Results-Focused Leader Committed to Cultivating a Solid Mortgage Company Image with Superior Customer Quality & Services

Highly Accomplished Residential Loan Specialist who offers proven expertise in the multi-step origination process of high-value loans, as well as a solid professional background in pipeline development, sales, new business development, client relationship building, and process optimization. Top Performer who drives key selling strategies while analyzing customer needs, identifying lucrative growth opportunities, xxxxxxpturing new lending business, and attaining leverage in competitive markets. Bilingual Communixxxxxxtor (English / Spanish) who develops synergistic relationships with decision-makers, who delivers world-class customer service, and who leads peers by example and with ethics and integrity.

Xxxxxxreer Highlights Include:

  Expertly closing $500,000+ in loans for two consecutive years.

  Ranking #1 in district s customer service in 2012 for Wells Fargo Bank.

  Personally generating multimillion-dollar results in client loan production.

  Cross-functionally collaborating with peers to deliver high-quality products / services.

  Providing hands-on support always willing to go the extra mile to surpass the status quo.

  Achieving recognition for job excellence with 2012 s Employee of the Quarter Service Award.

  Contributing skill with business banking, HELOCs, commercial / consumer lending, and FHA loans.

  Ranking as the #1 Off-Site Sales Banker in the district closing $1+ million in loans for Bank of Amerixxxxxx.

Client Relations Manager

Xxxxxxpitalize on the opportunity to lead forward-thinking new business development as a Junior Loan Officer, including currently working on two loans valued at $550,000+, as well as liaising among top referrals for two first-time buyer clients.

Key Accomplishments

  Consistently meet and / or exceed new loan account objectives.

  Actively participate in popular realtors network events to grow a pipeline.

Global Leader

Strategixxxxxxlly steered launch, expansion, and development initiatives in Barranquilla, Xxxxxxli, Medellin, and Bogota, Colombia, including leading cross-functional, nationally based teams to consistently develop impactful messaging, demand-generation programs, and prospecting tools. Recruited, trained, and mentored highly qualified sales teams. Increased sales and expanded key client base by xxxxxxrefully examining marketing materials with a consumer perspective focus, and strategized to prospect and qualify potential customers during launch in Colombia in collaboration with National Marketing Directors.

Key Accomplishments

  Presented live and videoconference business opportunity and compensation plans.

  Profitably uncovered and qualified prospects and sales opportunities in target markets.

  Executed xxxxxxlling xxxxxxmpaigns to target direct end user prospective customers and partners.

  Launched new sales training programs nationally and internationally to drive market penetration.

  Recognized as #1 International Top Recruiter in global leadership in Colombia for 3 straight months.

Business Development

Utilized broad scope of industry knowledge toward driving competitive sales of business banking products, commercial loans, merchant services, payroll services, and home equity lines of credit. Delivered sales support efforts while cross-selling products, opening new accounts, maintaining existing accounts, handling HELOCs applixxxxxxtions, and facilitating profitable partner referrals. Effectively managed deposits, withdrawals, and payment transactions.

Key Accomplishments

  Traveled to business sites to provide banking benefits to staff.

  Seamlessly assisted with banking operations opening and closing procedures.

  Contributed skill with bank regulations, including REG E, REG P, REG DD, and REG D.

  Successfully managed commercial loans with value of $1+ million plus business line of credit of $500,000.

Business Specialist

Led targeted resolution of diverse customer complaints and challenges, including providing support of sales and related promotional activities. Demonstrated solid multitasking proficiencies toward managing deposits, withdrawals, and payments to customers; managing and investigating teller losses; handling processing of paper transactions and preparing balancing procedures; and assisting with opening new accounts and loans. Recruited, trained, mentored, and managed top-performing team of 14 full-service banking staff in daily Tier One operations while consistently ensuring adherence with internal policies and procedures. Analyzed customer portfolio for customers and maintained optimal relationships for new business acquisition. Complied with regulatory requirements, including the Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.

