Customer Service Sales

Gregory Jackson

**** ***** **** ***. **, Colorado Springs, CO 80917 719-***-****

***********@*******.***

Summary

. A 12 year veteran of sales in customer service, financial services and

mortgage lending, experienced as a mutual fund investment specialist

and as a mortgage originator in every aspect of the field.

Education / Certifications

. B.S. in Physics Memphis State University 1980.

. 18 hours toward M.S. in Human Resource Management Chapman University.

. USAF - Officer served 1982 - 1995

. Series 7,6,63 and 66 securities license.

. Life & Health Insurance License - CO59890

Type IV Colorado Teaching Certificate -1997

Highlights

T. Rowe Price Mutual Fund Specialist - 2 years in sales of mutual fund

products and account services, provided guidance and recommendations for

mutual fund portfolios - $2-4 Million per month in new sales. Served as a

customer service mutual fund specialist in investments, 529 plans, Small

Business plans, Individual Retirement Accounts, Required Minimum

Distributions and mutual fund taxes for 3 years.

Wells Fargo Bank loan officer originating and auto underwriting sales of

Home Equity Loans averaging $1.3 Million in funded loans per month:

originated, closed and funded an average of 50-75 equity loans per month.

Operations, sales and training manager - executed marketing plans and

training loan officers on VA /FHA, conventional, commercial loans, sub-

prime, and second mortgage loans. Operations manager - Organized, hired,

trained and supervised loan officers, processors and telemarketers in

marketing, originating and closing mortgage loans at Superior Mortgage.

Experience

08/12 - 03/13 Manpower - Comcast and WOW! Customer service representative.

Serviced customers as a retention, billing, and collections

representative.

Jan 2011 - Present - National Assured Life Insurance (self-employed)

Appointed to multiple insurance carriers selling health, whole life, term,

final expense insurance and annuities.

Jan 2005 - Mar 2010 - T. Rowe Price.

Customer Service representative for 3 years: maintained accounts and

executed unsolicited mutual fund trades. Serviced accounts as a Service

Specialist in investments, 529 plans, Small Business Specialist, Individual

Retirement Accounts, Required Minimum Distributions and taxes.

Investment guidance specialist for 2 years - sales of mutual fund products

provided guidance and recommendations for mutual fund portfolios - $2-4

Million per month in new sales.

9/2003 - 4/2004 - American Equity Centers, Inc. - Loan officer sales of a

wide variety of mortgage loans averaging $8K in commissioned sales per

month.

3/2003 - 9/2003 - Wells Fargo Home Equity Loans - Loan officer originating

and auto underwriting sales of Home Equity Loans averaging $1.3 Million in

funded loans per month: originated, closed and funded an average of 50-75

equity loans per month.

1/2002 - 10/2002 - Altus Financial, Inc. Loan officer producing $10-12K

average sales in commission per month closing conventional loans with very

quick turn times.

2000-2002 SCI Corporation - Electronics technician. Trouble shot printed

circuit boards and repaired the boards for Hewlett Packard, Dell, Kodak and

other companies. Conducted printed circuit board burn in test and operated

ovens. Conducted in-circuit testing of printed circuit boards off the

assembly line.

2/1999 to 10/1999 - Superior Mortgage, LLC. Branch Manager originated

mortgage loans - personally generated over $3.5 million in sales. Sales and

Training manager - executed marketing plans and training loan officers on

VA/FHA, conventional, commercial loans, sub-prime, and second mortgage

loans. Operations manager, supervised loan officers, telemarketers,

processors.

6/98-12/1998 and 11/2001- 2/2002 - First Funding Financial Svc., Colorado

Springs. Loan officer, originated VA / FHA, Conventional, Subprime and

second mortgage loans - generated over $2.5 million in loans.

10/97 -6/98 - The Cornerstone Financial Group. Loan officer inbound call

center sales originating VA / FHA, Conventional, Sub-prime and second

mortgage loans - generated over $10 million in sales.

1/1996 - 10/1997 - Continental Financial Services Group (Self-Employed)

Commercial mortgage broker Provided mortgage loans for residential and

commercial properties. Factored accounts receivables for small businesses

and commercial companies. Specialized in residential mortgage loan

foreclosure bailouts.

