Customer Service Sales

***** ***** *** **** 904-***-****

Jacksonville, Fl 32225 ***********@*****.***

Kelly M. Broach

Objective To obtain a position with a professional company that will best utilize my

interpersonal skills, communication skills, ability to build professional and long lasting

relationships and my wealth of knowledge of the mortgage industry.

Experience April 2008 – Present JPMorgan Chase/Washington Mutual Jacksonville, Fl

Sr Loan Coordinator/Processor

• Manage 30-60 file pipeline of FHA & Conventional loans

• Perform welcome call to new customers

• Obtain underwriting conditions and submit for initial and final approval

• Obtain closing documents for “Pre-Doc” audit and closing

• Review preliminary HUD-1 Settlement Statement with customer

• Coordinate closing date/time

• Excellent customer service/build rapport with Loan Consultants/Loan Officers

• Call center and calls monitored

Sept 2007 – April 2008 Washington Mutual/Aerotek Jacksonville, Fl

Sr Loan Coordinator/Jr. Underwriter

• HLCA 1/HLCA 2

• Review and clear underwriting conditions

• Manage 80-100 file pipeline of Conventional loans

• Review closing docs and prepare for closing

• Excellent customer service/build rapport with assigned brokers

• Liaison for Account Executives & Underwriting

November 2006 – August 2007 BSM Financial Jacksonville, Fl

Account Executive

• Develop and maintain relationships with Mortgage Brokers in the state of Florida

• Actively solicit new business through sales calls and marketing techniques

• Determine customer needs and competitor’s practices to increase business and/or

service levels

• Provide training for products/guidelines through oral presentations

• Review loan scenario’s and assist with pricing of loans

• Use of automated underwriting systems (DU/LP)

• Training customers on company’s website and company procedures

• “Current Market” monthly sales averaging $3-5 Million Products include:

Conforming, Non-conforming, Jumbo, FHA, VA & Option Arms

• 10-30 active customers

May 2003 – Nov 2006 NetBank Funding Services Jacksonville, Fl

Account Executive

• Develop and maintain relationships with Mortgage Brokers in the N. Florida area

• Actively solicit new business through sales calls and marketing techniques

• Determine customer needs and competitor’s practices to increase business and/or

service levels

• Provide training for products/guidelines through oral presentations

• Review loan scenario’s and assist with pricing of loans

• Use of automated underwriting systems (DU/LP)

• Training customers on company’s website and company procedures

• “Current market” monthly sales averaging $7-8 Million Products include:

Conforming, Non-Conforming, Jumbo, FHA, VA & Option Arm

• 20 – 50 active customers

Oct 2002 – May 2003 Florida Bank Mortgage Jacksonville, Fl

Inside Sales Representative

• Develop and maintain relationships with Mortgage Brokers in the N. Florida area

• Provided sales support for outside account executives & mortgage brokers

• Liaison for sales staff, brokers, underwriting & closing

• Answered questions regarding products, loan scenario’s, underwriting guidelines,

pricing, closing procedures and website

• Handled a high volume of phone calls, problem solved operational issues

Dec 1997 – Aug 2003 Homeside Lending Jacksonville, Fl

Closing Team Manager

• Supervision and training of closing team

• Maintain a high level morale and motivation within my team

• High volume environment

• Developed rapport with inside/outside sales staff and customers

• Training of new products/guidelines and system updates

• Performed and completed annual reviews along with merit increases

Dec 1994 – Nov 1997 Universal Mortgage Corp. Indianapolis, In

CEO Assistant – Correspondent Lender

• Supervision and training of operations/sales staff

• Marketing – Prepared daily rate sheet

• Investor relations – locked loans

• Administrative duties which included: Payroll, health benefits & 401k

Sept 1993 – Dec 1994 Metmor Financial, Inc. Indianapolis, In

Closing Supervisor

• Supervision and training of closing and post closing

• Preparing closing packages for conventional & government loans

• Review of Hud-1, ordering funds and scheduling closings

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May 1992 – Sept 1993 Universal Mortgage Corp. Indianapolis, In

Closing Supervisor

• Supervision and training of closing and post closing

• Preparing closing packages for conventional & Government loans

• Review of Hud-1, preparing wires and scheduling closings

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• Additional employment history and references available upon request.

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Education 1987 Graduate Western Boone High School Thorntown, In

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Summary I am very motivated, high energy and a self-starter. I have been in the mortgage

banking industry for 22 years.

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