Summary
Summary
Overview
Work History
Education
Skills
Timeline
Generic

Terri Walsh

Sandown,NH

Summary

Highly motivated, results-oriented Account Executive focused on managing accounts systematically and logically. Committed to ideals of consistency and dedication in order to build successful business partnerships. Exceptional interpersonal and time management skills.

Summary

  • Strong communication skills for developing quality leads and establishing relationships with clients.
  • Critical thinking and decision-making skills used when analyzing financial histories and mortgage applications.
  • The ability to multitask and remain organized under pressure when juggling multiple client accounts at once.
  • Knowledge of residential mortgage processing, underwriting, and closing procedures
  • Knowledge of mortgage loan regulatory requirements, residential products and functions.
  • Ability to work independently with good project management skills and adjust to ever changing environment.

Overview

13
13
years of professional experience

Work History

Mortgage Loan Originator

CrossCountry Mortgage Inc.
Rolling Meadows, IL
04.2019 - 10.2019
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Recommended loan approvals and denials based on customer loan application reviews
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Developed and maintained relationships with local real estate agents
  • Developed prospects for new loans by conducting cold calls weekly
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Interviewed applicants to assess loan requirements before suggesting offers.

Transfer Agent

Impartial Services Group
Irving, TX
05.2008 - 09.2016
  • Acted as an agent for the automaker and ISG.
  • Responsible for overseeing and facilitating the transfer of title and vehicle from the consumer back to the automaker.
  • Scheduled meeting with vehicle owner to surrender vehicle.
  • Inspected vehicle for excessive wear and/or damage and takes digital photographs of vehicle.
  • Reviewed transaction paperwork and ensure the transfer documents are properly executed and notarized.
  • Delivered the necessary checks to vehicle owner and dealer to complete the transaction.
  • Utilized ISG TA Portal to upload photos and notes any damage found during inspection.

Wholesale Account Executive

Argent Mortgage Company/Citi Residential Lending
White Plains , NY
04.2004 - 01.2008
  • Established and maintained successful working relationships with mortgage brokers within assigned regional territory.
  • Achieved Monthly quota consistently 100% of goal.
  • Advised brokers of any changes to loan programs, rates and policies.
  • Assisted in protecting Argent's assets through careful review of broker activity.
  • Attended many industry trade shows to promote Argent's products and services.
  • Coordinated new customer training and orientations to meet customer needs and objectives.
  • Conducted cold calls to generate new accounts by selling benefits of products and services.
  • Managed sales pipeline and closing ratio to keep leads current and on track.

Education

Associate of Science - CAD Technology Electro-Mechanical Engineering

Middlesex Community College - Bedford
Bedford, MA
06.2002

Associate of Arts - Liberal Arts

Middlesex Community College
1996

Skills

  • Sales Forecasting
  • Key Account Generation
  • Client Account Management
  • Negotiation Tactics
  • Mortgage Loan Closing
  • Sales Development
  • Microsoft Office
  • Business Development and Planning
  • Customer Relationships
  • Lead Generation
  • Prospecting and Cold Calling
  • Account Management
  • Customer Presentations

Timeline

Mortgage Loan Originator

CrossCountry Mortgage Inc.
04.2019 - 10.2019

Transfer Agent

Impartial Services Group
05.2008 - 09.2016

Wholesale Account Executive

Argent Mortgage Company/Citi Residential Lending
04.2004 - 01.2008

Associate of Science - CAD Technology Electro-Mechanical Engineering

Middlesex Community College - Bedford

Associate of Arts - Liberal Arts

Middlesex Community College
Terri Walsh