Sales Customer Service

Jamie Bower

** **** **** *****

Cheswick, PA ****4

Cellular 843-***-****

Email: ********@*******.***

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SUMMARY

Sales and marketing professional with over 8 years of sales and managerial

experience increasingly accountable responsibilities. Reputation as a

highly motivated self-starter with strong communication, problem solving,

persuasive presentation, and management skills. Proven abilities in

customer relationships, retention and achieving sales quotas.

Independent insurance agent and registered representative

Insurance agent and Registered Rep - February 2008 - Current

. Assist clients in determining the proper health insurance coverage and

provider

. Assist clients in determining the amount of insurance they need to

protect their families

. Maintain customer service for a book of business

. Perform policy reviews and adjustments

. Prospect through constant networking and client referrals

. Educate and inform the potential customers through seminars and job

site training

IndyMac Bank

Business Development Manager, DC Metro and Charleston, SC - June 2006 -

November 2007

Responsible for the day-to-day operation of business to business sales such

as: Prospecting for new accounts, maintaining and development of existing

accounts, training new loan officers on the product portfolio, policy and

procedures, credit analysis and pre-qualifying loans for purchase and

refinancing.

. Maintained a monthly pipeline of over $7 million

. Increased non-producing accounts to award winning accounts for highest

volume and profitability

. Developed new training techniques for brokers, generating $1-$3

million or more in monthly sales

. Strategically solved loan level issues to insure greater profit

margins

. Consulted with clients and provided guidance on training on our sales

tools

. Knowledgeable on laws and regulations in the mortgage and banking

industry

. Informed and updated new and existing customers on constantly changing

product base

Washington Mutual - Long Beach Mortgage.

Account Executive, DC Metro Area - September 2004 - June 2006

Responsible for the generation of quality loans through solicitation from

the mortgage broker network. Maintained daily contact with wholesale

lending customers to provide: counsel regarding bank products, sales

presentations, rate/fee quoting, responding to technical questions, and

acting as a liaison with underwriting and funding. In addition, provided

management with market data, and cross-sold other bank products and

services.

. Increased business from $15 to $40 million in monthly volume

. Consistently in top 3 highest producing teams in the country

. Hired and trained 3 associates to manage older, self sufficient

accounts

. Proactively generated and established 5-10 new accounts on a monthly

basis

. Managed and created marketing materials for several tradeshows

. Conducted several weekly presentations to stimulate business and

exceed sales quotas

. Increased client base from 55 accounts to 80 active and producing

accounts within 1 year

First Magnus Financial - Pittsburgh, PA

Pricing Coordinator/Inside Sales - 1999 - 2004

Distributed daily rates sheets, sent out daily emails on product updates to

stimulate business, responsible for scenario questions, pricing and locking

of loans for 4 Account Executives in the PA area. Responsible for

prospecting and aligning accounts with Account Executives. Signed up new

brokers, and used LP, DU and Clout to approved loans.

. Exceeded as Loan Prospector and Desktop Originator and utilized

several systems to prevent fraud and close loans

. Trained account executives on new products and prospecting and sales

methods

. Helped train and oversee 4 account executives with loan portfolios of

$12 million

. Maintained customer relations with over 250 accounts in the PA area

EDUCATION

1999 Bachelor of Science (Finance), Indiana University of Pennsylvania,

Indiana, PA

LICENSING

. Life, Accident, and Health Insurance License

. Series 6

. Series 63

References

Terry Hegburg

District Manager for Washington Mutual - Rockville, MD

Cell: 412-***-****

Christian Ola

Branch Manager for First Magnus Financial - Pittsburgh, PA

Cell: 412-***-****

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