Summary
Overview
Work History
Education
Skills
Timeline
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Jamie Wood

Jamie Wood

Summary

Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

Overview

13
13
years of professional experience

Work History

President's Club Mortgage Banker

Rocket Mortgage
Detroit, MI
12.2013 - Current
  • Evaluated client financial positions and identified most appropriate banking products to facilitate their needs.
  • Networked with realtors and current clients to generate referrals.
  • Managed rotating pipeline of typically 30-50 clients at a time.
  • Closed 1500+ transactions worth in excess of $300,000,000.

Director of Mortgage Banking

Rocket Mortgage
Detroit, MI
04.2016 - 02.2018
  • Established and trained a sales team of new and tenured bankers to effectively assess client financial needs and present proper mortgage products.
  • Taught highly effective sales techniques as well as product support to increase efficiency and productivity of the sales team.
  • Conducted daily sales trainings in small groups as well as large monthly regional sales meetings.
  • Achieved promotions for 12 different bankers to higher titled positions based on sales performance.

Securities Specialist

US Bank
St Paul, MN
01.2012 - 06.2013
  • Responsible for balancing thousands of, US Bank's corporate client accounts as they received interest and dividend payments on globally held securities
  • Posted payments to clients' accounts and was personally responsible for making over 12,000 of department's roughly 14,000 payments in 2012 alone
  • Assisted customers with numerous inquires on varying topics from dividend payment details to researching complex tax rates applied to payments held in different foreign markets.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Trust Production Assistant

US Bank
St Paul, MN
10.2011 - 01.2012
  • Responsible for coding through various financial production programs and account setups. Supported many production programs including, , Global Cash Toolbox, and Dexter.
  • Position mainly consisted of data entry and in-house IT support.
  • Provided daily support with escalated ticket resolution and liaised with business and technical leads.

General Manager

Hammerhead's Billiards Pub
West Dundee, IL
01.2011 - 09.2011
  • Managed budget implementations, employee reviews, training, schedules and contract negotiations.
  • This management experience fortified my ability to organize and be ultimately accountable for overall success of the business.

Education

Bachelor of Arts - Political Science, Communication

University of Illinois At Urbana-Champaign
Champaign, IL

Skills

  • Business Objective Analysis
  • Sales Development
  • Product Education
  • Sales Statistics Analysis
  • Negotiation Tactics
  • Referral Network Development
  • Automated Underwriting Systems
  • Client Relations

Timeline

Director of Mortgage Banking

Rocket Mortgage
04.2016 - 02.2018

President's Club Mortgage Banker

Rocket Mortgage
12.2013 - Current

Securities Specialist

US Bank
01.2012 - 06.2013

Trust Production Assistant

US Bank
10.2011 - 01.2012

General Manager

Hammerhead's Billiards Pub
01.2011 - 09.2011

Bachelor of Arts - Political Science, Communication

University of Illinois At Urbana-Champaign

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Jamie Wood