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Click here or scroll down to respond to this candidate590 Ivy Ridge LnHighland Heights, KY Street Address
Phone PHONE NUMBER AVAILABLEE-mail: EMAIL AVAILABLECandidate's Name
Professional ExperienceCore CompetenciesOver 12 years of experience in financial sales with a focus on Mortgage Lending. Over 9 years of Mortgage Lending experience with a focus on excellent, above average customer service.Focused on excellent customer service, (won the Cincinnati Magazine 5 Star Customer Service Award in July, 2012). Very proficient with Microsoft Excel, Power Point, Outlook and Microsoft Word. Driven individual with goals of advancement from within stemming from success in my position. Very interpersonal individual focused on the goals of my clients. Very knowledgeable of Mortgage Products along with State and Federal laws. Goal driven, (very) competitive with proven success in the Mortgage Industry.Professional experience03/14 Present RDIC Marketing Cincinnati, OHAccount ExecutiveResponsible for developing and retaining business to business pipeline regarding companies past due accountsRetained over 96% of current pipeline over 4 year periodIncreased current pipeline by 5.67% annual average for a total of 17% over a three year periodDeveloped and introduced presentations for companies highlighting RDIs success in marketing accounts for large retail companies07/13 02/14 Huntington Bank Florence, KYMortgage BankerResponsible for originating conventional conforming/non-conforming & Govt. loans on residential propertiesReceive customer applications, quoted rates & points and completed follow-up activities with registration/lock inResponsible for working with branch employees to cross-sell bank products & provide excellent customer satisfactionNetworked & developed strategic business relationships with strategic business partners, (I.E realtors, CPAs, financial advisors, attorneys, etc.)06/12 07/13 JPMorgan Chase Cincinnati, OHMortgage BankerResponsible for originating conventional conforming/non-conforming & Govt. loans on residential propertiesInform prospective and existing customers of programs, rates, policies, underwriting requirements, and loan proceduresReceive customer applications, quoted rates and points, and completed follow-up activities with the registration/lock-inResponsible for reading and understanding real estate appraisals, title reports and credit reportsNetwork and develop strategic business relationships for referrals, (I.E. realtors, financial advisors, attorneys, CPAs, etc.)Responsible for working with branch employees to cross-sell bank products and provide excellent customer serviceFunded average of $1.8M in volume per month07/11 06/12 Wells Fargo Home Mortgage Cincinnati, OHHome Mortgage ConsultantResponsible for originating conventional conforming/non-conforming & Govt. loans in assigned region which met WFHM requirementsDeveloped and maintained relationships with real estate professionals, builders and all other business referral sourcesInformed prospective and existing customers of WFHM products, rates, points, closing costs and underwriting requirements and proceduresReceived customer applications, quoted rates and points and locked in rate when applicableFunded average of $1.67M volume per month03/08 06/11 Citi Financial Cincinnati, OHBranch Account ManagerResponsible for selling short term loans and insurance productsOriginated conventional conforming/non-conforming & Govt. refinance loans on residential, owner occupied propertiesMade recommendations for credit worthiness while making recommendations for difficult delinquent accounts with current customersServiced current short and long term accounts and closed all accountsResponsible for overseeing day to day operations, including short term loans, to maximize branch profitReviewed applications for short term loans for credit taken by branch employees to determine approval/credit worthinessEducation09/96 09/99 University of Cincinnati Cincinnati, OHBusiness Finance - PsychologyMajor Business FinanceMinor - Psychology |
