Summary
Overview
Work History
Education
Skills
Additional Information
Hobbies and Interests
Timeline
SalesManager

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, KS

High School Diploma -

ROCKHURST HIGH SCHOOL
Kansas City, MO
05.2014

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