Jackie K. Oates
Bridgeville, DE 19933
Cell 302-***-****) Home 302-***-****)
*******@***.***
I am interested in re-entering the work force after spending time caring
for and managing family situations dealing with serious illness and death.
I have substantial experience in performing office duties, customer
service, managing people, and sales. My experience includes Financial
Services, most recently as a Mortgage Loan Consultant, and previously as an
Investment/Insurance Consultant, having held 6, 63, and 26 Securities
(NASD) licensing. Prior to entering the Financial Services arena, I spent
17 years in the Construction Industry as Administrative Assistant to the
President.
Professional Experience:
January 2001 to March 2010 - Mortgage Loan Consultant
Manager - Anne Daniels contact number 302-***-**** (applies to
all listed below)
Bank of America Home Loans (Countrywide Home Loans), 34382
Carpenters Way, Lewes, DE 19958; American Home Mortgage, 34382
Carpenters Way, Lewes, DE 19958;
Washington Mutual Home Loans, 508 N DuPont Highway, Dover, DE
19901 and 34382 Carpenters Way, Lewes, DE 19958
(Moved to Sussex County Office at Managers request to
facilitate opening of new office Location)
Duties:
. Work one on one with potential Home Buyers to Originate and
Structure mortgage solutions based on individual needs
. Maintain communication with client before, during and after
the event developing a "customer for life" attitude of trust
between myself and the customer, as well as a referral source
for myself and the company
. Continually monitor market changes and developments through
continuing education to best serve the needs of the customer,
the company, and business partners.
. Effective communication skills from release to close with
Processing Team, Customer, Closing Agents, Referral Source to
ensure the highest level excellence while setting appropriate
expectations.
. Always maintaining the highest level of ethical and personal
integrity to insure compliance with regulatory requirements
and industry standards.
January 2000 to August 2000 - US Census Bureau - Crew Leader -
Temporary Position -
Re-entered the work force after taking time to be a stay at
home Grandmother
. Supervised a team of individuals responsible for delivery
and completion of Census forms during the 2000 Census
. Performed Classroom and field training
. Assigned and verified work locations
. Corrected when necessary mapping and housing locations
. Monitored and submitted time sheets and travel
reimbursements
World Marketing Alliance, 11315 Johns Creek Parkway, Duluth, GA
30097
Primerica Financial Services, 3120 Breckinridge Boulevard,
Duluth, GA 30099
. Entered the Financial Services arena as a part time agent,
licensed in life, health and variable life/annuity insurance
in the States of Delaware and Maryland
. Acquired Securities License 6 (mutual fund investment); 63
(trade across State Lines) 26 (supervise and maintain records
for other licensed agents)
. Successfully developed and maintained a team of agents with
offices in both Delaware and Maryland
. Title Achieved - Senior Vice President
Vernon E. Pike Contractor, Inc. (VEPCO, INC.), VEPCO Industrial
Park, Delaware Route 10, PO Box 218, Camden, DE 19934
Administrative Assistant to the President
. Performed all facets of business management for a Commercial
Construction Company
. Worked with employees, payroll, accounts receivable, accounts
payable
. Assisted with the bidding process
. Learned to read blue prints to negotiate and purchase
building materials
. Scheduled work phases, all record keeping duties private,
state, and federal for contract and labor compliance,
including working with and calculating scale wages,
calculating and billing project completion by work phase for
overall completion and subcontractor completion, holding and
releasing retainage, preparing and submitting payroll and
completion reports.
. Engaged and monitored Sub-contractor performance, compliance
and completion
. Worked with and assisted Government Procurement Agents,
Bonding Agents, Attorneys and Private Owners through the
course of construction projects
Residency: I have resided at my current home address since February 1978
Personal: Lifetime resident of Delaware, widowed, two adult children
and two grandchildren
Education: Graduate of Seaford Senior High School, Seaford, Delaware;
Financial Service Industry Licensing and Training including Mortgage and
Equity products, Life, Health, Annuity, Variable Annuity, Mutual Funds,
(6, 63, and 26 licensing), continuing education courses, Training Courses;
Personal Growth Courses; Salesmanship and Leadership Training.
Interest: Gardening, Family
References: Business and or Personal - will provide upon request