Branch Chief / Program Manager, Multi-Service Launch System

USAF: Rocket Systems Launch Program, Norton AFB, CA

Division chief for the Launch Systems Division managing 5 officers (captain

and below) and three civilians (GS-12 and below); consisting of a team of

engineering team leads, a data manager, secretary and a quality engineer.

Managed a $150M development effort to re-engineer retired Minuteman

ballistic missiles into flexible and modular sounding rockets, sub-orbital

and orbital vehicles. Managed the design and development of portable

checkout and handling support equipment, integration of new off-the-shelf

guidance systems, to allow for flexible and dynamic logistical support to

launch operations - provides Space Test and Experimentation program office

capability to conduct worldwide operations with multiple vehicle

configurations. Led over 100 engineers and managers in the successful

development testing, and completion of the hardware and software designs

for this complex system while reducing costs by 3% and completing tasks on

schedule. Praised by senior management for flawless execution of the

critical design review. Successfully executed all aspects of the program

using Integrated Product Development, a team oriented approach to increased

productivity and reduced cost.

Chief, Launch Systems Integration

USAF: Reentry Systems Launch Program, Norton AFB, CA

Led team of managers and engineers to the consolidation of requirements for

the $150M Multi-Service

Launch System -led to highly successful preliminary design review.

Integrated the requirements, planned

the logistics support and resources for 13 suborbital flight tests-seemed

funding for MSLS program.

Instrumental in defending and reinstating program after Congress

zeroed and terminated the program over two consecutive years. Planned and

obtained Congressional approval for facilities modifications to an ICBM

launch facility at Vandenberg AFB. Established facility working groups and

planned logistics for proposed launches. Initiated range documentation at

both Eastern and Western Ranges planning and coordinating all range safety

aspects of the program and hardware.

Chief START Policy Implementation for Rocket Systems Launch Program 1991-

1995

USAF: Ballistic Missile Office, Norton AFB, CA

Responsible for planning, coordinating budgeting, and implementing the

policies and procedures governing the retired accountable ICBM assets in

accordance with international treaties. Recognized expert in telemetry and

START treaty implementation; the office of the Air Force Chief of Staff

frequently consulted me on telemetry issues while the US. was in

negotiations with foreign countries at Geneva. Flawlessly conducted a

telemetry demonstration for DOD officials, the State Department and foreign

countries. Planned, and documented the logistics support for operational

inspections of the Minuteman motor fleet stored at Camp Navajo, Army Depot,

AZ. Managed program funds, contract activities, and coordinated personnel

for operations.

Experimental Physicist, High Powered Microwave Engineering

USAF: Phillips Laboratory: Kirtland AFB, NM

Lead microwave researcher for the experimental testing in the source

development of the Post-Accelerated Split Cavity Oscillator. Conducted all

planning, management, budgeting, coordination, logistical operations,

instrumentation, programming, diagnostic engineering, electronic trouble

shooting, calibration, testing, and analysis for the development of a

source producing the longest pulse of any Air Force high powered microwave

source and highest energy of any Split Cavity Oscillator.

Systems Engineering Planning Coordinator

Space and Missiles Propulsion, Guidance, Navigation and Control systems

USAF: Space Technology Center, Kirtland AFB, NM

Conducted Technology assessments of all USAF, US Army, US Navy, NASA and

Department of Energy (DOE) state of the art technology research and

development and projected technology for 10 -15 years on propulsion,

guidance, navigation and control systems. These assessments were presented

to senior management as tools for funding decisions and provided technical

systems requirements to Air Force Systems Command, Space Command and Space

Division.

Signals Analyst 10/82 - 10/86 USAF: 6994th Electronic Security Squadron, Ft

Meade, MD

Lead ballistic missile analyst for foreign naval systems. Reentry vehicle

analyst and signals analyst.

COMPUTER SKILLS:

Windows 7, XP, VISTA, and NT 4.0 operating systems. Proficient in all

Microsoft Office programs, PROGRAMMING: C++, FORTRAN, BASIC

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