Sales Manager

Peggy A. Jackson

***** **** ******, #****, ********, CO 80233

(Cell) 214-***-****

Montclair Estates - Garland, TX 750**-*-*-**** to 8-18-2010

Program Coordinator - (Independent Living)

- Implemented, coordinated & executed daily events for 100+

residents

- Created a monthly calendar by writing articles & scheduling

classes

- Worked with community leaders to establish a volunteer base

- Accountable for my dept's budget, expenses & purchases

- Drove residents to doctor appt's and the elementary school for

mentoring

- Attended monthly conference calls with other programming

coordinators

- Assisted with requests from residents on a daily basis

- Generated new leads by doing weekly sales calls

- Assisted the Marketing Director with special events

- Assisted the front office with answering phones, menus & work

orders

Spring Creek Gardens - Plano, TX 750**-*-**-**** to 5-30-2009

Activities Director - (AL & Memory Care)

- Generated a monthly calendar of daily events for AL & Memory

Care

- Facilitated discussion groups, lead exercises & booked

entertainment

- Drove residents to their doctors and dialysis appointments

- Assisted the Marketing Director with monthly family events

- Accountable for my own department's expenses, purchases and

budget

- Worked as the Manager on Duty on a rotation basis

Medication Aide

- Dispensed medications to residents at the appropriate times

- Called 911 as needed, assisted with any falls

- Assisted the aides with any work needed for any resident

Resident Aide

- Assisted residents with their personal care, dressing & showers

- Served meals, dining services and assisted with activities when

needed

United American Insurance Co. - McKinney, TX 10-22-2007 to 4-24-

2008

Licensing Specialist

- Ensured that all insurance agents had current active licenses to

sell

life & health insurance products on a national level

- Integrated with agents from Global Life to do some projects

- Ensured that each state's licensing requirements were met

Newfound Mortgage Inc. - Plano, TX 11-1-1998 to 10-15-2007

Mortgage Broker (my own company)

- Originated & processed conventional, FHA & VA loans

- Counseled first time borrowers on home ownership

- Generated GFE's, entered data in the computer, analyzed credit

findings

- Requested letters of explanations when needed

- Stacked files and requested updated information

- Ordered title work, appraisals, surveys, hazard insurance &

locked in rates

- Submitted files, then cleared any outstanding conditions prior

to funding

- Trained, developed & counseled new loan officers on procedures

- Worked closely with the title companies to generate a clean HUD-

I

- Ensured compliance was met on each loan

- Developed new business by marketing through networking

Countrywide Funding - Pasadena, CA & Plano, TX 9-1-1990 to 10-30-1998

Loan Specialist / Receptionist

- Met with and pre-qualified clients for their loan

- Maintained & updated files & answered any questions for the

borrowers

- Shipped collateral files within 72 hours after funding

Loan Processor

- Processed conventional, FHA & VA, purchases, refinances, cash

Outs, construction to perm and jumbo loans

- Resolved any issues on each loan prior to submission to the

underwriter

- Cleared conditions, drew docs, coordinated closings & shipped

files

Underwriter

- Underwrote & approved loans according to each state's specified

Guidelines (for 38 states), managed a pipeline of 90 - 400

loans

- Assisted in training new personnel on their, software system

- Drew closing docs for various states, funded, & shipped files

- Resolved any quality control issues prior to investors' audits

- Met & exceeded our monthly, quarterly & yearly goals

- Increased 3 small teams to 10 large teams within 9 months

- Maintained excellent customer service with internal & external

customers

Assisted Branch Manager (Plano, TX)

- Assisted in the start up of the Full Spectrum Branch

- Trained new Processors & Loan Officers on Edge

- Input data on the system, pulled credit, advised borrowers on

programs

- Processed conventional, FHA & VA loans

- Followed up w/ borrowers, ordered title, appraisals, insurance &

surveys

- Handled and maintained daily operations

- Issued closing reports to upper management on a weekly basis

- Approved HELOC & VIP loans, drew docs and funded loans

Kaufman & Broad Co. - Ontario, CA 3-15-1989 to 8-30 -1990

Executive Secretary

- Assisted the Vice President of Secondary Marketing with the

Distribution of daily rates, also coordinated meetings

- Shipped loans, prepared collateral packages to investors

Loan Processor

- Took loan applications over the phone, processed & submitted

files

- Cleared conditions, funded & shipped loans

DLJ Financial - Century City, CA 2-1-1988 to 1-23-

1989

Executive Secretary

- Assisted the VP of Public Finance with preparation of bond

programs

For various municipalities in different states

- Coordinated office meetings and processed expense reports

Union Oil Company of CA - Los Angeles, CA 3-15-1981 to 8-30-1987

Secretary

- Assisted the NW Manager of TBA sales with all projects needed

- Assisted with the quarterly dealer and distributor trade shows

- Notified distributors when oil prices increased

- Acquired sales numbers from the NW Region (Hawaii, WA or ID)

- Tabulated company's monthly sales profits for tires, batteries,

accessories

EDUCATION:

7-2006 - 7-2007 Thom Haines - Department of HUD

Seminar re: Fair Housing Laws

3-1981 - 2006 Various Sales & continuing education classes

for

Mortgage banking, real estate, finance, appraisal

& underwriting classes

9-1985 - 9-1986 University of Phoenix (Los Angeles, CA)

BSBA / need 29 credits to complete degree (GPA 3.6)

9-1973 - 6-1975 Lane Community College (Eugene, OR)

Associate of Science in Dental Hygiene (GPA 3.4)

9-1972 - 6 -1973 Rogue Community College (Grants Pass, OR)

Pre-Dental Hygiene classes (3.3)

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