To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
30
30
years of professional experience
Work History
VP of Mortgage Lending
Guaranteed Rate
04.2021 - Current
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Complied with established internal controls and policies.
Built relationships with customers and community to establish long-term business growth.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Developed strong relationships with customers through high levels of customer service.
Vice President Wealth Management Lending Officer
Bank Of America
03.2018 - 04.2021
Developed and maintained relationships with top financial advisors, creating solutions for client financing needs.
Increased sales by 100% within first six months, continued to grow production by delivering outstanding service..
Developed strong relationships with customers through high levels of customer service.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.
Provided best client experience for ultra high net worth clients.
Self-motivated, with a strong sense of personal responsibility
Producing Sales Manager
TIAA Bank
08.2012 - 03.2018
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Managed sales team with increasing overall sales and driving best client experience.
Increased sales year over year by following annual business plan.
Built relationships with customers and community to establish long-term business growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Developed strong relationships with customers through high levels of customer service.
Sr. Loan Officer
Santander Bank Us
06.2011 - 07.2012
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Developed strong relationships with customers through high levels of customer service.
Producing Sales Manager
CMS
06.2010 - 06.2011
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Built relationships with customers and community to establish long-term business growth.
Managed sales team with increasing overall sales and driving best client experience.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Developed strong relationships with customers through high levels of customer service.
Producing Sales Manager
Bank Of America
07.2007 - 06.2010
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Managed sales team with increasing overall sales and driving best client experience.
Built relationships with customers and community to establish long-term business growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Developed strong relationships with customers through high levels of customer service.
Sr. Loan Officer
Chase
05.2002 - 07.2007
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Developed strong relationships with customers through high levels of customer service.
Sr. Loan Officer
Wells Fargo
01.2001 - 05.2002
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Developed strong relationships with customers through high levels of customer service.
Sr. Loan Officer
OceanFirst
08.1996 - 01.2001
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Developed strong relationships with customers through high levels of customer service.
Loan Officer
GMC
08.1993 - 08.1996
Developed and maintained relationships with top real estate professionals, attorneys, accountants and financial advisors.
Developed strong relationships with customers through high levels of customer service.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Submitted loan applications to underwriter for verification and recommendations.