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