Director, Ultra High Net Worth Lender and Private Banker @ (February 2021 - December 2021)
Commercial Banker and Project Manager @ (September 2020 - February 2021)
Vice President, In Market Wealth Lending Officer @ (May 2014 - September 2020)
Team Lead, Sr. Relationship Manager @ (October 2012 - April 2014)
Sr. High Net Worth Specialist @ Charles Schwab Bank (September 2009 - September 2012)
Realationship Manager @ (March 2004 - August 2009)
Mark Hoffmann Education
Eastern Illinois University
B.A.
1993-1995
Benedictine University 1991-1993
Mark Hoffmann Skills
Appraisals
Banking
Branch Banking
Building Relationships
Commercial Banking
Commercial Lending
Credit
Credit Analysis
Cross Selling
Customer Satisfaction
FHA financing
Financial Services
Investment Banking
Loan Origination
Loans
Mortgage Banking
Mortgage Lending
Pipeline Management
Portfolio Management
Private Banking
Relationship Management
Residential Mortgages
Underwriting
Vendor Relationships
Mark Hoffmann Summary
Mark Hoffmann, based in Orlando, FL, US, is currently a SVP, Private Wealth Transaction Manager at Raymond James. Mark Hoffmann brings experience from previous roles at UBS, Cogent Bank, BB&T and Sterne Agee Home Loans Today. Mark Hoffmann holds a 1993 - 1995 B.A. @ Eastern Illinois University. With a robust skill set that includes Appraisals, Banking, Branch Banking, Building Relationships, Commercial Banking and more. Mark Hoffmann has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Mark Hoffmann?
Find contact details for 700 million professionals.