Donovan S. Leasure
**** *. *****, *******, ** ***05
858-***-**** cell
y1ci4l@r.postjobfree.com
________________________________________
PROFESSIONAL OBJECTIVE: To build upon existing knowledge base by developing and managing ongoing client relationships in a challenging and competitive environment.
PROFESSIONAL EXPERIENCE:
Financial Advisor Merrill Lynch; Spokane, WA 1/08 to 2/12
Primary Duties
• Prospect and solicit new assets under management with focus on net new annuitized assets > $250,000
• Service existing book of 100+ clients; schedule and conduct regular portfolio reviews
• Offer financial services solutions including stocks, bonds, mutual funds, ETF's, annuities and managed products
• Series 7 & 66 licensed in WA, OR, ID, CA, UT, AZ and OH; Life & Health insurance licenses in WA and ID
• Completed Certified Financial Planner (CFP) Financial Planning & Investments Courses
• Earned designation as Certified Special Needs Advisor (CSNA)
Sales Team Manager (Asst. VP) / Sr. Loan Officer JPMorgan/Chase; San Diego, CA 10/01 to 08/07
Primary Duties as Sales Manager
• Managed a team of 9-13 Loan Officers in a call center environment; soliciting sub-prime & Alt-A mortgage products
• Met and maintained monthly team production goals between $10MM-$15MM per month
• Provided Loan Officers with coaching, training, production and conversion tracking
• Monitored individual compliance standards to ensure all industry regulations and guidelines were being met
• Tracked and administered corrective action procedures to bring individual sales production goals back in line
• Attained monthly production volume of $14.3MM with 11 loan officers averaging $1.3MM per Loan Officer
Primary Duties as Loan Officer
• Answered inbound & made outbound calls to provide mortgage solutions to sub-prime & Alt-A customers
• Met and exceeded monthly and annual loan production standards, achieving $13.5MM annually in 2003
• Finished #17 in overall sales ranking for 2003 out of 230 Loan Officers
• Attended “Leaders Club” in 2003 – ie. Top 10% of all Loan Officers in entire Call Center
• Maintained 96.2% overall compliance rating and received the West Coast Call Center compliance award for 2003
• Maintained high volume and call conversion – consistently in the top 10% of call center
Retail/Retention Branch Manager Accredited Home Lenders; San Diego, CA 08/05 to 09/06
Primary Duties
• Managed a team of 7-9 Loan Officers in a Retention environment offering Alt-A and Sub-Prime (B/C) mortgage solutions to existing customers
• Maximized branch cost efficiency in a “Profit and Loss” setting by maintaining a 3% rate of return (highest in company) for 4 consecutive quarters
• Branch produced average gross dollar revenue between $400M-$500M monthly
• Assisted in development of San Diego region from 1 branch producing $12MM monthly to 6 side-by-side branches producing in excess of $40MM monthly in less than a year
• Mentored 2 Loan Officers to managerial promotion of their own branches
• Ensured Loan Officers set and reached monthly production goals, maintained RESPA and compliance procedures and effectively tracked loan conversions to achieve maximum results
• Pioneered several incentive programs to motivate Loan Officers to exceed production expectations attaining a top 3 overall branch ranking for 2005 and 2006
Private Mortgage Broker Donovan S. Leasure (Self); Vista, CA 06/97 to 05/01
Primary Duties
• Purchased and sold privately held first and second mortgages and trust deeds
• Conducted all phases of mortgage purchase/sale transactions including appraisal, title, closing and funding
• Maintained wholesale warehouse line of credit for purchase and seasoning of non-qualifying private mortgages
Community Involvement:
• Bank of America Community Volunteers – Board Member 2009/2010
• Make-A-Wish Foundation – Wish granting volunteer 2009-2012
• March of Dimes – March for Babies fundraiser and participant 2010/2011
• American Cancer Society – Fundraiser and volunteer 2010/2011
• Spokane Humane Society – Fundraiser and participant 2009/ 2010
• KSPS public television broadcasting – Phone bank volunteer 2009/2010
• Junior Achievement – Volunteer instructor, fundraiser 2009-2011
• Toastmasters – Spokane “Sunrise” chapter 2008-2011, Club President
• Spokane Society of Young Professionals – member 2008-2012
• Second Harvest Food Bank Volunteer – 2010/2011
• Spokane Masonic Lodge 34 – member 2010-2012