Max Baer
Rego Park,NY
Summary
Highly motivated Home Mortgage Consultant with expertise in the New York real estate market and lending standards. Skilled in building long-term business relationships through exemplary communication and customer service skills. Dedicated to pairing borrowers with ideal loans and lenders.
Motivated Plumbing Apprentice knowledgeable about reading diagrams, using equipment and maintaining site safety. Excellent listening, organizational and problem-solving skills. Offering 2 years of experience in similar positions.
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
4
4
years of professional experience
Work History
Mortgage Broker
Controlled Development Group
New York, NY
05.2021 - 04.2022
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
Account Manager
Lifetime Funding
Nassau County , New York
01.2019 - 03.2021
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
Plumbing Apprentice
Warshaw Plumbing
New York, New York
05.2018 - 10.2018
- Performed basic and semi-skilled work under supervision and instruction from lead plumber.
- Removed old sinks, toilets and pipes in preparation for installation of new fixtures.
Education
High School Diploma -
Yeshiva University
New York, NYSkills
- Market Research
- Sales Development
- Home loan process explanation
- Ethical business conduct
- Credit History Review
- Processing loan applications
- Loan terms
- Credit History Review
- Equipment operation
- Materials handling
- Blueprints and Specifications
- Piping specifications
- Residential plumbing design
- Remodels and new construction
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Supervised team of [Number] staff members.
Timeline
Mortgage Broker
Controlled Development Group
05.2021 - 04.2022
Account Manager
Lifetime Funding
01.2019 - 03.2021
Plumbing Apprentice
Warshaw Plumbing
05.2018 - 10.2018
High School Diploma -
Yeshiva University
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