Verified recordFinancial Services

Brian McLaughlin

Workplace Planning Consultant i at Fidelity Investments

Based in Boston, United States

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Seniority

Staff

Department

General Business & Management

Location

Boston

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

b•••••••@fidelity.com

Phone

5 credits

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Background

About Brian McLaughlin

I am successful in driving financial success through strategic leadership, residential/commercial lending, relationship building, business development, consultative approach, and lead/referral generation within the mortgage industry. With a track record of delivering exceptional results, I am dedicated to delivering mortgage origination and preferred lending solutions. I am well-versed in tackling complex challenges related to loan pipeline management and growth, prospecting, M&A effort/company consolidation, corporate finance, asset management, and regulatory compliance. I have been recognized for leading high-performance teams in mortgage origination to consistently surpass targets and achieve market dominance. I am a forward-thinking leader with a keen understanding of market trends, regulatory landscapes, and customer preferences, driving innovative lending solutions. I am highly organized in fostering strong relationships with key stakeholders, including borrowers, real estate professionals, and financial partners, ensuring seamless collaboration and customer satisfaction. I am adept at pioneering and managing preferred lending programs in alignment with diverse customer needs to enhance overall client experience. NOTABLE CAREER HIGHLIGHTS: Exceeded $2M-$3M quarterly sales quota with circa $35M. Increased revenue by 30%. Improved customer satisfaction survey score from 70% to 94% after loan closing. Recruited and led 15 Mortgage Loan Officers. Generated $1.2M in revenue and $24M in loan volume. Achieved 130% to 140% of loan sales targets. Grew two financial centers from 50% to 175% of predefined loan sales goals across NH. Commended for Delivering One Company award for driving consolidation efforts across the organization. Maintained a consistent pipeline of 30+ loans throughout employment. I am tech-savvy with advanced proficiencies in Salesforce, Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint), Proprietary Loan Origination Software and Production Management, Calyx Point, and Encompass. Seeking Opportunities: Passionate about contributing to the growth and success of a dynamic organization in the mortgage industry. Open to new challenges and opportunities that allow me to leverage my expertise in mortgage origination and preferred lending. Let's connect via LinkedIn messaging or email (btmclaughlin@comcast.net) to explore how I can bring my strategic vision and leadership skills to drive success in your organization

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Brian McLaughlin Email & Phone Number @ Fidelity Investments | Kipplo Discover