Sales Manager
Resume:
**** ****** 760-***-****(Home
Place )
San Marcos, CA 619-***-****(Mobi
RicardoMichael@Ea
rthlink.net
Ricardo Michael Rodriguez
Summary I am a highly self motivated individual with
aptitude to finding positive resolutions.
Achievements reflect my abilities and determination
to excel in all areas of employment. Immediate
goal includes employment in an Accounting Capacity
to complement my Educational Endeavors.
Experience 2010 - Present WJ Bradley Mortgage Capital Del
Mar, CA
Loan Officer
Successful completion of Mortgage Originator
Licensing exams, back ground screening and
certifications.
Review and adherence to Federal Guidelines for
residential mortgage origination.
Guide mortgage loan applicants through mortgage
definitions, terms, costs and qualifications.
Rated in top 10 WJ Bradley Originators for February
2011.
Recruit Mortgage Loan Consultants.
Maintain high level of client service.
2004 - 2008 Countrywide Home Loans Escondido, CA
Sales Manager
President's Club Qualified.
Originated annually over $60,000,000 in residential
mortgage financing.
Originated over $300,000,000 in residential
mortgage financing.
Recruited and managed Mortgage Consultants.
Audited underwriting calculations for New Mortgage
Consultants.
Reviewed client documentation for complete and
accurate data.
Mentored Junior Mortgage Consultants for career
paths to Senior Loan Consultants.
Managed Sales Team of Loan Processor, Junior Loan
Consultant, and Loan Consultants.
Maintained high level of client service.
2002 - 2004 Washington Mutual Escondido, CA
Loan Consultant
Maintained Office Sales Leader status for 6 out of
12 months each calendar year.
Originated annually over $35,000,000 in residential
mortgage financing.
Originated over $100,000,000 in residential
mortgage loans.
Recruited and managed Sales Assistant.
Mentored Sales Assistant for career path to Junior
Loan Consultant.
Maintained high level of client service.
1993 - 2002 First Republic Bank Del Mar, CA
Relationship Manager
Improved career path from Junior Team Member to
Relationship Manager.
Originated annually over $20,000,000 in residential
mortgage loans.
Originated over $125,000,000 in residential
mortgage loans.
Provided Private Banking Services.
Completed Series 7 and 63 exams and licenses.
Offered financial services including Securities,
Checking Accounts, Business Accounts, Lines of
Credit, and other banking services.
Successfully offered an average of 8 products per
client for banking and financial services.
Improved company's Community Redevelopment Act
(CRA) standing with Federal Government.
Managed Loan Processor team member.
Maintained high level of client service.
Education Present California State University San Marcos, CA
Educational studies in Accounting and Finance.
Expected Graduation date Fall 2012.
1998 Don Bosco Technical Institute Rosemead, CA
Associate of Science Degree in Building Technology.
Software Microsoft Excel, Microsoft Word, Turbo Tax, Calyx
Point, Payroll 2010, Scan Soft Paperport,
Quickbooks.
Licenses Life and Health Agent, Series 7, Series 66,
Registered Income Tax Preparer, Medicare Advantage
Contracts
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