Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Kevin Perry

Omaha,NE

Summary

Marketing Leader

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

Wells Fargo Financial, Inc.
03.1992 - 09.1999

Branch Manager

Wells Fargo Financial, Inc.
06.1983 - 03.1997

B.S. Business Administration - Market Research

University of Nebraska
Kevin Perry