Since 2013, Chuck Kaplan has been working in Seckel Capital situated 529, 529. This professional is a proficient Branch Manager with over 23 years of work experience. According to Chuck's CV and work profile, the professional has worked at more than 13 places with numerous backgrounds and gained various skills. Chuck attended school at the Rutgers, The State University of New Jersey-New Brunswick from 1978 to 1980. Chuck can be found in Philadelphia, Pennsylvania – where this professional currently lives. You can search for their email address and number. We can also provide you with additional contact information upon request.
Name variants:
Charles Kaplan
Last updated Jul 07, 2024
Contact Information
Workplace
Branch Manager
Newtown, PA
Industry
Banking, Real Estate Appraisal, Insurance Companies, Mortgage Broker
Colleagues
Work History
Branch Manager
Cherry Hill, NJ
Always looking to hire sales staff to sell wholesale rates to retail customers.
from May 2013
Home Lending Specialist
National lender, based out of the Lawrenceville and East Brunswick Branches.
from Jun 2011
Loan Agent
Qualify and originate loan applications for existing portfolio clients. Maintain high standards of professionalism, send necessary compliance documentation to applicants, and maintain a supe...
Jun 2009 — Jan 2010
Registered Representative
Pre-Contract
Completed the necessary self study course work needed to pass the Series 7, Series 66, and NJDOBI Life and Health Insurance exams. Upon completion of these courses passed and ac...
Nov 2008 — Apr 2009
Area Sales Manager
Responsible for managing a 15-person wholesale sales force selling loans to 35-40 active mortgage broker and banking accounts in the New Jersey, Delaware, Pennsylvania region. Ensure that bu...
Sep 2005 — Jun 2008
Regional Sales Manager
The first Sales Manager for Wholesale Division, tripled production while increasing size of average loan 10%.
Recruited, trained, and managed 10-person sales force that offered diverse prod...
Jul 2004 — Sep 2005
Division District Sales Vice President
Recruited, hired, and trained 12 Account Executives in the solicitation, lead prequalification and closing of sub-prime loans for the largest financial services company in the world, respons...
Aug 2002 — Sep 2005
Regional Sales Manager
Rebuilt presence in New Jersey market, instituting rigorous training while increasing size of sales force 15%, selling FNMA loans to Realtor referrals.
Achieved #1 Sales Manager in the comp...
Jan 2001 — Jan 2002
Education
Occupations
Marketer
Branch Manager
Accountant
Finance and Accounting Specialist
Field Marketing Specialist
Marketing Manager
Accounting Bookkeeper
Bookkeeper
Skills
Mortgage Lending
Loans
Sales Management
Portfolio Management
Customer Service
Refinance
Sales
Leadership
Selling
Business Development
Employee Benefits
Management
FHA
Credit
Mortgage Banking
VA loans
Banking
Investment Properties
Loan Origination
Program Management
Human Resources
Finance
New Business Development
Training
Credit Analysis
Residential Mortgages
Customer Retention
Sales Operations
Team Building
FAQs about Chuck Kaplan
What's the main profession of Chuck Kaplan?
Chuck Kaplan is a Branch Manager.
What jobs is Chuck a professional at?
The expert is proficient at Marketer and Branch Manager jobs.
Where does Chuck Kaplan live?
The expert currently lives in Philadelphia, Pennsylvania.
Where did Chuck Kaplan work?
The expert worked at Seckel Capital, Citi Residential Lending.
What education does Chuck Kaplan have?
Chuck studied at the Rutgers, The State University of New Jersey-New Brunswick from 1978 to 1980.
What are the awards Chuck Kaplan ever received?
This person received awards and these awards are: President's Club Winner Sales manager of the Quarter for CitiFinancial.
What is the industry that Chuck Kaplan worked in?
Chuck works in Financial Services industry.
What are professional skills of Chuck Kaplan?
This person has such skills as.