| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Philadelphia, PA *Candidate's Name @ymail.com*PHONE NUMBER AVAILABLEAuthorized to work in the US for any employerSummary of Experience and Qualifications Enthusiastic, competitive sales professional with experience in delivering consistent revenue growth through the development and implementation of strategic growth plans. Simplifies loan application by developing and implementing strategies to provide outreach efforts and ensure fair access of mortgage and bank lending. Received various awards and recognitions by exceeding sales quota and leveraging in-depth sales experience. Possesses excellent communication skills, strong work ethics, and a clear focus on achieving business goals and promoting business development culture. Current PubliC Licensed Notary Expire 12/2025 Current NMLS Number-1493625Current ExperienceCalcap Lending LLC; Jan 2022 to Present (Contract)* Private National Lending/Commercial Loan Officer*Collect all documents from 1003 Application through Closing Documents and fund of loan*Negotiate Mortgage Terms & Pricing before sending to the Underwriting department.*Administrated Loans, Bond Trade Funding & Credit Lines between the amounts of $150k-$25M* Monitor & identified developing trends, perform risk assessment based upon this information, Update Loan Systems & Client Credit Files. * Educate and explain company Policies, Procedures, Product Line to all client for best recommendations*POS USED: Encompass, Shape Software, Salesforce, CRM, Core logic Real Quest, Power Point Outlook, Excel and Microsoft, Access,* Products Sold: Fix/Flip, Ground Up Construction, Bridge & Long-Term Rental/Vacation PropertiesMulti-Family & Mix Use*Make decisions on loans & terms within assigned territory limits, partnerswith Line of Business, Credit Administration Personnel & Financial Institutions.Prudential Savings Bank Philadelphia RegionAssistant Vice President of Financial Center Managers*July 2020-Dec.2021Specialize in Retail Banking, Commercial/Residential Lending, HELOCS, Credit Repair, Team Building, Direct Sales, Leadership Development, Profit & Loss Management, Community Development, Customer Acquisition and Sales Management.JOB DUTIES AND RESPONSBILITIES:Oversee the Finance Center Managers for the Region & monitor the overall financial and customer service performance of all branches. Supervise the daily operations of the Regionals Portfolio, to achieve Financial/Operational goals. Perform Monthly & Yearly Audits for all Branches, participate in all hiring of Branch Management & Hourly staff. Also, responsible for implementing strategies to achive Key Sales & Service Goals through the delivery of exceptional customer service which supports the bank policies.Specialize in Retail Banking, Commercial/Residential Mortgage Lending, Capital Lending, HELOCS, Credit Repair, IRAs, CDs, Team Building, Direct Sales, Leadership Development, Profit & Loss Management, Community Development, Customer Acquisition, Wealth & Investment Management.Velocity Mortgage Capital Account Executive/Commercial Loan Officer - Philadelphia, PAMay 2019 to June 2020 (Temporary Closing- COVID)JOB DUTIES AND RESPONSIBILITIES: Ability to source leads, cold call and build relationships.Experience with business applications software (e.g., MS Word, Excel, Outlook) & Highly motivated, self-starter. Heavy outbound calling effort (135-180) per day Develops & prepares loan solutions and refers products, service; reviews documentation to ensure compliance and Manages customer pipeline for efficiency. Maintain and develop relationships with residential and commercial mortgage brokersand facilitate client contact throughout the loan process. Research industry trends to help identify top prospects & the most efficient way to service the client.Citizens Bank Philadelphia Region**Business Relationship BankerJan 2015 to May 2019My job is to work closely with new & existing retail and Business customers to understand their financial needs, solutions, spending, saving & borrowing habits. Also, provide recommendations & assist "Business Customers" while ensuring compliance with financial policies, procedures and regulatory requirements on a daily basis! The key to being a "Business Relationship Banker" build trustworthy long lasting relationships, help businesses reach their financial, personal & business goals. By moving sales to the next level in order to meet not only today's goals but future goals as well.*Associate Licensed Banker: In my first role of "Associate Licensed Banker" my responsibility was to give every customer the best customer service experience that they can get when they come into Citizens Bank. With over 14 year experience in the Sales, Financial & Insurance Industry. By offering Citizens Banks best products including "Checking, Saving, Loans, Mortgage, Life Insurance & a number of Financial Products. I was able to hit my goal every quarter for two straight years.Independent Insurance Agent* Health, Life & Fixed Annuity LicenseeJan 2004 to June 2018 Over 14 years of Customer Service & Direct Sales of Individual & Group Benefit Plans. Established and maintained long term client relationships and customer service Prospected clients through cold calling, B2B and proper networkingFinancial Advisor*Prudential Insurance Company of AmericaJuly 2012 to 2014 Provide a broad range of financial products, services & commitment to helping clients & businesses improve their future financial success. Developing & implementing a business plan that best suits the client.EducationBachelor's in Computer Technology Berean Institution School of Business - Philadelphia, PATemple University-Business Administration & AccountingReference given at request!Certifications and LicensesNMLS#1493625Public Notary: January 2021 to January 2025 License to notarize documents under the state.Additional Information Excellent analytical & communication skills The ability to prioritize effectively and manage a variety projects within the deadlines. Very effective working in a team environment as well as independently Public Speaking Payroll/Scheduling Salesforce 10+ Years Accounts Payable (10+ years) Marketing Account Management (10+ years) Accounts Receivable (10+ years) Benefits Administration B2B Sales Business Development |
