James Tillman
Leeds
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Mortgage Banker
Stockton Mortgage
02.2024 - Current
- Work with underwriters to fix application problems and resolve issues.
- Participate in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
- Manage risk exposure through careful adherence to established guidelines during the loan origination process.
- Conduct thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.
- Coordinate closely with title companies to ensure smooth closings and proper document recording.
- Assist clients in understanding the mortgage process, addressing concerns, and making informed decisions.
- Review loan agreements to ensure they were complete and accurate before closing transactions.
Loan Officer
Birmingham Mortgage Group
01.2023 - 02.2024
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to an underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Licensed Loan Officer Assistant: NMLS2053406
Angel Oak Home Loans
03.2021 - 10.2022
- Assisting Loan Officers with borrowers purchasing or refinancing
- Communicating with borrowers regarding collecting and processing necessary documents needed
- Income Calculation for specific programs
- Follow up: phone calls and emails
- Moving Loans forward to meet closing date
- Communicate with Realtors, Title Companies, Attorney's, Buyer's and Seller's Agents
Licensed Insurance Broker/Agent
Healthcare Solutions Team
07.2018 - 03.2021
- Working mainly with small businesses and/or self employed individuals
- Being able to help these individuals/families with the right coverage at an affordable rate was the ultimate goal
Licensed Health Insurance Agent
US Health Advisors
12.2017 - 07.2018
- Calculated quotes and educated potential clients on insurance options
- Evaluated leads obtained through direct referrals, lead databases, and cold calling
- Met with prospective customers and business owners in their homes, businesses and other settings
- Followed up with customers on unresolved issues
- Identified and solicited sales prospects in agency databases
- Contributed ideas and offered constructive feedback at weekly sales and training meetings
- Modeled exceptional customer service skills and appropriate diagnostic dales techniques
Recruiting Manager
Medicare Compare Agency
10.2015 - 10.2017
- Responsible for recruiting licensed agents
- Cold calling on prospective licensed agents
- Contracting new agents
- Training new agents
- Developing professional relationships with various Health Insurance Companies for he purpose of selling specific plans
National Marketing Manager
Medicare Advantage Specialists
07.2012 - 10.2015
- Responsible for recruiting licensed Life and Health Agents across the country by cold calling via telephone
- Contracting Agents with various Insurance Companies
- Assist in training and certifications
- Hosting webinars for recruiting/training purposes
Branch Manager
Select My Space
06.2008 - 06.2012
- Met with each associate to establish realistic sales goals for the month
- Strengthened existing customer relationships through extensive communication and tried and true marketing strategies
- Engaged prospects and customers through various events, including trade shows, seminars, and workshops
- Asked open-ended questions to assess customer needs
- Recruited/Trained new Agents
- Responsible for On-boarding incoming Agents
- Developed/Maintained relationships with Management/Owners of Apartment complexes throughout the Birmingham Metropolitan area
Education
Bachelor's degree - Social Work
University of North Alabama
Florence, AL05.1993
Skills
- Time management
- Sales
- Networking
- Mortgage Sales/Servicing Experience
- Success Driven
- Call Management
- Polite Communication Skills
- Organization Skills
- Loan Officer Experience
- Loan Origination
- Fair Housing Regulations
- Cold Calling
- Insurance Sales
- Loan structuring
- Loan servicing
- Purchasing processes
- Document preparation
- Teller support
- Reviewing documents
Certification
- NMLS
- MLO
Timeline
Mortgage Banker
Stockton Mortgage
02.2024 - Current
Loan Officer
Birmingham Mortgage Group
01.2023 - 02.2024
Licensed Loan Officer Assistant: NMLS2053406
Angel Oak Home Loans
03.2021 - 10.2022
Licensed Insurance Broker/Agent
Healthcare Solutions Team
07.2018 - 03.2021
Licensed Health Insurance Agent
US Health Advisors
12.2017 - 07.2018
Recruiting Manager
Medicare Compare Agency
10.2015 - 10.2017
National Marketing Manager
Medicare Advantage Specialists
07.2012 - 10.2015
Branch Manager
Select My Space
06.2008 - 06.2012
- NMLS
- MLO
Bachelor's degree - Social Work
University of North Alabama
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