To utilize my experience and skills in a position offering growth, advancement, and opportunity to contribute to the success of the organization.
Overview
30
30
years of professional experience
Work History
SR. LOAN OFFICER/BROKER
GRAND AVENUE REALTY & LENDING
07.2015 - Current
Originate quality residential and commercial mortgage loans
Negotiates price, terms, and conditions with lenders
Develop and maintain relationships with client referral sources
Identify prospective customers through self-sourcing with new and referral business
Maintains positive relationships with existing and potential customers
Stay current on new products and programs.
FIELD SALES REPRESENTATIVE
ANTHEM /CAREMORE HEALTH
01.2015 - 01.2017
Traveled throughout assigned territory to leverage leads and visit existing customers.
Maintained responsibility for 100+ accounts within assigned territory, consistently touching base to assess needs and satisfaction.
Represented company brand during customer and prospect interactions.
Cultivated new leads through the application of customer care calls and networking.
Visited key customers repeatedly to promote retention and relationships.
Forecasted sales, developing and evaluating various methods of customer interaction.
REALTOR
COLDWELL BANKER
01.2000 - 01.2015
Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of sales
Generate lists of properties for sale, their locations, and descriptions, and available financing options, using computers
Maintain knowledge of real estate law, local economies, fair housing laws, and types of available mortgages, financing options, and government programs
Check work completed by loan officers, attorneys, and other professionals to ensure that it is performed properly
Compare the subject property with similar properties that have recently sold, to determine its competitive market price
Arrange for financing for real estate purchases.
VICE PRESIDENT
VILLA SERENA FINANCIAL SERVICES
01.2003 - 01.2008
Handle financial analysis and reporting of corporate finances
Increase and maintain company growth profitability by identifying new market segments and significantly expanding existing customer base
Recruited, develop, and motivate 30+member sales team by creating marketing programs and sale incentives to achieve quotas and goals
Direct the development of sales, plans, objectives, policies, and procedures
Maintain lenders database.
BRANCH MANAGER / ACCOUNT MANAGER
FINANCIAL TITLE COMPANY
01.2002 - 01.2003
Opened new office with ranking 'Top 3 in Company' for Income/Revenue
Supervised and mentored the Escrow Officers and Assistants
Responsible for generating and maintain a client base
Developed marketing strategies for Realtors and Mortgage Brokers
Managed team of 10 via planning, goal setting, strategy implementation and follow-up to exceed sales quota by 150% annually
Used leading-edge technology and marketing techniques to enhance sales presentations and expand customer base achieving highest productivity in new accounts
Maintained liaison between mortgage brokers, escrow officers, and real estate agents.
BRANCH MANAGER / ACCOUNT MANAGER
FIDELITY NATIONAL TITLE
01.2000 - 01.2002
ESCROW OFFICER
CHICAGO TITLE COMPANY
01.1998 - 01.1999
ESCROW OFFICER / CSR
AMERICAN TITLE COMPANY
01.1994 - 01.1998
Education
Currently pursuing BS in Business Administration -
Capella University
Skills
Customer Service-Focused
Terms Negotiation
Business Development
Relationship Building and Management
Risk Management Assessments
Credit
Client Relations
Sales Expertise
Financial Services
Loans
Document Analysis
Team Player
Information Verification
License
California Department of Real Estate Broker License
California Notary Public
California NMLS License
California Department of Insurance Broker License Accident and Health Life-Only, Fire and Casualty
HIPAA Certification
California Department of Insurance Title Marketing Representative
NAMSR Medical Sales Certification
References
Personal and Professional available upon request.
Timeline
SR. LOAN OFFICER/BROKER
GRAND AVENUE REALTY & LENDING
07.2015 - Current
FIELD SALES REPRESENTATIVE
ANTHEM /CAREMORE HEALTH
01.2015 - 01.2017
VICE PRESIDENT
VILLA SERENA FINANCIAL SERVICES
01.2003 - 01.2008
BRANCH MANAGER / ACCOUNT MANAGER
FINANCIAL TITLE COMPANY
01.2002 - 01.2003
REALTOR
COLDWELL BANKER
01.2000 - 01.2015
BRANCH MANAGER / ACCOUNT MANAGER
FIDELITY NATIONAL TITLE
01.2000 - 01.2002
ESCROW OFFICER
CHICAGO TITLE COMPANY
01.1998 - 01.1999
ESCROW OFFICER / CSR
AMERICAN TITLE COMPANY
01.1994 - 01.1998
Currently pursuing BS in Business Administration -