Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Stevens Samuel

Senior Home Lending advisor CPC
Mesquite,United States

Summary

Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

20
20
years of professional experience

Work History

Senior Home Lending advisor CPC

JP Morgan Chase
05.2018 - Current
  • Expert in advising clients for optimal home lending solutions with purchase, refinance, and home equity products.
  • Experienced in generating self-sourced leads through conducting workshops, building relationships with realtors, bankers, and financial advisors.
  • Regularly exceeded company monthly application and funding goals.
  • Constantly exceeded company goals on customer satisfaction surveys.
  • Proficient in cross selling additional banking products to deepen client relationship.
  • Leveraged partners for additional sales opportunities brought over $6mill in net new money in 2021-22, where team avg is under $3million.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
  • Proved successful working within tight deadlines and fast-paced environment
  • Worked well in a team setting, providing support and guidance
  • Adaptable and proficient in learning new concepts quickly and efficiently

Senior Mortgage Lending Officer

Bank of America
11.2005 - 05.2018
  • Strengthened communication skills through regular interactions with others.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Managed pipeline of 80-100 loans on a monthly basis
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Skilled at working independently and collaboratively in a team environment.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Resolved problems, improved operations and provided exceptional service.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Identified issues, analyzed information and provided solutions to problems.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Assistant Branch Manager

Enterprise Rental Car
01.2003 - 11.2005
  • Captured new business by implementing marketing programs to insurance, corporate accounts, body shops, and dealerships. Had largest number of corporate accounts set up in Dallas/Garland.
  • Maintained strong relationships with major accounts such as Trophy Nissan, State Farm Insurance, and Farmers Insurance, and Progressive Insurance to ensure repeat business.
  • Led sales meetings in absence of Branch Manager to meet with employees to resolve customer service issues to increase customer satisfaction, discussed new promotions, and ensured staff efficiency by coordinating schedules during peak and slow times.
  • Increased branch in Mesquite, TX from 98 cars to 135 cars which brought in $28,000 extra monthly revenue.
  • Promote 8 management trainees to become Assistant Managers.
  • Evaluated employee performance through daily feedback and periodic reviews.
  • Promoted from Management trainee to Assistant Branch Manager in one year.
  • Received Player's Club award recognition for excellence in market share Management Trainee.
  • Responsible for verifying insurance limits to cover cost of vehicles and ability for customers to pay for car rentals.
  • Issued car rentals to customers by reservations by auto insurance carriers, corporate account, and retail customers.
  • Consistently raised Enterprise Rent a Car customer service levels in several branches to above corporate standards to ensure repeat business from existing customers.
  • Made Elite Club for 6mos for top sales in damage protection and up sell in car rentals.

Education

B.S in Management -

The University of Texas At Arlington
Arlington, TX
05.2002

Skills

  • Customer Satisfaction
  • Complex Problem-Solving
  • International Trade
  • Customer Experience
  • Marketing Expertise
  • Production Leadership
  • Mortgage Loan Origination
  • Networking and Partnership Development
  • Pre-Approval Process
  • Analytical and Critical Thinking

Languages

  • English

Timeline

Senior Home Lending advisor CPC

JP Morgan Chase
05.2018 - Current

Senior Mortgage Lending Officer

Bank of America
11.2005 - 05.2018

Assistant Branch Manager

Enterprise Rental Car
01.2003 - 11.2005

B.S in Management -

The University of Texas At Arlington
Stevens SamuelSenior Home Lending advisor CPC