Adam M. Stein
Ladson
Summary
Professional with ten years of experience in financial services and construction operations. Skilled in loan assessment, risk analysis, and customer service, ensuring optimal client satisfaction and compliance. Strong focus on team collaboration and adaptability, enabling effective response to changing business needs. Reliable and results-driven, consistently contributing to organizational success.
Overview
10
10
years of professional experience
Work History
Costing Manager
CON APP INC.
Ladson, SC
03.2025 - Current
- Manage subcontractor payroll and billing across all of South Carolina
- Build and oversee budgets for residential construction projects
- Analyze material costs and approve supplier invoices to drive profitability
Field Manager
CON APP INC.
07.2023 - 03.2025
- Managed drywall and paint operations for national builders (DR Horton, Ryan Homes, DRB Homes)
- Coordinated subcontractors, schedules, and payroll across 50-120 job sites at a time
- Ensured on-time project completion and quality standards
Senior Mortgage Loan Officer
PNC Financial Services
Richmond, VA
04.2021 - 07.2023
- Originated and closed mortgage loans through consultative client engagement
- Built and maintained a strong pipeline through referrals and networking
- Advised clients on loan options aligned with financial goals
Mortgage Loan Officer
TRUIST (SUNTRUST MORTGAGE)
Richmond, VA
08.2017 - 04.2021
- Closed 210 loans and more than $51 million in volume in 2020
- Ranked Top 15 of 55 loan officers based on performance metrics comprised of applications, pull through, & surveys.
- Advised borrowers on selecting loan products suited to their individual circumstances.
Mortgage Loan Processor / Closer
10.2016 - 08.2017
- Processed and closed loans efficiently in a paperless environment
- Managed 20–30 client relationships monthly while ensuring compliance and deadlines
Education
BBA - Double Major Management & Marketing
Radford University
Radford, VA05-2016
Skills
- Client Relationship Building and Management
- Consultative Sales
- Proficient in Microsoft Office Suite of products, Salesforce, and
various CRM software
- Operational Efficiency
- Pipeline Development
- Budget & Cost Analysis
Timeline
Costing Manager
CON APP INC.
03.2025 - Current
Field Manager
CON APP INC.
07.2023 - 03.2025
Senior Mortgage Loan Officer
PNC Financial Services
04.2021 - 07.2023
Mortgage Loan Officer
TRUIST (SUNTRUST MORTGAGE)
08.2017 - 04.2021
Mortgage Loan Processor / Closer
10.2016 - 08.2017
BBA - Double Major Management & Marketing
Radford University