Steve Helms

Mortgage Planner at First Priority Financial
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Contact Information
us****@****om
(386) 825-5501
Location
San Jose, California, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Planner
      • 2007 - Present

      Represented mortgage corporations and originating residential real estate, mortgage loans, and home equity loans; including obtaining applications as well as coordinating and assisting in the processing and closing of loans. Represented mortgage corporations and originating residential real estate, mortgage loans, and home equity loans; including obtaining applications as well as coordinating and assisting in the processing and closing of loans.

    • Real Estate
    • 1 - 100 Employee
    • Mortgage Planner
      • 2003 - 2007

      Develop sales networks through cold calling, advertising and telemarketing techniques. Employed the most advanced mortgage technology available, advanced mortgage processing software, and automated mortgage underwriting systems, all coordinated to speed the mortgage process and deliver the best rate and terms. Financial planning and analysis of perspective clients to find the most beneficial programs for their needs. Marketing to realtors, financial planners, and CPA’s to create new referral business. Grew business to exceed sales objectives 2006 and 2007. Show less

    • United States
    • Semiconductor Manufacturing
    • 100 - 200 Employee
    • Account Manager
      • 2001 - 2003

      Responsible for calling on major accounts, establish relationships and promote the value of Nu Horizons electronics at executive levels in targeted accounts. Cultivated relationships and designed in integrated circuits in accounts such as Foundry, Riverstone, Ciena, Juniper, Force 10 and other networking customers. CTO and VP Engineering/R&D engagement at major accounts such as Foundry and Riverstone. Earned design wins in Vitesse, Xilinx, Marvell, TDK, ICS, and Pericom. Grew market share at (Solectron, Flextronics, etc…) C/M’s. Forecasted quarterly projections for OEM’s and their prospective contract manufacturers for prototype and production. Show less

    • Area Account Manager
      • 1999 - 2001

      Technically trained field sales representative. Trained to consult with start up and established accounts to design in integrated circuits using the Demand Creation Model. Exceeded 3 million dollars in sales for year 2000. Received PO’s in excess of 5 million dollars for year 2001. Won designs in Broadcom, Xilinx, Dallas, Infineon, Transwitch, and Galileo. Called on start up and OEM accounts and followed development of their products through all stages, system architecture, research and development, engineering, prototype, and production procurement. Established and nurtured relationships in all aspects of the distribution business, manufacturer representatives, contract manufacturers, and manufacturers. Forecasted quarterly projections for the OEM’s and contract manufacturers for future needs. Position utilized all aspects of MS Word, Excell, and Powerpoint. Show less

    • National Sales Account Executive
      • 1997 - 1999

      Overall responsibility for establishing new accounts and re-establishing inactive customers. Exceeded sales quota each month 130% +. Secured new accounts by cold calling, developing sales strategies, generating reports and demographic studies. Analyzed markets to determine new sources of sales and consulted with management to plan sales campaigns and develop new markets. Reviewed market analyses to determine customer needs, volume potential, price schedules, discount rates, and to develop sales campaigns to accommodate goals of company. Show less

Education

  • California State University, Chico
    BS, Business Finance

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