Business marketing management position. I am seeking a Marketing Management position where I can utilize the 41 years of experience i have acquired in the finance and banking industry
Overview
41
41
years of professional experience
Work History
LICENSED Life and Health Insurance Agent
MUTUAL OF Omaha Insurance Co
06.2016 - 03.2024
Enjoyed the inbound call center operations office of writing Life, Health, and Supplemental policies, and Medicare Supplement insurance policies for new, existing, former, and lead call development
Served as a peer mentor for new and existing employees
Sales and Solutions Rep
Remedy Intelligent Staffing
01.2016 - 06.2016
Enjoyed operating in a inbound call center operations office helping customer by answering questions regarding policies, updating beneficiaries, making policy corrections, and assisting customers in solutions that might have regarding their policies
Licensed Mortgage Loan Originator
Full Access Mortgage, Inc.
02.2015 - 01.2016
Continued Mortgage Loan Origination Skills and experience with a local Mortgage Company
Actively licensed Federally and in 39 States throughout the United States
Licensed Mortgage Loan Originator
MarketPlace Home Mortgage, LLC
10.2012 - 02.2015
Continued Loan Officer Skills and experience with a Minnesota based bank
Still regristrated in the NMLS and licensed federally in the 39 States under the UST
And still enjoying the origination side of the residential mortgage lending
Having perfected the origination side of lending, employee training, compliance, company policies and procedures, customer prospecting, Realtor relationship development, loan qualifications, selling product programs, closing and follow-upside to residential mortgage loan product lending.
Licensed Mortgage Loan Originator
Mortgage Express, Inc. DBA Castle and Cooke Mortgage, LLC
05.2008 - 10.2012
Licensed and registered in the US and Nebraska NMLS system
Operated in the call center environment originating residential mortgage loans, conducting employee training, lending compliance, demonstrated the ability to follow company policy and procedures, loan qualification, selling products, processing, closing, and follow-upside to residential mortgage loan product lending.
Licensed Mortgage Loan Originator
Allied Home Mortgage Capital Corp
10.2007 - 05.2008
Continued working in a call center environment originating, training staff before office was closed to compliance reasons.
Licensed Mortgage Loan Originator
Advantage Mortgage Services, Inc
03.2001 - 10.2007
Originated commercial and residential consumer loans, trained staff, managed telemarketing department, and evaluated loan officers on compliance for Federal Truit-in-lending and State RESPA regulations
Developed customer base, promotional strategy materials and tools
Managed staff, training, performance reviews, and tracked results.
Affiliate Marketing Manager/New Business Development
Wells Fargo Financial, Inc.
03.1992 - 09.1999
Managed corporate Promotion Strategy functions directing new and existing product life cycle development, company field operations support, receivable acquisition, Division results tracking and reporting, client relationship retention program development, and new customer qualifying and prospecting program development.
Branch Manager
Wells Fargo Financial, Inc.
06.1983 - 03.1997
Managed the consumer side of receivable portfolio management by directing facility operations of business development for consumer lending, retail finance program development, collection procedures, personnel training, branch profit planning, budgeting, staff training, and employee recruitment.
Education
B.S. Business Administration - Market Research
University of Nebraska
Lincoln, NE
05.1983
Skills
Computer and Software Applications including Windows XP, Windows NT, Windows 2011, Microsoft Office XP, MS Access, MS Excel, Internet Explorer, Outlook Express and PowerPoint and Salesforce
Brand Management
Oral
Writing and Presentation
Negotiation
Sales and Marketing
Precise Decision Maker
Accomplishments
Managed Marketing Promotional Strategy functions supporting new and existing consumer finance product development, receivable portfolio growth, new customer prospecting methods, advertising tool development, profitability analysis, results tracking, and customer relationship retention programs. Results: Developed and Managed the Cash on Demand revolving loan program with receivable growth of $35 million per month
Designed, implemented, tracked and reported new and existing product development results to corporate management executives. Results: Upper level Management utilized information to develop employee goals and objectives
Effectively Used Scientific selling methods to Market company products/ services
Organized, Implemented, and managed programs to ensure Federal Regulatory Compliance Especially in the areas of Federal-Truth-in-Lending and Demand Deposit Regulations. Results: Improved company audit results by 65%
Managed retail bank facility operations specializing in portfolio lending, secondary-market lending, customer relationship retention, and demand deposit business development. Results: Achieved receivable growth of 2 million within 3 months
Recruited, trained, evaluated, and supervised staff. Results: Managed three branch offices to record growth of six million annually
Provided detailed results and strategy information in the form of monthly reports and on the spot presentations to Operating Executives, member of Board of Directors, and corporate departments to ensure effective new product implementation, product profitability, and cost effective promotional strategy programs. Results: reached Company goals and objectives for receivable growth, profitability, and bad debt, received a distinguish employee rating
References
References available upon request
Timeline
LICENSED Life and Health Insurance Agent
MUTUAL OF Omaha Insurance Co
06.2016 - 03.2024
Sales and Solutions Rep
Remedy Intelligent Staffing
01.2016 - 06.2016
Licensed Mortgage Loan Originator
Full Access Mortgage, Inc.
02.2015 - 01.2016
Licensed Mortgage Loan Originator
MarketPlace Home Mortgage, LLC
10.2012 - 02.2015
Licensed Mortgage Loan Originator
Mortgage Express, Inc. DBA Castle and Cooke Mortgage, LLC
05.2008 - 10.2012
Licensed Mortgage Loan Originator
Allied Home Mortgage Capital Corp
10.2007 - 05.2008
Licensed Mortgage Loan Originator
Advantage Mortgage Services, Inc
03.2001 - 10.2007
Affiliate Marketing Manager/New Business Development