Tara Smith
* ******* ****** ***, ***** Plains, NY 10606
Telephone: 914-***-****
acfbpi@r.postjobfree.com
Personal Statement:
I am a friendly, loyal, dedicated team player who has developed and maintained my own book of business in
a sales environment over the past 15 years. I have been recognized for outstanding sales and service
throughout my career, and although I have extensive experience in the financing industry, I am a quick
learner, and am always ready to challenge whatever situation may arise. I am seeking a position where I can
develop and excel while giving my best to your company.
Work Experience:
March 2014- Current
East Coast Capital- Licensed Mortgage Originator- Melville, NY
-Work closely with Real Estate Developers, Real Estate Agents, Real Estate Investors, Attorneys,
Accountants, and attend networking events on a regular basis to cultivate leads for customers who need
assistance with financing options to purchase a home. Leverage finances to maximize cash flow. Generated
sales by gaining trust, analyzing and identifying the best options bas ed on customers financial needs.
Coordinate trade shows and marketing campaigns on many levels to generate new business.
August 2012-January 2014
InterContinental Capital Group- Production Sales Manager/Licensed Mortgage Originator- NY
-Responsible for meeting and exceeding monthly production goals though organization of pipeline and
production process .Strong ability and understanding of priorities to achieve these goals in a timely manner,
which in return, results in future referral business. Coordinate trade shows and marketing campaigns on
many levels to generate new business.
August 2011- August 2012
Cross County Funding- Licensed Senior Mortgage Consultant/Operations -White Plains, NY
-Work closely with Real Estate Developers, Real Estate Agents, Attorneys, Accountants, and attend
networking events on a regular basis to cultivate leads for customers who need assistance with financing
options to purchase a home. Generated sales by gaining trust, analyzing and identifying the best options
based on customers financial needs.
November 2010 – July 2011
Metlife Home Loans- Mortgage Consultant/Sales- White Plains, NY
-Work closely with Real Estate Developers, Real Estate Agents, Attorneys, Accountants, and attend
networking events on a regular basis to cultivate leads for customers who need assistance with financing
options to purchase a home. Generated sales by gaining trust, analyzing and identifying the best options
based on customers financial needs.
March 2010- October 2010
Bank of America- Mortgage Consultant/Sales- White Plains, NY
-Work closely with Real Estate Developers, Real Estate Agents, Attorneys, Accountants, and attend
networking events on a regular basis to cultivate leads for customers who need assistance with financing
options to purchase a home. Generated sales by gainin g trust, analyzing and identifying the best options
based on customers financial needs.
December 2008- February 2010
Prospect Lending- Mortgage Consultant/Sales- White Plains, NY
-Work closely with Real Estate Developers, Real Estate Agents, Attorneys, Acc ountants, and attend
networking events on a regular basis to cultivate leads for customers who need assistance with financing
options to purchase a home. Generated sales by gaining trust, analyzing and identifying the best options
based on customers financ ial needs.
June 2006- November 2008
Wellsfargo Bank- Mortgage Consultant/Sales- White Plains, NY
-Work closely with Real Estate Developers, Real Estate Agents, Attorneys, Accountants, and attend
networking events on a regular basis to cultivate leads fo r customers who need assistance with financing
options to purchase a home. Generated sales by gaining trust, analyzing and identifying the best options
based on customers financial needs.
March 2002- June 2006
Wachovia Bank- Financial Specialist/Sales- White Plains, NY
Responsible for meeting and exceeding monthly sales goals for personal and small business accounts.
Creating, building, and maintaining relationships with customers by providing bank products that makes
sense to the specific individual or entity. Personal accounts including, checking, saving, cd’s, loans,
or bank investment products helps straighten the relationship with customers by providing the best products
and customer service. Worked with small business account s to leverage debt or equity to provide the
best cash management product for the business.
Education- University at Albany- September 1991- December 1995
-BA in English with minor studies in journalism and communications.
Skills- Strong communication skills and ability to interact with people on any level. Also proficient in Word,
Excel, Outlook, PowerPoint, and many mortgage origination systems. Also licensed to lend in New York.