John Reid

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plans for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plan is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Maintained strict confidentiality of bank records and client information.

Reason for leaving: The entire office was laid off except the manager.

Manager - Mike Ross

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plans for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plan is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Careful to not break any client confidentiality rules and regulations.

Reason for leaving: Branch went out of business.

Manager - Jim Massey

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plan for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plans is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Careful to not break any client confidentiality rules and regulations.

Reason for leaving: My pay was incorrect on several occasions.

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plans for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plan is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Careful to not break any client confidentiality rules and regulations.

Reason for leaving: During the refinance boom I was having a hard time competing. I was chasing better rates.

Managers - C.J. Fathers and Richard Charlton

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plans for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plan is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Maintained strict confidentiality of bank records and client information.

Reason for leaving: Office switched to another company. I was given the option to move with the office or go to my original company.

Manager - Mike Ross

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plans for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plan is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Careful to not break any client confidentiality rules and regulations.

Reason for Leaving: I was given a lot of money to switch.

• Utilized existing opportunities and created new strategies to expand client base.
• Created, communicated, and implemented individualized plans for every transaction.
• Utilized "we" terminology to create trust and open communication.
• Provided initial risk assessment, based on client financial documentation and credit report data.
• Collaborated with my team to ensure that our plan is implemented as intended.
• Attended yearly continuing education, while staying current on all state and federal regulation rule changes.
• Collaborated with underwriting, processing and third party vendors to resolve issues and expedite loan approvals.
• Maintained existing client base using drip campaigns, marketing, and connecting with them personally.
• Careful to not break any client confidentiality rules and regulations.

Reason for leaving: My deals were not getting closed on time.

Manager - Jim Massey

*When I was hired on, I was told that I had six months to get licensed. I passed the test in August and was officially hired as an M.L.O.

• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Provided comprehensive administrative support to Loan Officers so they could focus on client retention and building new business relationships.
• Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
• Contributed to team meetings with insightful analysis on loan processing metrics, identifying areas for improvement.

Reason for leaving: The loan officer I was hired on with quit. After he left, I was not able to get the support I needed. I went back to the place that we came from.

• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Provided comprehensive administrative support to Loan Officers so they could focus on client retention and building new business relationships.
• Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
• Contributed to team meetings with insightful analysis on loan processing metrics, identifying areas for improvement.

Reason for leaving: I had to go with the loan officer who brought me with him. I did not want to leave.

Manager - Jim Massey