Self-motivated banking professional offering strong communication and quick-thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.
Overview
24
24
years of professional experience
Work History
Account Executive
Great Plains Communications
03.2023 - 02.2024
Perform all activities involving the sale of internet, voice, and cable TV services to developers and property managers.
Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
Built and strengthened relationships with new and existing accounts to drive revenue growth.
Attended networking events to build relationships and identify sales opportunities.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Gained understanding of goals, objectives and processes to meet client business needs.
Mortgage Loan Originator
US Bank
02.2014 - Current
Develop and maintain a strong understanding of financial products and services
Consult with and advise customers of financial goals and offer products and services to meet their needs
Produce high quality loans by building relationships with realtors, builders, financial professionals, bank stores, business line partners, past customers and other nontraditional sources, while providing excellent customer service
Oversee and manage the mortgage sales process, including communications with customers and internal stakeholders
Actively network and build a recurring customer base
Top producer in units sales for community region past 8 years
President's club winner 2015 & 2016
Legends award winner 2017 & 2018 & 2019.
Loan Originator
Franklin American Mortgage Company Inc.
02.2013 - 02.2014
Develop and maintain a strong understanding of financial products and services
Consult with and advise customers of financial goals and offer products and services to meet their needs
Actively network and build a recurring customer base
Oversee and manage the mortgage sales process, including communications with customers and internal stakeholders.
Loan Originator
First National Bank of Omaha
10.2010 - 02.2013
Develop and maintain a strong understanding of financial products and services
Consult with and advise customers of financial goals and offer products and services to meet their needs
Actively network and build a recurring customer base
Oversee and manage the mortgage sales process, including communications with customers and internal stakeholders.
Relationship Banker
First National Bank of Omaha
10.2009 - 10.2010
Developed culture of success that rewarded performance, productivity, and sales results
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
Premier Banker
First National Bank of Omaha
10.2008 - 10.2009
Met the needs of affluent customers, both consumer and small business customers, and respected partners to many financial professionals across the enterprise
Served the customers' relationship manager to uncover their specific financial needs and goals
Worked closely in a branch-based team environment to advocate for our affluent customers
Developed strong relationships with other First National partners that enable them to introduce customers to specialists who can assist with specific financial needs
Completed Certified Financial Planning and obtained Series 6 & 63 licenses as well as Life and Annuities license.
Personal Banker
First National Bank of Omaha
10.2005 - 10.2009
Responded to customer inquiries per day to provide information on bank accounts, policies, products and services
Created strategic financial solutions to suit client needs and promote branch services
Top performer in sales in new accounts, referrals and loans.
Personal Banker
Commercial Federal Bank
09.1999 - 09.2005
Responded to customer inquiries per day to provide information on bank accounts, policies, products and services
Created strategic financial solutions to suit client needs and promote branch services
Top performer in sales in new accounts, referrals and loans.
Education
Master of Arts in Management -
Bellevue University
Bellevue, NE
01.2004
Bachelor of Arts in Human Resources and Family Sciences -
University of Nebraska
Lincoln, RI
01.1998
Skills
Excellent communication skills
Client services
Decision-making ability
Sales expertise
Referral Network Development
Active Listening and Learning
Analytical and Critical Thinking
Financial analysis aptitude
Timeline
Account Executive
Great Plains Communications
03.2023 - 02.2024
Mortgage Loan Originator
US Bank
02.2014 - Current
Loan Originator
Franklin American Mortgage Company Inc.
02.2013 - 02.2014
Loan Originator
First National Bank of Omaha
10.2010 - 02.2013
Relationship Banker
First National Bank of Omaha
10.2009 - 10.2010
Premier Banker
First National Bank of Omaha
10.2008 - 10.2009
Personal Banker
First National Bank of Omaha
10.2005 - 10.2009
Personal Banker
Commercial Federal Bank
09.1999 - 09.2005
Master of Arts in Management -
Bellevue University
Bachelor of Arts in Human Resources and Family Sciences -