Kimberly A Ritchie

***** ********* ***** ********** *****, Michigan 48331

Cell: 734-***-****, E-mail: acf4pp@r.postjobfree.com

Summary of Qualifications

Experienced professional in the mortgage and financial services industry with strong

management, analytical, customer service, sales, and computer skills seeks a challenging career

with a potential for professional growth.

Employment History

Citibank, NA

Ann Arbor, Michigan October 2012 to June 2014

Provide customer support and status updates throughout the loan process

Work as a support system with the sales team, underwriting and closing team

Consistently exceeded monthly production goals

Responsible for maintaining 95% or above in customer service surveys

I was the only processor in the company on a special account for high net worth clients

who were purchasing several investment properties.

Independent Insurance Agent

LifeQuotes, Inc.

Farmington Hills, Michigan June 2012 to September

Make outbound calls to customers that have inquired about life insurance

Complete a life needs analysis to determine amount and term of insurance necessary

Submit completed application and offer support during the underwriting process

Required to meet sales and placement goals on a monthly basis

Sales Assistant

StateFarm Insurance

Farmington Hills, Michigan December 2011 to March 2012

Call on late pay accounts

Give auto and fire quotes

Take payments on clients account

Enrollment Specialist

Allegiant Group

Lake Orion, Michigan January 2011 to December 2011

Work exclusively senior market

Enroll seniors 65 and older in a Medicare Supplement

Educate them on Medicare and how supplements work

Consistently exceeded weekly sales goals

Loan Officer

First Preferred Mortgage

Southfield, Michigan August 2010 to January 2011

Originate loans in multiple states

Create mortgage programs that meet the needs of the customer

Analyzed credit reports to determine credit worthiness

I was licensed in MI, GA, TN, FL, TX,PA

Financial Advisor

Prudential Financial

Troy, Michigan May 2010 to August 2010

Analyzed clients’ financial needs

Designed financial plans that fit the clients' needs now and in the future

Prospected for new clients and serviced existing clients

Specialized in investment portfolio design

Financial Advisor

Metropolitan Life Insurance

Ann Arbor, Michigan August 2008 to May 2010

Analyzed the clients current financial situation

Reviewed existing investment portfolios and made changes when necessary

Conducted human life value analysis to determine appropriate amount of life insurance

Specialized in investment portfolio design

Attended the Women’s Symposium which was an elite group of individuals that exceeded

40,000GDC’s in the first quarter.

I had 6 million of assets under management within 1 year of employment.

I did hold a Series 6 & 63

Senior Mortgage Banker

Apollo Mortgage Group

Grand Rapids, Michigan September 2006 to September 2007

Originated loans in multiple states

Recommended mortgage programs that satisfied the customers’ needs

Analyzed credit reports to determine credit worthiness

Provided excellent customer service

Branch Manager

American Equity Mortgage

Grand Rapids, Michigan September 2003 to April 2006

Hired and trained new loan officers

Provided training and support to loan officers and office staff

Provided exceptional customer service

Won several sales awards for highest sales in the branch and was promoted twice within 2

years from loan officer to assistant branch manager and then branch manager.

Education

Bachelor Degree in Finance September 2013

Attended Oakland Community College

Farmington Hills, Michigan September 2009 to September 2011

Computer Skills

Word Excel LPM Systems

Access PowerPoint Outlook

Licenses

Life, Accident & Health

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