Jeffrey A Ferguson
Irvine,California
Summary
Branch Manager with over 21 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include financial administration, team leadership and funding. Skilled Mortgage Loan Originator with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
18
18
years of professional experience
5
5
Certification's
Work History
Branch Manager
West Capital Lending
Irvine, CA
07.2021 - Current
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
Mortgage Loan Officer
Homeside Financial LLC
Irvine, United States
11.2021 - 07.2022
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
Finance Manager
IndiGO Auto Group - Desert European Motorcars
Rancho Mirage, United States
02.2015 - 08.2018
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Created organizational structures to improve accounting and finance functions.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Increased revenue by assisting with operations management, sales and marketing efforts.
CA Insurance Broker
American Financial
Rancho Mirage, CA
02.2009 - 02.2015
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Calculated quotes and educated potential clients on insurance options.
Finance Manager
Desert European Motorcars LTD
Rancho Mirage, United States
09.2001 - 02.2009
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Created organizational structures to improve accounting and finance functions.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Increased revenue by assisting with operations management, sales and marketing efforts.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
Education
Bachelor of Arts - Business Administration And Management
Utah Valley State
Provo04.1999
Skills
- Process Improvement
- Cost Data Analysis
- Operational Reporting
- Coaching and Mentoring
- Banking Products and Services
- Loan Documentation
- Employee Training Oversight
- Financial Analysis
- Business Relationship Management
Certification
Federal MLO NMLS # 1902283
STATE Licensed in
Colorado,
Oregon,
Arizona,
Texas
CA Insurance Broker Lic #OH13010
Life Insurance License
Annuities License
Timeline
Mortgage Loan Officer
Homeside Financial LLC
11.2021 - 07.2022
Branch Manager
West Capital Lending
07.2021 - Current
Finance Manager
IndiGO Auto Group - Desert European Motorcars
02.2015 - 08.2018
CA Insurance Broker
American Financial
02.2009 - 02.2015
Finance Manager
Desert European Motorcars LTD
09.2001 - 02.2009
Bachelor of Arts - Business Administration And Management
Utah Valley State
Federal MLO NMLS # 1902283
STATE Licensed in
Colorado,
Oregon,
Arizona,
Texas
CA Insurance Broker Lic #OH13010
Life Insurance License
Annuities License
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