Key Accomplishments

  Continually identified opportunities for development and growth of the bank.

  Profitably developed lucrative prospects for new loans with 40 cold xxxxxxlls weekly.

  Conceptualized, developed, and implemented new sales and promotional initiatives.

  Developed strong professional relationships with clients for key business banking processes.

  Led competitive market analysis to develop road maps and sales strategies to secure new business.

  Managed $1-million business line of credit, $1-million residential refinance, and $1.5-million HELOCs.

Financial Advisor Representative

Maximized bottom-line performance by expertly analyzing customer requirements for all financial products and services while monitoring customer issues and assisting with efficient transactions resolutions. Delivered excellence in customer assistance while promptly and accurately administering teller transactions. Prepared detailed documents for all accounts to minimize risks. Collaborated with teams in community events and trade shows to promote bank products and services.

Key Accomplishments

  Profitably managed a business line of credit of $200,000+.

  Led an off-site sales territory for profitable new business opportunities.

  Conducted five high-volume branches off-site sales training for new bankers.

  Continually increased skills to facilitate sales by participating in training programs.

Premier Banking

Played a vital role in building and sustaining profit-generating relationships while promoting new business development of prospective and / or existing business customers. Coordinated efforts among brokers and developer engagement for sourcing mortgage loans. Planned, coordinated, and executed client meetings to comprehensively review accounts.

Key Accomplishments

  Successfully managed business potential for acquiring new customers.

  Outlined a territory pipeline, led key product demonstrations, and designed proposals.

  Participated in top trade shows and community events to promote premier products and services.

National Mortgage Licensing System (NMLS) ID #xxxxxx4

Member, National Association of Hispanic Real Estate Professionals of Los Angeles (NAHREP-LA)

Microsoft Office Suite ￨ Encompass System

Able to Quickly Master Additional Software as Required

Excellent Professional References Provided Upon Request

Date

Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I am exploring a new xxxxxxreer opportunity within a challenging [ Insert Job Title ] role, and I believe that I xxxxxxn make a positive contribution to your success.

To acquaint you with my background, I am a bilingual (Spanish / English) professional who offers proven talent in Multi-Step Residential Loan Origination Processes, as well as New Business Development, Pipeline Development / Management, Strategic Networking, and Client Relationship Management. I am also well-versed in Account Management, Sales, Prospecting, Leads Generation, Marketing, Customer Service, and Regulatory Compliance. Furthermore, I consistently achieve winning business outcomes due to my superior skills in critixxxxxxl thinking, time management, communixxxxxxtions, workflow prioritization, and attention to detail.

To complement this experience, please note that I attained my National Mortgage Licensing System (NMLS) ID #xxxxxx4, and am an active member of the National Association of Hispanic Real Estate Professionals of Los Angeles (NAHREP-LA) realtor network.

Currently, as a Client Relations Manager for EZ Fundings Home Loan, I successfully lead forward-thinking new business development as a Junior Loan Officer, including currently working on two loans valued at $550,000+, as well as liaising among top referrals for two first-time buyer clients. Within this role, I consistently meet and / or exceed new loan account objectives while actively participating in popular realtors network events to successfully grow a pipeline.

A sample of my additional xxxxxxreer-wide accomplishments in global leadership, new business development, premier banking, and financial services include:

  Expertly closing $500,000+ in loans for two consecutive years.

  Ranking #1 in district s customer service in 2012 for Wells Fargo Bank.

  Personally generating multimillion-dollar results in client loan production.

  Achieving recognition for job excellence with 2012 s Employee of the Quarter Service Award.

  Contributing skill with business banking, HELOCs, commercial / consumer lending, and FHA loans.

  Ranking as the #1 Off-Site Sales Banker in the district closing $1+ million in loans for Bank of Amerixxxxxx.

I am eager to discuss how my qualifixxxxxxtions uniquely match your current and future needs, and look forward to interviewing with you soon.

Sincerely,

Yyyyyy x. yyyyyy