CARLOS P. WHITE, SR.

* *** ***** *****, * andover, M D 2 0785 H: 301-***-**** acf7tm@r.postjobfree.com

Summary

Ultra dynamic, results driven sales strategist with a 20+ year record of achievement and

demonstrated success driving revenue growth. I provide visionary sales leadership and

training in highly competitive markets. I have a solid track record securing new clients,

customer loyalty, and forging strong relationships with external business partners. Known as an

exceptional mentor and coach, I combine sales acumen with natural leadership abilities, which

allows me to recruit, build and retain top performing sales teams.

Highlights

Fortune 500 company sales background Resolution- oriented

Established track record of exceptional Exceptional multi- tasker

sales results Social media savvy

Excellent communication skills Complex project negotiations

Compelling leadership skills Cross- cultural sales background

Accomplishments

Managed a successful sales team of 15 members who consistently exceeded sales goals by 235%

each month.

Experience

Agent Dec 2013 to Current

New York Life Insurance Company - Vienna, V A

Meeting and contacting new potential clients to discuss financial concerns and needs

Conducting information gathering meetings with clients

Analyzing client needs and presenting potential solutions

Providing on- going service to clients

Developing and implementing personal business and marketing plans

On- going development of professional skills and knowledge

Senior Loan Officer Mar 2013 to Dec 2014

M ortgage Network Solutions - Oxon Hill, M D

Recommended loan approvals and denials based on customer loan application reviews.

Maintained current loan and pricing information on the online banking website.

Originated, reviewed, processed, closed and administered customer loan proposals.

Submitted loan applications to the underwriter for verification and recommendations.

Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money

Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Reviewed and edited loan agreements to ensure accuracy.

Developed a credit improvement client referral program.

Senior Loan Officer Jul 2012 to Mar 2013

E xit Mortgage - Columbia, M D

Recruit and train entry level loan officers in the application, qualification and credit

evaluation process.

Screen, evaluate and establish accounts with lead generation companies.

Originate residential mortgage loans for purchase, refinance, lines of credit and new

home construction.

Solidify contacts with real estate professionals, contractors, financial advisors and

other referral partners. Review and analyze loan transaction packages for preliminary

approval or denial.

Assemble all required documentation for processing and underwriting on each

transaction, prepare and present all related deal points to the underwriter upon

request.

Senior Loan Officer Jul 2007 to Jan 2012

E agle Nationwide Mortgage - Oxon Hill, M D

Recommended loan approvals and denials based on customer loan application reviews.

Maintained current loan and pricing information on the online banking website.

Originated, reviewed, processed, closed and administered customer loan proposals.

Submitted loan applications to the underwriter for verification and recommendations.

Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money

Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Reviewed and edited loan agreements to ensure accuracy.

Branch Manager Mar 2004 to Jul 2007

United Equity Mortgage - Baltimore, M D

Analyze and explain multiple loan programs based on client needs.

Conducted credit and home buying seminars for large community groups.

Closed first/second/equity lines of credit for residential clients.

Recommended loan approvals and denials based on customer loan application reviews.

Maintained current loan and pricing information on the online banking website.

Originated, reviewed, processed, closed and administered customer loan proposals.

Developed and maintained relationships with local real estate agents.

Submitted loan applications to the underwriter for verification and recommendations.

Lead Sales Supervisor Mar 2003 to Mar 2004

Protocall Communications - Baltimore, M D

Created new sales campaign for BellSouth - Fortune 500

Trained telesales personnel on presentation, probing and needs based selling to

BellSouth client base.

Monitored, evaluated, and coached sales team for efficiency and productivity.

Oversaw sales forecasting, goal setting and performance reporting for BellSouth.

Mentored competing sales supervisors in the areas of professionalism, needs based

sales and sales integrity.

Education

Computer Programming and Data Processing Certificate, C omputer Programming 1989

PSI Institute - Silver Spring, M D, USA

Graduated top of class with 4.25 GPA

MD, VA, DC Insurance Producers License

MD Mortgage License

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