Summary
Overview
Work History
Education
Skills
Timeline
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Jerry Roam

Saint Peters,MO

Summary

Talented Loan Officer with proven track record of success providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Goal oriented top producer that thrives in competitive environments. Experience with multiple new, rapidly growing companies that require fluid job responsibilities, long hours and unconventional work schedules. Comfortable presenting to both groups and individuals.

Overview

12
12
years of professional experience

Work History

Sr. Loan Officer

Top Flite Financial
07.2018 - Current
  • Funded over $100M in loans. Number 2 Loan originator in 2021. Top 10 FInisher Annually. Highest Comp Plan in Office due to performance.
  • Helped company double in size annually for 3 years consecutively.
  • Licensed in 20 plus states.
  • Made initial contact with applicants through our third party lead sources 7 days a week across all timezones in the US.
  • On average work 6.5 days over 70 hours per week
  • Assist with developing/discovering new lead sources and creating lead opportunities developing organic traffic.
  • Assisted in developing/augmenting both third party originating software and organic systems to maximize efficiency and simplify the originating process.


Project Manager

Midtown Home Improvements
05.2016 - 07.2018
  • Top 5 performing exterior sales representative.
  • Provided 4 or more in home estimates to prospective homeowners 6 days per week.
  • Planned, designed, and scheduled phases for 7 product lines.
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.


Sr Life and Health Advisor

Sr. Health Solutions
04.2015 - 05.2016
  • Top performing life insurance producer and number 2 medicare advantage producer.
  • Maintained full and current understanding of available plans, products and services.
  • Provided information such as copay and premium details, pre-approval procedures and available products.
  • Handled more than 8 daily in home calls with prospective customers.
  • Resolved problems related to benefits, eligibility and claims.
  • Traveled throughout midwest multiple times per month to establish new customer base in other areas.


Financial Advisor Intern

Northwestern Mutual
08.2014 - 04.2015
  • Procured license and set up appointments for veteran advisors.
  • Worked with CRM and Presentation Software to create sales appointments and presentations for prospective buyers.
  • Developed and enhanced networking skills to use existing customer base to grow book of business using sales cycle to progress customers through the pipeline.

Contractor

JDC Construction
02.2012 - 08.2014
  • Performed general construction responsibilities as needed. Eventually began performing sales calls, generating bids, coordinating with third parties/vendors throughout entire project.
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Kept site work safe and in line with budget, schedule, and applicable building codes.
  • Implemented changes requested by designers, owners, or inspectors to conform to specifications or updated demands.

Education

Bachelor of Arts - Personal Financial Planning

Lindenwood University
Saint Charles, MO
12.2014

Bachelor of Arts - Business Administration

St Louis Community College Meramec
St. Louis, MO
05.2010

Skills

  • Goal Oriented
  • Work toward an objective not a clock
  • Time management
  • Knowledgeable of Mortgage Loan Options- Focus on FHA/VA mortgages
  • Excellent Sales Presenter and Public Speaker
  • Proficient with CRM and Originating Software
  • Adept with computers and running multiple applications across multiple platforms
  • Problem Solving
  • Working across multiple departments to meet deadlines/accomplish goals
  • Team Player

Timeline

Sr. Loan Officer

Top Flite Financial
07.2018 - Current

Project Manager

Midtown Home Improvements
05.2016 - 07.2018

Sr Life and Health Advisor

Sr. Health Solutions
04.2015 - 05.2016

Financial Advisor Intern

Northwestern Mutual
08.2014 - 04.2015

Contractor

JDC Construction
02.2012 - 08.2014

Bachelor of Arts - Personal Financial Planning

Lindenwood University

Bachelor of Arts - Business Administration

St Louis Community College Meramec

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Jerry Roam