skills, and excel in high pressure situations. Entrepreneurial spirit and edge for success.
Groups and Associations: AFFILIATIONS
• National Association of Women Business Owners (NAWBO) • National Association of Mortgage Brokers (NAMB) • Florida Association of Mortgage Brokers (FAMB) • Gamma Phi Beta Sorority
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