MAXWELL YOUNG
Lenexa,KS
Summary
To obtain a challenging and rewarding position in a growing company that will utilize my hard work, enthusiasm, passion for excellence, professional communication and technical skills while providing eventual opportunities for growth and career development.
Overview
6
6
years of professional experience
Work History
Mortgage Loan Originator
FARMERS BANK & TRUST OF KC
OVERLAND PARK, KS
01.2021 - Current
- Discuss possible loan products and options to meet clients needs, while giving advice on risks and benefits of each option
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Responsible for over 50+ residential loan sales in first year of sales worth over $15M.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Broker
BROKER SOURCE
LEAWOOD, KS
07.2019 - 01.2021
- Met with individual customers and business owners to deliver and explain policies, to analyze insurance programs, suggest additions or changes, or change beneficiaries.
- Customized insurance programs to suit individual, families, small businesses, and Medicare eligible clients
- Research and recommend company that offers types of coverage requested by client to fill their various health needs while also fitting their budget
- Completed training programs to remain updated and further develop proficiency of important industry information
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
Server
REMINGTON’S
CHICAGO, IL
05.2018 - 07.2019
- Delivered friendly and efficient service to ensure a pleasant dining experience for all guests
- Suggested menu items and specialty drinks according to table specifications
- Frequently assisted colleagues during rush periods / promote teamwork while providing exceptional service.
- Cultivated warm relationships with regular customers
- Noted special patron requests and followed up with kitchen to confirm delivery
- Applied comprehensive knowledge of wine, cider and beer to increase daily beverage sales
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems
Account Executive
EFINANCIAL
CHICAGO, IL
02.2016 - 03.2018
- Identified customer needs to achieve service levels that met and exceeded expectations
- Communicated features, advantages and disadvantages of various policies to fulfill clients insurance needs
- Determine premiums and establish a payment method that is best for the client and company
- Recommended different companies or types of products based on customers health and lifestyle qualification
- Edited policies and changed certain features after completion of the original sale to ensure customer satisfaction.
- Collaborated with internal teams to develop account strategy
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs
Enrollment Representative
BUKATY COMPANIES
LEAWOOD, KS
10.2015 - 02.2016
- Searched for prospective clients and developed current clientele by networking and providing excellent customer service
- Customized insurance programs to suit individual customers and their families
- Researched and recommended the company that offers types of coverage requested by clients to fill their various health needs while also fitting their budget
- Completed coursework to become a licensed Insurance Agent in the states of Kansas and Missouri.
Education
KANSAS STATE UNIVERSITY
Manhattan, KSHigh School Diploma -
ROCKHURST HIGH SCHOOL
Kansas City, MO05.2014
Skills
- Loan File Review
- Customer Relations
- Credit History Review
- Payment Schedule Computation
- Application Review
- Attention to Detail
- Verbal and Written Communication
- Microsoft Office
- Problem Solving
Additional Information
- CREDENTIALS AND LICENSES Life and Health Insurance NPN: , 17760109 (Actively License) AHIIP Certified
- REFERENCES available upon request
Hobbies and Interests
I rescued a Staffordshire Terrier puppy in April of 2021 and she and I have become outdoor adventure seekers.
I enjoy sports, events with family and friends, video gaming and comedy.
Timeline
Mortgage Loan Originator
FARMERS BANK & TRUST OF KC
01.2021 - Current
Broker
BROKER SOURCE
07.2019 - 01.2021
Server
REMINGTON’S
05.2018 - 07.2019
Account Executive
EFINANCIAL
02.2016 - 03.2018
Enrollment Representative
BUKATY COMPANIES
10.2015 - 02.2016
KANSAS STATE UNIVERSITY
High School Diploma -
ROCKHURST HIGH SCHOOL