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Customer Service Account Executive

Location:
United States
Posted:
April 24, 2014

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Resume:

Brendan J. Brickley

*** ******* ******, *** *****

Wyndmoor, PA 19038

Phone # 215-***-****

acdum7@r.postjobfree.com

NMLS #147955

OBJECTIVE: To obtain a challenging long-term growth oriented position within the financial

services industry that utilizes my experience, education, knowledge, sales ability, people skills,

attention to detail and can do attitude.

LICENSURE:

S.A.F.E. Certified

Successfully passed the required NMLS exams and am currently a licensed mortgage loan

originator in 31 jurisdictions.

Formerly held FINRA Series 6, 7 and 63 Licenses. (These licenses have expired)

PROFESSIONAL EXPERIENCE:

05/2013 – 3/2014 – Lakeview Loan Servicing

Mortgage Loan Originator

Originated Freddie Mac HARP (Home Affordable Refinance Program), FHA Streamline and VA

IRRRL (Interest Rate Reduction Refinance Loan) refinance home loans. Presented borrowers

with loan options and assisted them with choosing the best loan that met their needs and with the

required paperwork, etc. Borrowers are obtained via marketing to loans where the mortgage

servicing rights were owned by Bayview Loan Servicing.

08/2012 – 04/2013 – Home Finance of America

Mortgage Loan Originator

Originated conforming purchase and refinance loans that complied with Fannie Mae guidelines.

Engaged in the originating and processing of loans. Presented borrowers with loan options and

assisted them with choosing the best loan that met their needs and with the required paperwork,

etc. Also, performed many processing related tasks so that loans would close in a timely fashion.

Maintained an open line of communication with borrowers from the time of application until the

loans closed and beyond.

10/2010 – 11/2011 – GMAC Mortgage, LLC

Loan Agent

Originated and structured loans in the FHA, VA, conforming and non-conforming refinance and

purchase markets. Most loans were Fannie Mae and Freddie Mac HARP refinance loans.

However, most of the time my pipeline included loans in all of the above listed categories..

Almost all borrowers were existing GMAC borrowers and were obtained via internal marketing.

02/2009 – 10/2010 – New Penn Financial, LLC

Loan Officer

Originated and structured mortgage loans in the FHA, VA, conforming and non-conforming

purchase and refinance markets. Borrowers were obtained via Internet leads, referrals, and a

company affiliated loan servicing company.

8/2008 – 02/2009 – Mortgage Now

Mortgage Specialist

Originated and structured mortgage loans in the FHA, conforming, non-conforming and

expanded approval purchase and refinance markets. Borrowers were obtained via Internet leads, a

company affiliated title company, and by outbound cold calling of sub-prime borrowers.

04/2005 - 10/2007 - Countrywide Home Loans Full Spectrum Lending Division

Account Executive

Originated and structured mortgage loans in the conforming, non-conforming, expanded

approval, and subprime purchase and refinance markets and performed most processing related

duties. Borrowers came from several lead channels such as current Countrywide borrowers,

referrals from past clients or from one of several realtors with whom I had established a

relationship, Internet leads and company advertising.

09/2002 - 12/2004 - First American Savings Corporation

Loan Officer

Originated and structured mortgage loans in the conforming and non-conforming purchase and

refinance markets. Assisted clients with all aspects of the loan process from start to finish. Also,

assisted the processing staff in obtaining required documentation from borrowers. Clients were

procured via advertising, client referrals, Internet leads, and outbound call campaigns.

07/2001 - 09/2002 - Navillus Securities

Securities Trader

Traded securities based on technical and fundamental research while trying to maximize profits

while also trying to minimize losses. Traded New York Stock Exchange, American Stock

Exchange, and NASDAQ listed stocks and options.

04/1999 - 04/2001 - Sage Online, a division of Multex.com

Securities Market Commentator

Online securities market commentator that interacted with AOL Market Talk audience and guests.

Hosted online discussions relating to investing in mutual funds, stocks, bonds, etc. Interviewed

financial experts in this live interactive chat forum. Directly answered questions from audience

members in between guest appearances and wrote original financial content and commentary on

the subject of investing and the stock market that appeared on Sage’s section of AOL Finance.

05/1997 - 04/1999 - Vanguard Brokerage Services, a division of The Vanguard Group of

Investment Companies

Select Services Representative

Assisted high net worth, investment advisor, and institutional clients with their investment

brokerage accounts. Placed securities transactions and provided customer service. Was involved

in trading, client services, reorganizations, risk management, and operations.

04/1997 - 09/1997 - American Mortgage Reduction, Inc

Loan Officer

Originated and structured mortgage loans within the framework of the firm’s non-confirming loan

programs. Met with clients in the field and assisted them with paper work, collected needed

documents and prepared all forms for processing.

12/1992 - 04/1997 - PNC Securites/TradeStar Investments, Inc.

Assistant Vice President

Brokerage securities trader whose responsibilities included heavy retail and institutional client

contact, the placing of investment trades and the execution of a wide range of operational duties.

Involved in the exercise of Employee Stock Options and supervised the administration of the

firm's soft dollar accounts.

EDUCATION:

Saint Joseph’s University, Philadelphia, PA

1991 BA International Relations, Business Minor

COMPUTER SKILLS:

Proficient in many desktop software applications

Microsoft Windows and Office

Fannie Mae’s Desktop Originator and Freddie Mac’s Loan Prospector

INTERESTS:

Financial Markets, Current Events, History, Economics, Technology

REFERENCES AVAILABLE UPON REQUEST



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