Summary
Overview
Work History
Education
Skills
Timeline
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Brian Saxe

Phoenix,AZ

Summary

Mortgage Loan Consultant with over 27+ years experience. Systematic Mortgage Loan consultant with extensive knowledge of all property types and commitment to finding the best financial plans for everyone. Successful at reviewing applications and detail-oriented inspections working with all levels of client's including Ultra High Net Worth and Private Wealth Management clients.

Overview

13
13
years of professional experience

Work History

Mortgage Consultant

Morgan Stanley, Wealth Management
Tempe, AZ
01.2021 - 02.2024
  • Cultivated relationships with Finance Advisors and Private Bankers to build lasting relationships while assisting the Firm's client base with their mortgage related needs.
  • Ensured compliance with local, state and federal guidelines when providing advice and assistance related to mortgage loans.
  • Prepared detailed presentations outlining the benefits of different loan products available to potential clients.
  • Prepared disclosures and needs list for client's to easily complete and understand.
  • Analyzed financial data, credit reports and loan documents to determine eligibility for mortgage loans.
  • Participated in weekly meetings with management team to discuss current trends, market conditions and strategies for growth and development of business activities.
  • Worked with Financial Advisors and their clients on complex loans and property types.

Unemployed

Unemployed in Phoenix
Phoenix, AZ
10.2019 - 01.2021
  • Unemployed during this period due to car accident while recovering.

Mortgage Consultant

Sunflower Bank
Phoenix, AZ
03.2019 - 10.2019
  • Educated customers on various types of mortgages, interest rates and other related topics.
  • Developed and implemented strategies to improve customer satisfaction with mortgage products.
  • Coordinated with underwriters and processors to ensure timely processing of loan applications.
  • Developed relationships with real estate agents, builders and other referral sources to increase business opportunities.
  • Created marketing campaigns targeting potential new customers as well as existing ones in order to generate new business opportunities.

Mortgage Consultant

JPMorgan Chase
Phoenix, AZ
01.2011 - 03.2019
  • Worked closely and built relationships with branch staff including Private Bankers, Financial Advisors and Personal Bankers to assist the Firm's client base with their mortgage related needs.
  • Facilitated the application process by gathering documentation and verifying accuracy of information.
  • Maintained up-to-date knowledge of changes in the mortgage industry, including regulations, policies and procedures.
  • Ensured compliance with local, state and federal guidelines when providing advice and assistance related to mortgage loans.
  • Developed relationships with real estate agents, builders and other referral sources to increase business opportunities.

Education

Arizona State University
Tempe, AZ

Skills

  • Relationship Building and Management
  • Sales professional
  • Business Development
  • Credit Analysis
  • Relationship Selling
  • Financial Analysis

Timeline

Mortgage Consultant

Morgan Stanley, Wealth Management
01.2021 - 02.2024

Unemployed

Unemployed in Phoenix
10.2019 - 01.2021

Mortgage Consultant

Sunflower Bank
03.2019 - 10.2019

Mortgage Consultant

JPMorgan Chase
01.2011 - 03.2019

Arizona State University

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Brian Saxe