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Yyyyyy x. yyyyyy
2628 Terrace Dr. | McKinney, TX 7507xxx-xxx-xxxx | abc@xyz.com
Capable, reliable and independent Management Professional with 15 years of diverse background experience focused on the mortgage, banking and sales sectors. Adept in processing as much as $10K in premiums over the course of as little as two months. Well-versed in skillfully negotiating deals in order to close short sales transactions on optimal terms. Expert in various financing types including FNMA, FHA, HAFA, Government and Subprime Loans. Thrive in fast-paced, deadline-driven settings that call for a flexible demeanor. Seeking an opportunity in a Finance or Business Analyst, Financial Advisor, Mortgage Lender, Loan Officer or Account Executive role that will call on existing skills and allow for contribution to an innovative firm.
Core Skills
Sales Achiever | Goal Setting | Loan Processes | Opening & Closing | Motivational Leadership | Financial Analysis
Refinance Processes | Growth Evaluations | Decision Making | Fast Learner | Adaptability |Trustworthiness
Policy Development | Relationship Building | Communication | Time Management | Multitasking | Organization
Strategic Planning | Presentation Skills | Microsoft Office (Outlook, Excel, Word)
Professional Synopsis
PRIMERICA
District Leader, Licensed Life Insurance Agent (2017-Present)
Operate in an outside selling, commission-based capacity which involves self-initiation of leads, discovering optimal sources to find new clients, as well as contacting friends and family to solicit new clientele
Facilitate a 45-to-60-minute presentation in order to build a sense of rapport with prospects, while also trying to cross-sell and close sales
Recruit new leads in an effort to continually meet or surpass predetermined monthly quotas
Tend to client feedback through the delivery of comprehensive financial needs analyses
Serve as the top producer in terms of premium, face amount and recruiting
Named as the MVP within the district for the last two months, as well as the top producer for assigned level with the highest premium volume and policy amounts
Earned five awards and honors thus far and counting
Obtained Life Insurance License in August of 2017 and earned promotion from Senior Representative to District Leader in under two months
JPMORGAN CHASE
Team Leader, Bankruptcy Document Execution Specialist (2015-2017)
Partnered with Bankruptcy legal counsel/Attorney and Trustees to develop and assess Production Team reports that are sent to the Vice President of the department for review
Authorized to sign legal court documents e.g. Proof of Claim for court filing prior to the deadline
Redacted, edited and calculated loan agreements to ensure accuracy in a timely manner
Stayed on until position was eliminated due to a layoff of approximately 70 people
Senior Short Sale Negotiator/Closer (2011-2015)
Led inbound and outbound calling and equator messaging efforts
Used the aforementioned techniques to communicate program requirements, document status and escalate requests as needed
Efficaciously communicated with sales and escrow partners with the expectation of funding within 24 hours
Recognized as the Top Producer for 2011 and 2012
BANK OF AMERICA
Senior Short Sales Negotiator/Assistant Manager (2008-2011)
Endorsed loan approvals and denials based on the reviews of customer loans; cooperated with investors and mortgage insurance companies to do so
Yyyyyy x. yyyyyy
Continued
Senior Short Sales Negotiator/Assistant Manager (Continued)
Played a core role in coaching, training and supervising a driven six-person team of professionals
Drove positive results that were implemented using strategic planning efforts and adherence to predetermined deadlines
Led inbound and outbound calling and equator messaging to communicate program requirements, document product launches and handle escalated requests as they occurred
Refinance Loan Officer (2002-2008)
Gained certification to originate and process loans in all 50 states
Commenced the sales process by prospecting, scheduling appointments, making preliminary presentations, maintaining business needs and closing sales with each client using positive, trust-based rapport
Originated, assessed, processed, closed and administered customer loan proposals
Adhered stringently to regulatory requirements, including the Bank Secrecy Act, Anti-Money Laundering (AML) guidelines, the Privacy Act and the Community Reinvestment Act
Garnered ranking in the top third within the department s largest sales division
Education & Professional Development
Course, Texas Life Insurance Licensure, Primerica University (2017)
Course, Introduction of Project Management, Chase University (2015)
Bachelor of Science, Corporate Finance, Arkansas State University (Track and Field Conference Champion)
Course, Real Estate Concepts, Countrywide University
Community Involvement
Walker/Participant, American Heart Association s Heart Walk
Volunteer, Habitat for Humanity
Volunteer, JPMorgan Chase Annual Parades
Also serve as an active volunteer for local church
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