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MARK P.

LOFTUS
1541 Regatta Road Cell: (858) 774-7677
Carlsbad, CA 92011 ml6100d2@westpost.net Fax: (760) 603-9694
SUMMARY
An experienced Financial Services Leader, with extensive expertise in sales, cus
tomer service, operations, risk management and loan origination, underwriting an
d decision making in a commercial bank environment. Excellent analytical skills
with a proven track record of consistently meeting and exceeding goals. Excels
at building sales teams, business development, coaching employees, managing det
ails, setting priorities and relating to customers. Effective communicator at a
ll organizational levels who enjoys multi-tasking in a dynamic work environment.

* In Depth Understanding of Retail, Business and Private Banking * Effective Tim


e Management and Prioritization Skills * Relationship Building Skills
* Operationally Sound * Strong Mentor/Leader * Seasoned Loan Officer
PROFESSIONAL EXPERIENCE
WACHOVIA CORPORATION, San Diego, CA 1999 - 2009
Vice President and Financial Sales Leader 2007 - 2009
Recruited by Wachovia to lead the expansion into the San Diego market. Overall m
anagement responsibility for hiring and leading a team of 100 Licensed Financial
Specialists, Business Specialists, Financial Center Managers, Tellers and busin
ess partners to exceed goals in the areas of sales, customer service, operations
and risk management.
* Developed marketing plans and successfully opened nine De Novo financial cente
rs in Orange and San Diego counties. Each financial center exceeded $75 million
in deposits within the first year.
* Managed two markets which consistently exceeded all goals in 2007 and 2008, gr
owing core deposits 25% and bringing total deposits over $2 billion.
* Grew the Book of Business by 500% each year.
* Successfully focused and coached sales team on business development, exceeding
all business and consumer banking goals.
* Achieved and maintained a regional customer satisfaction score that ranked in
the top quartile for the corporation.
* Expanded and maintained a top quality loan portfolio with no charge-offs or lo
sses.
Sr. Producing Leader/Sr. Financial Specialist/Small Business Specialist 2002-
2007
Coached and developed seven select Financial Specialists to increase their indiv
idual production while maintaining and exceeding personal production goals. Exce
eded annual goals in deposits, loans, investments and all business banking categ
ories.
* Ranked 1st out of 80 qualified Financial Specialists in average monthly produc
tion in the Mid-Atlantic/Virginia Bank for 2006.
* Ranked 1st in overall business banking production in the Mid-Atlantic region i
n 2006.
MARK P. LOFTUS ml6100d2@westpost.net Page Two

* Grew Book of Business by 300% between 2005 and 2007.


* Achieved a personal customer satisfaction score of 6.85 out of 7 in 2006, help
ing to move the Financial Center into the 90th percentile in the Corporation.
Financial Center Manager 1999 - 2002
Managed sales, customer retention, expense control, operations, risk management,
and personnel for multiple diverse financial centers, including the first finan
cial center in Virginia to pilot the Service Measurement Program, which ranked W
achovia #1 in customer satisfaction for 8 straight years.
* Led Financial Center employees to establish an environment that achieved all s
ales and service performance objectives.
* Developed specific strategies and monitored progress, exceeding Financial Cent
er goals and objectives.
* Served as an empowered decision maker and escalation point for all service and
operational issues.
* Ensured the Financial Center team identified and focused on high-valued client
s to improve their overall banking experience and retain and grow their business
.

EDUCATION
Bachelor of Arts in Liberal Studies/Business Administration
Northern Arizona University, Flagstaff, Arizona

CERTIFICATIONS
NASD Series 6, 63, California State Life and Health Insurance

PROFESSIONAL DEVELOPMENT
Omega Commercial and Consumer Credit
Situational Leadership

COMMUNITY ACTIVITIES
Active member of Scripps Ranch Old Pros
Board member of San Diego chapter of Wachovia Volunteers
Member of Eastern Virginia Community Council, Wachovia Bank

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