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Customer Service Sales

Location:
Fort Collins, CO
Salary:
50,000
Posted:
January 28, 2015

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Resume:

DANIEL BUTTERFIELD

**** ***** *****, **** *******, CO 80526 • Cell: 970-***-**** • Dan.bu acn13r@r.postjobfree.com

Professional Summary Highly-accomplished and detail-oriented professional successful at a aining business goals through in-depth financial analysis, budget strategy design and sales development and execution. An experienced financial professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, complex transactions. Skills

NASAA Series 6, 63 License Proficient in Smart Office,Loansoft, Outlook, Netex360, Excel,Living Balance Sheet, Optum Strong problem-solving capabilities Self-sufficient Exceptional sales skills Work History

Top Program Managers Award, Rookie of the Year Top Loan Office GMAC. Mortgage Top Cross Selling GMAC Second Highest Producer Wachovia Division Developed and presented training classes for Realtors

Trainee, 08/2014 to 11/2014 Waddell & Reed – 2950 East Harmony

Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs. Closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets. Sold financial products including stocks, bonds and mutual funds. Conducted careful financial and covenant analysis of proposed transactions and portfolio companies. Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.

Registered Representative, 05/2013 to 08/2014 Four Rivers Financial – Fort Collins, CO

Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan. Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor. Maintained friendly and professional client interactions at all times.

Registered Representative, 11/2011 to 05/2013 New England Financial – Denver, CO

Met with prospective customers and business owners in their homes, businesses and other se ings. Calculated quotes and educated potential clients on insurance options. Finalized sales and collected necessary deposits. Modeled exceptional customer service skills and appropriate diagnostic sales techniques.

Registered Representative, 06/2009 to 11/2010 Retirement and Estate Advisers – Fort Collins, CO

Maintained friendly and professional client interactions at all times. Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Finalized sales and collected necessary deposits.

Mortgage Loan Officer, 05/2007 to 06/2009 Wachovia FSB 05/2007-5/2009 – Fort Collins, CO

Successfully closed an average of 12 loans per month Compiled database of loan applicants' credit histories, corporate financial statements and other financial information. Developed and maintained relationships with local real estate agents. Submi ed loan applications to the underwriter for verification and recommendations.

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

Mortgage Loan Officer, 05/1997 to 04/2007 GMAC Mortgage – Fort Collins, CO

Successfully closed an average of 10 loans per month. Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. Received Cross Seller of the Year award. Maintained strict confidentiality of bank records and client information. Maintained friendly and professional customer interactions. Submi ed loan applications to the underwriter for verification and recommendations. Developed and maintained relationships with local real estate agents. Education Associate of Arts: Business, Kansas State University - Manha an, KS Accomplishments

Received the Rookie of the Year Award for exemplary performance and sales building Received the Top Award for Cross Selling at GMAC Second Highest producer for division at Wachovia Second Highest producer in the State of Colorado at GMAC Rookie of the Month twice within first 6 months with NEF Five years as Treasurer for Registry Ridge HOA managing a budget of $300,000, 370 homeowners, with over 40 acres of green space, club house, community pool, playground, tennis courts, and basketball court Helped in the design and presentation of the ?SHOP? classes for Northern Colorado have certified over 180 Realtors and Lenders in how to work with first time home buyers and non-profit organization to help families buy a home. The class was certified by the Colorado Board of Realtors as meeting 3 hours of Statewide Continuing Education Credit.



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