Jacqueline Kulas
Midlothian,VA
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Skilled in working under pressure and adapting to new situations and challenges to better improve company profitability.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Mortgage Consultant
Prosperity Home Mortgage
Richmond , VA
2022.04 - Current
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
- Maintained current knowledge of secondary market trends, government programs.
- Developed relationships with real estate agents, builders and other referral sources to generate business leads.
- Educated customers on various aspects of mortgage financing options available.
Senior Mortgage Consultant and Realtor
Capcenter
Glen Allen , VA
2020.04 - 2022.04
- Evaluated client loan application to present loan options.
- Conducted regular updates on the progress of their mortgage.
- Negotiated purchase agreements between buyers and sellers.
- Showed prospective buyers a range of available homes within their price range.
- Provided guidance to clients throughout the entire process from initial offer to closing date.
Financial Planning Assistant
Ameriprise Financial
Midlothian , VA
2008.05 - 2016.06
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
Education
Master of Arts - Education
Virginia Commonwealth University
Richmond, VABachelor of Arts - Finance
James Madison University
Harrisonburg, VASkills
- Efficient time management
- Collaborative Teamwork
- Sales Development
- Licensed Mortgage Loan Originator
- Financial Analysis
- Wealth Management
- Asset Allocation
Certification
- Active NMLS License # 1976919
Timeline
Senior Mortgage Consultant
Prosperity Home Mortgage
2022.04 - Current
Senior Mortgage Consultant and Realtor
Capcenter
2020.04 - 2022.04
Financial Planning Assistant
Ameriprise Financial
2008.05 - 2016.06
Master of Arts - Education
Virginia Commonwealth University
Bachelor of Arts - Finance
James Madison University
- Active NMLS License # 1976919
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